Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. The company focuses on Wealth 3.0, offering customized investing solutions through direct indexing, factor investing, and ESG investing, backed by artificial intelligence. With over $130 million in funding and a team of 45 employees, Vise aims to deliver better investment outcomes while enabling financial advisors to scale their practices.
Vise is seeking a Senior Investment Strategist to play a key role in shaping their investment research, portfolio design, and platform capabilities. This role focuses on research, portfolio design, and strategic frameworks, requiring a highly analytical and client-focused individual to translate complex investment ideas into scalable solutions. The ideal candidate will have experience in asset allocation, risk modeling, and financial markets.
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. The company focuses on Wealth 3.0, offering customized investing solutions through direct indexing, factor investing, and ESG investing, backed by artificial intelligence. With over $130 million in funding and a team of 45 employees, Vise aims to deliver better investment outcomes while enabling financial advisors to scale their practices.