Visive Capital

Vise develops an AI-powered asset management platform for financial advisors. This comprehensive tool enables advisors to construct, oversee, and articulate personalized investment portfolios at scale. The platform integrates seamlessly with custodians, streamlining operations such as trading, rebalancing, and tax-loss harvesting, allowing for tailored client strategies and enhanced portfolio management efficiency across various asset classes.

Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra, who envisioned a solution to a significant gap in financial advising while still in high school. Their initial insight stemmed from recognizing the potential for technology, particularly artificial intelligence, to personalize investment strategies and automate complex tasks for advisors, thereby addressing inefficiencies in traditional wealth management practices.

The company serves financial advisors, including independent RIAs and larger enterprise firms, by providing them with an integrated investment experience. Vise's core mission is to empower advisors to achieve better outcomes for their clients and unlock their maximum potential by offering a unified platform that simplifies operations and delivers deep personalization. The long-term vision centers on transforming the financial advisory landscape through intelligent automation.