Vise is an AI-driven investment management platform built and designed for Financial Advisors
Vise automates investment management for financial advisors using artificial intelligence via full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. Powered by natural language processing, it builds customized portfolios for every client and helps advisors tell a compelling story to their clients with key talking points, including the “why”.
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Fintastico Team
4 months
https://www.cnbc.com/2022/01/20/sequoia-makes-m...
Sequoia makes Gulf debut with $33 million investment in Saudi fintech Lean Technologies
Riyadh and London-based Lean Technologies launched its platform in 2019, enabling third-party financial services providers to access their customer's bank data.
Fintastico Team
4 months
https://www.cnbc.com/2022/01/20/sequoia-makes-m...
Fintastico Team
8 months, 2 weeks
https://www.finextra.com/newsarticle/38795/addi...
Fintastico Team
11 months, 3 weeks
https://www.proshareng.com/news/FINTECH/Insight...
Insights from Happenings in the Fintech Landscape - 280521
CBDCs, digital and cryptocurrency are seemingly gaining more momentum with incumbents and government institutions as the Central Bank of Bahrain, Bank ABC and J.P. Morgan recently announced a digital currency settlement collaboration
Fintastico Team
1 year
https://www.financemagnates.com/fintech/news/fi...
Fintech Platform Vise Secures $65 Million Funding | Finance Magnates
Vise, a New York-based investment management platform for advisors, announced that the company has raised $65 million in a Series C funding round.
Fintastico Team
1 year
https://www.financemagnates.com/fintech/news/fi...
Fintech Platform Vise Secures $65 Million Funding | Finance Magnates
Vise, a New York-based investment management platform for advisors, announced that the company has raised $65 million in a Series C funding round.
Fintastico Team
1 year
https://www.finextra.com/newsarticle/38079/vise...
Fintastico Team
1 year
https://techcrunch.com/2021/05/18/fintech-start...
Fintastico Team
1 year, 11 months
https://www.investmentnews.com/the-latest-in-fi...
The latest in financial adviser fintech — June 2020 - InvestmentNews
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Fintastico Team
1 year, 11 months
https://www.coindesk.com/how-public-key-infrast...