How We’re Building

An Update on Vise’s Growth in 2021

By :
Vise Staff
In 2020, we focused on the foundation. In 2021, we are focused on scale.

Vise is on a mission to create financial freedom for everyone. With inequality painfully high, access to financial advice has never been more important. We believe that expanding access to the best financial advice to more people will help create more financial freedom. 

That’s why we're giving financial advisors the technology and tools they need to grow their businesses and help more people. With Vise, financial advisors are able to help build their clients more personalized portfolios and automate the ongoing portfolio management allowing them to spend more time with their clients and building their practice. 

In 2020, our focus was on strengthening our foundation to power future growth. We invested heavily in our technology, hired the best talent from technology and finance, and put in place the systems needed to scale. Our team grew from six employees to dozens and we hired several key executives including Shah Hafizi, the former Chief Compliance Officer of the Digital Wealth division of BlackRock, as Chief Compliance Officer, and Niki Sri-Kumar, the former Director of Product at Affirm, as Vice President of Product, and Yoonie Kim, the former Head of Talent at Codecademy and Recruiting Leader at Dropbox, as Vice President of People & Talent. 

In 2021, our focus is on scaling the business and importantly our impact. Already, Vise has experienced significant growth. Since December alone, Vise has:

  • More than doubled assets under management and client accounts
  • Continued to build a world-class team
  • Integrated with major custodians 
  • Released new product features for our customers. 

We also further strengthened our executive team with the appointment of Andrew Fong, former Vice President of Infrastructure Engineering at Dropbox, as Vise’s Chief Technology Officer and Dave Twardowski, former vice president at Avantis Investors and Dimensional Fund Advisors, as Vice President and Head of Investment Strategy. 

Looking ahead, Vise is laser-focusing on continuing to scale the business and advance our mission of creating financial freedom for everyone. Vise is incredibly well-positioned to benefit from powerful industry tailwinds including the shift from commoditized to personalized advice and changing demographics. 

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