Vise, an investment management platform built for advisors and powered by AI, for the second year in a row has been named on the Forbes AI 50 list.
The Forbes AI 50, developed in partnership with Sequoia Capital and Meritech Capital, is a list of the most promising private North American companies using artificial intelligence in ways that are fundamental to their operations.
Vise was recognized for using its technology to empower a new generation of financial advisors. This technology enables advisors to create highly personalized portfolios, fully automate the investment management process, and provide deep insights on investment decisions.
“We’re thrilled to have been recognized by Forbes as one of the most promising companies in AI for the second year in a row,” said Vise Co-Founder and CEO Samir Vasavada.
“It is recognition of the hard work our team has done in the past year to build and strengthen our technology.
“At Vise, we believe technology should empower - not replace - people. You only need to talk to a truly great advisor to know that no technology could ever compete with their ability to communicate, empathize and relate to their clients.
“Our job is to give advisors the technology and tools they need to do their job, grow their business and deliver for their clients.”
This latest recognition follows Vise’s strong start to 2021. Since December alone, Vise has more than doubled assets under management and the number of client accounts, continued to build a world-class team, integrated with the major custodians and released new product features for customers.
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