Fund Manager
Vise
Vise
Fund Manager
Primary Strategy: Other
Year Founded: 2016
Number of Employees: 176
Ownership: Privately Held
Year End: December
Description
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index fun
Address
521 Broadway, 3rd Floor, New York City, New York, United States
Date
As of: June 20, 2026
Key Metrics
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Business mix
Mix of Private Fund AUM ($M)
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By strategy
By fund size
By fund vintage
Leadership and Fund Service Providers
Key Management
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Fund Service Providers
Key Metrics
Table view
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Key Metrics
Chart view
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Top fund structures by AUM
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Current Service Providers
Fund Administrators
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Fund Auditors
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Switches
Last 12 months
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Team
Individuals
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