Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
AI investment management platform for independent financial advisors.
Pricing
Custom quote
Founded
2016
Team size
51-200 employees
Headquarters
New York, NY
Product Preview
Preview from vise.com
At a glance
Best for
Financial Advisors
Pricing model
Custom quote
Integrates with
BlackRockDimensional Fund Advisors (DFA)Alpha Architect
Security
SOC 2
About Vise
Vise is an AI-powered wealth-management platform for financial advisors and RIA aggregators that builds and manages personalized client portfolios. It combines proposal generation, portfolio construction, automated tax-loss harvesting and rebalancing in one system, and is SEC-registered, fiduciary and SOC 2 compliant. The platform supports a large base of accounts and platform assets across advisory firms.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Vise
Vise doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Vise and Cubbie routes it to the vendor and our procurement team.
