Executive Assistant, Vise
Fintech Founders
$90-115k
+ Equity
5+ days a week in office (SoHo, NY)
AI-driven asset management platform
Open for applications
AI-driven asset management platform
21-100 employees
Open for applications
$90-115k
+ Equity
5+ days a week in office (SoHo, NY)
21-100 employees
Company mission
To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.
Jump to section
Company mission
To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.
Some candidates hear
back within 2 weeks
14% employee growth in 12 months
Our take
Registered Independent Advisors (RIAs) face hot competition in a sector where 60% of global assets are managed by institutional investors. Part of the latter's edge, however, comes from market leading analyst teams and tools – and Vise has developed an AI-driven automated platform to fill this shortfall for RIAs.
The platform uses AI to automate the building and management of client portfolios, so RIAs can focus on cultivating client relationships. It has been proven a popular prospect – Vise secured a valuation exceeding $1 billion at the close of its 2021 Series C funding round, and its managed assets have quadrupled in recent years.
Vise also leverages an interesting niche that could shore it up against the industry-disruption of robo-advisors like SoFi and Wealthfront. Whilst robo-advisors are good for smaller asset classes, they lack the sophistication to manage and grow complex asset portfolios. They also lack the human touch which remains extremely important to the vast majority of investors even in a tech-led investment landscape. Vise's product is therefore an astute middle-of-the-road compromise.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Comprehensive health plans
- 401(k) savings plan
- Flexible PTO
- Paid parental leave
- Lifestyle and wellbeing benefits
- Flexible remote work policy
Company values
- We're customer obsessed.
- We get 1% better every day.
- We burn the boats.
Funding (last 2 of 4 rounds)
May 2021
$65m
SERIES C
Dec 2020
$45m
SERIES B
Total funding: $126.5m
This company has top investors
Leadership
Samir Vasavada
(CEO)CEO and co-founder at Vise since 2016. Sits on board of several SaaS companies. Featured in Forbes 30 Under 30 list.
Runik Mehrotra
(Chief Investment Officer)They are an active AI and quantitative finance researcher, previously doing research at MIT.
Articles
Jobs (3)
Software Engineering
People, HR, Recruitment