Senior Software Engineer, Vise

$180-230k

React

TypeScript

Redux

Python

Postgres

Airflow

Senior level

New York

3 days a week in office (New York, NY)

AI-driven asset management platform

Job no longer available

AI-driven asset management platform

101-200 employees

FintechB2BArtificial IntelligenceEnterpriseInvestingFinancial Services

Job no longer available

$180-230k

React

TypeScript

Redux

Python

Postgres

Airflow

Senior level

New York

3 days a week in office (New York, NY)

101-200 employees

FintechB2BArtificial IntelligenceEnterpriseInvestingFinancial Services

Company mission

To enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential.

Job

Company

Role

Who you are

5+ years of software development experience outside of education and internships
Experience with backend and frontend languages. Our stack includes Python, Golang, TypeScript, so direct experience working with these is a big plus
Experience with React and a familiarity with the latest frontend frameworks and tools
Experience with relational databases — we use Postgres
Firm understanding of data structures, algorithms, and software design
Strong analytical and debugging skills
Effective interpersonal, communication, and collaboration skills with proven problem solving abilities

Desirable

Prior work experience with financial data, investment tools and/or markets
Familiarity with Airflow or an equivalent pipeline management system

What the job involves

Lead the implementation of the systems that power and scale our business
Uncover and address system bottlenecks as we mature our tech stack
Partner with the Product team to provide impactful, measurable and testable solutions for our customers
When appropriate, coach and mentor engineers on best practices
Advocate for best in class technology and tooling to improve the development experience
Contribute to operational excellence

Our take

Registered Independent Advisors (RIAs) operate in a competitive market dominated by institutional investors with advanced tools and analyst teams. Vise addresses this gap with an AI-driven platform that automates portfolio construction and management, allowing advisors to focus on client relationships. Its rapid growth (surpassing $15B in platform assets with a 1500% year-over-year increase) really shows just how strong its adoption has been too.

This momentum comes amid major changes in the RIA sector, driven by private equity-fuelled consolidation and the rise of enterprise-scale firms. These shifts are increasing demand for more sophisticated, scalable technology. Vise's recent leadership expansion, including CFO Nick Raffone, reflects its focus on supporting larger, more complex advisory businesses.

Vise also occupies a middle ground between traditional advisors and robo-advisors like SoFi and Wealthfront. While robo-advisors handle simpler portfolios efficiently, they lack the flexibility needed for complex assets, and traditional advisor methods can be harder to scale. So, Vise's hybrid approach combines automation with human oversight, positioning it well for an evolving, tech-enabled advisory landscape.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

14% employee growth in 12 months

Glassdoor (3.5)

Trustpilot (3.3)

Company

Funding (last 2 of 4 rounds)

May 2021

$65m

SERIES C

Dec 2020

$45m

SERIES B

Total funding: $126.5m

Company benefits

401(k) savings plan + company match
Comprehensive health pans
Flexible PTO
Lifestyle and well-being benefits
Paid parental leave

Company HQ

SoHo, New York, NY

Leadership

Samir Vasavada

(Co-Founder & Co-Head)

Samir co-founded Vise in 2016 and has headed up the company alongside Runik ever since.

Runik Mehrotra

(Co-Founder & Co-Head)

Runik has a Bachelor of Science in Finance from The Wharton School and a Bachelor of Science in Engineering, Computer and Information Sciences from the University of Pennsylvania.

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