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)

Vise

AI-driven asset management platform

Open for applications

Vise

AI-driven asset management platform

21-100 employees

FintechB2BArtificial IntelligenceEnterpriseInvestingFinancial Services

Open for applications

$180-230k

React
TypeScript
Redux
Python
Postgres
Airflow
Senior level
New York

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

21-100 employees

FintechB2BArtificial IntelligenceEnterpriseInvestingFinancial Services

Company mission

To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.

Company mission

To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.

Top investors

Few 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 headshot

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

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.

Jobs (2)

All locations

Software Engineering

People, HR, Recruitment