Vise
Verifiedapi
About Vise
Vise is an AI-powered investment management platform built for independent financial advisors, enabling them to create and manage personalised client portfolios at scale with automated rebalancing, tax-loss harvesting, and reporting.
Company Details
Regulatory Licenses:
sec_registered_investment_advisorfinra_broker_dealer
Founded: 2016
Headquarters: New York, United States
Active Merchants: <10K
Global Coverage
Marker Legend
🧑Active Visitor
🏦Fintech
Operating in 1 country
Fees Structure
Per Transaction
Custom
Setup Fee
$0
Monthly Fee
$0
Integration
apisdk
Supported Countries
Local Integrations
achwire_transfer
Features
- Crypto Support: Yes
- Settlement: t2
Subscription Fees
Monthly Fee
Custom/ mo
USD • Visit website for complete pricing details
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