Vise Technologies, Inc.
Vise Technologies, Inc., headquartered in New York, NY, is a fintech firm that operates through its subsidiary Vise AI Advisors, an SEC-registered investment adviser founded in 2019. The firm employs around 50-100 people and leverages artificial intelligence, proprietary algorithms, and automated technology to deliver investment advisory services. Vise serves individual investors primarily via subadvisory relationships with third-party registered investment advisers (RIAs) and broker-dealers, providing individualized, goal-based investment management through technology solutions.
Investment Strategy
Vise utilizes proprietary, automated algorithms to implement investment models, asset allocation, and rebalancing, tailored to the needs of RIAs and their underlying clients. Its factor-based approach selects securities—primarily equities, fixed income, ETFs, ETNs, and REITs—based on fundamental factors, target risk input, and investment time horizon. Portfolios are designed to sit on the efficient frontier, regularly rebalanced to optimize mean and variance within individualized constraints, aiming to minimize costs and improve investment outcomes through automation and AI.
Top Holdings
Equity Positions (1,039)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.59% | $87.1M | 551,051 | $157.99 | $157.99 | +$87.1M |
M MSFT | MICROSOFT CORP | 3.44% | $83.3M | 167,516 | $497.41 | $497.41 | +$83.3M |
A AAPL | APPLE INC | 2.88% | $69.7M | 339,870 | $205.17 | $205.17 | +$69.7M |
A AMZN | AMAZON COM INC | 2.31% | $55.9M | 254,748 | $219.39 | $219.39 | +$55.9M |
M META | META PLATFORMS INC | 1.92% | $46.6M | 63,078 | $738.09 | $738.09 | +$46.6M |