Vise builds personalized, automated portfolio technology for financial advisors, running a Python, Go and TypeScript/React stack on PostgreSQL with Snowflake, Databricks and Airflow for data pipelines. Bloomberg and Global Relay point to a compliance-aware trading operation. Job posts center on onboarding enterprise clients and hardening trading workflows, with hiring accelerating across a broad, senior-weighted mix rather than pure engineering.
Vise is a New York-based investment management technology company founded in 2016. It provides wealth firms and financial advisors, including RIAs, with a platform to construct, run and explain personalized portfolios, with a focus on direct indexing and customized investing. The company is privately held, has 51–200 employees, and hires within the United States. Its product surfaces include a core portfolio creation engine, a trading system and a client-facing web application.
Vise uses Python, Go, TypeScript, React, Node.js and PostgreSQL, with Snowflake, Databricks and Apache Airflow for data, plus AWS, GCP and Azure, Bloomberg, Salesforce and Retool.
Yes, hiring is accelerating in the United States across engineering, operations, product, research, sales, finance, legal and HR, with a tilt toward senior and lead roles.
Vise is building out its portfolio proposal process, core portfolio creation engine, trading system, client-facing web application and enterprise client onboarding, and evaluating AI tools.
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Vise's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.
