Vise Tech Stack

Portfolio management platform for financial advisors to deliver personalized investments at scale

Investment Management New York, NY 51–200 employees Founded 2016 Privately Held

Vise builds a portfolio management platform for registered investment advisors (RIAs) and wealth firms. The tech stack is modern and full-stack (Python, Go, TypeScript, React, PostgreSQL, Snowflake, Databricks, Bloomberg) with Bloomberg and Retool integration for institutional-grade workflows. The hiring profile is skewed toward senior and mid-level talent across ops and engineering, while active projects focus on core portfolio creation, billing infrastructure, trading workflows, and PLG expansion—indicating an engineering-first platform play with emerging product-led growth ambitions.

Tech Stack 20 technologies

Core StackPython Go TypeScript React PostgreSQL Apache Airflow Express Node.js Redux AWS Retool Snowflake Salesforce Databricks Figma SQL Bloomberg Excel Google Sheets

What Vise Is Building

◆Challenges

Process automation
System bottlenecks
Business scaling
Smooth onboarding and adoption of platform
Increasing platform adoption
Identifying upsell opportunities
Onboarding new firms
Scaling investment frameworks
Integrating investment solutions into digital platforms
Daily account reconciliation

▲Active Projects

Core portfolio creation engine
Design and scale billing functionality
Client-facing web application
Portfolio proposal process
Daily trading workflows
Account onboarding workflows
Enterprise success playbook
Seamless onboarding of new firms
Trading system
Plg initiatives to drive scale and expansion

Hiring Activity

Decelerating15 roles · 3 in 30d

Department

Ops

Engineering

Finance

Support

Design

Legal

Marketing

Research

Seniority

Senior

Mid

Director

Junior

Company intelligence

Find more companies like Vise by tech stack, pain points and active projects

Get started free

About Vise

Vise is a fintech platform enabling financial advisors to construct, manage, and justify tailored investment portfolios for end clients without the headcount demands of traditional asset management. Founded in 2016 and based in New York, the company serves RIAs and wealth management firms seeking to automate and scale their portfolio construction workflows. The platform integrates with institutional data sources (Bloomberg) and operates a modern SaaS stack anchored on Python, Go, and React. Current operational priorities center on billing and account reconciliation maturity, portfolio proposal automation, daily trading workflows, and expanding platform adoption across new advisory firms.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2016

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Vise use?

Backend: Python, Go, Node.js, Express. Frontend: React, TypeScript, Redux. Data: PostgreSQL, Snowflake, Databricks, Apache Airflow. Integrations: Bloomberg, Salesforce, Retool. Infrastructure: AWS.

Is Vise hiring engineers?

Yes. Currently 2 active engineering roles posted across the org, with 14 total open positions. Hiring velocity is decelerating. All roles are based in the United States.

What is Vise working on?

Core priorities: portfolio creation engine, billing system design and scaling, client-facing web application, trading workflows, account onboarding, and PLG initiatives to drive platform expansion among new advisory firms.