Vise Tech Stack

Portfolio management platform for financial advisors building personalized, automated portfolios

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

Vise serves financial advisors with a portfolio construction and management platform built on a modern data and ML stack (Snowflake, Databricks, Apache Airflow, Python). The pain-point list—regulatory filings, reconciliation explanations, compliance integration, trading workflow bottlenecks—reveals a company scaling compliance and operations infrastructure alongside product features. Hiring is accelerating across engineering and finance, suggesting both technical and operational depth gaps as they move from launch toward enterprise adoption.

Tech Stack 30 technologies

Core StackRetool Snowflake Salesforce Python Databricks AWS Figma Greenhouse Go TypeScript React PostgreSQL Apache Airflow Express Node.js Redux Jira ServiceNow Asana Global Relay Bloomberg LinkedIn Recruiter Azure SAML OAuth SCIM DKIM DMARC Bash GCP

What Vise Is Building

◆Challenges

Automated reconciliation explanations
Regulatory filings management
Cross-functional compliance integration
System bottlenecks
Business scaling
Increasing platform adoption
Scaling enterprise relationships
Seamless trading workflow execution
Data accuracy across internal tools
Scaling investment frameworks

▲Active Projects

Ai projects for rias
Portfolio optimization pipelines
Regulatory filings execution
Compliance training coordination
Core portfolio creation engine
Trading system
Client-facing web application
Enterprise success playbook
Compliance program monitoring and testing
New firm onboarding

Hiring Activity

Accelerating15 roles · 10 in 30d

Department

Engineering

Finance

Ops

Support

Legal

Product

Research

Seniority

Senior

Lead

Mid

Intern

Notable leadership hires: Engagement Lead

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About Vise

Vise is a technology-enabled portfolio manager helping financial advisors create and manage personalized investment portfolios at scale. Founded in 2016 and headquartered in New York, the company operates as a privately held firm with 51–200 employees across the United States. The platform serves registered investment advisors (RIAs) and wealth management firms building customized, direct-indexed portfolios rather than relying solely on mutual funds or ETFs. Vise handles portfolio optimization, trading execution, regulatory filing, and client-facing reporting. Current focus areas include AI-driven portfolio tools for advisors, compliance monitoring, firm onboarding automation, and scaling enterprise customer success.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2016

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Vise use?

Vise's backend runs Python, Node.js, and Go on AWS and GCP, with PostgreSQL and Snowflake for data, Databricks for ML, Apache Airflow for orchestration, and React on the frontend. Operational tools include Salesforce, Retool, Jira, ServiceNow, and Bloomberg integration.

What is Vise working on?

Core projects include portfolio optimization pipelines, a trading system, AI-driven tools for RIAs, regulatory filing execution, compliance monitoring and training, client-facing web applications, and enterprise onboarding automation.

How this profile is built

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.