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Fintech Leveraging AI to Help Financial Advisors Raises $14.5 Million

Fintech Leveraging AI to Help Financial Advisors Raises $14.5 Million

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FintechNews RoundupUSA
··1 min read

Vise leverages AI to create portfolios for customers, focusing on stock picking instead of managed funds; this helps automate some processes for financial advisers; The Series A round was led by Sequoia Capital and also included Founders Fund, Bling Capital, and Steve Chen, co-founder of YouTube; Vise was founded in 2016 and charges a fee to the advisor for assets under management; according to the company they have around $800 million in asset commitments. Business Insider

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    With efforts in many different areas of the team, she helps manage, organize and execute digital and event content. She works with webinars, podcasts, social media along with managing the hundreds of speakers that attend our conferences. Emily was a part of the Zimmerman Advertising Program at the University of South Florida. She graduated in 2019 receiving a Bachelor of Science in Business Advertising.

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