# Vise AI's pitch deck

> Vise AI's pitch deck: 11 slides, and the funding round we observed afterwards.

Source: https://millionrounds.com/decks/vise-ai (Millionrounds; every figure on the page links to its filing or article)

**Vise AI** Investment management 1 / 11 Read in the app

Pitch deck

# Vise AI's *pitch deck*

We have observed no announced round for Vise AI, but 2 investors list them on their own portfolio page.

Vise is an AI-powered wealth management platform founded in 2016. It enables financial advisors, institutions, and individual investors to build and manage personalized investment portfolios using proprietary algorithms. The platform operates over $51 billion in assets and is trusted by many of the largest Registered Investment Advisors (RIAs) in the U.S. Vise offers a comprehensive platform that includes portfolio construction, automated trading and rebalancing, direct indexing, tax-loss harvesting, and asset management tools. Its technology allows for enhanced portfolio customization through options overlay strategies and provides a self-driving wealth feature that independently manages and explains portfolios. Vise aims to compound the wealth of the world by integrating these capabilities into a single scalable workflow for its clients.

11 slides 1.7MB Investment management

Read the deck Free account. The deck belongs to Vise AI, so reading it needs one; everything on this page is public.

What is in it

## The deck, slide by slide

Each slide by what it argues. 11 slides against a median of 13 across the 1,712 decks we hold.

*median*

- 1 **Cover**
- 2 **Problem**
- 3 **Problem**
- 4 **Problem**
- 5 **Solution**
- 6 **Market**
- 7 **Market**
- 8 **Business model**
- 9
- 10 **Team**
- 11

Cover Problem Solution Market Business model Team

1 / 11

The deck itself

## Read Vise AI's full pitch deck

All 11 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck *→* Free account. The deck belongs to Vise AI.

## Investors who claim them

Firms listing Vise AI on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

[**Great Oaks Venture Capital** VC firm](https://millionrounds.com/fund/great-oaks-venture-capital)[**Scooter Braun** Angel](https://millionrounds.com/fund/scooter-braun)

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[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=vise-ai) and it goes.