AI-driven portfolio management.
Why We Invested
Canvas has been searching for a better portfolio management solution for investment advisors for over 10 years, with a thesis first developed with our investment in Future Advisor (acquired by BlackRock). Vise leverages AI to build hyper-personalized investment instruments for clients adjusting for risk and exposure, saving financial advisors time and money and optimizing portfolios. Vise is exploiting the $97 trillion registered investment advisor (RIA) market, and has locked up several key partnerships to reimagine the financial advisory world with their superior solution.
Samir Vasavada and Runik Mehrotra
Co-Founder & CEO and Co-Founder & CIO
Co-Founder & CIO
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