Vise
Jon Xu was the Co-founder and CTO at venture-backed robo-advisory startup, FutureAdvisor that was acquired by BlackRock in 2015. FutureAdvisor was a direct-to-consumer digital wealth management service managing over $1B in assets.
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Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.