• Vise

  • Joseph Grundfest

Joseph Grundfest

Advisor at Vise

Professor Grundfest is a former Commissioner of the United States Securities and Exchange Commission, and co-founder with William Sharpe (1990 Nobel Laureate in Economics) of Financial Engines. He also chairs the audit committee at KKR.


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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.