Bhagya Puppala

Role: Vise
Location: Austin, TX, US
LinkedIn followers: 500 followers

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Experience

Vise
Present

Contact information

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Work email
•••••@vise.com
Personal email
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Current company

Vise

Investment Management · 195 employees · Founded 2016 · New York, New York, United States

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

vise.com

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