Fintech Vise Partner
Fintech Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes and Attract More Clients
May 25, 2022 09:02 ET | Vise
New York, May 25, 2022 (GLOBE NEWSWIRE) -- Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a...
New Survey Suggests
New Survey Suggests that Traditional Assumptions about Gen Z and Millennial Finances Get it Wrong; Most Want a Financial Advisor and Don’t Trust Social Media Influencers or Robos
September 20, 2021 09:00 ET | Vise
New York, NY, Sept. 20, 2021 (GLOBE NEWSWIRE) -- Gen Z, Millennials, Gen X and Baby Boomers may not see eye to eye on much, but when it comes to financial concerns and investing they have a lot in...
VISE STRENGTHENS LEA
VISE STRENGTHENS LEADERSHIP TEAM TO ACCELERATE FUTURE GROWTH
July 23, 2021 12:00 ET | Vise
New York, NY, July 23, 2021 (GLOBE NEWSWIRE) -- Vise, the technology-powered investment manager built for advisors, today announced three new additions to its executive leadership team to further...