Vise, a $1 billion fintech that helps financial advisors customize and automate investment portfolios, is looking to scale up by partnering with smaller independent financial advisors and the industry players that support them.
The investing app, which has raised a total of $128 million since launching in 2019 from investors like Sequoia Capital, is adjusting its strategy after a leadership shakeup and seeing its assets under management dip following the loss of a large client.
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