VISE

VISE

Vise
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+

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About

​CoFoundersLab is a comprehensive startup community platform designed to assist entrepreneurs in finding co-founders, advisors, and investors. With a global network spanning over 200 cities across six continents, it connects users to a diverse pool of professionals. It offers tools to match individuals based on interests, skills, and location, facilitating the formation of effective startup teams. Members can access industry leaders for advice, enhancing their business strategies and growth potential. CoFoundersLab also provides resources to prepare and perfect pitches, increasing the likelihood of securing funding. Premium membership unlocks additional features such as unlimited searches, exclusive partner discounts, weekly live events, and opportunities to pitch to veteran investors. CoFoundersLab's expansive learning center includes multiple modules and hours of startup knowledge, supporting continuous learning and development. ​

About

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. 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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Aspiring entrepreneurs and startup founders requiring a tool to connect with co-founders, advisors, and investors to build and grow their businesses

Audience

RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CoFoundersLab
United States
cofounderslab.com

Company Information

Vise
Founded: 2016
United States
vise.com

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Fundamental Portfolio Manager

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Altruist
Apollo
Asana
Boomi
Charles Schwab
Dropbox
Fidelity
GitHub
Google Workspace
Nitrogen
Notion
Oracle Cloud Infrastructure
Slack
Stripe
Zendesk

Integrations

Altruist
Apollo
Asana
Boomi
Charles Schwab
Dropbox
Fidelity
GitHub
Google Workspace
Nitrogen
Notion
Oracle Cloud Infrastructure
Slack
Stripe
Zendesk
Claim CoFoundersLab and update features and information
Claim CoFoundersLab and update features and information
Claim VISE and update features and information
Claim VISE and update features and information