VISE

VISE

Vise
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+

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About

Raziel is an alternative-investment portfolio management platform for private investors and startup founders. It provides separate investor and founder workspaces for recording and monitoring private-market holdings and fundraising activity. Investors can organize direct startup stakes, SAFEs, convertible notes, priced rounds, fund and SPV commitments, capital calls, distributions, and valuations, with portfolio views across companies and legal entities. Founders can manage investor relationships, track fundraising rounds, maintain investor contact pipelines, share updates, monitor startup metrics, and review cap table information. The platform supports portfolio analysis and investor reporting, and offers browser access plus iOS and Android apps. It is designed for angel investors, syndicates, family offices, fund managers, limited partners, and startups raising capital.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private-market investors, including angels, syndicate leads, family offices, fund managers and LPs, as well as startup founders managing fundraising and investor relations.

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Founder is free for up to 100 contacts, then $29/month. Investor includes a 14-day free trial, then costs $49/month through 30 companies or $199/month above 30 companies. Paid plans auto-renew until canceled.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Raziel
Founded: 2021
United States
raziel.co

Company Information

Vise
Founded: 2016
United States
vise.com

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Categories

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Supported

Integrations

Altruist Not Supported
Charles Schwab Not Supported
Fidelity Not Supported
Model Context Protocol (MCP) Supported
Nitrogen Not Supported

Integrations

Altruist Supported
Charles Schwab Supported
Fidelity Supported
Model Context Protocol (MCP) Not Supported
Nitrogen Supported
Claim Raziel and update features and information
Claim Raziel and update features and information
Claim VISE and update features and information
Claim VISE and update features and information