People Moves Related to "Another Opto co-founder departs -- this one to join Vise -- but he'll straddle the two firms, keeping an advisory seat, founder shares and Joe Lonsdale's love"
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Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed
Nov 6, 2024The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.
Vise falls way short of $1 billion projections after RIAs balk, but venture capitalists promptly reward fledgling with $1-billion valuation -- based on $5-trillion vision
Jun 8, 2021The New York firm gets $65 million six months after it raised $45 million by going straight at the $5 trillion of high-net-worth assets managed mostly by big RIAs with software that listens to RIAs but does all their work.