Sequoia bets on two teens to transform adviser relationships

Vise wants to drastically shorten the time consumers spend building portfolios with their financial advisers. The AI-powered portfolio management company claims advisers can use its tech to create personalized portfolios for clients in 30 seconds, a process that previously took up to two hours, according to Vise co-founder and CEO Samir Vasavada.   “Most [robo-advisers] are …Read More

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