Viswise
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Viswise firmographics
Firmographics- Name
- Viswise
- Legal name
- VisWise LLC.
- Website
- https://viswise.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Viswise industry classification
Industry- Product category
- Financial Advisory and Consulting Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Viswise is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Viswise business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Professional Services: Revenue generated from providing finance, tax, investment, and compliance services to clients, including IPO and SPAC advisory through affiliated partners.
- Financial Consulting: Fees from treasury management, financial analysis, portfolio management, and asset valuation consulting engagements.
- Executive Coaching: Revenue from professional career coaching and mentoring services offered to individuals.
- Viswise Academy: On-demand courses for investment, trading, stock picking, options, portfolio management, risk modeling, leadership, communication, and vocational education for adults and K12.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
Viswise product offering
Product offeringCore offering
Viswise is a financial advisory and education firm that delivers investment professional services (finance, tax, investment, and compliance advisory, plus IPO/SPAC services via affiliated partners), financial consulting (treasury management, financial analysis, portfolio management, asset valuation), and executive coaching to businesses, individuals, and families. Through its VisWise Academy LLC subsidiary, it also provides on-demand online courses in investment, trading, stock picking, options, portfolio management, risk modeling, leadership, and communication for adult learners and K-12 students.
Product overview
Viswise is a finance and technology services company launched in 2020 by Wall Street and Silicon Valley professionals. The company operates as a single unified service offering rather than a platform-plus-modules architecture. Its core offerings include: Investment Professional Service (finance, tax, investment, and compliance services with IPO/SPAC capabilities), Consulting (treasury management, financial analysis, portfolio management, asset valuation), Executive Coaching (career development services), and Viswise Academy (educational sub-brand offering courses in investment, trading, risk modeling, and leadership for adults and K12 students). The company serves businesses, individuals, families, and communities, with a focus on providing high quality, practical, and affordable finance and investment services.
Differentiator
Problem solved
Functional benefit
Brands
- Viswise Academy: Educational platform offering investment, trading, stock picking, options, portfolio management, risk modeling, leadership, communication, and other on-demand courses for adults and K12 students.
Products and services
- Investment Professional Service
Companies that use Viswise
Customer profileSegments5 records
Ideal customer profiles4 records
Viswise technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Viswise partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Affiliated Partners (IPO/SPAC Services)minorUnnamed affiliated partners provide IPO and SPAC services in conjunction with Viswise's investment professional services. The exact partner identities are not disclosed on the company website.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
Viswise competitors and assessment
Company assessmentEmerging players
- Acorns: Acorns is a consumer micro-investing platform with an educational content library focused on financial literacy. It overlaps with Viswise Academy on the education-and-investing crossover for retail and family audiences.
- Greenlight: Greenlight is a financial-education platform for kids and families that pairs learning content with investing and banking products. It directly competes with Viswise Academy's K12 program and shares the parent-channel educational GTM.
- Ramsey Solutions: Ramsey Solutions is a financial education brand offering courses, coaching, and recommended advisors across investment, budgeting, and career planning. Its subscription-based financial education plus advisory ecosystem parallels Viswise Academy and executive coaching.
Direct peers
- Stash: Stash is a fintech offering investment education and advisory services to mass-market and underrepresented consumers in the U.S., combining subscription education with managed investing. Its hybrid B2C advisory-plus-education model closely mirrors Viswise's Academy-plus-professional services architecture.
- Ellevest: Ellevest provides investment advisory and financial planning with a mission-driven focus on women and underserved communities, blending digital tools with human coaching. Its target-segment alignment and educational content strategy make it a strong comparable to Viswise's minority-focused, education-anchored offering.
Broad incumbents
- Edelman Financial Engines: Edelman Financial Engines is a major U.S. financial advisory and planning firm combining human advisors with digital planning tools. Its fee-only advisory model and educational content overlap with Viswise's professional services and Academy offerings.
- Cetera Financial Group: Cetera is a large network of independent financial advisors providing investment, retirement, and wealth management services to individuals and small businesses. Its fee-based advisory model and breadth of services overlap with Viswise's enterprise and individual advisory lines.
- Personal Capital (now Empower): Personal Capital/Empower combines digital portfolio management tools with human financial advisory for high-net-worth and mass-affluent clients. Its technology-augmented advisory approach is a broader-market analogue to Viswise's consulting and asset-valuation services.
- Fisher Investments: Fisher Investments is a large, established investment advisory firm serving private and institutional clients with portfolio management and financial consulting. Its advisory capabilities overlap with Viswise's consulting and investment professional services at a much larger scale.
Regional players
- Wealthsimple: Wealthsimple is a Canadian digital wealth manager combining automated investing, advisory, and education content for retail consumers. While based in Canada, its integrated advisory-plus-learning platform structure is highly comparable to Viswise's full-stack approach.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
Viswise financial estimates
Financial estimateRevenue estimate
Valuation estimate
Viswise leadership team
Management profileNumber of profiles
Viswise subsidiaries and ownership
Company hierarchySubsidiaries1 record
Viswise funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Viswise M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Viswise
What does Viswise do?
Viswise is a financial advisory and education firm that delivers investment professional services (finance, tax, investment, and compliance advisory, plus IPO/SPAC services via affiliated partners), financial consulting (treasury management, financial analysis, portfolio management, asset valuation), and executive coaching to businesses, individuals, and families. Through its VisWise Academy LLC subsidiary, it also provides on-demand online courses in investment, trading, stock picking, options, portfolio management, risk modeling, leadership, and communication for adult learners and K-12 students.
Is Viswise a public or private company?
Viswise is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Viswise founded?
Viswise was founded in 2020. It employs 11 to 50 people.
Where is Viswise based?
Viswise is headquartered in New York, United States, in the North America region.
How does Viswise make money?
Four revenue lines are on record. Investment Professional Services are the primary driver. The others are financial Consulting, executive Coaching and viswise Academy.
Who are Viswise's main competitors?
Emerging players on record are Acorns, Greenlight and Ramsey Solutions. Direct peers are Stash and Ellevest. Broad incumbents are Edelman Financial Engines, Cetera Financial Group, Personal Capital (now Empower) and Fisher Investments. Wealthsimple is listed as a regional player.
Does Viswise have an API?
No public API is recorded for Viswise.
What industry is Viswise in?
Viswise's product category is Financial Advisory and Consulting Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.