For the founders, the main goal for Vise has been to build a new product using the best practices from the AI and machine learning worlds and converge on a platform that helps independent financial advisors come up with their own ideas to communicate to clients. “Our big thesis was, we want to think about things that are different in this industry — we don’t want to build a product that’s the same as how every other product has been built in the space,” Vasavada said. “We want to build a radically different product, and the way in which we do that is bringing in a diverse team.” That’s included everyone from product folks at notable Silicon Valley companies, AI researchers, and financial services experts.

https://techcrunch.com/2020/05/12/trillions-are-at-stake-in-the-retirement-wars-and-vise-nets-14-5m-from-sequoia-to-manage-it/