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Vise Appoints Nick Raffone As Chief Financial Officer

Apr 17, 20253 months ago

Position

Chief Financial Officer

Company

Vise

Nick Raffone
New YorkInformation Technology

Description

Vise has announced the recruitment of Nick Raffone as its new Chief Financial Officer. This appointment was made public on Thursday and comes as the company continues to strengthen its executive team.

Company Information

Company

Vise

Location

1 WORLD TRADE CENTER, SUITE 84A

New York, New York, United States

About

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. 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.

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months