Vise is a technology-powered asset manager that uses AI to help financial advisors build, manage, and explain personalized portfolios at scale across nearly every asset class and strategy. Founded in 2016 and headquartered in New York City, Vise is purpose-built for registered investment advisors.

What custodians does Vise integrate with?

Vise integrates with Charles Schwab, Fidelity Investments, BNY Mellon Pershing, Goldman Sachs Custody Solutions, Raymond James, and Altruist. Vise operates as a sub-advisor, so advisors link existing custodial accounts without re-papering.

How is Vise different from legacy TAMPs like Envestnet or AssetMark?

Vise is optimization-driven, not rules-driven. Legacy TAMPs run sleeve-allocation under explicit rules. Vise runs the whole UMA through a multivariable optimizer with daily tax-loss harvesting at the household level. Vise is also venture-backed and independent with no asset-manager shelf-access conflicts.

What strategies does Vise offer?

Vise offers direct indexing, long/short equity, options overlay, fixed income (single-security and ETF), unified managed accounts (UMA), and factor-based strategies including Quality, Value, and Momentum tilts. Through the BlackRock strategic partnership, Vise also delivers emerging markets and pre-IPO strategies.

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The portfolio you'd build for your
biggest client. For every client.

The AI Platform for Building Personalized Portfolios

Build personalized, tax-aware portfolios across every asset class, designed to help you tell the story that proves your value — in a single platform

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SEC Registered

Fiduciary

SOC 2 Compliant

Platform Assets ¹

$90B+

Accounts

135K+

Trusted by the leading RIAs, Enterprise RIA, and Asset Managers

$276M AUM

$872M AUM

$204M AUM

$27B AUM

$3.35B AUM

Purpose built to serve Advisors at scale

RIAs

Win clients, manage more accounts, spend less time on operations.

Enterprise RIAs

Unify investment decisions across advisors, onboard acquisitions in weeks instead of months.

Asset managers

Distribute and customize models through an intelligent platform at scale.

BUILD

Build Personalized Portfolios

MANAGE

Rebalance on a household level

EXPLAIN

AI-powered insights for your clients

Build

Build personalized portfolio

Choose from firm level strategies

Generate winning proposals

Manage

Rebalance on a Household Level

Daily tax loss harvesting

Dollar cost average and manage sleeves

Explain

AI-powered insights for your clients

Real time market commentary

VISE TAX ALPHA ADVANATGE

$1.3M returns over a decade

On a $4.2M portfolio, Vise's optimization has the potential to compound to in extra after-tax value over ten years. It comes from four layers working together, automatically.

+3.15% annually

$4.2M

Average Portfolio

+$0.0M over 10Y

$4.2M

Base

Vise Portfolio

For illustrative purposes only. Does not represent actual client results. Hypothetical performance does not guarantee future results.

All-in-one operating system for  wealth management

All-in-one operating system for wealth management

Reporting, rebalancing, tax management, trading, and model management in one place.

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Client Reporting

Tax Loss Harvesting

Risk Tolerance

Model Management

Trading and Rebalancing

SMA

All in One

Replaces

Performance reports, tax summaries, and portfolio breakdowns generated in seconds.

Replaces

Direct Indexing

Harvest losses at the single-stock level

Own the underlying index components, not the ETF wrapper. Harvest at the single-stock level and personalize for values, restrictions, or concentrated positions.

Learn more

Fixed Income

Run the whole portfolio in one place

Treasuries and munis live on platform today. Build ladders for predictable cash flows or duration strategies for total return, customized by sector and credit quality.

Long Short

Generate tax alpha from all markets

Advisor-accessible 130/30, 150/50, 200/100 and 250/150 Long Short strategies managed within the same tax-efficient account alongside your existing positions.

Learn more

Options & Liquidity

Unlock liquidity without paying taxes

Low-cost financing for HNW clients. Box spread strategies provide liquidity at rates well below margin loans or security-backed lines of credit, all within the existing account.

Advisor/Home Office Model Delivery

Run your models

Build your models directly into the platform and Vise handles all trading, rebalancing, and tax management.

Third Party Models

Access Leading Models

Vise has established partnerships with leading asset managers, including BlackRock and DFA, meaning their models are delivered through Vise often at no cost.

Tax Savings Calculator

Model your clients' savings

40% of advisor time goes to portfolio operations. Not clients.

Start Saving Time

Source: Independent Financial Partners

Migrating to Vise is simple

Accounts stay at the same custodian. Bulk manager onboarding.
A $150M book transitioned within six-weeks.

Switch to Vise

Migrating to Vise is simple

No new client signatures. Accounts stay at same custodian. $150M+ books transitioned in six-week sprints.

Switch to Vise

Leading wealth management
firms run on Vise

Leading wealth management firms run on Vise

This testimonial is from a current Vise client. No compensation was provided. No material conflicts of interest exist."

Patrick Dwyer
Managing Director
“We have a long term view of our industry and want to be the ones who change it. Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. It has the best technology to scale and deliver the best product to clients for less.”
Brent Henry
Managing Parther
“Vise consistently demonstrates their client-first philosophy through their responsive communication and tailored investment solutions that align with our firm's specific needs. Their team understands that our success depends on delivering exceptional outcomes for our clients, and they support us every step of the way.“
Tiffany Soricelli
Principal & CEO
“We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”

Patrick Dwyer
Managing Director
“We have a long term view of our industry and want to be the ones who change it. Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. It has the best technology to scale and deliver the best product to clients for less.”
Brent Henry
Managing Parther
“Vise consistently demonstrates their client-first philosophy through their responsive communication and tailored investment solutions that align with our firm's specific needs. Their team understands that our success depends on delivering exceptional outcomes for our clients, and they support us every step of the way.“
Tiffany Soricelli
Principal & CEO
“We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”

The portfolio you'd build for your biggest client.
For every client.

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521 Broadway

New York, NY 10012

+1 929 849 4840

Form ADV

Form CRS

1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.

2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.

3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021

Images and graphs on this page is for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance.

Product images shown are for informational and illustrative purposes only and may not reflect how they will appear within the product. Third-party trademarks and service marks referenced are the property of their respective owners.

The portfolio you'd build for your biggest client.
For every client.

Book a Demo

Product

Resources

Clients

521 Broadway

New York, NY 10012

+1 929 849 4840

Form ADV

Form CRS

1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.

2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.

3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021

Images and graphs on this page is for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio you'd build for your biggest client. For every client.

Book a Demo

Product

Resources

Clients

521 Broadway

New York, NY 10012

+1 929 849 4840

Form ADV

Form CRS

1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.

2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.

3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021

Images and graphs on this page is for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio you'd build for your biggest client. For every client.

The AI Platform for Building Personalized Portfolios

Build personalized, tax-aware portfolios across every asset class, designed to help you tell the story that proves your value — in a single platform

All-in-one operating system for wealth management

All-in-one operating system for wealth management

Tax Savings Calculator

40% of advisor time goes to portfolio operations. Not clients.

Migrating to Vise is simple

Migrating to Vise is simple

Leading wealth management firms run on Vise

Leading wealth management firms run on Vise

“We have a long term view of our industry and want to be the ones who change it. Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. It has the best technology to scale and deliver the best product to clients for less.”

“We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”

“We have a long term view of our industry and want to be the ones who change it. Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. It has the best technology to scale and deliver the best product to clients for less.”

“We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”

The portfolio you'd build for your biggest client. For every client.

The portfolio you'd build for your biggest client. For every client.

The portfolio you'd build for your biggest client. For every client.

The portfolio you'd build for your
biggest client. For every client.

All-in-one operating system for  wealth management

Leading wealth management
firms run on Vise

The portfolio you'd build for your biggest client.
For every client.

The portfolio you'd build for your biggest client.
For every client.