The portfolio built for your
biggest client. For every client.
The portfolio built for your
biggest client. For every client.
The portfolio built for your biggest client. For every client.
One platform to build personalized, tax-aware portfolios across every asset class — and prove your value in every client conversation.
One platform to build personalized, tax-aware portfolios across every asset class — and prove your value in every client conversation.
SEC Registered
Fiduciary
Platform Assets ¹
$99.02B+
Accounts
135K+
Purpose built to serve Advisors at scale
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
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.
Reporting, rebalancing, tax management, trading, and model management in
one place.
One platform, every strategy
Direct Indexing
Harvest losses at a single-stock level
Own the underlying index components, not the ETF wrapper. Personalize for values, restrictions, or concentrated positions.
FIXED INCOME
Run the whole portfolio in one place
Treasuries and munis on platform today. Build ladders or duration strategies by sector and
credit quality.
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LONG SHORT
Generate tax alpha from all markets
130/30, 145/45, 200/100 and 250/150 in one tax-efficient account.
OPTIONS & LIQUIDITY
Unlock liquidity without paying taxes
Box spreads provide liquidity below margin loans
or SBLOCs.
MODEL DELIVERY
Run your models
Build your models into the platform; Vise handles trading, rebalancing, and tax.
THIRD PARTY MODELS
Access leading models
Partnerships with BlackRock, DFA, and Alpha Architect, delivered through Vise.
One platform, every strategy
Direct Indexing
Harvest losses at a single-stock level
Own the underlying index components, not the ETF wrapper. Personalize for values, restrictions, or concentrated positions.
FIXED INCOME
Run the whole portfolio in one place
Treasuries and munis on platform today. Build ladders or duration strategies by sector and credit quality.
LONG SHORT
Generate tax alpha from all markets
130/30, 145/45, 200/100 and 250/150 in one tax-efficient account.
OPTIONS & LIQUIDITY
Unlock liquidity without paying taxes
Box spreads provide liquidity below margin loans
or SBLOCs.
MODEL DELIVERY
Run your models
Build your models into the platform; Vise handles trading, rebalancing, and tax.
THIRD PARTY MODELS
Access leading models
Partnerships with BlackRock, DFA, and Alpha Architect, delivered through Vise.
One platform, every strategy
Direct Indexing
Harvest losses at a single-stock level
Own the underlying index components, not the ETF wrapper. Personalize for values, restrictions, or concentrated positions.
FIXED INCOME
Run the whole portfolio in one place
Treasuries and munis on platform today. Build ladders or duration strategies by sector and credit quality.
LONG SHORT
Generate tax alpha from all markets
130/30, 145/45, 200/100 and 250/150 in one tax-efficient account.
OPTIONS & LIQUIDITY
Unlock liquidity without paying taxes
Box spreads provide liquidity below margin loans or SBLOCs.
MODEL DELIVERY
Run your models
Build your models into the platform; Vise handles trading, rebalancing, and tax.
THIRD PARTY MODELS
Access leading models
Partnerships with BlackRock, DFA, and Alpha Architect, delivered through Vise.
Tax Savings Calculator
40% of advisor time goes to portfolio operations. Not clients.
Source: Independent Financial Partners
Migrating to Vise is simple
Accounts stay at same the custodian.
$150M+ books transitioned in three week sprints.
Migrating to Vise is simple
Accounts stay at same the custodian.
$150M+ books transitioned in three week sprints.
Migrating to Vise is simple
Accounts stay at same the custodian.
$150M+ books transitioned in three week sprints.
Leading wealth management
firms run on Vise
Leading wealth management firms run on Vise
Leading wealth management firms
run on Vise
These testimonials are from current Vise clients. No compensation was provided. No material conflicts of interest exist."
See How Vise Helps Brent Build Stronger Client Relationships
Brent Henry
Managing Partner
“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.“
Vise to generate $13M+ in client tax savings for New Edge
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.”
Vise helps Tiffany save time so that she can focus on scaling her business
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.”
See How Vise Helps Brent Build Stronger Client Relationships
Brent Henry
Managing Partner
“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.“
Vise to generate $13M+ in client tax savings for New Edge
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.”
Vise helps Tiffany save time so that she can focus on scaling her business
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 built for your biggest client.
For every client.
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 are 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.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.
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The portfolio built for your biggest client.
For every client.
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 are 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.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.
The portfolio built
for your biggest client.
For every client.
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 are 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.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.