Vise and Alpha Architect Bring AI-Powered Custom Model Portfolios to RIAs of All Sizes

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Vise and Alpha Architect bring AI-powered custom model portfolios to RIAs of all sizes

Alpha Architect's strategies now live on Vise, personalized for every client

jul 23, 2026 | 3MIN

Author

Vise

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Vise and Alpha Architect bring AI-powered custom model portfolios to RIAs of all sizes

Alpha Architect's strategies now live on Vise, personalized for every client

jul 23, 2026 | 3MIN

Author

Vise

Return

Vise and Alpha Architect bring AI-powered custom model portfolios to RIAs of all sizes

Alpha Architect's strategies now live on Vise, personalized for every client

jul 23, 2026 | 3MIN

Author

Vise

In this article

The end of a size-based trade-off

Strategies advisors trust, now personalized at scale

Custom portfolios, less operational lift

Built around the advisor, at any size

A growing library, open to every firm

The end of a size-based trade-off

There's always been a hidden tax on being a smaller firm. The largest RIAs could take a model portfolio and shape it around each client, working in a concentrated stock position, honoring a values-based exclusion, managing around unrealized gains, because they had the people and the infrastructure to do it. For everyone else, that level of personalization was aspirational. You ran the model as it came, more or less the same for every client, and the tailoring happened only where you could find the hours.

Through a new partnership with Alpha Architect, advisors can now deploy Alpha Architect's models and tailor every one of them to the individual client, no matter the size of their firm.

It's a natural fit: Alpha Architect and Vise share the same ethos and culture — research-driven, advisor-first, and built on the conviction that hard problems are solved with ingenuity, not headcount.

Strategies advisors trust, now personalized at scale

Alpha Architect is a quantitative asset manager known for research-driven, rules-based strategies — the kind of disciplined, academically grounded investing advisors adopt because they trust the process behind it.

Those strategies now live on Vise, where any advisor, at any size firm, can deploy them and tailor each one to the individual client, then manage them alongside the rest of that client's assets in a single system.

Custom portfolios, less operational lift

It works for firms of every size because the work no longer depends on headcount. Instead of treating a model as an isolated sleeve that someone has to hand-manage, Vise brings model selection, portfolio construction, continuous rebalancing, and daily tax management into one workflow.

A solo advisor can start from an Alpha Architect strategy, adjust it for a client's concentrated positions, exclude the sectors that client wants to avoid, and let the platform harvest losses and rebalance around all of it every day. It's the operating leverage that used to belong only to enterprise firms, now available to advisors of any size.

Built around the advisor, at any size

That fit is no accident, because Alpha Architect has always built around the advisor rather than the product, and across the full size spectrum. The firm works with RIAs from large enterprise practices to independent advisors, and takes an open, flexible approach to portfolio construction. Its capabilities span model portfolios, custom solutions, and tax-focused strategies—including 351 exchanges, which let clients with concentrated or highly appreciated holdings move into a diversified ETF without triggering a taxable event. Rather than insisting advisors use only its own funds, it builds around each advisor's investment philosophy, incorporates third-party funds where they fit, and gives advisors direct access to its investment team.

Meet advisors where they are, whatever their size, then make their strategy work harder — it's the same conviction that drives Vise.

A growing library, open to every firm

The partnership reflects where Vise is headed. As of July 2026, the platform holds more than $100 billion in platform assets across 100+ advisory firms and 135,000+ accounts¹ — firms of every size, running strategies they trust.

Alpha Architect joins a growing roster of asset managers whose strategies advisors can access and personalize on Vise.

The goal is a widening library of strategies advisors believe in, each one deliverable at scale as a portfolio that belongs entirely to the client, no matter how big or small the firm delivering it.

The portfolio built for your biggest client.
For every client.

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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.

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

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

The portfolio built
for your biggest client.
For every client.

Book a Demo

Product

Resources

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

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 and Alpha Architect bring AI-powered custom model portfolios to RIAs of all sizes

Vise and Alpha Architect bring AI-powered custom model portfolios to RIAs of all sizes

Vise and Alpha Architect bring AI-powered custom model portfolios to RIAs of all sizes

The end of a size-based trade-off

Strategies advisors trust, now personalized at scale

Custom portfolios, less operational lift

Built around the advisor, at any size

A growing library, open to every firm

The portfolio built for your biggest client.For every client.

The portfolio built for your biggest client.For every client.

The portfolio builtfor 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.

The portfolio built
for your biggest client.
For every client.