# Vise

> Vise is an AI-powered asset manager that helps financial advisors build, manage, and explain personalized, tax-efficient portfolios at scale — across nearly every asset class and strategy. Vise AI Advisors, LLC is an SEC-registered investment adviser, founded in 2016 and headquartered in New York, NY.

Vise gives RIAs and enterprise RIAs an in-house, optimization-driven platform for direct indexing, tax-loss harvesting, long/short tax management, options overlays, and fixed income — delivered under the advisor's own brand, with whole-household tax coordination on a single platform.

## Products & strategies
- [Direct Indexing](https://vise.com/direct-indexing): Own the individual securities of an index directly in the account, so losses are harvested at the lot level and the portfolio is customized for restrictions, ESG, sector exclusions, and factor tilts — tax benefits a fund wrapper can't deliver.
- [Vise Long Short](https://vise.com/long-short): A direct-indexing strategy with a short extension that harvests tax losses on both sides of the market — long positions generate losses in down markets, short positions in up markets — extending tax-loss harvesting beyond the long-only ceiling.
- [Options Overlay](https://vise.com/news/introducing-options-overlay-strategies): Options overlay strategies layered on equity portfolios, part of Vise's premium strategy suite.
- Single-security fixed income: Fixed-income portfolios built from individual bonds and managed in the same tax-aware optimization framework as equities.
- Alternatives & interval funds: Support for alternatives (including commodities and REITs) and semi-liquid vehicles such as interval and evergreen funds, with capital-call and redemption-calendar handling.
- Asset classes available: US Large Cap, US Small Cap, US All Cap, Developed ex-US (ADRs tracking MSCI EAFE), Emerging Markets, single-security fixed income, and alternatives.

## Platform capabilities
- [Tax-Loss Harvesting](https://vise.com/direct-indexing): Daily, optimizer-driven harvesting integrated with wash-sale avoidance across every account under the same tax ID, tracking-error control, and tax-budget enforcement.
- Unified Managed Account (UMA): Multiple strategies — equities, fixed income, direct indexing, third-party SMAs, alternatives — in one client account where the optimizer is the rebalancer and considers every sleeve at once, not in isolation.
- Householding & asset location: Multiple accounts owned by a family managed as one portfolio, with each holding placed in the most tax-efficient account type.
- Transition management: Optimization-driven, tax-efficient mapping of an incoming book (acquisition, lift-out, prospect) onto the firm's target models.
- Models & Strategy Center: Centralized governance of models — versioning, effective-dated changes, propagation across linked accounts, and pre-production analytics.
- Reporting & explainability: Client and advisor reporting on performance, allocation, exposures, tax, and transition analytics — built to explain every portfolio decision to the end client.
- [Calculator](https://vise.com/calculator): Simulate the tax-savings impact of Vise's approach for a client's portfolio.

## Compare
- [Vise vs Vestmark](https://vise.com/compare/vestmark)
- [Vise vs 55ip](https://vise.com/compare/55ip)
- [Vise vs Parametric](https://vise.com/compare/parametric)
- [Vise vs Tamarac](https://vise.com/compare/tamarac)
- [Vise vs GeoWealth](https://vise.com/compare/geowealth)
- [Vise vs Canvas](https://vise.com/compare/canvas)
- [Vise vs Orion / Eclipse](https://vise.com/compare/eclipse)

## Company
- [About Vise](https://vise.com/about)
- [Team](https://vise.com/team)
- [News & insights](https://vise.com/news)
- [Careers](https://vise.com/careers)
- [Book a demo](https://vise.com/book-demo)

## Facts
- Legal name: Vise AI Advisors, LLC (SEC-registered investment adviser)
- Founded: 2016
- Founders: Samir Vasavada and Runik Mehrotra (Co-Heads of Vise)
- Headquarters: 521 Broadway, 3rd Floor, New York, NY 10012
- Focus: AI-powered, tax-aware personalized portfolio management for financial advisors (RIAs and enterprise RIAs)