Vise is fueling the trillion dollar Enterprise RIA revolution
Vise is fueling the trillion dollar Enterprise RIA revolution
SEP 18, 2024 | 4MIN
Our platform assets, which include both Vise’s managed assets for RIAs and assets on the Vise for Enterprise RIA platform, have surged to over $3.5 billion, a 350% increase since the start of this year. Today, we’re launching a revolutionary Enterprise RIA platform, now serving some of the largest RIAs in the U.S., and expanding our leadership with senior talent from Blackrock, Invesco, and Edelman Financial Engines.
Our platform assets, which include both Vise’s managed assets for RIAs and assets on the Vise for Enterprise RIA platform, have surged to over $3.5 billion, a 350% increase since the start of this year. Today, we’re launching a revolutionary Enterprise RIA platform, now serving some of the largest RIAs in the U.S., and expanding our leadership with senior talent from Blackrock, Invesco, and Edelman Financial Engines.
The great wealth consolidation
The great wealth consolidation
A tectonic shift is reshaping wealth management. The average age of a financial advisor in the U.S. is 60, and many of them are considering selling their practices and focusing on succession planning.
Over the past several years, Enterprise RIAs have emerged as the primary acquirer of these firms. Backed by tens of billions in private equity investments, these Enterprise RIAs have consolidated over $2 trillion in assets under management, with projections to reach $10 trillion over the next decade.
Their playbook is straightforward: acquire high-performing RIA firms at competitive prices, centralize operations, and leverage economies of scale to drive outsized growth and profitability.
After making an acquisition, these Enterprise RIAs confront a ticking clock: the faster they can transition newly acquired firms to a centralized investment approach, the more efficiencies they can extract.
The key to winning this race—and avoiding millions in lost revenue—lies in balancing centralized efficiency with personalization at scale. Enterprise RIAs who fail to achieve this risk missing out on the economies of scale critical to their acquisition strategy.
A tectonic shift is reshaping wealth management. The average age of a financial advisor in the U.S. is 60, and many of them are considering selling their practices and focusing on succession planning.
Over the past several years, Enterprise RIAs have emerged as the primary acquirer of these firms. Backed by tens of billions in private equity investments, these Enterprise RIAs have consolidated over $2 trillion in assets under management, with projections to reach $10 trillion over the next decade.
Their playbook is straightforward: acquire high-performing RIA firms at competitive prices, centralize operations, and leverage economies of scale to drive outsized growth and profitability.
After making an acquisition, these Enterprise RIAs confront a ticking clock: the faster they can transition newly acquired firms to a centralized investment approach, the more efficiencies they can extract.
The key to winning this race—and avoiding millions in lost revenue—lies in balancing centralized efficiency with personalization at scale. Enterprise RIAs who fail to achieve this risk missing out on the economies of scale critical to their acquisition strategy.
The centralization dilemma
The centralization dilemma
Imagine acquiring an RIA firm and then facing the daunting task of integrating its portfolio management practices into a centralized investment framework. This process is not just time-consuming—it’s a potential minefield riddled with complexities.
Pre-acquisition: Advisors invest significant time and resources crafting personalized portfolios tailored to hundreds of clients' investment objectives, tax considerations, and risk profiles—an unscalable process.
Post-acquisition: Transitioning newly acquired legacy portfolios into standard models post-acquisition forces advisors to explain a new investment philosophy to their clients, potentially eroding hard-earned trust.
Enterprise RIAs face a difficult dilemma: They must drive efficiency and scale without sacrificing the personalization that clients demand.
Imagine acquiring an RIA firm and then facing the daunting task of integrating its portfolio management practices into a centralized investment framework. This process is not just time-consuming—it’s a potential minefield riddled with complexities.
Pre-acquisition: Advisors invest significant time and resources crafting personalized portfolios tailored to hundreds of clients' investment objectives, tax considerations, and risk profiles—an unscalable process.
Post-acquisition: Transitioning newly acquired legacy portfolios into standard models post-acquisition forces advisors to explain a new investment philosophy to their clients, potentially eroding hard-earned trust.
Enterprise RIAs face a difficult dilemma: They must drive efficiency and scale without sacrificing the personalization that clients demand.
The missing piece: Vise’s platform delivers both centralization and personalization at scale
The missing piece: Vise’s platform delivers both centralization and personalization at scale
What if Enterprise RIAs didn’t have to compromise?
We built the first-ever enterprise platform that addresses the core challenge facing Enterprise RIAs: how to centralize investment management and operations while powering the personalization that clients demand. Vise transforms what was once thought impossible into a seamless reality.
Vise can ingest home office investment models and deliver them efficiently.
What if Enterprise RIAs didn’t have to compromise?
We built the first-ever enterprise platform that addresses the core challenge facing Enterprise RIAs: how to centralize investment management and operations while powering the personalization that clients demand. Vise transforms what was once thought impossible into a seamless reality.
Vise can ingest home office investment models and deliver them efficiently.
Our platform effortlessly integrates an Enterprise RIA's investment models, including both advisor and home office strategies. This integration streamlines the adoption of centralized models across the entire organization, all within a unified workflow.
For Enterprise RIAs acquiring other firms, this capability is invaluable in retaining newly acquired clients—allowing for smooth transitions of their portfolios into the RIA's preferred models.
Our platform effortlessly integrates an Enterprise RIA's investment models, including both advisor and home office strategies. This integration streamlines the adoption of centralized models across the entire organization, all within a unified workflow.
For Enterprise RIAs acquiring other firms, this capability is invaluable in retaining newly acquired clients—allowing for smooth transitions of their portfolios into the RIA's preferred models.
Vise can deliver personalized versions of your models to meet clients’ preferences
Vise delivers strategies across nearly all asset classes, including equities, fixed income, and alternatives to power centralized models at scale. The platform also provides solutions to address complex tax situations, locked positions, ESG restrictions, and direct indexing, all within a single account.
This comprehensive approach is a scalable solution that replaces an Enterprise RIA's disparate technology stack, all within one platform.
Vise can deliver personalized versions of your models to meet clients’ preferences
Vise delivers strategies across nearly all asset classes, including equities, fixed income, and alternatives to power centralized models at scale. The platform also provides solutions to address complex tax situations, locked positions, ESG restrictions, and direct indexing, all within a single account.
This comprehensive approach is a scalable solution that replaces an Enterprise RIA's disparate technology stack, all within one platform.
Tech Stack Before and After Vise
Tech Stack Before and After Vise
Vise’s new leadership team fuels our next stage of growth
Vise’s new leadership team fuels our next stage of growth
We have rapidly established ourselves as a critical player in the market, partnering with three leading Enterprise RIAs that each manage tens of billion in AUM. Additionally, our platform assets have surpassed $3.5 billion, a 350% increase since the start of this year.
To capitalize on the extraordinary opportunity ahead, we’ve made key additions to strengthen our leadership team:
Larry Raffone — Current Chairman and former CEO of Edelman Financial Engines — Barron’s #1 independent financial advisory firm in the U.S. with approximately $300B in AUM. Larry joins Vise as an Executive and Board Advisor focusing on distribution and partnerships.
We have rapidly established ourselves as a critical player in the market, partnering with three leading Enterprise RIAs that each manage tens of billion in AUM. Additionally, our platform assets have surpassed $3.5 billion, a 350% increase since the start of this year.
To capitalize on the extraordinary opportunity ahead, we’ve made key additions to strengthen our leadership team:
Larry Raffone — Current Chairman and former CEO of Edelman Financial Engines — Barron’s #1 independent financial advisory firm in the U.S. with approximately $300B in AUM. Larry joins Vise as an Executive and Board Advisor focusing on distribution and partnerships.
Larry Rafone
Larry Rafone
Chairman of Edelman Financial Engines
Chairman of Edelman
Financial Engines
Chairman of Edelman Financial Engines
After leading a $300 billion independent advisory firm, I’ve witnessed the challenges advisors and aggregators face in delivering investment personalization while scaling their businesses. The future of our industry depends on mastering this balance, and I’m excited to join Vise, a company uniquely positioned to help aggregators achieve this with unprecedented efficiency.
After leading a $300 billion independent advisory firm, I’ve witnessed the challenges advisors and aggregators face in delivering investment personalization while scaling their businesses. The future of our industry depends on mastering this balance, and I’m excited to join Vise, a company uniquely positioned to help aggregators achieve this with unprecedented efficiency.
After leading a $300 billion independent advisory firm, I’ve witnessed the challenges advisors and aggregators face in delivering investment personalization while scaling their businesses. The future of our industry depends on mastering this balance, and I’m excited to join Vise, a company uniquely positioned to help aggregators achieve this with unprecedented efficiency.
Andrew Waisburd, PhD — Former Head of Invesco’s Global Indexing business. Andy now serves as Vise’s Co-Chief Investment Officer alongside Travis Fairchild, previously a Partner and portfolio manager at O’Shaughnessy Asset Management, where he was instrumental in building the Canvas platform, later acquired by Franklin Templeton.
Chip Roame — Founder of Tiburon Strategic Advisors and the former chairman of Envestnet. Chip is a strategic advisor at Vise and helps navigate the wealth management landscape while driving new strategic partnerships.
Andrew Waisburd, PhD — Former Head of Invesco’s Global Indexing business. Andy now serves as Vise’s Co-Chief Investment Officer alongside Travis Fairchild, previously a Partner and portfolio manager at O’Shaughnessy Asset Management, where he was instrumental in building the Canvas platform, later acquired by Franklin Templeton.
Chip Roame — Founder of Tiburon Strategic Advisors and the former chairman of Envestnet. Chip is a strategic advisor at Vise and helps navigate the wealth management landscape while driving new strategic partnerships.
The future of wealth management: Personalized investments at scale for every investor
The future of wealth management: Personalized investments at scale for every investor
With Vise, a single advisor can exponentially scale their practice, providing deeply personalized portfolios for all of their clients—powered entirely by technology. Our long-term vision is to serve thousands of independent RIAs and aggregators and millions of households in the coming years.
With Vise, a single advisor can exponentially scale their practice, providing deeply personalized portfolios for all of their clients—powered entirely by technology. Our long-term vision is to serve thousands of independent RIAs and aggregators and millions of households in the coming years.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 26 26" xmlns="http://www.w3.org/2000/svg"><path d="M 3.8 0 C 3.938 0 4.066 0.074 4.135 0.194 L 12.469 14.656 C 12.537 14.774 12.538 14.92 12.471 15.039 L 10.843 17.943 C 10.775 18.064 10.647 18.139 10.508 18.14 C 10.369 18.141 10.24 18.068 10.17 17.948 L 0.053 0.583 C -0.015 0.467 -0.018 0.325 0.045 0.206 C 0.107 0.088 0.226 0.01 0.36 0 Z M 20.627 0 L 20.655 0.001 C 20.938 0.021 21.108 0.334 20.961 0.584 L 16.162 8.734 C 16.092 8.852 15.965 8.925 15.828 8.925 C 15.691 8.925 15.564 8.852 15.494 8.734 L 13.787 5.818 C 13.716 5.698 13.716 5.549 13.785 5.428 L 16.8 0.195 C 16.865 0.083 16.981 0.011 17.11 0.002 L 20.628 0.002 Z" fill="rgb(0, 0, 0)" height="18.14035905943175px" id="jdhB0QgOc" transform="translate(2 4)" width="21.01514952503115px"/></svg>)
The portfolio you'd build for your biggest client.
For every client.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 26 26" xmlns="http://www.w3.org/2000/svg"><g d="M 0 0 L 24 0 L 24 24 L 0 24 Z M 18 3 C 20.761 3 23 5.239 23 8 L 23 16 C 23 18.761 20.761 21 18 21 L 6 21 C 3.239 21 1 18.761 1 16 L 1 8 C 1 5.239 3.239 3 6 3 Z M 9 9 L 9 15 C 9 15.36 9.194 15.692 9.507 15.869 C 9.821 16.047 10.205 16.042 10.514 15.857 L 15.514 12.857 C 15.815 12.676 15.999 12.351 15.999 12 C 15.999 11.649 15.815 11.324 15.514 11.143 L 10.514 8.143 C 10.205 7.958 9.821 7.953 9.507 8.131 C 9.194 8.308 9 8.64 9 9 Z" fill="transparent" height="24px" id="v8OkWc7J5" transform="translate(1 1)" width="24px"><path d="M 0 0 L 24 0 L 24 24 L 0 24 Z" fill="transparent" height="24px" id="bDP6QYifj" width="24px"/><path d="M 17 0 C 19.761 0 22 2.239 22 5 L 22 13 C 22 15.761 19.761 18 17 18 L 5 18 C 2.239 18 0 15.761 0 13 L 0 5 C 0 2.239 2.239 0 5 0 Z M 8 6 L 8 12 C 8 12.36 8.194 12.692 8.507 12.869 C 8.821 13.047 9.205 13.042 9.514 12.857 L 14.514 9.857 C 14.815 9.676 14.999 9.351 14.999 9 C 14.999 8.649 14.815 8.324 14.514 8.143 L 9.514 5.143 C 9.205 4.958 8.821 4.953 8.507 5.131 C 8.194 5.308 8 5.64 8 6 Z" fill="rgb(255, 255, 255)" height="18px" id="HTpAWLQG8" transform="translate(1 3)" width="22px"/></g></svg>)
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.
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.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 1280 197" xmlns="http://www.w3.org/2000/svg"><g d="M 731.985 0.501 C 749.966 0.501 767.089 2.605 783.364 6.786 L 783.621 6.851 L 783.64 6.851 L 783.672 6.86 L 783.773 6.887 C 800.172 10.727 814.542 17.08 826.971 25.874 C 839.264 34.574 848.945 45.741 856.056 59.457 L 856.093 59.521 L 856.135 59.586 L 856.162 59.646 L 856.203 59.715 C 861.921 70.071 865.504 82.445 866.757 96.981 L 866.771 97.501 C 866.705 99.489 865.13 101.524 862.536 101.804 L 861.892 101.837 L 810.504 101.837 C 808.152 101.837 805.408 99.992 804.383 96.502 L 804.204 95.785 C 802.881 89.53 800.839 83.829 797.996 78.798 L 797.936 78.706 C 793.748 70.752 787.988 64.338 780.655 59.655 C 773.561 55.127 765.471 51.985 756.5 50.15 L 756.477 50.145 L 756.362 50.118 L 753.538 49.561 C 746.88 48.341 739.769 47.664 732.229 47.496 L 732.21 47.496 L 728.527 47.456 L 728.504 47.456 C 721.639 47.462 714.794 48.189 708.082 49.626 C 700.974 51.139 694.369 53.799 688.323 57.618 L 688.226 57.682 L 688.139 57.742 C 682.403 61.598 677.494 66.56 673.699 72.337 C 669.407 78.847 667.52 86.726 667.519 95.477 L 667.519 95.527 L 667.588 98.356 L 667.588 98.411 C 667.921 105.144 669.455 111.259 672.573 116.382 C 676.288 122.482 682.89 127.273 691.027 131.207 L 691.128 131.258 L 691.187 131.285 L 691.201 131.29 C 699.652 135.197 710.808 138.987 724.508 142.708 L 724.591 142.74 L 724.701 142.772 C 738.664 146.469 756.774 151.16 779.004 156.862 L 779.221 156.922 L 779.395 156.246 L 779.326 156.945 L 779.363 156.954 L 781.874 157.483 C 786.19 158.456 791.521 159.888 797.886 161.791 L 806.043 164.321 L 806.117 164.344 L 806.195 164.362 L 806.218 164.371 L 806.264 164.38 C 817.416 167.512 828.531 172.715 839.603 180.07 C 850.276 187.161 859.537 196.778 867.346 209.073 L 867.392 209.156 L 867.428 209.206 L 867.511 209.321 C 874.64 219.855 878.685 233.617 879.164 251.052 L 879.214 254.593 L 879.177 257.481 C 878.83 271.854 875.878 285.151 870.381 297.437 C 864.557 310.45 855.801 321.825 843.99 331.567 C 832.591 340.905 818.056 348.395 800.203 353.883 L 799.996 353.943 L 799.969 353.957 C 783.666 359.035 764.659 361.798 742.865 362.124 L 738.455 362.151 C 719.53 362.15 701.101 359.729 683.168 354.886 L 683.145 354.872 L 682.942 354.817 L 679.792 353.975 L 679.71 353.952 C 663.62 349.437 649.283 342.566 636.65 333.374 L 636.617 333.351 L 636.581 333.328 C 623.574 323.61 613.178 311.221 605.371 296.071 C 599.582 284.835 595.993 271.847 594.725 257.003 L 594.5 254.009 L 594.5 253.568 C 594.603 251.403 596.445 249.241 599.384 249.241 L 650.22 249.241 L 650.721 249.273 C 653.222 249.542 655.945 251.8 656.524 255.692 C 657.629 263.132 659.71 269.951 662.847 276.05 C 667.318 284.739 673.148 292.079 680.344 297.957 L 680.367 297.97 L 681.774 299.088 L 681.834 299.143 L 681.931 299.207 L 681.954 299.23 L 682.11 299.341 C 689.139 304.185 697.068 307.981 705.834 310.777 L 705.875 310.791 L 709.614 311.904 L 709.65 311.913 L 709.761 311.95 L 709.83 311.968 L 709.899 311.982 L 713.683 312.847 L 713.715 312.851 C 722.715 314.755 731.969 315.707 741.453 315.707 L 744.217 315.679 C 750.713 315.563 757.563 315.047 764.754 314.139 L 764.855 314.125 L 764.915 314.107 L 764.97 314.107 L 765.02 314.102 L 765.066 314.093 C 773.657 312.643 781.78 310.094 789.379 306.436 L 790.841 305.71 C 798.073 301.996 804.252 297.062 809.267 290.907 L 809.304 290.861 L 809.396 290.737 L 810.444 289.307 C 815.172 282.536 817.543 274.514 817.838 265.583 L 817.871 263.652 C 817.87 252.89 814.528 243.537 807.598 236.176 L 804.636 233.256 C 798.06 227.113 789.766 222.12 779.984 218.164 C 769.635 213.98 757.991 210.348 745.1 207.261 C 732.854 204.324 720.67 201.135 708.556 197.696 L 708.556 197.508 L 706.942 197.241 L 706.933 197.236 L 706.827 197.204 L 702.095 195.986 L 702.086 195.981 L 701.966 195.949 L 697.745 194.795 C 688.015 192.078 678.402 188.958 668.931 185.441 L 668.917 185.432 L 668.88 185.414 L 668.843 185.405 L 666.599 184.485 C 655.481 179.836 645.535 174.092 636.742 167.277 C 628.195 160.653 621.094 152.544 615.432 142.896 L 614.319 140.942 L 614.301 140.914 L 614.292 140.896 L 613.381 139.024 C 609.271 130.195 606.854 119.747 606.3 107.543 L 606.212 104.899 L 606.18 102.021 C 606.18 84.578 609.775 69.921 616.678 57.783 L 616.706 57.733 C 624.164 44.885 633.758 34.275 645.497 25.843 C 657.377 17.31 670.877 10.949 686.046 6.795 C 701.392 2.595 716.707 0.5 731.985 0.5 Z M 1094.765 0 C 1098.415 0 1102.005 0.093 1105.525 0.272 C 1130.165 1.525 1151.555 7.146 1169.905 16.882 L 1169.975 16.914 L 1170.055 16.954 C 1171.385 17.634 1172.695 18.329 1173.995 19.038 C 1183.425 24.183 1192.015 30.123 1199.805 36.843 C 1201.683 38.457 1203.517 40.123 1205.305 41.837 C 1211.442 47.736 1217.031 54.179 1222.005 61.087 L 1222.045 61.147 L 1222.095 61.215 C 1236.075 80.005 1246.185 101.481 1252.355 125.75 C 1253.515 130.278 1254.529 134.842 1255.395 139.435 C 1255.884 141.973 1256.328 144.519 1256.725 147.073 C 1257.665 153.078 1258.375 159.151 1258.855 165.292 C 1258.945 166.52 1259.035 167.751 1259.115 168.985 C 1259.425 173.919 1259.585 178.899 1259.605 183.921 C 1259.604 185.079 1259.365 186.224 1258.905 187.287 C 1258.313 188.632 1257.404 189.814 1256.255 190.731 C 1254.615 192.04 1252.475 192.855 1250.015 192.856 L 1016.505 192.856 C 1012.842 192.853 1009.282 194.067 1006.385 196.309 C 1002.205 199.521 999.595 204.682 1000.035 210.518 C 1002.295 240.439 1010.765 264.31 1027.095 280.125 C 1039.475 292.124 1055.385 299.453 1074.225 302.667 C 1075.175 302.829 1076.135 302.986 1077.095 303.127 C 1083.795 304.107 1090.855 304.584 1098.245 304.585 C 1113.145 304.584 1126.905 302.072 1139.345 296.905 C 1144.439 294.796 1149.329 292.225 1153.955 289.226 C 1154.465 288.892 1154.975 288.55 1155.485 288.205 L 1155.585 288.145 L 1155.675 288.076 C 1156.385 287.572 1157.085 287.064 1157.775 286.554 C 1168.135 278.905 1176.215 270.58 1181.405 261.423 C 1182.105 260.174 1182.995 259.231 1183.815 258.66 C 1184.405 258.252 1184.875 258.08 1185.245 258.02 L 1185.565 257.993 L 1244.155 257.993 C 1245.355 257.993 1246.265 258.552 1246.795 259.29 C 1246.965 259.541 1247.095 259.802 1247.175 260.071 C 1247.205 260.171 1247.225 260.272 1247.235 260.375 C 1247.275 260.658 1247.255 260.952 1247.165 261.258 C 1247.135 261.36 1247.105 261.465 1247.065 261.57 C 1246.655 262.584 1246.235 263.588 1245.815 264.582 C 1244.58 267.517 1243.276 270.423 1241.905 273.297 C 1240.157 276.974 1238.289 280.594 1236.305 284.149 C 1235.815 285.018 1235.325 285.878 1234.835 286.729 C 1231.365 292.679 1227.675 298.188 1223.755 303.269 C 1223.195 303.995 1222.635 304.713 1222.065 305.421 C 1217.525 311.089 1212.685 316.195 1207.565 320.757 C 1203.085 324.75 1198.395 328.327 1193.485 331.495 L 1190.955 333.086 C 1185.828 336.248 1180.515 339.098 1175.045 341.621 C 1172.271 342.902 1169.46 344.101 1166.615 345.217 C 1162.755 346.731 1158.839 348.097 1154.875 349.314 C 1137.825 354.544 1119.035 357.342 1098.425 357.637 C 1092.212 357.731 1085.998 357.592 1079.795 357.219 C 1078.165 357.12 1076.555 357.005 1074.945 356.874 C 1071.775 356.615 1068.611 356.287 1065.455 355.89 C 1049.855 353.925 1035.415 350.338 1022.075 345.175 C 1000.675 336.424 982.716 324.269 968.055 308.746 C 953.336 293.161 941.77 274.465 933.41 252.525 C 925.518 230.603 921.5 206.304 921.5 179.529 C 921.5 169.876 922.091 160.498 923.27 151.391 C 923.664 148.355 924.122 145.349 924.645 142.374 C 925.166 139.416 925.755 136.471 926.411 133.54 C 928.345 124.886 930.894 116.382 934.04 108.092 C 935.072 105.373 936.168 102.679 937.328 100.012 C 940.144 93.524 943.361 87.219 946.962 81.132 C 948.372 78.75 949.844 76.406 951.376 74.1 C 956.664 66.134 962.679 58.674 969.342 51.816 L 969.393 51.761 L 969.444 51.711 C 972.288 48.703 975.245 45.804 978.309 43.02 C 982.382 39.321 986.64 35.831 991.066 32.562 C 997.776 27.617 1004.849 23.186 1012.225 19.305 C 1015.955 17.337 1019.785 15.492 1023.725 13.768 L 1023.725 13.773 C 1045.025 4.644 1068.665 0.001 1094.765 0 Z M 1089.035 53.807 C 1084.145 53.91 1079.425 54.272 1074.885 54.906 C 1073.075 55.16 1071.285 55.456 1069.525 55.798 C 1066.936 56.299 1064.37 56.915 1061.835 57.642 C 1057.76 58.804 1053.787 60.297 1049.955 62.107 L 1047.575 63.289 C 1041.625 66.275 1036.185 69.727 1031.265 73.654 C 1030.775 74.039 1030.305 74.432 1029.835 74.827 C 1027.736 76.574 1025.726 78.426 1023.815 80.377 C 1022.826 81.388 1021.866 82.426 1020.935 83.49 C 1020.395 84.101 1019.865 84.72 1019.355 85.348 L 1019.115 85.642 C 1012.415 94.402 1007.435 103.806 1004.265 113.835 L 1004.185 114.075 L 1004.125 114.318 C 1003.684 115.967 1003.271 117.623 1002.885 119.285 C 1001.735 124.18 1000.875 128.858 1000.295 133.305 L 999.995 135.821 C 999.855 137.067 999.895 138.278 1000.075 139.435 C 1001.075 145.792 1006.515 150.544 1012.875 150.885 C 1013.115 150.898 1013.355 150.904 1013.605 150.904 L 1166.435 150.904 C 1167.835 150.903 1169.175 150.685 1170.445 150.297 C 1171.205 150.064 1171.935 149.772 1172.635 149.418 C 1175.137 148.152 1177.192 146.151 1178.525 143.684 C 1178.685 143.386 1178.845 143.084 1178.985 142.774 C 1179.5 141.626 1179.85 140.41 1180.025 139.164 C 1180.095 138.658 1180.145 138.144 1180.155 137.623 C 1180.185 136.582 1180.095 135.512 1179.865 134.432 C 1175.185 111.773 1167.255 93.107 1155.495 79.246 L 1153.095 76.542 C 1146.875 69.624 1139.335 64.4 1130.665 60.714 C 1129.418 60.185 1128.158 59.69 1126.885 59.229 C 1121.745 57.371 1116.245 56.007 1110.415 55.109 C 1107.436 54.658 1104.44 54.324 1101.435 54.107 C 1098.365 53.885 1095.215 53.775 1091.985 53.775 C 1090.995 53.775 1090.015 53.786 1089.035 53.807 Z M 520.664 12.001 C 523.314 12.002 525.462 14.148 525.465 16.797 L 525.465 353.828 L 525.44 354.319 C 525.186 356.766 523.124 358.624 520.664 358.624 L 465.639 358.624 C 463.181 358.623 461.121 356.764 460.867 354.319 L 460.842 353.828 L 460.842 16.797 C 460.844 14.148 462.991 12.002 465.639 12 L 520.664 12 Z M 71.156 12 C 73.751 12 76.149 13.385 77.446 15.633 L 233.533 286.481 C 234.81 288.7 234.824 291.428 233.57 293.66 L 203.069 348.037 C 200.32 352.933 193.29 352.992 190.464 348.142 L 0.997 22.912 C -1.733 18.224 1.457 12.38 6.75 12.018 L 7.27 12 Z M 386.312 12.004 L 386.832 12.018 C 392.139 12.38 395.326 18.255 392.566 22.944 L 302.694 175.59 C 299.881 180.364 292.971 180.358 290.172 175.576 L 258.208 120.965 C 256.89 118.715 256.878 115.932 258.176 113.671 L 314.622 15.637 C 315.833 13.537 318.011 12.179 320.43 12.017 L 320.917 12.004 Z" fill="transparent" height="362.15099999999995px" id="IYcNRxxFe" transform="translate(9 8.5)" width="1259.6050000000005px"><path d="M 137.485 0.001 C 155.466 0.001 172.589 2.105 188.864 6.286 L 189.121 6.351 L 189.14 6.351 L 189.172 6.36 L 189.273 6.387 C 205.672 10.227 220.042 16.58 232.471 25.374 C 244.764 34.074 254.445 45.241 261.556 58.957 L 261.593 59.021 L 261.635 59.086 L 261.662 59.146 L 261.703 59.215 C 267.421 69.571 271.004 81.945 272.257 96.481 L 272.271 97.001 C 272.205 98.989 270.63 101.024 268.036 101.304 L 267.392 101.337 L 216.004 101.337 C 213.652 101.337 210.908 99.492 209.883 96.002 L 209.704 95.285 C 208.381 89.03 206.339 83.329 203.496 78.298 L 203.436 78.206 C 199.248 70.252 193.488 63.838 186.155 59.155 C 179.061 54.627 170.971 51.485 162 49.65 L 161.977 49.645 L 161.862 49.618 L 159.038 49.061 C 152.38 47.841 145.269 47.164 137.729 46.996 L 137.71 46.996 L 134.027 46.956 L 134.004 46.956 C 127.139 46.962 120.294 47.689 113.582 49.126 C 106.474 50.639 99.869 53.299 93.823 57.118 L 93.726 57.182 L 93.639 57.242 C 87.903 61.098 82.994 66.06 79.199 71.837 C 74.907 78.347 73.02 86.226 73.019 94.977 L 73.019 95.027 L 73.088 97.856 L 73.088 97.911 C 73.421 104.644 74.955 110.759 78.073 115.882 C 81.788 121.982 88.39 126.773 96.527 130.707 L 96.628 130.758 L 96.687 130.785 L 96.701 130.79 C 105.152 134.697 116.308 138.487 130.008 142.208 L 130.091 142.24 L 130.201 142.272 C 144.164 145.969 162.274 150.66 184.504 156.362 L 184.721 156.422 L 184.895 155.746 L 184.826 156.445 L 184.863 156.454 L 187.374 156.983 C 191.69 157.956 197.021 159.388 203.386 161.291 L 211.543 163.821 L 211.617 163.844 L 211.695 163.862 L 211.718 163.871 L 211.764 163.88 C 222.916 167.012 234.031 172.215 245.103 179.57 C 255.776 186.661 265.037 196.278 272.846 208.573 L 272.892 208.656 L 272.928 208.706 L 273.011 208.821 C 280.14 219.355 284.185 233.117 284.664 250.552 L 284.714 254.093 L 284.677 256.981 C 284.33 271.354 281.378 284.651 275.881 296.937 C 270.057 309.95 261.301 321.325 249.49 331.067 C 238.091 340.405 223.556 347.895 205.703 353.383 L 205.496 353.443 L 205.469 353.457 C 189.166 358.535 170.159 361.298 148.365 361.624 L 143.955 361.651 C 125.03 361.65 106.601 359.229 88.668 354.386 L 88.645 354.372 L 88.442 354.317 L 85.292 353.475 L 85.21 353.452 C 69.12 348.937 54.783 342.066 42.15 332.874 L 42.117 332.851 L 42.081 332.828 C 29.074 323.11 18.678 310.721 10.871 295.571 C 5.082 284.335 1.493 271.347 0.225 256.503 L 0 253.509 L 0 253.068 C 0.103 250.903 1.945 248.741 4.884 248.741 L 55.72 248.741 L 56.221 248.773 C 58.722 249.042 61.445 251.3 62.024 255.192 C 63.129 262.632 65.21 269.451 68.347 275.55 C 72.818 284.239 78.648 291.579 85.844 297.457 L 85.867 297.47 L 87.274 298.588 L 87.334 298.643 L 87.431 298.707 L 87.454 298.73 L 87.61 298.841 C 94.639 303.685 102.568 307.481 111.334 310.277 L 111.375 310.291 L 115.114 311.404 L 115.15 311.413 L 115.261 311.45 L 115.33 311.468 L 115.399 311.482 L 119.183 312.347 L 119.215 312.351 C 128.215 314.255 137.469 315.207 146.953 315.207 L 149.717 315.179 C 156.213 315.063 163.063 314.547 170.254 313.639 L 170.355 313.625 L 170.415 313.607 L 170.47 313.607 L 170.52 313.602 L 170.566 313.593 C 179.157 312.143 187.28 309.594 194.879 305.936 L 196.341 305.21 C 203.573 301.496 209.752 296.562 214.767 290.407 L 214.804 290.361 L 214.896 290.237 L 215.944 288.807 C 220.672 282.036 223.043 274.014 223.338 265.083 L 223.371 263.152 C 223.37 252.39 220.028 243.037 213.098 235.676 L 210.136 232.756 C 203.56 226.613 195.266 221.62 185.484 217.664 C 175.135 213.48 163.491 209.848 150.6 206.761 C 138.354 203.824 126.17 200.635 114.056 197.196 L 114.056 197.008 L 112.442 196.741 L 112.433 196.736 L 112.327 196.704 L 107.595 195.486 L 107.586 195.481 L 107.466 195.449 L 103.245 194.295 C 93.515 191.578 83.902 188.458 74.431 184.941 L 74.417 184.932 L 74.38 184.914 L 74.343 184.905 L 72.099 183.985 C 60.981 179.336 51.035 173.592 42.242 166.777 C 33.695 160.153 26.594 152.044 20.932 142.396 L 19.819 140.442 L 19.801 140.414 L 19.792 140.396 L 18.881 138.524 C 14.771 129.695 12.354 119.247 11.8 107.043 L 11.712 104.399 L 11.68 101.521 C 11.68 84.078 15.275 69.421 22.178 57.283 L 22.206 57.233 C 29.664 44.385 39.258 33.775 50.997 25.343 C 62.877 16.81 76.377 10.449 91.546 6.295 C 106.892 2.095 122.207 0 137.485 0 Z" fill="rgb(255, 255, 255)" height="361.65099999999995px" id="Zb5zZWQdz" transform="translate(594.5 0.5)" width="284.71400000000017px"/><path d="M 173.265 0 C 176.915 0 180.505 0.093 184.025 0.272 C 208.665 1.525 230.055 7.146 248.405 16.882 L 248.475 16.914 L 248.555 16.954 C 249.885 17.634 251.195 18.329 252.495 19.038 C 261.925 24.183 270.515 30.123 278.305 36.843 C 280.183 38.457 282.017 40.123 283.805 41.837 C 289.942 47.736 295.531 54.179 300.505 61.087 L 300.545 61.147 L 300.595 61.215 C 314.575 80.005 324.685 101.481 330.855 125.75 C 332.015 130.278 333.029 134.842 333.895 139.435 C 334.384 141.973 334.828 144.519 335.225 147.073 C 336.165 153.078 336.875 159.151 337.355 165.292 C 337.445 166.52 337.535 167.751 337.615 168.985 C 337.925 173.919 338.085 178.899 338.105 183.921 C 338.104 185.079 337.865 186.224 337.405 187.287 C 336.813 188.632 335.904 189.814 334.755 190.731 C 333.115 192.04 330.975 192.855 328.515 192.856 L 95.005 192.856 C 91.342 192.853 87.782 194.067 84.885 196.309 C 80.705 199.521 78.095 204.682 78.535 210.518 C 80.795 240.439 89.265 264.31 105.595 280.125 C 117.975 292.124 133.885 299.453 152.725 302.667 C 153.675 302.829 154.635 302.986 155.595 303.127 C 162.295 304.107 169.355 304.584 176.745 304.585 C 191.645 304.584 205.405 302.072 217.845 296.905 C 222.939 294.796 227.829 292.225 232.455 289.226 C 232.965 288.892 233.475 288.55 233.985 288.205 L 234.085 288.145 L 234.175 288.076 C 234.885 287.572 235.585 287.064 236.275 286.554 C 246.635 278.905 254.715 270.58 259.905 261.423 C 260.605 260.174 261.495 259.231 262.315 258.66 C 262.905 258.252 263.375 258.08 263.745 258.02 L 264.065 257.993 L 322.655 257.993 C 323.855 257.993 324.765 258.552 325.295 259.29 C 325.465 259.541 325.595 259.802 325.675 260.071 C 325.705 260.171 325.725 260.272 325.735 260.375 C 325.775 260.658 325.755 260.952 325.665 261.258 C 325.635 261.36 325.605 261.465 325.565 261.57 C 325.155 262.584 324.735 263.588 324.315 264.582 C 323.08 267.517 321.776 270.423 320.405 273.297 C 318.657 276.974 316.789 280.594 314.805 284.149 C 314.315 285.018 313.825 285.878 313.335 286.729 C 309.865 292.679 306.175 298.188 302.255 303.269 C 301.695 303.995 301.135 304.713 300.565 305.421 C 296.025 311.089 291.185 316.195 286.065 320.757 C 281.585 324.75 276.895 328.327 271.985 331.495 L 269.455 333.086 C 264.328 336.248 259.015 339.098 253.545 341.621 C 250.771 342.902 247.96 344.101 245.115 345.217 C 241.255 346.731 237.339 348.097 233.375 349.314 C 216.325 354.544 197.535 357.342 176.925 357.637 C 170.712 357.731 164.498 357.592 158.295 357.219 C 156.665 357.12 155.055 357.005 153.445 356.874 C 150.275 356.615 147.111 356.287 143.955 355.89 C 128.355 353.925 113.915 350.338 100.575 345.175 C 79.175 336.424 61.216 324.269 46.555 308.746 C 31.836 293.161 20.27 274.465 11.91 252.525 C 4.018 230.603 0 206.304 0 179.529 C 0 169.876 0.591 160.498 1.77 151.391 C 2.164 148.355 2.622 145.349 3.145 142.374 C 3.666 139.416 4.255 136.471 4.911 133.54 C 6.845 124.886 9.394 116.382 12.54 108.092 C 13.572 105.373 14.668 102.679 15.828 100.012 C 18.644 93.524 21.861 87.219 25.462 81.132 C 26.872 78.75 28.344 76.406 29.876 74.1 C 35.164 66.134 41.179 58.674 47.842 51.816 L 47.893 51.761 L 47.944 51.711 C 50.788 48.703 53.745 45.804 56.809 43.02 C 60.882 39.321 65.14 35.831 69.566 32.562 C 76.276 27.617 83.349 23.186 90.725 19.305 C 94.455 17.337 98.285 15.492 102.225 13.768 L 102.225 13.773 C 123.525 4.644 147.165 0.001 173.265 0 Z M 167.535 53.807 C 162.645 53.91 157.925 54.272 153.385 54.906 C 151.575 55.16 149.785 55.456 148.025 55.798 C 145.436 56.299 142.87 56.915 140.335 57.642 C 136.26 58.804 132.287 60.297 128.455 62.107 L 126.075 63.289 C 120.125 66.275 114.685 69.727 109.765 73.654 C 109.275 74.039 108.805 74.432 108.335 74.827 C 106.236 76.574 104.226 78.426 102.315 80.377 C 101.326 81.388 100.366 82.426 99.435 83.49 C 98.895 84.101 98.365 84.72 97.855 85.348 L 97.615 85.642 C 90.915 94.402 85.935 103.806 82.765 113.835 L 82.685 114.075 L 82.625 114.318 C 82.184 115.967 81.771 117.623 81.385 119.285 C 80.235 124.18 79.375 128.858 78.795 133.305 L 78.495 135.821 C 78.355 137.067 78.395 138.278 78.575 139.435 C 79.575 145.792 85.015 150.544 91.375 150.885 C 91.615 150.898 91.855 150.904 92.105 150.904 L 244.935 150.904 C 246.335 150.903 247.675 150.685 248.945 150.297 C 249.705 150.064 250.435 149.772 251.135 149.418 C 253.637 148.152 255.692 146.151 257.025 143.684 C 257.185 143.386 257.345 143.084 257.485 142.774 C 258 141.626 258.35 140.41 258.525 139.164 C 258.595 138.658 258.645 138.144 258.655 137.623 C 258.685 136.582 258.595 135.512 258.365 134.432 C 253.685 111.773 245.755 93.107 233.995 79.246 L 231.595 76.542 C 225.375 69.624 217.835 64.4 209.165 60.714 C 207.918 60.185 206.658 59.69 205.385 59.229 C 200.245 57.371 194.745 56.007 188.915 55.109 C 185.936 54.658 182.94 54.324 179.935 54.107 C 176.865 53.885 173.715 53.775 170.485 53.775 C 169.495 53.775 168.515 53.786 167.535 53.807 Z" fill="rgb(255, 255, 255)" height="357.6655576297955px" id="pcRLKB5dO" transform="translate(921.5 0)" width="338.10500000000036px"/><path d="M 520.664 0.001 C 523.314 0.002 525.462 2.148 525.465 4.797 L 525.465 341.828 L 525.44 342.319 C 525.186 344.766 523.124 346.624 520.664 346.624 L 465.639 346.624 C 463.181 346.623 461.121 344.764 460.867 342.319 L 460.842 341.828 L 460.842 4.797 C 460.844 2.148 462.991 0.002 465.639 0 L 520.664 0 Z M 71.156 0 C 73.751 0 76.149 1.385 77.446 3.633 L 233.533 274.481 C 234.81 276.7 234.824 279.428 233.57 281.66 L 203.069 336.037 C 200.32 340.933 193.29 340.992 190.464 336.142 L 0.997 10.912 C -1.733 6.224 1.457 0.38 6.75 0.018 L 7.27 0 Z M 386.312 0.004 L 386.832 0.018 C 392.139 0.38 395.326 6.255 392.566 10.944 L 302.694 163.59 C 299.881 168.364 292.971 168.358 290.172 163.576 L 258.208 108.965 C 256.89 106.715 256.878 103.932 258.176 101.671 L 314.622 3.637 C 315.833 1.537 318.011 0.179 320.43 0.017 L 320.917 0.004 Z" fill="rgb(255, 255, 255)" height="346.6240000504258px" id="tLFhnqI1e" transform="translate(0 12)" width="525.4651630859373px"/></g></svg>)
The portfolio you'd build 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.
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 you'd build 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.
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.