Vise Partners with $55B NewEdge to Deliver Personalized Portfolios at Scale
Vise Partners with $55B NewEdge to Deliver Personalized Portfolios at Scale
Oct 20, 2024 | 2MIN
Vise is excited to announce its partnership with NewEdge Wealth, a Stamford, CT-based firm. NewEdge Wealth is part of NewEdge Capital Group, which ranked #5 on the Barron's Top 100 RIA's in the US for 2024. As of June 30, 2024, NewEdge Capital Group services over $55 billion in client assets.
This collaboration marks a significant moment — not just for Vise and NewEdge but for the entire wealth management industry. Together, we're combining NewEdge's commitment to institutional caliber wealth management with Vise's ability to deliver personalized portfolios at scale. Using Vise, NewEdge can deliver highly customized, tax-efficient portfolios that we believe set a new standard for the future of investing.
Vise is excited to announce its partnership with NewEdge Wealth, a Stamford, CT-based firm. NewEdge Wealth is part of NewEdge Capital Group, which ranked #5 on the Barron's Top 100 RIA's in the US for 2024. As of June 30, 2024, NewEdge Capital Group services over $55 billion in client assets.
This collaboration marks a significant moment — not just for Vise and NewEdge but for the entire wealth management industry. Together, we're combining NewEdge's commitment to institutional caliber wealth management with Vise's ability to deliver personalized portfolios at scale. Using Vise, NewEdge can deliver highly customized, tax-efficient portfolios that we believe set a new standard for the future of investing.
Vise Powers Scale and Personalization
Vise Powers Scale and Personalization
Vise isn't just another tool in NewEdge's stack. It's a component that allows them to scale their ability to provide tailored investment solutions.
Vise isn't just another tool in NewEdge's stack. It's a component that allows them to scale their ability to provide tailored investment solutions.
Cameron Dawson
Cameron Dawson
NewEdge Wealth, Chief Investment Officer
Chairman of Edelman
Financial Engines
NewEdge Wealth, Chief Investment Officer
Vise enables us to seamlessly integrate passive strategies with active, quant-driven tilts. The advanced tax-loss harvesting and daily portfolio reviews allow us to be more responsive, giving clients dynamic solutions they weren't getting from traditional systems.
Vise enables us to seamlessly integrate passive strategies with active, quant-driven tilts. The advanced tax-loss harvesting and daily portfolio reviews allow us to be more responsive, giving clients dynamic solutions they weren't getting from traditional systems.
Vise enables us to seamlessly integrate passive strategies with active, quant-driven tilts. The advanced tax-loss harvesting and daily portfolio reviews allow us to be more responsive, giving clients dynamic solutions they weren't getting from traditional systems.
Vise allows the NewEdge investment team to customize their exposure to asset classes, industries, and sectors across their entire portfolio, including equities, fixed income, and other asset classes. Vise automatically rebalances and trades that portfolio while daily evaluating tax loss harvesting opportunities. The platform then generates customized insights and reporting specific to each client, their trading activity, and NewEdge's firm views.
Vise allows the NewEdge investment team to customize their exposure to asset classes, industries, and sectors across their entire portfolio, including equities, fixed income, and other asset classes. Vise automatically rebalances and trades that portfolio while daily evaluating tax loss harvesting opportunities. The platform then generates customized insights and reporting specific to each client, their trading activity, and NewEdge's firm views.
Vise allows the NewEdge investment team to customize their exposure to asset classes, industries, and sectors across their entire portfolio, including equities, fixed income, and other asset classes. Vise automatically rebalances and trades that portfolio while daily evaluating tax loss harvesting opportunities. The platform then generates customized insights and reporting specific to each client, their trading activity, and NewEdge's firm views.
Fueling Growth and Client Success
Fueling Growth and Client Success
Vise's platform allows NewEdge to unlock new growth. Advisors can onboard clients faster, cut down on administrative time and friction, and execute strategies with precision.
With Vise, NewEdge advisors can generate customized, tax-efficient proposals for prospective clients in minutes. Vise's AI helps scan documents and extract key data to create personalized portfolios, from complex direct indexes to niche sector exposure, all within a single account.
Vise's platform allows NewEdge to unlock new growth. Advisors can onboard clients faster, cut down on administrative time and friction, and execute strategies with precision.
With Vise, NewEdge advisors can generate customized, tax-efficient proposals for prospective clients in minutes. Vise's AI helps scan documents and extract key data to create personalized portfolios, from complex direct indexes to niche sector exposure, all within a single account.
Pat Dwyer
Pat Dwyer
NewEdge Wealth, Managing Director
Chairman of Edelman
Financial Engines
NewEdge Wealth, Managing Director
Vise is fundamentally changing how we scale the business. It's not just faster — it's more efficient in every aspect, from prospecting to managing client assets. And as the platform evolves, I believe it will only get better.
Vise is fundamentally changing how we scale the business. It's not just faster — it's more efficient in every aspect, from prospecting to managing client assets. And as the platform evolves, I believe it will only get better.
Vise is fundamentally changing how we scale the business. It's not just faster — it's more efficient in every aspect, from prospecting to managing client assets. And as the platform evolves, I believe it will only get better.
Looking Ahead
Looking Ahead
At Vise, we're not just helping NewEdge deliver better portfolios today; we're committed to ensuring they stay at the cutting edge. Our transformative solution empowers advisors by streamlining their operations and enhancing the client experience. Together, we're reshaping the future of wealth management — entering a new era defined by unparalleled personalization, scalability, and efficiency.
At Vise, we're not just helping NewEdge deliver better portfolios today; we're committed to ensuring they stay at the cutting edge. Our transformative solution empowers advisors by streamlining their operations and enhancing the client experience. Together, we're reshaping the future of wealth management — entering a new era defined by unparalleled personalization, scalability, and efficiency.
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The portfolio you'd build 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.
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 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.