Vise partners with Bitwise to bring crypto investments to RIAs
Vise partners with Bitwise to bring crypto investments to RIAs
Vise surpasses $30B in platform assets, partners with Bitwise to bring crypto investments to RIA
SEP 30, 2025 | 2MIN
After surpassing $30 billion in platform assets1, we’re opening the door to the next frontier: crypto. Through a new strategic partnership with Bitwise Asset Management, advisors can now bring Bitcoin and digital assets directly into client portfolios — managed with the same precision and personalization that define Vise.
After surpassing $30 billion in platform assets1, we’re opening the door to the next frontier: crypto. Through a new strategic partnership with Bitwise Asset Management, advisors can now bring Bitcoin and digital assets directly into client portfolios — managed with the same precision and personalization that define Vise.
From experimental to essential
From experimental to essential
We're witnessing unprecedented Bitcoin adoption. Major corporations are adding Bitcoin to their balance sheets. Institutional investors are allocating significant portions of their portfolios to digital assets. Traditional pension funds and endowments are recognizing Bitcoin's potential as a hedge against inflation and currency debasement.
Bitcoin has proven its resilience through multiple market cycles and has emerged as what we believe is a fundamental component of modern portfolio construction.
Bitcoin offers uncorrelated returns, inflation protection, and exposure to the digital economy. We believe every portfolio deserves Bitcoin allocation, and we're making it simple for advisors to deliver.
We're witnessing unprecedented Bitcoin adoption. Major corporations are adding Bitcoin to their balance sheets. Institutional investors are allocating significant portions of their portfolios to digital assets. Traditional pension funds and endowments are recognizing Bitcoin's potential as a hedge against inflation and currency debasement.
Bitcoin has proven its resilience through multiple market cycles and has emerged as what we believe is a fundamental component of modern portfolio construction.
Bitcoin offers uncorrelated returns, inflation protection, and exposure to the digital economy. We believe every portfolio deserves Bitcoin allocation, and we're making it simple for advisors to deliver.
Pioneering tax-loss harvesting for crypto
Pioneering tax-loss harvesting for crypto
Access alone isn’t enough. What sets Vise apart is how we're implementing it. We're pioneering sophisticated tax-loss harvesting strategies specifically designed for Bitcoin and digital assets. Our AI-powered platform continuously monitors portfolios and identifies tax optimization opportunities across crypto holdings, helping advisors maximize after-tax returns for clients.
This level of tax sophistication in crypto has been largely unavailable to RIAs—until now. We're changing that by partnering with Bitwise, making professional-grade Bitcoin portfolio management accessible at scale.
Access alone isn’t enough. What sets Vise apart is how we're implementing it. We're pioneering sophisticated tax-loss harvesting strategies specifically designed for Bitcoin and digital assets. Our AI-powered platform continuously monitors portfolios and identifies tax optimization opportunities across crypto holdings, helping advisors maximize after-tax returns for clients.
This level of tax sophistication in crypto has been largely unavailable to RIAs—until now. We're changing that by partnering with Bitwise, making professional-grade Bitcoin portfolio management accessible at scale.
The future is multi-asset
The future is multi-asset
With Vise and Bitwise, advisors can now seamlessly blend digital assets with equities, fixed income, and alternative investments—all within one unified platform.
This represents the future of investing: holistic, technology-driven, and adaptive to the evolving financial landscape.
With Vise and Bitwise, advisors can now seamlessly blend digital assets with equities, fixed income, and alternative investments—all within one unified platform.
This represents the future of investing: holistic, technology-driven, and adaptive to the evolving financial landscape.
With Vise and Bitwise, advisors can now seamlessly blend digital assets with equities, fixed income, and alternative investments—all within one unified platform.
This represents the future of investing: holistic, technology-driven, and adaptive to the evolving financial landscape.
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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.