Why billion dollar Manhattan West chose Vise—again
Why billion dollar Manhattan West chose Vise—again
DEC 17, 2024 | 2MIN
At Vise, we embrace the principle of getting 1% better every day, understanding that transformative change doesn't happen overnight. The path of a startup is rarely a straight line — it's filled with challenges, learning moments, and incremental progress. Our journey with Manhattan West has been a testament to the startup ethos of continuous improvement.
Manhattan West, the Los Angeles-based wealth management and alternative investments firm managing over $1 billion in assets, was there at the beginning. As an early client, they saw what we saw: a future where technology could transform wealth management into something extraordinary. They believed in us when we were just getting started, when our vision was bigger than our capabilities.
Now they're back and their return to our platform has been both humbling and motivating. In the years since, we've worked tirelessly to perfect the platform, building a solution that empowers advisors to create truly personalized, tax-efficient portfolios. And we've built it all at a scale that we feel can transform how wealth is managed for potentially billions of dollars in assets.
At Vise, we embrace the principle of getting 1% better every day, understanding that transformative change doesn't happen overnight. The path of a startup is rarely a straight line — it's filled with challenges, learning moments, and incremental progress. Our journey with Manhattan West has been a testament to the startup ethos of continuous improvement.
Manhattan West, the Los Angeles-based wealth management and alternative investments firm managing over $1 billion in assets, was there at the beginning. As an early client, they saw what we saw: a future where technology could transform wealth management into something extraordinary. They believed in us when we were just getting started, when our vision was bigger than our capabilities.
Now they're back and their return to our platform has been both humbling and motivating. In the years since, we've worked tirelessly to perfect the platform, building a solution that empowers advisors to create truly personalized, tax-efficient portfolios. And we've built it all at a scale that we feel can transform how wealth is managed for potentially billions of dollars in assets.
Lorenzo Esparza
Lorenzo Esparza
Manhattan West, CEO
Manhattan West, CEO
Chairman of Edelman
Financial Engines
We've always believed in Vise's vision to transform asset management through technology. Watching their evolution has been remarkable. The addition of fixed income solutions and support for alternatives, particularly tailored for high-net-worth clients, aligns perfectly with our strategic needs to grow, scale, and personalize. This enhanced capability set, combined with their commitment to innovation, made our decision to return to the platform a natural choice.
We've always believed in Vise's vision to transform asset management through technology. Watching their evolution has been remarkable. The addition of fixed income solutions and support for alternatives, particularly tailored for high-net-worth clients, aligns perfectly with our strategic needs to grow, scale, and personalize. This enhanced capability set, combined with their commitment to innovation, made our decision to return to the platform a natural choice.
We've always believed in Vise's vision to transform asset management through technology. Watching their evolution has been remarkable. The addition of fixed income solutions and support for alternatives, particularly tailored for high-net-worth clients, aligns perfectly with our strategic needs to grow, scale, and personalize. This enhanced capability set, combined with their commitment to innovation, made our decision to return to the platform a natural choice.
With over $1 billion in assets, Manhattan West could work with any platform, but they chose to return to Vise to fuel their next phase of growth.
This move is a testament to our team's dedication to building sophisticated, comprehensive solutions designed to meet the complex needs of modern wealth management firms. Their early belief in our vision motivated us to push boundaries and innovate continuously. Today's announcement represents not just a partnership renewal, but a validation of our enhanced capabilities and the direction we're heading. It also serves as a reminder that meaningful innovation takes time, persistence, and a willingness to adapt.
As we continue to grow alongside Manhattan West, we are excited about the possibilities ahead, knowing that each day brings an opportunity to improve, push boundaries, and reimagine what's possible in wealth management.
With over $1 billion in assets, Manhattan West could work with any platform, but they chose to return to Vise to fuel their next phase of growth.
This move is a testament to our team's dedication to building sophisticated, comprehensive solutions designed to meet the complex needs of modern wealth management firms. Their early belief in our vision motivated us to push boundaries and innovate continuously. Today's announcement represents not just a partnership renewal, but a validation of our enhanced capabilities and the direction we're heading. It also serves as a reminder that meaningful innovation takes time, persistence, and a willingness to adapt.
As we continue to grow alongside Manhattan West, we are excited about the possibilities ahead, knowing that each day brings an opportunity to improve, push boundaries, and reimagine what's possible in wealth management.
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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.