What is Vise?

Vise is the AI investment platform for firms that want to scale. Advisors use Vise to create a personalized portfolio for each client across all asset classes, built to deliver better tax outcomes. Portfolio construction, trading, and tax management all run on a single platform.

Wealth firms of every size run on Vise, from independent RIAs to multi-billion-dollar enterprise firms. Advisors use it for Direct Indexing, Long Short, Fixed Income, Options Overlay, and custom model portfolios. Vise checks accounts every day for Tax Loss Harvesting opportunities and rebalances when a portfolio drifts from its target.

Vise takes on the daily portfolio work, so advisors can give their time to clients and to growing their firm. Vise AI Advisors, LLC is an SEC-registered investment adviser, headquartered in New York.

Platform Assets

Accounts

SEC Registered

Fiduciary

Press Releases

Vise Brings Asset Location and Tax Management Together in One Engine, for Every HouseholdVise enables advisors to place every holding where it's taxed least, across the client's whole portfolio.Business Wire, Oct 21, 2026(opens in a new tab)

Vise Partners With Bitwise To Introduce Crypto Model Portfolios for AdvisorsCore and thematic crypto models, rebalanced and tax-managed in the same portfolio as other holdings.PR Newswire, Sep 24, 2026(opens in a new tab)

Vise and Alpha Architect Bring AI-Powered Custom Model Portfolios to RIAs of All SizesRules-based quant strategies that advisors can adjust for each client and manage alongside their assets.Business Wire, Jul 23, 2026(opens in a new tab)

Vise Introduces the First of Its Kind Fully Customizable Long Short StrategyShort positions add return potential and create tax-loss harvesting opportunities, even on days the market rises.Business Wire, Dec 17, 2025(opens in a new tab)

Vise Surpasses $30B in Platform Assets, Partners with Bitwise to Bring Crypto Investments to RIAsTax-loss harvesting built for bitcoin and digital assets, held alongside a client's other investments.Business Wire, Sep 30, 2025(opens in a new tab)

Vise Launches Customizable Options Overlay Strategies to Deliver Outcome-Driven Investing at ScaleSet protection and income targets on existing holdings, without selling them or opening a new account.Business Wire, Jul 31, 2025(opens in a new tab)

Manhattan West Returns to Vise Platform to Scale Next Leg of GrowthThe $1B+ Los Angeles firm, an early Vise client, came back for Vise's new fixed income and alternatives support.Business Wire, Dec 18, 2024(opens in a new tab)

Opto Co-Founder Kamal Jafarnia Joins Vise as General CounselPreviously general counsel at Artivest through its 2020 sale to iCapital, with three decades in law and compliance.Business Wire, Dec 12, 2024(opens in a new tab)

Vise Partners With $55B NewEdge Wealth to Deliver Custom Portfolios at ScaleVise rebalances NewEdge's customized portfolios and checks them for tax-loss harvesting opportunities every day.Business Wire, Oct 21, 2024(opens in a new tab)

The portfolio built for your biggest client.
For every client.

Book a Demo

521 Broadway
New York, NY 10012

+1 201 375 3969

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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 10/21/2026.

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

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.

The portfolio built for your biggest client.
For every client.

Book a Demo

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

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 10/21/2026.

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio built
for your biggest client.
For every client.

Book a Demo

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

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 10/21/2026.

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

What is Vise?

What is Vise?

Vise is the AI investment platform for firms that want to scale. Advisors use Vise to create a personalized portfolio for each client across all asset classes, built to deliver better tax outcomes. Portfolio construction, trading, and tax management all run on a single platform.

Press Releases

The portfolio built for your biggest client.For every client.

The portfolio built for your biggest client.For every client.

The portfolio builtfor your biggest client.For every client.

The portfolio built for your biggest client.
For every client.

The portfolio built for your biggest client.
For every client.

The portfolio built
for your biggest client.
For every client.