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.
"We've always believed in Vise's vision to transform asset management through technology," said Lorenzo Esparza, CEO of Manhattan West. "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.
*Times indicate typical average period for aggregators to transition newly acquired firms as per Ansarada
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