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.
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.
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.
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.
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.
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