Vise provides an AI-powered asset management platform for financial advisors. It helps advisory firms create and manage personalized client portfolios, automating tasks like portfolio rebalancing and risk assessment to save time and reduce costs. The platform is subscription-based and scalable, serving both small firms and larger enterprises. By handling routine and complex portfolio management with technology, Vise enables advisors to focus more on client relationships and strategic planning. Compared with traditional wealth management tools, Vise differentiates itself through AI-driven automation, a scalable pricing model, and a focus on delivering better investment outcomes. The company's goal is to become the asset manager of the future by offering technology-driven, personalized portfolios across asset classes.
Company Size
51-200
Company Stage
Series C
Total Funding
$126.5M
Headquarters
New York City, New York
Founded
2016
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Bitwise and Vise bring crypto model portfolios to financial advisors. Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure * Bitwise and Vise have launched diversified crypto model portfolios for financial advisers using the Vise platform. * Vise says its network covers more than 135,000 accounts and over $140 billion in platform assets. * Crypto allocations can now sit inside the same portfolio-management, rebalancing and tax framework as equities, bonds and alternatives. **ID:** B25-08 **Site:** Bitcoinist **Status:** READY **Author:** Bitcoinist Editorial Team **Focus Keyword:** Bitwise **Image Keyword:** Fund **Primary Source:** https://bitwiseinvestments.com/newsroom Crypto stops being A separate portfolio. That is the main selling point. Crypto allocations have often been managed in isolation. An adviser may hold a Bitcoin ETF or another digital-asset product for a client, but the position can sit outside the normal process used to rebalance stocks, bonds and alternative investments. Vise wants to remove that separation. The Bitwise models can be placed inside the same household portfolio as equities, fixed income and other assets. From there, Vise handles ongoing allocation, rebalancing and tax-management work alongside the rest of the account. Bitwise provides the crypto research and model construction. Vise provides the adviser-facing portfolio infrastructure. The platform says it supports more than 135,000 accounts across wealth-management firms representing over $140 billion in platform assets. Bitwise says it manages more than $9 billion in client assets. Model portfolios could make crypto easier to scale across adviser books. Model portfolios are already common in traditional wealth management. Instead of every adviser independently selecting and weighting individual funds, a model provides a standardized allocation that can then be adjusted around client risk and objectives. Bitwise is applying that structure to crypto-themed exchange-traded products. That potentially makes digital-asset exposure easier for advisers to manage across hundreds or thousands of client accounts. The timing matters. Third-party model portfolio assets have grown rapidly, while spot crypto ETFs have given advisers regulated products that fit far more naturally into existing brokerage infrastructure. The remaining problem is portfolio integration. A Bitcoin or Ethereum allocation still needs sizing, monitoring and rebalancing. Bitwise and Vise are essentially trying to turn that work into another routine part of portfolio management. That is a quieter form of crypto adoption than somebody opening an exchange account. It may also be the version that reaches far more conventional investors. *This article was written by the News Desk and edited by [Samuel Rae](https://bitcoinist.com/author/samuelrae/).* Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. Bitcoinist uphold strict sourcing standards, and each page undergoes diligent review by its team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of its content for its readers. For updates and exclusive offers enter your email. I consent to my submitted data being collected and stored.
Vise, an AI-powered wealth management platform, has partnered with quantitative asset manager Alpha Architect to deliver personalised, tax-optimised portfolios to registered investment advisors (RIAs). The collaboration allows advisors to deploy Alpha Architect's investment strategies whilst tailoring them to individual clients' needs, including concentrated positions and tax circumstances. Advisors can now manage these customised portfolios alongside clients' other assets within a single integrated system. The platform handles model selection, portfolio construction, continuous rebalancing, and daily tax management in one workflow. As of July 2026, Vise holds more than $100 billion in platform assets across over 100 advisory firms and 135,000 accounts. The company plans to add more asset managers to its platform, expanding the library of strategies available for personalisation.
Brighton Jones LLC acquired a new stake in Cheniere Energy in the fourth quarter worth about $335,000.
En los últimos años hemos asistido a un aumento de la inversión en empresas que innovan en la planificación financiera de los principales acontecimientos de la vida. Se han invertido miles de millones de dólares en este sector, y es justo decir que la inversión está dando sus frutos en términos de innovación. Los roboadvisors han utilizado la tecnología para mejorar la inversión y la planificación financiera personalizadas, empresas como Moonfare han contribuido a democratizar el acceso a los mercados privados y hay un auge de empresas especializadas en gestionar mejor la deuda y los préstamos estudiantiles. Pero un área que va a la zaga es la planificación patrimonial. Tal vez no sea de extrañar: a nadie le gusta planificar lo inevitable, aunque los argumentos son ahora más convincentes que nunca. En 2030, 1 de cada 6 personas tendrá 60 años o más, con lo que la población mundial de mayores de 60 años pasará de 1.000 millones en 2020 a 1.400 millones en sólo 10 años
VentureBeat presents: AI Unleashed - An exclusive executive event for enterprise data leaders. Network and learn with industry peers. Learn More. Of all the industries rushing to embrace generative AI, it seems odd that we haven’t heard — nor reported more on fintech, and more specifically, financial advisors. But here comes Vise to buck the trend. The seven-year-old New York City fintech former unicorn co-founded by two (at the time) 16-year-olds suffered a bout of bad press over the last several years, losing 35% of its assets under management (AUM) in a matter of months, only to see Business Insider reporting on the departure of its largest client, Manhattan West, and the loss of more than 100 employees since its start, through attrition and layoffs