What Vise does

Vise is an AI-powered wealth management operating system for Registered Investment Advisors (RIAs) and Enterprise RIAs, founded in 2013 and headquartered in New York. The platform consolidates reporting, rebalancing, tax management, trading, and model management into a single system, anchored by a proprietary multi-objective optimization engine that weighs taxes, risk, turnover, and timing simultaneously and runs daily tax-loss harvesting across client accounts. Core products include Direct Indexing (from a $10K minimum), the December 2025-launched Vise Long Short strategy (130/30 through 250/150), Fixed Income, Options & Liquidity, advisor-built home-office models, and a third-party model marketplace featuring BlackRock, DFA, and Alpha Architect portfolios.

Vise generates revenue through management and platform fees on assets under management as an SEC-registered investment adviser. The go-to-motion is enterprise field sales targeting RIAs and PE-backed Enterprise RIAs, with a "Book a Demo" funnel and migrations of $150M+ books executed in six-week sprints. The company cites 100+ firms, 135K+ accounts, and $90B+ in platform assets (as of 6/1/2026), having surpassed $15B earlier in 2025. The company has raised $125M+ across seed, Series A, B, and C rounds, achieving unicorn status in May 2021.

Name

Vise

Legal name

Vise Technologies, Inc.

Website

https://vise.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

101–250 employees

Short description

Vise is an AI-powered wealth management platform that provides registered investment advisors and enterprise RIAs with portfolio construction, daily tax-loss harvesting, direct indexing, and model management in a unified operating system.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Wealth management platform
• Portfolio management software
• Direct indexing
• Tax loss harvesting
• Investment advisory tools

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Platform Subscription/Management Fees: Vise charges fees based on assets under management on the platform. The company is an SEC-registered investment adviser providing AI-powered portfolio management services to RIAs and Enterprise RIAs. Revenue is derived from advisory/management fees calculated on platform assets.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Vise provides an AI-powered, all-in-one operating system for wealth management that combines reporting, rebalancing, tax management, trading, and model management in a single platform for Registered Investment Advisors (RIAs) and Enterprise RIAs. The platform delivers personalized, tax-aware portfolio construction with daily tax-loss harvesting, direct indexing, household-level rebalancing, and Long Short strategies, and is sold via direct enterprise sales on a subscription/AUM-based fee model.

Product overview

Vise is a unified AI-powered wealth management platform combining direct indexing, tax management, rebalancing, trading, and model portfolio delivery into a single operating system. The core platform is supplemented by named modules including Direct Indexing (individual stock ownership enabling daily single-stock tax-loss harvesting), Vise Long Short (long short strategy for two-sided tax-loss harvesting), Fixed Income, Options & Liquidity, Advisor/Home Office Model Delivery, and Third Party Models (BlackRock, DFA, Alpha Architect). The Vise for Enterprise RIA module extends the platform for large RIA aggregators managing acquisitions. Key differentiators include daily (vs. monthly/quarterly) tax-loss harvesting, multi-objective optimization, and household-level portfolio management across all accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Vise Platform AI-powered all-in-one operating system for wealth management that combines reporting, rebalancing, tax management, trading, and model management in a single platform for RIAs and Enterprise RIAs.
• Direct Indexing Individual stock ownership at scale that enables daily single-stock tax-loss harvesting, full portfolio customization, and direct personalization for client values, restrictions, or concentrated positions, starting from $10K minimum.
• Vise Long Short Advisor-accessible long short strategy (130/30, 145/45, 200/100, 250/150) managed within the same tax-efficient direct-indexing account, generating losses on both sides of the market to power two-sided tax-loss harvesting.
• Vise for Enterprise RIAs Enterprise-level platform enabling large RIA aggregators to centralize investment management and deliver personalized portfolios at scale across acquired firms, integrating home office models and multiple asset classes.
• Tax Savings Calculator Interactive tool simulating potential tax alpha from Vise's strategies based on portfolio size, leverage type, market outlook, and time horizon, supporting use cases including concentrated stock positions, business sales, trust inheritances, real estate sales, and retirement planning.

Quantifiable outcome

• +3.15% annual after-tax return advantage on $4.2M average portfolio, generating ~$1.3M extra value over 10 years
• +6 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability5 records

Feature8 records

Partnerships

Six partnerships are on record, tiered minor and flagship.

• BitwiseminorStrategic or Co-development Partner · 30 September 2025Vise partners with Bitwise to bring crypto investments to RIAs, expanding the platform's capabilities to include cryptocurrency exposure.
• BlackRockflagshipTechnology or IntegrationVise has established partnerships with leading asset managers including BlackRock, meaning their models are delivered through Vise. BlackRock is one of the world's largest asset managers.
• DFA (Dimensional Fund Advisors)flagshipTechnology or IntegrationVise has established partnerships with DFA, meaning their models are delivered through Vise platform. DFA is a prominent quantitative asset manager.
• Alpha ArchitectflagshipTechnology or IntegrationVise has established partnerships with Alpha Architect, meaning their models are delivered through Vise platform. Additional partnerships are in progress.
• Larry RaffoneminorOthersLarry Raffone, former CEO of Edelman Financial Engines ($300B AUM), joined Vise as Executive and Board Advisor focusing on distribution and partnerships.
• Chip RoameminorOthersChip Roame, Founder of Tiburon Strategic Advisors and former chairman of Envestnet, is a strategic advisor at Vise helping navigate wealth management landscape.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Orion (Orion Advisor Technology / Eclipse): Provides a portfolio management, rebalancing, and reporting platform used by RIAs and Enterprise RIAs — directly comparable to Vise across SMA/rebalancing, tax management, and household-level reporting, and named as a direct competitor in Vise's own comparison pages.
• Tamarac (Envestnet): Advisor rebalancing, reporting, and portfolio management platform within the Envestnet ecosystem — competes head-to-head with Vise in enterprise RIA portfolio management workflows and is explicitly listed in Vise's comparison content.
• 55ip: Tax-smart direct indexing and SMA platform built for RIAs — directly comparable to Vise's daily tax-loss harvesting, direct indexing, and customization pitch, and explicitly listed as a Vise competitor.
• Vestmark: Wealth management platform offering SMAs, UMAs, rebalancing, and model management for RIAs — overlaps directly with Vise's core platform functionality and is one of Vise's named comparison targets.
• GeoWealth: Turnkey asset management and TAMP platform for RIAs including model portfolios, rebalancing, and tax management — directly comparable to Vise's core RIA platform offering and listed as a Vise competitor.
• Canvas (custom index investing): Customized direct indexing platform for RIAs with values-based personalization — competes with Vise in the direct indexing and personalization space and is named in Vise's comparison pages.
• Parametric (Morgan Stanley): Direct-indexing and customized SMA/UMA provider with daily tax-loss harvesting — closely mirrors Vise's direct indexing and personalized portfolio capabilities and is named in Vise's competitive comparisons.

Emerging players

• Addepar: Wealth management technology platform providing portfolio analytics, reporting, and data aggregation for RIAs, family offices, and private wealth — comparable to Vise's reporting and household-level capabilities, with growing overlap in enterprise RIA workflows.

Broad incumbents

• Envestnet: Large incumbent wealth-tech platform offering portfolio management, TAMP, data analytics, and advisor workflows — competes with Vise across most core capabilities as part of a much broader product suite serving RIAs and enterprises.
• BlackRock (Aladdin Wealth Tech): Largest global asset manager whose Aladdin Wealth platform offers portfolio management, rebalancing, model delivery, and direct indexing at scale — overlaps broadly with Vise and is both a Vise partner (BlackRock models distributed through Vise) and a competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Visetechnologiesinc
• Xx.com/viseinc
• LinkedInlinkedin.com/company/viseinc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds4 records

Investors23 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vise