Vise

About Vise

Vise is a technology-powered asset manager and advisor platform that helps financial professionals build, manage, and explain personalized portfolios across a wide range of asset classes and strategies. The company emphasizes scalable, explainable investing with AI-powered insights to enhance client outcomes and streamline advisor workflows, targeting registered investment advisors (RIAs), enterprise RIAs, asset managers, and custodians. Headquartered in New York, Vise operates as an SEC-registered investment adviser offering an integrated solution for portfolio construction, trading and rebalancing, tax-loss harvesting, and client reporting.