New on Vise: August Edition A client's wealth rarely sits where it works hardest. Some of it idles in a sweep account. Some is locked inside appreciated positions too expensive to touch. Some gets borrowed back at retail margin rates. August's release goes after all three. Box spread loans, in a dedicated loans view. Exchange-listed options create a synthetic loan priced near institutional rates, collateralized by the portfolio, with nothing sold and no gain realized. The advisor now creates, tracks, and cancels the loan directly. A cash sleeve inside the account. Set aside a fixed dollar amount, fund distributions from that balance without disturbing the target model or realizing gains, and schedule transfers into the model at a fixed cadence. A Long Short overlay on concentrated holdings. Market-neutral extensions layer on top of existing positions, which serve as collateral and are never sold. The extensions harvest on both sides of the market, so harvesting does not stall when markets rise. Put every dollar to work, including the ones you can't sell. Learn more on this month’s New on Vise.
Vise
Investment Management
New York, NY 12,340 followers
Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale
About us
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
- Website
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https://vise.com
External link for Vise
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Investment Management, RIA, Financial Advisors, Fintech, Financial Services, Portfolio Management, Investment Methodology, Personalized Investing, Customized Investing, Direct Indexing, Factor Investing, ESG Investing, and Artificial Intelligence
Locations
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Primary
Get directions
521 Broadway
3rd Floor
New York, NY 10012, US
Employees at Vise
Updates
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Future Proof is back in Huntington Beach, September 14–17. Four days on the boardwalk with thousands of advisors, wealth management leaders, asset managers, and the teams building what comes next for the industry. We'll be there. If personalization at scale is something you're working on, find us. https://lnkd.in/gimBKXSm
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3 years ago, Ross Znavor left a long and impressive run at BlackRock to join Vise, and we have never been the same since. Ross played a defining role in evolving our go-to-market, sharpening our business strategy, and forging pivotal partnerships. He's helped drive exponential growth in assets on Vise, shape the very definition of our product, and expand both our offerings and the number of firms we do business with. "This has been one of the most valuable personal and professional experiences of my life. I couldn't imagine not being here." From 5am runs, watching the Knicks, to scaling incredible heights (aspen), his energy and warmth has been rooted in the culture of Vise. Happy 3rd Viseversary, Ross. 🎉
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Keep a constant read on your entire book with the redesigned Portfolio Overview. It scores the health of every portfolio and flags accounts drifting from target before they become a problem. No more spot-checking accounts or waiting on the next report. Across 135K+ accounts on Vise, the monitoring runs in the background so you always know exactly what’s happening in every client portfolio. Learn more at vise.com.
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Vise reposted this
Building a genuinely personalized portfolio for every client can be operationally taxing and is difficult to deliver at scale. One client wants tax sensitivity, another has values-based restrictions, another is sitting on a concentrated position that needs careful handling. Doing that well for one client is manageable; doing it across a full book is another story. This is where Vise fits for our advisor network. It is a fully AI-enabled investment management solution built for RIAs that handles direct indexing, daily tax-loss harvesting, and tax-aware portfolio construction, so advisors can customize for each client without the manual lift. What stands out to us is how it handles transitions. When an advisor onboards a new client, Vise can model a tax-aware path and produce a clear proposal comparing where the portfolio sits today against where it is headed. That kind of clarity matters, especially for clients moving alongside an advisor who is making a change of their own. Good tools give advisors more time with clients and less time in the weeds. Vise is one of the partners helping our advisor network do exactly that. Thanks to the Vise team for the work they do alongside our advisors!
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Alpha Architect is now on Vise. One of the industry's most respected quantitative managers — more than $20B in AUM — with strategies you can now personalize for every client. For advisors, that means: * Deploy an Alpha Architect strategy and tailor it to every client * Manage it alongside the rest of the client's assets in one system * Model selection, portfolio construction, rebalancing, and daily tax management in one workflow The personalization that used to require an enterprise-sized team, now available to firms of every size.
We just put a $20 billion asset manager's strategies in the hands of every advisor. We're excited to partner with Alpha Architect to bring their research-driven strategies onto Vise. Alpha Architect thinks like we do. Same ethos, similar culture: a team that leads with innovation and builds around the advisor, not the product. For most of this industry's history, the size of your firm decided how personalized your clients' portfolios could be. The largest firms could afford to personalize, buying the people and the technology to customize portfolios for their biggest clients. Everyone else ran the model as it came. That was always the quiet unfairness in this industry. Two clients could get very different levels of care for no reason other than which firm they happened to walk into. We built Vise to fix that. Now any advisor, at any size firm, can take an Alpha Architect model and shape it around the individual client. Concentrated positions. Values-based exclusions. Tax circumstances. All handled, all managed alongside the rest of the client's portfolio in one system, rebalanced and tax-optimized every day. The models advisors trust, delivered as portfolios that belong entirely to the client. Check out the full story.
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Vise just crossed $100B in platform assets. 355% year-over-year growth. $11.5B+ AUM in Vise Strategies. Our leanest team ever. In the last three months of this year, we onboarded more accounts than we did in all of 2023, 2024 and 2025 combined. That's the thesis working out loud. Give advisors technology to personalize every portfolio and scale without adding headcount, and they bring the industry with them. To the firms who chose to innovate — thank you. You built this number. We just kept listening.
Vise just crossed $100B in platform assets. 355% year-over-year growth and over $11.5B AUM in Vise’s Strategies. Our leanest team ever. In 2022, people said it was over. In 2023, investors told us to sell like every other tech asset management platform that caved. We ignored them. We buckled in and kept going. Why? Every week, Runik Mehrotra and I spoke with advisors. We were told that Vise was their secret weapon and they couldn’t live without it. They grew faster, spent more time with clients, and delivered competitive differentiation that wire-house advisors peddling active mutual funds couldn’t compete with. The thesis to enable advisors with tech that could help them scale and deliver personalization to all of their clients was working. They told other advisors. Those advisors moved too. In the last three months of this year, we onboarded more accounts than we did in all of 2023, 2024 and 2025 combined. We save clients millions in taxes every week, and the compounding is real. None of this happens without the advisors who trusted us when it wasn't obvious. People like Andrew Hawickhorst from Brücke Financial, Inc., an advisor in Indianapolis, who spoke to our team every week, giving us feedback to improve the product. And none of it happens without a loyal team that earned this every single day. $100B is just a number. What it actually represents is hundreds of firms who chose to innovate and take a chance. And we're just getting started.
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I want to make a more nuanced point on the future of SaaS. The traditional SaaS vendors (Salesforce, HubSpot, Ironclad, etc) all charge per seat, so not only were we spending $500k+ a year, we were also rationing licenses. The sales team were the only ones with access to the pipeline and CRM, customer service was the only team in the CX platform, and so on down the stack. This scarcity mindset matters a lot more than the dollar savings. It forces heavy integrations between each SaaS and creates data silos between teams. If I'm an engineer and I want to understand who the customer I'm building for is and what they care about, I can't, because my seat would cost ~$5,000 a year. If I'm a salesperson and I want to know the biggest issues with the product, I have no way of seeing the support data. This is the cancer that kills companies over time. You have a scarcity mindset about what data you're allowed to see, and you lose ownership. A byproduct of building our own SaaS is that there are no per-seat fees or per-contact costs. Everyone at Vise has access to every possible SaaS, no restrictions. We call this SaaS abundance. In practice, everything (email history, call transcripts, pipeline, AUM data, tasks) lives in one system anyone can query. That engineer can now read the last three call transcripts with the firm they're building for. That salesperson can see the product roadmap sitting next to their pipeline, because we sync Linear straight into the CRM. And nobody is clicking through dashboards to get there, the whole team just asks Claude in natural language (we exposed the system through 37 purpose-built MCP tools) and gets answers. This is especially powerful as you build agents that act like virtual employees. Ours already do real work, FollowUpBot wakes up every morning and drafts personalized follow-ups for stale leads using context from past calls and emails. Agents need access to all possible data to be effective, so by building your own SaaS you automatically make every agent in your organization better. SaaS abundance has solved a lot of problems for us. The full story of how we built it (and what we learned) is on Vise HQ:
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We turned off almost our entire SaaS stack this quarter (Salesforce, HubSpot, and the pile of spreadsheets and consultants we'd built around them) and replaced it with one system we built ourselves. We call it Vise HQ. When the software is yours, every improvement compounds and never resets at renewal. Generic SaaS does the opposite, it makes you average by design because your competitors get the same buttons. SaaS isn't dying because software is dying. It's dying because building exactly what you need just got cheap. How we built ViseHQ by David Hiles: https://lnkd.in/gdgJEkVF