Information Density: Vise – Signal Evidence & AI Readability

Supercharge tax-loss harvesting with Vise Long Short
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Vise is an all-in-one platform that builds, manages, and explains personalized portfolios across nearly every asset class and strategy – powered by cutting-edge AIOur PartnersTrusted with over $80B in platform assets, we work with some of the largest Enterprise RIAs, RIAs, Asset Managers, and Custodians in the world1EnterpriseWe help Enterprise clients deliver a consistent investment experience at scaleRIAWe help RIAs reduce operating costs and service more clients with automated portfolio managementCustodianWe integrate with your custodian to streamline your workflow
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Save time and unlock scale with one integrated investment experienceReduce costs by replacing existing point solutions with one integrated platform
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All in oneClient ReportingTax-Loss HarvestingRisk Tolerance and AnalysisTrading and RebalancingModel ManagementSMAClient ReportingBlack Diamond
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Tax-Loss Harvesting55ip Platform
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Risk Tolerance and AnalysisNitrogen Platform
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Trading and RebalancingEnvestnet
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Model Management Tamarac
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SMAFranklin Templeton
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Manage more clients by automating trading and rebalancingDesigned to create better investment outcomes through personalization across asset classes and strategiesBuild portfolios around your investment approach, tailored to clients’ unique needs – all in one accountImprove client tax outcomes through daily tax-loss harvestingOver a 20 year period, a $100,000 portfolio could be worth$589,842 which is $199,961 more than if invested in a traditional index fundDaily tax-loss harvesting can potentially capture up to 1.5% additional tax alpha annually$589,842$389,881
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Vise Portfolio with Tax AlphaTraditional Index FundBuild, Manage, and Explainpersonalized portfolios at scaleBuild deeply personalized portfolios for your clients in just a few clicks.Explore Portfolio Construction→Manage more clients by automating trading and rebalancing.See how to potentially generate 100-300 bps in annual tax alpha→With AI-driven insights, turn every portfolio decision into a clear story you can share with your clients.


Learn about Vise Intelligence→BuildManageExplainBuild deeply personalized portfolios for your clients in just a few clicks.Explore Portfolio Construction→
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We’ve helped 100+ advisor firmsscale their businessVise replaces existing point solutions, automating portfolio management, while delivering deep personalization to your clients.$0B+Platform Assets on Vise1$0M+Total Tax Alpha Generated20K+Hours Saved for Advisors30+Total Accounts
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See How Vise Helps Brent Build Stronger Client Relationships“Vise consistently demonstrates their client-first philosophy through their responsive communication and tailored investment solutions that align with our firm's specific needs. Their team understands that our success depends on delivering exceptional outcomes for our clients, and they support us every step of the way.“Brent Henry, Managing Partner
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See how NewEdge uses Vise to generate $13M+ in client tax savings2“We have a long term view of our industry and want to be the ones who change it. Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. It has the best technology to scale and deliver the best product to clients for less.”Patrick Dwyer, Managing Director
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Vise helps Tiffany save time so that she can focus on scaling her business“We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”Tiffany Soricelli, Principal & CEO
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Get up and running in as little as 7 daysSee how Vise can quickly integrate with your custodian and can leverage your existing investment strategies.

GeneralPortfoliosWhat is Vise?Vise is an SEC-registered Investment Advisor (RIA) that offers investment advisory services to individual investors (“Clients”) exclusively through a sub-advisory relationship with third-party RIAs and broker-dealers (referred to as “Intermediaries”). Simply put, the customers of Vise are Intermediaries who wish to have their Clients’ assets invested on the Vise platform. Clients do not have direct access to the Vise platform, and their assets are managed on Vise exclusively through the Intermediary.What is Vise’s mission?Vise’s mission is to enable financial advisors to deliver better client outcomes while scaling to their maximum potential.How does Vise help financial advisors save time and cut costs?Vise saves advisors time and money by automating the construction process, ongoing management of investment portfolios, and time-consuming tasks—enabling advisors to scale their practice without sacrificing client experience.Will Vise work with my broker-dealer/custodian?Currently, Vise integrates with Altruist, Charles Schwab, Fidelity & Raymond James.How do I work with Vise?You can schedule a time to chat with us here.How frequently does Vise rebalance portfolios?When enabled, Vise checks to rebalance portfolios daily.What reporting capabilities does Vise's platform offer?Vise's platform allows advisors to generate detailed insights on client portfolios, performance metrics, and more.Can I use my existing models on Vise's platform?Yes, you can! In addition, investment strategies you create can be saved as templates, so you can manage your book of clients at scale.How does Vise use artificial intelligence?Automation exists in almost every part of the construction and ongoing management of portfolios. However, you can see AI come to life in how we enable advisors to explain portfolios.Learn more here.What is Wealth 2.0?'Wealth 2.0' is a term used to describe how technology is changing the finance and wealth management world. The term originated in the early 2000s, as technology was beginning to revolutionize the financial industry, and has since been used to refer to a wide range of trends and innovations related to wealth management. Examples of 'Wealth 2.9' include robo-advisors, online banking, and digital currencies like Bitcoin.What does Wealth 3.0 mean?'Wealth 3.0' is a term used to describe the next stage of evolution in wealth management and finance, characterized by even greater technological disruption, democratization, and customization.How does Wealth 3.0 differ from Wealth 2.0?Wealth 3.0 builds on the technological innovations and changes in consumer behavior that characterized Wealth 2.0, but with an even greater focus on sustainability and social responsibility, greater decentralization and democratization of finance, and more personalized and customized investment strategies.What role does artificial intelligence play in Wealth 3.0?Artificial intelligence and machine learning play an increasingly important role in Wealth 3.0 by enabling more personalized and customized investment strategies considering each individual's unique financial situation, goals, and preferences.How will Wealth 3.0 benefit investors?Wealth 3.0 brings greater transparency, access, and customization to the financial industry, making it easier for investors to find investments that align with their values and achieve their financial goals. Additionally, technological advances will likely lead to lower fees and better returns for investors.
[H2] Other questions about Vise?
Don’t hesitate to reach out to our team, and we’ll get back to you as soon as possible.Contact us

BuildBuild personalized portfolios designed to produce the outcomes your clients want—at scale.Main\Product\Build
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[H4] Create a custom strategy for every single client
We’ve built tools to let you carry out your vision at a hyper-personalized level. Tailor each client's portfolio to their specific needs—in mere clicks.
[H5] Implement your own investment approach
Tweak each profile to mirror your own investment philosophy. Tailor portfolios to your clients' risk, tax profile, cash flow, and other needs.
[H5] Get smart allocation recommendations
Our algorithms take your criteria and recommend optimized allocations. Use them as much, or little, as you like.
[H5] Factor-based strategies
Choose custom single-security strategies to match the way you like to invest.
[H5] Vise Long Short
Capture growth and accelerate tax benefits—own expected winners, short weaker prospects, and harvest losses around the clock.
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[H4] Personalize better than ever at a scale that was previously impossible
Personalizing portfolios is hard work. We help in two ways: by giving you more leverage for personalization and by automating the time-consuming parts—so you can grow your business.
[H5] Construct entire portfolios in one place
Our approach combines risk analysis and asset allocation in the same portfolio builder tool, so you can build portfolios faster than ever.
[H5] Easily manage concentrated and locked positions
On Vise, you can set controls around concentrated and locked positions in seconds—no more manual model editing in spreadsheets.
[H5] Put cash management on autopilot
Set client asset allocation and tax restraint goals upfront, then let Vise do the rest when it's time for a contribution or a withdrawal.
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[H4] Make your clients' portfolios reflect what they believe in
Personalization is also about values. We make it easier than ever to align clients' portfolios with their beliefs.
[H5] Set restrictions based on ESG criteria
Set restrictions based on ethical, impact, compliance, or ESG criteria to align investments with your clients' worldviews.
[H5] Use custom sector restrictions
Restrict specific countries, tickers, or sectors: spanning 11 sectors, 25 industry groups, 74 industries, and 163 sub-industries.
[H2] Request a demo.
Get a crystal-clear look at the portfolio creation process on Vise—and see how we make it simple to create portfolios in minutes.Request Demo

Join us in disrupting the future of wealth managementMain\Careers
[H2] Why you should orshouldn’t work with us
Startups, when done right, are magical: places where ambitious, hard-working people unite to build the impossible.But lately, it feels like there’s more bloat than ever. There are oversized teams of people who treat work like a 9-to-5 checkbox, folks who chase titles over crafting great products, and company politics that stifle progress. There are sluggish teams, ineffective managers disconnected from the customer, and people who just don’t care.We know because, in the past, we hired a lot of those people. We learned hard lessons. And now we’ve zeroed in on what makes someone a true fit for Vise. If the below strikes a chord, we’d love to hear from you.You find deep meaning in your work. You’re less focused on chasing “work-life balance” as your top priority and more driven by a role where you can tackle big challenges and grow relentlessly. You see your career trajectory and the company’s success as intertwined, not at odds. You’re committed to getting 1 percent better every day. You embrace “burning the boats”—a no-plan-B, all-in mentality. You’re genuinely obsessed with what’s best for the customer. You have an unrelenting hunger for excellence. You don’t see this as a pit stop to coast through before hopping to the next shiny thing—you want to build something enduring.As for us, we’re creating a platform for financial advisors that, if we succeed, will transform the personal finances of millions for the better. We’ve made real strides toward that vision. But we haven’t crossed the finish line yet.And the only way we get there is with hungry, talented, ambitious people. Like you.
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Samir VasavadaCofounder
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Runik MehrotraCofounder
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[H2] We are customer obsessed
Shaping Experiences Through a Customer-First ApproachOur customers are our compass. We prioritize their experience above all, seeking to understand their evolving needs and striving relentlessly to exceed their expectations. By cultivating deep relationships and leveraging insights, we tailor our products and services to provide an unmatched customer experience.
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[H2] We get 1% better each day
Cultivating Growth Through Constant ImprovementWe believe in the power of incremental growth. By aiming to improve just 1% each day, we empower our team to achieve compounded growth—equating to being 3,700% better by year's end. This philosophy extends to all aspects of our business, fueling our continuous drive for excellence and innovation.
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[H2] We burn the boats
Unyielding Dedication to Our MissionOur commitment to our mission is unwavering. With no other options in sight, we "burn the boats," dedicating ourselves fully to the tasks at hand. Our success demands this relentless focus on our goals, driving us forward even in the face of adversity.
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[H3] Our benefits
Comprehensive health plansFlexible PTOLifestyle and well-being benefitsPaid parental leave401(k) savings plan + company matchComprehensive health plansFlexible PTOLifestyle and well-being benefitsPaid parental leave401(k) savings plan + company match
[H3] Job openings
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Accelerate Fellowship (Summer 2026)GeneralNew York City, NY
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Accounting LeadFinanceNew York, NY
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Business Operations LeadSalesNew York, NY
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Client Service AssociateClient Service & OperationsNew York, NY
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Compliance OfficerLegal & ComplianceNew York, NY
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Engagement LeadSalesNew York City
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Quantitative EngineerQuantNew York, NY
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Senior Client Portfolio ManagerInvestment StrategyNew York, NY
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Senior Investment StrategistInvestment StrategyNew York, NY
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Senior Product DesignerProductNew York, NY
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Senior Software EngineerEngineeringNew York, NY
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Talent Acquisition LeadPeople New York, NY
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Technology Operations LeadGeneralNew York, NY
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Vise Talent Network GeneralNew York, NY
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