# Vise

> Vise combines portfolio software with investment management for financial advisors. Its platform builds customized portfolios around existing holdings, automates trading and tax management, and supports firm models, direct indexing, bonds, options and long-short strategies. Its investment advisory subsidiary acts as sub-advisor on managed accounts.

- **Founded:** 2016
- **Headquarters:** New York, United States
- **Founders:** Samir Vasavada (Co-Founder and Co-Head of Vise; external functions), Runik Mehrotra (Co-Founder and Co-Head of Vise; internal functions)
- **Products:** Direct Indexing, Fixed Income, Home Office Models, Third Party Models, Options and Liquidity
- **Notable:** Raised $65 million in a 2021 Series C led by Ribbit Capital., Won back early client Manhattan West in 2024., Expanded into options overlays in July 2025 and Long Short in December 2025.

## Products & services

- **Direct Indexing** — Individual-stock portfolios with daily tax-loss harvesting, security restrictions, factor preferences and tax-aware transitions. The current FAQ states no Vise minimum.
- **Fixed Income** — Customized municipal and Treasury separately managed accounts, including ladders and target-duration strategies; advertised minimum $125,000.
- **Home Office Models** — Stores and versions a firm’s stock or fund models and implements them across linked accounts with client-specific taxes and restrictions.
- **Third Party Models** — Models from managers including BlackRock, Dimensional and Alpha Architect, delivered with account-level tax management; no model access fee, fund expenses still apply.
- **Options and Liquidity** — Protection, income and box-spread strategies layered onto existing portfolios. Options overlays launched July 2025.
- **Long Short** — Custom long-short extension strategies launched December 2025, with leverage tiers and taxable-account minimums varying by strategy and custodian.
- **Portfolio automation and client insights** — Proposal creation, automated trading, rebalancing, household coordination and AI-assisted portfolio explanations.

## Achievements

- Raised $65 million in a 2021 Series C led by Ribbit Capital.
- Won back early client Manhattan West in 2024.
- Expanded into options overlays in July 2025 and Long Short in December 2025.
- Reported 135,000+ accounts and more than 100 advisory firms in July 2026.

## Latest updates

- **2026-09** — Bitwise and Vise announced Core and Thematic crypto model portfolios for advisors.
- **2026-08** — Added a Long Short overlay for existing equity positions, a box-spread loans view and cash set-asides with distribution and scheduled-investment controls.
- **2026-07** — Announced Alpha Architect model portfolio partnership.
- **2026-02** — Founders announced removal of VP and Director title layers and their roles as Co-Heads.
- **2025-12** — Introduced customizable Long Short strategies.

## Links

- Website: https://vise.com/
- LinkedIn: https://www.linkedin.com/company/viseinc/
- Twitter/X: https://twitter.com/viseinc
- YouTube: https://www.youtube.com/@Visetechnologiesinc
- Instagram: https://www.instagram.com/viseinc/
- Facebook: https://www.facebook.com/viseai/

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Profile page: https://yespress.io/vise
Published by YesPress — https://yespress.io
Last updated: 2026-10-05