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Autonomous wealth management platform for RIAs
Updated
Vise is an SEC-registered investment adviser and wealth management platform for registered investment advisors (RIAs). It combines software with asset management to build personalized, tax-aware portfolios and automate operations.
Advisors define client profiles and Vise builds and trades portfolios at custodians such as Schwab, Fidelity, BNY Mellon Pershing, Goldman Sachs, Raymond James and Altruist. Accounts remain at the existing custodian. This is not personalized investment advice.
RIAs managing client portfolios. Minimums vary: none for direct indexing, $125,000 for fixed income and $250,000 in taxable assets for Long Short.
Vise does not publish its fees on its homepage.
Zest AI, Scienaptic and Personetics serve lenders and banks, so they are different segments. Vise is a portfolio management platform for advisors.
Pricing Model
QUOTE BASED
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
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