Vise and Bitwise rolled out Bitwise's diversified crypto model portfolios to the wealth firms and 135,000+ accounts on the Vise platform, with Core models for broad crypto exposure and Thematic models for specific positioning such as risk managed exposure or assets beyond bitcoin. On Vise the models sit inside the same account as the client's equities, fixed income and alternatives, sized to the household risk profile, rebalanced on the same schedule and covered by the same tax management.
Our readAdvisors can offer a researched crypto allocation without running it as a separate book, so drift control and tax loss harvesting apply to crypto the same way they apply to the rest of the portfolio. This extends the 2025 bitcoin access to a menu of third party crypto models.