Vise
Vise builds and runs personalized portfolios for registered investment advisers and their clients. Independent advisers, enterprise wealth firms, aggregators and asset managers use it for portfolio construction, tax loss harvesting, rebalancing and trading.
The adviser sets each client's strategy, restrictions and tax budget, and Vise's own optimizer builds and manages the portfolio inside those limits. Rebalancing, harvesting and trading run daily on every account, and advisers review and approve changes in batches. It works with custodians such as Schwab, Fidelity and Pershing.
Vise names Wealth Enhancement Group, NewEdge Capital and Pure Financial among its users and states more than $140 billion in platform assets. Its advisory arm, Vise AI Advisors, LLC, is registered with the SEC and acts as sub adviser on client accounts. Vise is based in New York.
Capability Axes
Capability grades
15 of 15 axes rated · 9 graded A or B
An in house optimizer builds each client's portfolio from individual securities around goals, taxes and holdings, then rebalances, harvests losses and trades every account daily.
Advisers set each client's strategy, restrictions and tax budget and approve changes in batches, while trading runs daily inside those limits. Thresholds that stop an automated trade, and how exceptions reach a person, aren't described.
Explanations accompany each portfolio, every trade is screened for wash sales and tax loss harvesting has its own disclosures. The optimizer itself has no published backtest, live composite or validation.
Wealth Enhancement Group, NewEdge Capital and Root Financial are named users, but the assets shown beside each are the firm's total rather than what it runs on Vise, and no firm's result is reported.
Portfolio construction runs on an optimizer rather than pooled learning, but the AI reporting and client insights carry no statement on training, retention or separation between advisory firms.
Each household's tax lots, gains and goals sit on the platform, and the privacy notice is a DocSend file, but the site sets out no handling, retention or deletion terms for that data.
SOC 2 compliance is claimed, backed by an annual third party assessment through ProcessUnity, with policies held in a trust center available on request.
An SEC registered adviser, Vise AI Advisors, LLC, acts as sub adviser on the accounts it manages, a status anyone can check on the SEC's adviser database.
Tax loss harvesting and direct indexing deliver more to large, complex taxable accounts, so smaller accounts may benefit less, and Vise reports nothing by account size.
As a registered sub adviser, Vise owes clients a fiduciary duty a regulator enforces, which gives an affected client a real route. The website terms, though, cap liability at $100 and send disputes to arbitration, and the governing platform agreement isn't published.
BlackRock, Dimensional and Alpha Architect deliver models through the platform, but the provider behind the AI reporting, the host and market data suppliers aren't named, and the subprocessor list has to be requested.
Schwab, Fidelity and Pershing are among seven named custodians, though no API documentation or marketplace listing shows how deep each connection goes.
Where household records are stored isn't stated, by provider, region or residency commitment.
Fees are missing from the main site pages, and the Form ADV brochure where an adviser's fees are disclosed is linked only as a DocSend file.
Four buyer types are named, all in US wealth management, from independent advisers to asset managers, and they're described together rather than one by one.
Product updates
Material product, regulatory, evidence and commercial changes at Vise, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.
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.
Compared With
Most editorial comparisons pair two vendors the index assesses as direct competitors for the same buyer. Some pair vendors that are adjacent rather than rival, where the useful question is where one ends and the other begins. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.
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Ammonite AI is a United Kingdom company selling Planbot, a report drafting tool for financial advice firms, launched in February 2026.
The index publishes no overall score or ranking. See what we assess and the methodology.
Pricing
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No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.