The firm's mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016.
Cyborg Score Rationale
Vise demonstrates strong market positioning with substantial institutional backing (Sequoia, Founders Fund), meaningful capital raised ($126-130M), and growing platform adoption indicated by assets under management exceeding $30B. The company addresses a critical pain point in wealth management—scaling personalization—and continues expanding product offerings (long-short strategies, direct indexing, crypto integration).
Top Insights
As of June 1, 2026, Vise's platform assets exceeded $30 billion.
In December 2025, Vise launched the first fully customizable long short strategy, enabling RIAs to deliver tax-aware, personalized portfolios at scale.
The firm employs around 50-100 people and leverages artificial intelligence, proprietary algorithms, and automated technology to deliver investment advisory services.
Vise serves individual investors primarily via subadvisory relationships with third-party registered investment advisers (RIAs) and broker-dealers, utilizing proprietary, automated algorithms to implement investment models, asset allocation, and rebalancing tailored to the needs of RIAs and their underlying clients.
Named Competitors
Orion Advisor Technology — Portfolio accounting, CRM, and compliance software for wealth advisors
GeoWealth — Direct indexing platform for RIAs
Fundment — Portfolio construction and optimization tools
Charles Schwab PortfolioCenter — Integrated portfolio management and trading for advisors
Recent Developments
(December 2025) Launched Vise Long Short—first fully customizable long-short strategy for RIAs with tax-aware personalization