Vise
Vertical application
Overview
Vise is an autonomous wealth platform and the asset manager behind it. Advisors set each client's strategy, restrictions, and tax budgets; Vise builds portfolios around the client's goals, taxes, and holdings, then manages them through trading, rebalancing, tax management, reporting, and model management. The platform is SEC-registered, SOC 2 compliant, with 135K+ accounts and $100B+ in platform assets.
- Pricing model
- Revenue share / commission
- Deployment
- SaaS (vendor-hosted)
- Regions served
- United States
- Categories
- Revenue share / commission, Vertical application, Workflow orchestration, Predictive / classical ML, Business intelligence, Capital markets & fintech, SaaS (vendor-hosted), Agentic / autonomous
- Last updated
- 4 October 2026
- Published
- 4 October 2026
Use cases
Deployment options
Data sources & provenance
Where this information came from, how it was checked and when it was last looked at. “Last updated” records a change to the record — it does not mean the record was verified.
- Data quality
- Data quality: Editorially Reviewed
- Primary source
- vise.com
- Sources cited
- 1
- Last reviewed
- 28 September 2026
- Last updated
- 4 October 2026
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