Vise Launches Customizable Options Overlay Strategies to Deliver Outcome-Driven Investing at Scale
Vise, the AI-powered technology platform that delivers personalized portfolios at scale, today announced the launch of fully customizable options overlay strategies. This new capability expands Vise’s existing direct indexing offering, enabling advisors to deliver outcome-based investing through a single, seamlessly integrated account.
Vise Surpasses $15B in Platform Assets, Appoints Nick Raffone as CFO to Accelerate Growth Amid Private Equity-Driven Transformation in RIA Industry
Vise, the AI-powered technology platform that delivers personalized portfolios at scale, today announced the appointment of Nick Raffone as Chief Financial Officer. The announcement comes as Vise’s platform assets surpass $15 billion–a 1500% increase year-over-year—fueling the next phase of growth and innovation for the company.1
Manhattan West Returns to Vise Platform to Scale Next Leg of Growth
Vise, a technology-powered asset management platform that delivers personalized portfolios at scale, today announced that Manhattan West has rejoined its platform. The Los Angeles-based wealth management and alternative investments firm, which manages over $1 billion in assets, serves high-net-worth individuals, families, and institutions.
Opto Co-Founder, Kamal Jafarnia Joins Vise as General Counsel to Lead Expansion of Total Portfolio Solution for RIA Aggregators
Vise, the technology-driven investment management platform, today announced the appointment of Kamal Jafarnia as Chief Legal Officer and General Counsel. With more than 30 years of experience at the intersection of law, compliance, and financial innovation, Jafarnia brings critical expertise to support Vise's mission of revolutionizing the wealth management landscape.
Vise Partners With $55B NewEdge Wealth to Deliver Custom Portfolios at Scale
Vise, a technology-powered asset manager that delivers personalized portfolios at scale, announces a partnership with NewEdge Wealth, a Stamford, CT-based firm. This collaboration aims to transform the delivery of personalized, tax-efficient portfolios. NewEdge Wealth is a part of NewEdge Capital Group, which ranked #5 on Barron's Top 100 RIAs in the US for 2024, and services over $55 billion in client assets as of June 30, 2024. This partnership combines NewEdge's commitment to institutional-caliber wealth management with Vise's cutting-edge technology.
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in their businesses. According to a recent Accenture study, 87 percent of advisors want to use more AI tools day-to-day.
Vise Launches New Features to Help Financial Advisors Navigate Market Volatility
Vise, the technology company enabling financial advisors to build personalized portfolios for their clients in minutes, has enhanced its platform to give advisors greater efficiency and more options to tailor portfolios to their clients’ needs.
