Vise
@viseinc
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Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.
New York, New York
Joined September 2015
Vise is Fueling the Trillion Dollar RIA Aggregator Revolution.
medium.com
Our Platform assets, which include both Vise’s managed assets for RIAs and assets on the Vise for aggregators platform, have surged to over…
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Options Overlay Strategies now on Vise.
Traditional options overlays are rigid, generic, and operationally painful. Today, @viseinc is changing that. Vise now offers fully integrated overlays—customized for income, protection, or both. No extra accounts. No disruption. Just smarter, more seamless portfolios.
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Our CEO @samir_vasavada joined @MollySOShea to break down Vise's incredible journey, growing to $22B in platform assets with 1275% YoY growth. Listen as Samir shares how we're reshaping the $83T wealth industry, enabling deeply personalized portfolios at scale.
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RT @samir_vasavada: @viseinc just hit $22B in platform assets, reflecting 1275% YoY growth and 40% QoQ growth. A record number of new firm….
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RT @samir_vasavada: PE-backed buyers drive 75% of all RIA deals today. But they only pay premium multiples for firms with:.1. Organic gro….
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Excited to be named a finalist in the Technology Providers: Innovation Platform category of the 11th Annual @wealth_mgmt Industry Awards. It’s a powerful validation of our relentless drive to innovate. Huge thanks to our team and clients—let’s keep pushing limits!.
🏆 BREAKING: 2025 Wealth Management Industry Awards sets new record with 1,209 nominations!.Nearly 300 companies named finalists, including 88 first-timers. New categories in #AI, estate planning & advisor services reflect industry evolution. 👇 .
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At the 48th @TiburonAdvisors CEO Summit, our President, @RJZnavor, joined leaders from Fidelity, PGIM, Nebo Wealth, Loomis Sayles, and Allianz to discuss how the industry is redefining personalized investing. No longer a nice-to-have—it’s a growth strategy. #TiburonCEOSummit
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RT @samir_vasavada: Enterprise RIAs are trading at record high valuations. We've plotted major Enterprise RIAs by AUM and integration appr….
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Vise welcomes Nick Raffone as Chief Financial Officer. With PE reshaping the RIA space, Nick’s experience in structured finance and capital markets will help us develop solutions tailored to the emerging Enterprise RIA model. Welcome to the team, Nick! .
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RT @samir_vasavada: Vise just soared past $15B in platform assets hitting 1500% YoY growth with our leanest team ever—41 people. What’s mo….
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RT @samir_vasavada: Markets down 4-5% after tariff news isn't just volatility—it's opportunity. @viseinc looks every single day for ways t….
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RT @samir_vasavada: Enterprise RIAs didn't exist 15 years ago. Now they manage $1.5 trillion+. - Average advisor age: 55+ .- Half retirin….
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Honored to be named #3 in Portfolio Management in this year's @t3techhub's Inside Information Software Survey. With an 8.6 user satisfaction score, this recognition validates what our customers already know: . Vise delivers exceptional value to RIAs.
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RT @samir_vasavada: - The S&P 500 had its worst week since last fall. - Nasdaq hasn’t dropped this hard in a day since 2022. - Stocks have….
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The tortoise beat the hare for a reason. Lower-risk stocks often outperform long-term. It’s the “low-volatility anomaly” — smoother progress can help protect capital in downturns. Watch Co-CIO, Andy Waisburd, break down the Vise Low Volatility Strategy.
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Cooking with just one spice leads to bland dishes. And bland portfolios. Vise’s QVM Strategy blends Quality, Value, and Momentum factors, aiming to capture genuine market uptrends. Watch Co-CIO Andy Waisburd explain the approach:.
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Excited to welcome back @mwestasset to Vise! . Manhattan West, the $1B RIA that believed in our mission from day one, is back to fuel their next phase of growth.
link.medium.com
At Vise, we embrace the principle of getting 1% better every day, understanding that transformative change doesn’t happen overnight. The…
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Vise welcomes Kamal Jafarnia as Chief Legal Officer and General Counsel! . With 30+ years of experience breaking down barriers in alternative investments, Kamal is critical to bringing us closer to our vision of a truly holistic investment solution.
link.medium.com
At Vise, we’ve always believed that transformative technology needs transformative leadership. Today, we’re excited to announce Kamal…
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Investing in momentum stocks is like basketball's "hot hand" play. Find winners, ride the wave, know when to exit. It's all about timing and trend. Hear from Vise’s Co-CIO, Andy Waisburd, as he breaks down the Vise Momentum Strategy.
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Ever notice how concert tickets drop after the initial hype? The market can follow a similar pattern. Like smart shoppers waiting for a deal, the Vise Value Strategy looks for stocks trading below their true worth. Hear more from Co-CIO, Andy Waisburd:
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Flashy car that breaks down vs. reliable ride with great mileage?. Smart investors know: Quality wins the long game. Dive into Vise's Quality Strategy with Co-CIO, Andy Waisburd, and learn how focusing on quality can potentially drive long-term returns.
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