Assessment
Vise is used by independent advisers and RIAs who want to outsource portfolio construction while keeping the client relationship. It reports more than $152B in platform assets and 245,000 accounts, and its best use cases are direct indexing, tax transitions, fixed income, and personalized model portfolios. Minimums vary by strategy, and its main competitors are Orion, Altruist, and Envestnet.
Samir Vasavada and Runik Mehrotra founded Vise in 2016 after meeting in a summer program at age 12. Ribbit Capital led its $65M Series C in May 2021 at a valuation of about $1B. Vise operates as an SEC-registered investment adviser and works through advisers’ existing custodians.
It fits an adviser who wants tax-aware personalization at scale without building a trading desk. It is a weaker fit for a firm that wants an all-in-one CRM and planning suite, or for a do-it-yourself investor.
Rating by criterion
We score each of the eight criteria out of 100.
Sector criteria
Run direct indexing, fixed income, and long-short strategies. Minimums range from none for direct indexing to $250K for long-short.
Build and explain personalized portfolios with proposal and reporting tools for clients.
Connect to the major custodians advisers already use.
Keep assets at the adviser’s custodian. Vise acts as the investment adviser on its strategies.
Vendor criteria
Expect continued work on tax management and new strategies.
Plan an onboarding period for account transitions and tax analysis.
Ask for the fee schedule. Platform fees are disclosed in regulatory filings, not on a simple price card.
Review advisory agreements and termination terms.
Against its peers
These are the other companies in wealth and brokerage platforms, with their ratings.
User comments
These buyer-oriented points are drawn from Vise’s site, its 2021 funding release, and early coverage of the company.
- Upside
- Upside
- Downside
Where customer reviews couldn't be found, our analysts attempted to give a voice to buyer sentiment, drawing on real information from review sites, forums and product documentation. We omit sites where vendors pay to be featured or pay for a review, plus any review the site flags as incentivized.
Based on: Vise home page; PR Newswire, May 2021; TechCrunch, October 2019.
Fact file
| Co-founder and CEO | Samir Vasavada |
|---|---|
| Co-founder | Runik Mehrotra |
| Founded | 2016 |
| Platform assets | $152B+ (company figure) |
| Series C | $65M, May 2021, led by Ribbit Capital |
Competitive landscape
Adviser portfolio and wealth platforms an RIA would compare with Vise.
Vise: 75
- Vise75
- Altruist82
- Orion81
- Schwab Advisor Services80
- Addepar77
- EnvestnetNot reviewed
Comparisons
Key leadership
Samir Vasavada co-founded Vise with Runik Mehrotra and is its chief executive.
How this review was created
This profile gives our own assessment of Vise to companies selecting a Wealth & brokerage platforms provider. The Fintech Index receives nothing for featuring a firm, for sponsorship, or for advertising, and Vise gave us no payment for the profile.
The rating equals the average of eight criteria, with every criterion running from 0 to 100. Four address buyer needs in this sector, and four address the company together with its commercial terms.
Ratings are our editorial judgment, made from public information: pricing and legal pages, product documentation, compliance disclosures, public reviews and filings. Fact-checking took place on November 9, 2026.
Source pages
- Vise home page: https://vise.com/ (As of November 9, 2026)
- Vise about: https://vise.com/about (As of November 9, 2026)
- PR Newswire, May 2021: https://www.prnewswire.com/news-releases/vise-raises-65-million-in-series-c-round-301294138.html (As of November 9, 2026)
- TechCrunch, October 2019: https://techcrunch.com/2019/10/03/meet-vise-ai-the-startup-reimagining-portfolio-management/ (As of November 9, 2026)