Vise is Fueling the Trillion Dollar RIA Aggregator Revolution medium.com/@samir_vise/vi…

Vise joins forces with NewEdge Wealth to revolutionize wealth management. By integrating Vise’s cutting-edge technology with NewEdge's commitment to superior service, we’re setting a new standard for personalized, tax-efficient portfolios at scale. link.medium.com/wnFCcd9eRNb

Traditional tax loss harvesting is outdated. Here's how Vise seeks to generate over 3% of tax alpha annually: 1️⃣ Harvest regularly 2️⃣ Harvest broadly 3️⃣ Harvest systematically Watch Vise's Co-CIO explain how we seek to maximize tax alpha year-round. youtu.be/LqL7ajMiybw?si…

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. youtu.be/hzg2ZNKA3JU

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: youtu.be/OYkp82jtowg

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. youtu.be/mbW3oWZjKEg?si…

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/F3tyoKbSgPb

Excited to welcome back Manhattan West 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/kwDATWJhpPb

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: youtu.be/sjUQ4KlSW6o

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. youtu.be/KsZpVua6nlA

- The S&P 500 had its worst week since last fall. - Nasdaq hasn’t dropped this hard in a day since 2022. - Stocks have round-tripped back to pre-election levels. Silver lining? Potential tax alpha through daily tax-loss harvesting.

Honored to be named #3 in Portfolio Management in this year's T3 Technology Tools'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. t3technologyhub.com/wp-content/upl…

Enterprise RIAs didn't exist 15 years ago. Now they manage $1.5 trillion+ - Average advisor age: 55+ - Half retiring in 10 years - Succession crunch driving record M&A Enterprise RIAs could control 30% of the industry by 2030. Landscape's changing fast.

Markets down 4-5% after tariff news isn't just volatility—it's opportunity. Vise looks every single day for ways to turn losses into long-term gains. Markets move daily. Your tax strategy should too.

Vise just soared past $15B in platform assets hitting 1500% YoY growth with our leanest team ever—41 people. What’s more exciting is that we’ve created over $63M in tax savings for our clients and saved over 200,000 hours for 100 firms on behalf of 30,000+ accounts.

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! vise.com/resources/news…

Enterprise RIAs are trading at record high valuations. We've plotted major Enterprise RIAs by AUM and integration approach. $2+ trillion managed across these firms with wildly different models, centralized to decentralized. Interesting to see Creative Planning vs. Hightower on

At the 48th Tiburon Strategic Advisors® CEO Summit, our President, Ross Znavor, 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

Excited to be named a finalist in the Technology Providers: Innovation Platform category of the 11th Annual WealthManagement.com 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!