Vise AI Advisors

Co-Founder Runik Mehrotra serves as Chief Investment Officer, overseeing the AI models that drive portfolio construction. He and CEO Samir Vasavada developed the underlying algorithms starting in their teens before launching the company in 2019. The investment engine is automated, with Mehrotra setting the model design and oversight framework.

Vise does not serve consumers directly. It is a B2B platform sold to professional financial advisors who manage client relationships themselves. Vise acts as a technology layer — a sub-advisor providing portfolio construction and tax management — not a consumer-facing digital advisor.

The platform constructs portfolios using equities, fixed income, and alternative exposures through ETF sleeves. It supports direct-indexing-style customization for US equities and allocates across multiple asset classes to achieve tax-optimized outcomes for each individual client account.

Vise has raised capital from venture firms including Sequoia Capital, Ribbit Capital, and Allen & Company, as well as from individual strategic investors with deep ties to the wealth management industry.

Tax optimization is embedded directly into the AI allocation engine rather than applied as a separate overlay. The system continuously monitors holdings and generates tax-efficient rebalancing trades at the individual account level, factoring in holding periods, wash-sale rules, and tax brackets.

Vise operates as an SEC-registered investment advisor, which allows it to serve as an outsourced portfolio manager for other RIAs. Partner advisors retain their own client-facing RIA registration and fiduciary responsibility, with Vise acting in a sub-advisory capacity.

Vise primarily serves independent RIAs ranging from solo practitioners to firms with several billion in assets under management. The platform is designed to give smaller firms the customization and tax capabilities typically reserved for ultra-high-net-worth clients at wirehouses and multi-family offices.