# Vise AI Advisors

Vise AI Advisors is an Asset Manager based in New York City, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York City, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** vise.com
- **LinkedIn:** https://www.linkedin.com/company/viseinc

## Regulatory record

- **CRD number:** 301761
- **SEC file number:** 801-116970
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301761

## About

VISE AI ADVISORS is an SEC-registered investment adviser in New York City, NY, registered since 2019. The firm manages approximately $6.0 billion in regulatory assets. It has 44 employees and 20 investment advisers.

## Sectors

- FinTech
- WealthTech
- AI/ML

## People

- Samir Vasavada — Co-Founder & CEO
- Runik Mehrotra — Co-Founder & CIO

## Questions

### Who runs the investment process at Vise?

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.

### Does Vise compete with robo-advisors like Betterment or Wealthfront?

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.

### What asset classes does the Vise platform cover?

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.

### Who are Vise's financial backers?

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.

### How does Vise handle tax-loss harvesting?

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.

### Is Vise itself a registered investment advisor?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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