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Vise is Fueling the Trillion Dollar RIA Aggregator Revolution
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Vise
495 posts
Vise
@viseinc
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.
New York, New York Katılım Eylül 2015
5 Takip Edilen3.5K Takipçiler
Vise retweetledi
Titles create distance between problems and the people who can solve them.
Distance creates drag.
Drag kills velocity.
That’s why we’re eliminating titles at Vise.
Learn why: vise.com/resources/news…
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Vise retweetledi
We're eliminating titles at Vise.
No more VPs, Directors, or Senior Directors.
Three years ago we reduced headcount from 150 people to 40 and everyone thought we were crazy.
Now we're taking the next step in rewiring how we operate.
Read our latest essay here: vise.com/resources/news…
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Vise retweetledi
We grew @viseinc 673% to $50B+ in platform assets in 2025 by solving wealth management's impossible tradeoff:
Personalization OR scale.
Turns out, you can have both.
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Vise retweetledi
What if tax loss harvesting could return more than 100% of your initial capital within 7 years?
Excited to announce @viseinc's Long Short Strategy: the next evolution in custom indexing designed to enhance pre-tax returns and harvest losses around the clock.
Check out the full story:
vise.com/resources/news…
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Vise retweetledi
Vise just crossed $30B in platform assets.
Now we’re teaming up with @bitwise to bring crypto to advisors—seamlessly, alongside stocks, bonds, and alts.
Nearly every asset class, every opportunity—at your fingertips.
Link to full announcement in the comments.
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Vise retweetledi
Vise is redefining product iteration, speed, and growth for the wealth management industry.
$30B in platform assets up from $22B last quarter. 710% YoY growth.
Record clients. Powerful new investment strategies. $71M in tax savings.
Over the next few weeks, we have a handful of announcements that will transform the industry. Stay tuned for more from @viseinc.
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Options Overlay Strategies now on Vise.
vise.com/resources/news…
Samir Vasavada@samir_vasavada
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.
Molly O’Shea@MollySOShea
BREAKING: Vise Hits $22B in Platform Assets & 1275% YoY Growth, w/ ~40 Employees CEO & Co-Founder Samir Vasavada (@samir_vasavada) joins Sourcery to share how he & his co-founder Runik Mehrotra (@RunikM) launched Vise to reshape the $83T wealth industry w/ technology Backed by $130 million in funding at a $1 billion valuation from Sequoia Capital, Founders Fund, + Allen & Co, Vise uses AI to help advisors build, manage, & explain portfolios across nearly every asset class & client type Highlights: (00:00) $83T Market → Vise Hits $22B Platform Assets, 1275% YoY Growth (01:30) Founding Vise at 16 to $1B Valuation in 18 Months (03:04) Pivoting to $10T Enterprise RIA Market (05:28) Lean Team → Fastest Growth Ever (06:23) What Vise Actually Does (10:23) State of Retail Market: $83T in wealth, <$2T in Access to Alts (22:45) $63M+ Saved via Daily Tax-Loss Harvesting (24:38) Servicing Clients from $200 to $150M Accounts (30:45) Why Zuckerberg & Elon Take “$0 Salaries” (32:42) Billionaire Playbook: Financing Homes & Jets via Stock Loans (39:21) Scaling up to 150 Employees to “Refounding” w/ 40 “Barrels” (@rabois Strategy) (43:20) Vision: Become The World’s Biggest Tech-Powered Asset Manager
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Vise retweetledi
@viseinc just hit $22B in platform assets, reflecting 1275% YoY growth and 40% QoQ growth.
A record number of new firms joined the platform, making Q2 our biggest quarter yet.
With a relentless focus on delivering better outcomes for our clients, we're not slowing down.
Check out the Q2 recap.
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Vise retweetledi
PE-backed buyers drive 75% of all RIA deals today.
But they only pay premium multiples for firms with:
1. Organic growth
2. Fee-based revenue
3. Younger clients
4. Operational leverage
Here's the scorecard:
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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!
Wealth Management@wealth_mgmt
🏆 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. 👇 spr.ly/6016NfxVg
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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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Vise retweetledi
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 opposite ends.
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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!
vise.com/resources/news…
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Vise retweetledi
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.
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Vise retweetledi
Markets down 4-5% after tariff news isn't just volatility—it's opportunity.
@viseinc looks every single day for ways to turn losses into long-term gains.
Markets move daily. Your tax strategy should too.
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