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Summary
location iconNew York , New York
website
company sizeCompany size: 51-200
aumAUM: Up to $2B

Vise AI Advisors, LLC d/b/a Vise is an SEC-registered investment adviser based in New York founded in 2016. Vise offers investment advisory services to individual investors through a sub advisory relationship with third-party registered investment advisors and broker dealers using a proprietary technology platform. Vise's technology platform employs automated asset allocation, portfolio analysis, tax management, portfolio rebalancing, and portfolio selection strategies. Vise's subadvisors and broker dealer customers utilize the Vise platform on behalf of their clients to manage their assets.

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Investment Management
Digital Services
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Vise - Recent News & Articles

Sixth Street pact hands Affirm firepower for $20bn in new consumer loans

Private investment group Sixth Street will pump $4bn into a vehicle to buy loans from US fintech Affirm in a deal that will give the lender firepower to make billions of dollars in additional consumer...

Source: Financial Times

Budget deficit swells in November, pushing fiscal 2025 shortfall 64% higher than a year ago

The U.S. budget deficit swelled in November, putting fiscal 2025 already at a much faster pace than a year ago when the shortfall topped $1.8 trillion, the Treasury Department reported Wednesday. For ...

Source: CNBC

National Center for Public Policy Research proposes BTC treasury to Amazon

The National Center for Public Policy Research — a Washington DC-based think tank championing free markets — submitted a shareholder proposal to Amazon saying that a Bitcoin corporate treasury strateg...

Source: Cointelegraph

Private Markets: How Will Private Credit Respond To Declining Yields?

Recent and upcoming rate cuts will provide relief for private credit borrowers through lower funding costs in 2025, even as many have already benefitted from repricing and improving financing conditio...

Source: S&P Global

Most global public funds plan to increase infrastructure allocations — OMFIF report

The majority of public pension funds and sovereign wealth funds (58%) expect to increase their infrastructure allocations over the next 12 to 24 months, according to the OMFIF’s Global Public Funds 20...

Source: Pensions & Investments

Wealth Management Startups See Funding Rise

The ultra-rich run family offices, hire wealth managers and hold stakes in private investment funds. For those who are well-off but hardly jetsetters, however, portfolios look much more mundane. Typic...

Source: Crunchbase

BlackRock has deal to buy private credit manager HPS, FT reports

BlackRock has a handshake deal to buy private credit group HPS Investment Partners, the Financial Times reported on Wednesday. The final deal value would be closer to $12 billion, which offers a signi...

Source: Reuters

US Bitcoin reserve during Trump presidency could pump BTC to $1M

A Bitcoin-related bill is gaining support in the United States, signaling a potential boost for the cryptocurrency’s value, which could hit $1 million. Former President Donald Trump’s victory in the 2...

Source: Cointelegraph

How is private credit weathering its first big rate hiking cycle?

Interest rates are coming down, but only after one of the most brutal monetary tightening periods in modern history. And they’re probably coming down too late, too little and too slowly for a lot of s...

Source: Financial Times

Credit card debt hits record $1.17 trillion, New York Fed research shows

Collectively, Americans now owe a record $1.17 trillion on their credit cards, according to a new report on household debt from the Federal Reserve Bank of New York. Credit card balances rose by $24 b...

Source: CNBC