NEW YORK--(BUSINESS WIRE)--Vise, the AI-powered platform that delivers personalized portfolios at scale, today announced a strategic partnership with global crypto asset manager, Bitwise Asset Management. The announcement comes as Vise’s platform assets surpass $30 billion, fueling the next phase of growth for the company.1 For the first time, Registered Investment Advisors (RIAs) and Enterprise RIAs will have access to Bitwise’s cryptocurrency strategies and be able to seamlessly incorporate digital asset offerings directly into client portfolios on the Vise platform.
The integration represents a fundamental shift in how investment portfolios are constructed for the modern era, where sophisticated investment strategies span all asset classes—including equities, fixed income, alternatives, and now digital assets—in one unified, end-to-end platform designed for RIAs and Enterprise RIAs. By leveraging Vise's technology, advisors can now access, customize, and manage crypto exposures with the same ease and precision as traditional investments, all while maintaining a holistic view of client goals and risk profiles.
“Vise is committed to empowering advisors with the full toolkit they need to deliver for clients,” said Samir Vasavada, CEO and Co-Founder of Vise. “Our partnership with Bitwise ensures that crypto can be integrated seamlessly into the personalized portfolios advisors build with Vise. It’s another step forward in our mission of delivering a technology-driven, whole portfolio solution.”
As the first crypto sponsor on Vise, Bitwise brings over a decade of digital asset investment expertise to a broader audience of financial professionals. This milestone underscores the increasing integration of crypto into mainstream investment strategies, allowing RIAs to meet evolving client demands for diversified, forward-looking portfolios.
"We’re excited to be the first crypto manager available on Vise’s platform,” said Hunter Horsley, CEO of Bitwise Asset Management. “Advisors are asking for simple, professional ways to access crypto, and this integration makes it easier for them to serve their clients. Vise has built a strong reputation for helping advisors grow and scale, and we’re glad to support that with Bitwise’s expertise in crypto. We look forward to working together to expand access to this emerging asset class.”
Advisors using Vise will be able to allocate to Bitwise’s professionally managed crypto strategies alongside other asset classes, all within the same technology-driven workflow.
The move reflects both companies’ shared vision that the future of investing requires advisors to have streamlined, institutionally managed access to diverse asset classes in order to deliver the personalized portfolios clients expect.
About Vise
1Vise "Platform Assets" collectively encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals.
Vise Technologies, Inc. is a registered investment advisor and technology platform that delivers personalized portfolios at scale across nearly every asset class and strategy. The firm’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. Leveraged by leading wealth firms, Vise empowers advisors to provide better investment outcomes while saving advisors’ time, reducing costs, and enabling better client relationships. Vise is headquartered in New York. To learn more about how Vise aims to revolutionize the future of wealth management visit www.vise.com.
About Bitwise
Bitwise Asset Management is a global crypto asset manager with more than $15 billion in client assets and a suite of over 30 crypto investment products spanning ETFs, separately managed accounts, private funds, hedge fund strategies, and staking. The firm has a seven-year track record and today serves more than 4,000 private wealth teams, RIAs, family offices and institutional investors as well as 15 banks and broker-dealers. The Bitwise team of over 100 technology and investment professionals is backed by leading institutional investors and has offices in San Francisco, New York, and London.
Contacts
Media Contact
Elizabeth Talmud
(929) 273-0476
etalmud@vise.com