This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About Vise AI Advisors
Vise is an AI-powered platform (and SEC-registered investment adviser) used by RIAs and enterprise RIA firms to build, manage, and explain personalized portfolios across asset classes and strategies. It supports portfolio construction, model and account management at scale, automated trading/rebalancing, and daily tax-loss harvesting, with custodian integrations including Schwab and Fidelity to streamline transitions and workflows.
Reported data analysis
What the numbers show
Between March 31, 2025 and June 1, 2026, reported AUM increased 291.8%, from $2.2B to $8.5B.
Across 5 reported observations, AUM increased 2252.7% between September 6, 2022 and June 1, 2026, from $362.4M to $8.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 16,405 clients, or 820.3 clients per representative. That equates to $519.7K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Vise AI Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Vise AI Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KAMAL (NMN) JAFARNIA
Chief Compliance Officer, Chief Legal Officer
- CRD
- #2890436
- Ownership
- Less than 5%
RUNIK MEHROTRA
Chief Investment Officer, CHIEF TECHNOLOGY OFFICER, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,526,312,187 | $519,739 |
| Non-Discretionary | $0 | -- |
| Total | $8,526,312,187 | $519,739 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Vise AI Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing