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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,526,312,187 | $519,739 |
| Non-Discretionary | $0 | -- |
| Total | $8,526,312,187 | $519,739 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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