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We’re thrilled to announce that Manhattan West, a leading wealth management and alternative investments firm with over $1 billion in assets, has returned to the Vise platform. As one of our earliest clients, Manhattan West saw potential in our mission to revolutionize investment management. Our relentless focus on building an all-in-one platform to empower advisors to create personalized, tax-efficient portfolios at scale has made Vise a natural choice to fuel Manhattan West’s next phase of growth. To our friends at Manhattan West: Thank you for believing in us from day one. We're excited to continue our journey together.

查看Samir Vasavada的档案

Co-Founder & CEO @ Vise

Today, Manhattan West returns to the Vise platform to fuel their next leg of growth. When Manhattan West first partnered with Vise, they believed in our potential, even before we had all the answers. Their decision to return years later speaks volumes about the trust we’ve built and the progress we’ve made together. We've developed a cutting-edge platform that empowers advisors to create truly personalized investment strategies at scale. Vise allows advisors to seamlessly integrate their unique investment approaches, building customized portfolios across multiple asset classes. Through automated rebalancing and daily tax-loss harvesting, we enable advisors to deliver sophisticated, individually tailored investment solutions efficiently and systematically, transforming how personalized wealth management is delivered. This moment reaffirms our commitment to pushing boundaries and continuously innovating. Check out the full story.

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