Vise Introduces the First of Its Kind Fully Customizable Long Short Strategy

NEW YORK–(BUSINESS WIRE)–Vise, the AI-powered platform that delivers personalized portfolios at scale, today announced the launch of Vise Long Short, the technology-driven long short capability built specifically for Registered Investment Advisors (RIAs).

Advisors have long sought a way to implement long short strategies without relying on opaque, hedge-fund-style products or sacrificing integration with a client’s broader financial plan. Traditional direct indexing allows only bullish views, while existing long short solutions typically operate as standalone products with limited transparency.

Built as infrastructure—not a single packaged product—Vise is the first platform that allows advisors to construct fully personalized long short strategies directly within existing tax-aware, direct-indexing accounts. Advisors can now express both positive and negative views in their clients’ portfolios, maintain precise market exposure, capture daily tax-loss harvesting, and incorporate the strategy seamlessly into each client’s overall plan.

“Advisors want practical tools, not abstractions,” said Samir Vasavada, CEO and Co-Founder of Vise. “They’re asking which specific clients need the ability to profit from both winners and losers—and how to deploy it in a way that solves real planning problems, not just chase alpha in isolation. Vise Long Short finally gives them the tool they’ve been waiting for.”

Short positions provide a systematic way to express negative views and generate targeted losses that can offset future taxable events—such as concentrated stock gains, carried interest, RSUs, or real estate sales—enhancing tax efficiency beyond what long-only portfolios can achieve. The strategies are built to complement existing holdings, offering a flexible planning tool rather than a standalone product.

The initial Vise Long Short strategy is available today with a $250,000 minimum, and operates alongside current holdings within a unified account, leveraging Vise’s daily tax-loss harvesting engine, which has generated more than 5.5 million tax-aware optimizations.¹

“This is not another product for advisors to shelf,” said Runik Mehrotra, Co-Founder of Vise. “It is infrastructure that gives advisors the ability to deliver long short strategies when and where their clients truly need them.”

Vise Long Short marks the next frontier in direct indexing – bringing hedge-fund-level capabilities into a transparent, advisor-controlled framework accessible to a broader range of clients.

To learn more, visit vise.com/longshort.

About Vise

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.

Contacts

Media Contact
Elizabeth Talmud

(929) 273-0476

etalmud@vise.com