Leading wealth management firm with over $1B AUM renews partnership with Vise

Vise, a technology-powered asset management platform that delivers personalized portfolios at scale, today announced that Manhattan West has rejoined its platform. The Los Angeles-based wealth management and alternative investments firm, which manages over $1 billion in assets, serves high-net-worth individuals, families, and institutions.

Manhattan West was an early client and among the first to recognize the potential of Vise’s technology. The renewed relationship follows significant platform improvements by Vise, including enhanced tax transition, tax-loss harvesting, and overall tax management capabilities. These enhancements directly align with Manhattan West’s service approach, focusing on tailored solutions for high-net-worth clients.

"We've always believed in Vise's vision to transform asset management through technology," said Lorenzo Esparza, CEO of Manhattan West. "Watching their evolution has been remarkable. The addition of fixed income solutions and support for alternatives, particularly tailored for high-net-worth clients, aligns perfectly with our strategic needs. This enhanced capability set, combined with their commitment to innovation, made our decision to return to the platform a natural choice to fuel our next phase of growth."

"Manhattan West's return to our platform is a testament to our team's dedication to building sophisticated, comprehensive solutions that meet the complex needs of modern wealth management firms," said Samir Vasavada, CEO and co-founder of Vise. "Their early belief in our vision motivated us to push boundaries and innovate continuously. Today's announcement represents not just a partnership renewal, but a validation of the direction we're heading."

This partnership marks a pivotal step in Vise’s mission to transform wealth management by saving advisors countless hours, reducing operating costs, and enabling service to a greater number of clients. Together, Vise and Manhattan West seek to redefine wealth management by combining concierge-level service with cutting-edge technology. With automated portfolio management capabilities all on one platform, we believe advisors are now better positioned than ever to deliver meaningful results for clients in a rapidly evolving landscape.

About Vise

Vise is a 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.

Vise AI Advisors, LCC ("Vise") is an investment adviser registered with the U.S. Securities and Exchange Commission. The registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission.

About Manhattan West

Manhattan West is a global strategic investment firm based in Los Angeles that provides financial services, including private wealth, tax services, and business management, as well as proprietary alternative investments across multiple asset classes, including private equity, venture capital, real estate, private debt, and traditional equity and fixed income portfolios. For more information about Manhattan West’s diverse team and investment approach, visit www.manhattanwest.com.

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