Vise

Vise is an SEC-registered investment adviser that provides an AI-powered wealth management platform for financial advisors, RIAs, enterprise wealth firms, and asset managers. The platform helps advisors build personalized, tax-aware portfolios and supports direct indexing, fixed income management, long/short strategies, tax-loss harvesting, portfolio rebalancing, and client reporting, managing over $100B in platform assets across 135K+ accounts. Vise publishes no public API, developer portal, or SDK; this profile captures its public company, legal, and domain-security surface for the API Evangelist network.

Vise is profiled on the APIs.io network. Tagged areas include Company, Fintech, Wealth Management, Investment Management, and Financial Advisors.

Vise’s developer surface includes engineering blog and 6 more developer resources.

🌐 Visit website 📡 Source on GitHub

14.0/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5

0 APIs

CompanyFintechWealth ManagementInvestment ManagementFinancial AdvisorsPortfolio ManagementDirect IndexingRIA

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 14.0/100 · minimal

Contract Quality 0.0 / 25

Developer Ergonomics 0.4 / 20

Commercial Clarity 6.8 / 20

Operational Transparency 0.0 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/vise: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Get Started 1

Portal, sign-up, and the first successful call

Login

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 3

The organization behind the API

Website

Website

Blog

Blog

Careers

Careers

Source (apis.yml)

aid: vise
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/vise.png
name: Vise
description: Vise is an SEC-registered investment adviser that provides an AI-powered wealth management platform for financial
  advisors, RIAs, enterprise wealth firms, and asset managers. The platform helps advisors build personalized, tax-aware portfolios
  and supports direct indexing, fixed income management, long/short strategies, tax-loss harvesting, portfolio rebalancing,
  and client reporting, managing over $100B in platform assets across 135K+ accounts. Vise publishes no public API, developer
  portal, or SDK; this profile captures its public company, legal, and domain-security surface for the API Evangelist network.
url: https://raw.githubusercontent.com/api-evangelist/vise/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- bond-capital
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Fintech
- Wealth Management
- Investment Management
- Financial Advisors
- Portfolio Management
- Direct Indexing
- RIA
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/vise-domain-security.yml
- type: Website
  url: https://vise.com
- type: Login
  url: https://app.vise.com/md/login
- type: Blog
  url: https://vise.com/news
- type: TermsOfService
  url: https://vise.com/terms-of-use
- type: PrivacyPolicy
  url: https://7041678.fs1.hubspotusercontent-na1.net/hubfs/7041678/Vise%20Privacy%20Notice%20(March%202024).pdf
- type: Careers
  url: https://vise.com/careers
x-enrichment:
  date: '2026-07-21'
  status: minimal
  artifacts_added: 1
  pass: local-v1