Bitwise model portfolios now available on Vise platform for 135,000 accounts
Summary
Bitwise has announced that its crypto model portfolios are now accessible to the 135,000 wealth management accounts on the Vise platform, which manages approximately $140 billion in assets. This integration allows wealth advisors to provide their clients with streamlined access to crypto investments without the need for separate allocation processes or constant monitoring, addressing the challenges many advisors face in managing diverse portfolios. These model portfolios combine various strategies, including spot crypto assets and equity-based investments, while adhering to unified tax and rebalancing disciplines alongside traditional asset classes.
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$ETP
Analysis
Vise: Vise is a technology platform serving wealth management firms and advisors by streamlining portfolio construction, rebalancing, and compliance across client accounts. Through this partnership, Vise is incorporating Bitwise crypto model portfolios directly into its existing workflows for equities, fixed income, and alternatives, allowing advisors to offer crypto participation without separate books or constant oversight. Bitwise: Bitwise is a crypto-focused asset manager that develops and oversees model portfolios providing diversified exposure to digital assets and related equities through spot ETPs and equity-based ETFs. In this development, Bitwise is integrating its Core and Thematic Crypto Model Portfolios onto the Vise platform, enabling advisors to delegate allocation, monitoring, and rebalancing of crypto exposure while keeping it within unified client portfolios alongside traditional assets. Juan Leon: Juan Leon is Senior Investment Strategist at Bitwise, with previous portfolio management experience at U.S. Global Investors. He helps shape the risk-screened and thematic approaches in Bitwise's model portfolios now available through the Vise wealth platform. Matt Hougan: Matt Hougan serves as Chief Investment Officer at Bitwise, with prior experience leading ETF-focused organizations including Inside ETFs and ETF.com. He contributes to the design and oversight of Bitwise's model portfolio solutions that advisors can now access via the Vise platform. Ryan Rasmussen: Ryan Rasmussen is Head of Research at Bitwise, drawing from his background in financial planning and analytics at Cetera Financial Group. He supports the analytical foundation of the crypto model portfolios being deployed for Vise advisors and their clients. Advisor Integration: Wealth advisors can now access crypto model portfolios through their existing platform workflows without needing separate allocation processes or ongoing tactical oversight. Portfolio Construction: Bitwise model portfolios combine spot crypto exposure, equity-based crypto investments, and thematic strategies under institutional risk management while maintaining unified tax and rebalancing discipline with other asset classes.
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