Vise Partners With Bitwise To Introduce Crypto Model Portfolios for Advisors

Models provide curated crypto access for the hundreds of wealth firms on Vise’s autonomous investing platform, which currently holds more than $140 billion in platform assets.  

Bitwise Asset Management, the global crypto asset manager with more than $9 billion in client assets, and Vise, the technology platform designed to build and manage personalized portfolios for all investors, announced the rollout of diversified crypto model portfolios to the hundreds of wealth firms and 135,000+ accounts on the Vise platform. For Vise’s deep network of RIAs and wealth management firms, with $140B+ in platform assets, the new offering provides a curated framework for accessing the $2.5 trillion digital asset class.

“Crypto only works in a portfolio if it’s treated like a real allocation—sized to the client’s risk, monitored, and brought back to target when it drifts,” said Runik Mehrotra, Co-Founder and Co-Head of Vise. “Bitwise brings the research to decide what belongs in the allocation, and Vise handles everything after that. Advisors shouldn’t have to run crypto as a separate book.”

Crypto has largely reached advisor portfolios as a standalone allocation, managed apart from everything else a client owns. On Vise, the Bitwise models sit inside the same portfolio as the client’s equities, fixed income, and alternatives, allocated according to the household’s goals and risk profile, rebalanced on the same schedule, and subject to the same tax-management discipline Vise applies across the rest of the account.

The rollout marks the latest milestone in Bitwise’s entrance into the model portfolio space. Model portfolios have become an increasingly important tool for financial advisors looking to capitalize on third-party expertise in developing client allocations, providing a seamless and scalable way to invest in emerging themes. From 2023 to 2026, assets tracking third-party model portfolios grew from $400 billion to more than $930 billion, a 135% increase.¹

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Bitwise’s model portfolios leverage the firm’s research and specialist expertise to select crypto-themed ETPs for different investor profiles and risk preferences. “Core” models offer broad exposure to the crypto ecosystem, while “Thematic” portfolios give investors the ability to fine-tune their positioning by emphasizing specific themes, such as risk-managed exposure or crypto assets beyond bitcoin. The models are monitored and rebalanced systematically to mitigate target portfolio asset-allocation drift.

“Any great new technology, whether autonomous cars or blockchains or AI, should ultimately be about broadening access and opportunity,” said Bitwise Senior Investment Strategist Juan Leon. “It’s been a central principle in crypto from the beginning, and it’s also why Vise’s mission really resonated with us. Bringing cutting-edge personalized investing tools to every investor is what meaningful financial innovation is all about. With the full force of Bitwise’s team of over 150 professionals devoted to the opportunities in crypto, we’re excited to help Vise and their clients gain exposure to one of the most compelling asset classes in a smart, thoughtful way.”