Bitwise and Vise Launch Integrated Crypto Model Portfolios for RIAs

Quick Summary

Bitwise Asset Management and Vise have partnered to launch integrated crypto model portfolios for Registered Investment Advisors (RIAs). This collaboration allows wealth managers to manage digital assets alongside traditional equities and fixed income for over 135,000 accounts, utilizing automated rebalancing and tax-management tools.

How Do Integrated Crypto Model Portfolios Benefit RIAs?

Crypto model portfolios solve the long-standing challenge of managing digital assets as a "side-pocket" investment. By integrating these models directly into the Vise platform, advisors can treat digital assets as a core portfolio allocation rather than a standalone experiment. This unified approach ensures that crypto holdings are sized to risk, monitored for drift, and rebalanced on the same schedule as traditional assets.

"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."

• Unified account management for 135,000+ client accounts.
• Automated tax-management discipline applied across all asset classes.
• Systematic rebalancing to mitigate portfolio allocation drift.

What Investment Strategies Are Available on the Vise Platform?

The partnership introduces two primary strategies designed to meet diverse investor risk profiles. The "Core" models provide broad ecosystem exposure, while "Thematic" portfolios allow for precision positioning in specific sectors or assets beyond Bitcoin. These models leverage Bitwise’s specialist expertise to select the most appropriate crypto-themed ETPs, ensuring that RIAs can offer institutional-grade products without needing in-house crypto research teams.

"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."

Why Is the Demand for Third-Party Model Portfolios Growing?

The wealth management industry is seeing a massive shift toward outsourced investment expertise. Data indicates that assets tracking third-party model portfolios grew from $400 billion in 2023 to a projected $930 billion by 2026, representing a 135% increase. This growth highlights the need for scalable investment tools that allow advisors to focus on client relationships while leveraging specialized research for emerging asset classes like digital finance.

FF NEWS TAKE:

The launch of these crypto model portfolios by Bitwise and Vise significantly moves the needle for mainstream adoption. By removing the operational friction of managing crypto separately, they are effectively normalizing digital assets within the fiduciary framework. This isn't just a product launch; it's the institutionalization of crypto for the RIA market, providing the professional tools necessary for digital assets to become a permanent fixture in diversified portfolios.