Bitcoinist
2026-09-26 12:30:00

Bitwise And Vise Bring Crypto Model Portfolios To Financial Advisors

Bitwise and Vise have launched diversified crypto model portfolios for financial advisers using the Vise platform. Vise says its network covers more than 135,000 accounts and over $140 billion in platform assets. Crypto allocations can now sit inside the same portfolio-management, rebalancing and tax framework as equities, bonds and alternatives. **ID:** B25-08 **Site:** Bitcoinist **Status:** READY **Author:** Bitcoinist Editorial Team **Focus Keyword:** Bitwise **Image Keyword:** Fund **Category:** Technology **Tags:** Bitwise, Vise, Crypto ETFs, Financial Advisors, Portfolios **Primary Source:** https://bitwiseinvestments.com/newsroom Crypto Stops Being A Separate Portfolio That is the main selling point. Crypto allocations have often been managed in isolation. An adviser may hold a Bitcoin ETF or another digital-asset product for a client, but the position can sit outside the normal process used to rebalance stocks, bonds and alternative investments. Vise wants to remove that separation. The Bitwise models can be placed inside the same household portfolio as equities, fixed income and other assets. From there, Vise handles ongoing allocation, rebalancing and tax-management work alongside the rest of the account. Bitwise provides the crypto research and model construction. Vise provides the adviser-facing portfolio infrastructure. The platform says it supports more than 135,000 accounts across wealth-management firms representing over $140 billion in platform assets. Bitwise says it manages more than $9 billion in client assets. Model Portfolios Could Make Crypto Easier To Scale Across Adviser Books Model portfolios are already common in traditional wealth management. Instead of every adviser independently selecting and weighting individual funds, a model provides a standardized allocation that can then be adjusted around client risk and objectives. Bitwise is applying that structure to crypto-themed exchange -traded products. That potentially makes digital-asset exposure easier for advisers to manage across hundreds or thousands of client accounts. The timing matters. Third-party model portfolio assets have grown rapidly, while spot crypto ETFs have given advisers regulated products that fit far more naturally into existing brokerage infrastructure. The remaining problem is portfolio integration. A Bitcoin or Ethereum allocation still needs sizing, monitoring and rebalancing. Bitwise and Vise are essentially trying to turn that work into another routine part of portfolio management. That is a quieter form of crypto adoption than somebody opening an exchange account. It may also be the version that reaches far more conventional investors. *This article was written by the News Desk and edited by [Samuel Rae](https://bitcoinist.com/author/samuelrae/).*

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