Disclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Vise pricing
Short answer: Vise doesn't publish prices on its website (checked October 26, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Vise plans and prices
Contact vendor. Vise doesn't publish prices on its website, so pricing is by quote.
Prices as of October 26, 2026, in USD, as listed on Vise's pricing page. Vendors change prices often; confirm before you buy.
- Vise publishes no fee schedule on its site (vise.com/pricing returned not found on October 26, 2026). It lists account minimums: none for direct indexing, $125,000 for fixed income and $250,000 in taxable assets for long-short.
Questions to ask for a quote
- Ask for the full fee schedule, including any third-party model fees.
- Vise acts as a money manager or sub-advisor on your accounts, so review the platform agreement with compliance.
- Long-short is currently Schwab only and custodians set higher minimums for it.
Vise pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Vise | Contact vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Altruist | See vendor | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Vise review · Vise alternatives · Best portfolio analytics and proposals tools
Get a Vise demo
Tell us a little about your firm and we'll pass your request to Vise's team. Free, no obligation.
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Vise cost?
Vise doesn't list prices publicly. Contact the vendor for a quote.
Does Vise have a free plan or trial?
Vise's pricing page doesn't list a free plan or trial as of October 26, 2026. Ask the vendor about demos or pilots.
What should I ask Vise about pricing?
Ask for the full fee schedule, including any third-party model fees. Vise acts as a money manager or sub-advisor on your accounts, so review the platform agreement with compliance. Long-short is currently Schwab only and custodians set higher minimums for it.