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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

Vise vs alternatives: starting prices
ToolStarting priceFree optionDetails
ViseContact vendorNone listedPricing details
OrionContact vendorNone listedPricing details
AltruistSee vendorNone listedPricing details
StratiFiFrom $5,995/yrNone listedPricing details
NitrogenFrom $99/mo per Center (annual)None listedPricing details
YChartsContact vendorNone listedPricing details
KwantiFrom $195/user/mo14-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

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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.

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