Key Takeaways
- • Bitwise Asset Management and Vise, a technology platform for building personalized portfolios, announced the rollout of diversified crypto model portfolios to hundreds of wealth firms and more than 135,000 accounts on the Vise platform.
- • Vise's network of RIAs and wealth management firms holds more than $140 billion in platform assets, giving Bitwise's crypto models access to a large advisor base.
- • Bitwise's models offer "core" broad crypto ecosystem exposure and "thematic" portfolios, including risk-managed exposure and crypto assets beyond bitcoin, using crypto-themed ETPs selected by Bitwise research.
- • Crypto models sit inside the same client portfolio as equities, fixed income, and alternatives, rebalanced on the same schedule and subject to Vise's tax-management discipline.
- • Per Morningstar, assets tracking third-party model portfolios grew from $400 billion in 2023 to more than $930 billion in 2026, a 135% increase.
Summary
Bitwise Asset Management, which reports more than $9 billion in client assets, and Vise, a registered investment advisor and technology platform, have announced the rollout of diversified crypto model portfolios to the hundreds of wealth firms and 135,000-plus accounts on the Vise platform. Vise's network of RIAs and wealth management firms holds more than $140 billion in platform assets, and the companies describe the offering as a curated framework for accessing the digital asset class, which they cite as a $2.5 trillion market.
Vise co-founder and co-head Runik Mehrotra said crypto works in a portfolio only when it is treated as a real allocation, sized to the client's risk, monitored, and rebalanced when it drifts from target. He said Bitwise provides the research on what belongs in the allocation while Vise handles implementation. Under this structure, Bitwise models sit within the same portfolio as a client's equities, fixed income, and alternatives rather than being managed as a separate crypto book.
Bitwise's model portfolios use the firm's research to select crypto-themed ETPs for different investor profiles and risk preferences. Core models provide broad exposure to the crypto ecosystem, while thematic portfolios allow positioning around specific themes such as risk-managed exposure or crypto assets beyond bitcoin. The models are monitored and rebalanced systematically to limit asset-allocation drift. Bitwise Senior Investment Strategist Juan Leon said the firm's team of more than 150 professionals is focused on crypto opportunities.
The announcement follows Bitwise's broader push into model portfolios. Citing Morningstar's "2026 U.S. Model Portfolio Landscape," the companies note that assets tracking third-party model portfolios grew from $400 billion in 2023 to more than $930 billion in 2026. Investors are directed to bitwiseinvestments.com/models or to Jim Machuga, Bitwise's Head of National Accounts. The release notes that crypto assets are highly speculative and carry regulatory and price risks.
Vise co-founder and co-head Runik Mehrotra said crypto works in a portfolio only when it is treated as a real allocation, sized to the client's risk, monitored, and rebalanced when it drifts from target. He said Bitwise provides the research on what belongs in the allocation while Vise handles implementation. Under this structure, Bitwise models sit within the same portfolio as a client's equities, fixed income, and alternatives rather than being managed as a separate crypto book.
Bitwise's model portfolios use the firm's research to select crypto-themed ETPs for different investor profiles and risk preferences. Core models provide broad exposure to the crypto ecosystem, while thematic portfolios allow positioning around specific themes such as risk-managed exposure or crypto assets beyond bitcoin. The models are monitored and rebalanced systematically to limit asset-allocation drift. Bitwise Senior Investment Strategist Juan Leon said the firm's team of more than 150 professionals is focused on crypto opportunities.
The announcement follows Bitwise's broader push into model portfolios. Citing Morningstar's "2026 U.S. Model Portfolio Landscape," the companies note that assets tracking third-party model portfolios grew from $400 billion in 2023 to more than $930 billion in 2026. Investors are directed to bitwiseinvestments.com/models or to Jim Machuga, Bitwise's Head of National Accounts. The release notes that crypto assets are highly speculative and carry regulatory and price risks.
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