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Indian American’s fintech firm unveils unique long-short investment tool
It becomes the first platform that allows advisors to construct fully personalized long-short strategies.
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Anushka Pathak - Wed, 24, Dec 2025
- 13:32 EST
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L-R: Samir Vasavada, co-founder and CEO of Vise; Logo of Vise / Courtesy: LinkedIn
New York-based fintech firm Vise has recently launched a unique technology that enables investment advisors to provide their clients a customizable long-short investment strategy.
Called 'Vise Long Short,' the strategy is designed to improve tax efficiency while maintaining targeted market exposure.
The product is positioned as an expansion of tax-aware portfolio management tools available to financial advisors, putting them on even footing with hedge fund operators
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The strategy allows advisors to construct portfolios that combine long positions in stocks with stronger outlooks and short positions in those with weaker prospects. By capturing gains from both rising and declining securities, the structure enables daily tax-loss harvesting, extending opportunities beyond the periodic rebalancing typical of direct indexing.
Vise said the strategy is intended to generate targeted losses from short positions to offset taxable events such as capital gains from stock sales, restricted stock units, carried interest, or real estate transactions.
It operates within existing tax-aware accounts, allowing advisors to maintain precise exposure without introducing separate investment vehicles.
Samir Vasavada, co-founder and CEO of Vise, announced the launch on LinkedIn, writing, “Long-short strategies have been locked away in hedge funds with multi-million dollar minimums, zero transparency, and limited integration.”
“Advisors want practical tools, not abstractions. They’re asking which specific clients need the ability to profit from both winners and losers—and how to deploy it in a way that solves real planning problems, not just chase alpha in isolation. Vise Long Short finally gives them the tool they’ve been waiting for,” he added.
Vise Long Short is available with a minimum investment of $250,000. The company said its daily tax-loss harvesting engine has completed more than 5.5 million optimizations and supports advisors managing over $30 billion in assets.
Vasavada co-founded Vise in 2016 with Runik Mehrotra from the Midwest. The company bootstrapped initially before raising over $125 million from investors, including Sequoia Capital, Founders Fund, and Ribbit Capital, achieving unicorn status (over $1 billion valuation) when Vasavada was around 20—making him one of the youngest founders to reach that milestone.
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