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Security report for vise.com

Vise AI Advisors, LLC · Finance · United States

Medium risk. 6 critical or high findings in Security headers, GDPR outside view and 2 other checks.

Security score

68/100

Risk levelMedium

0–100, higher is better. How it is calculated

Vise AI Advisors, LLC operates a technology-driven asset management platform that empowers financial advisors and RIAs to build, manage, and explain personalized investment portfolios at scale. Leveraging AI and automation, Vise differentiates itself from traditional SMA and TAMP models by offering a flexible, integrated solution that supports a wide range of asset classes and strategies. The company targets large RIAs, aggregators, and custodians primarily in the United States, positioning itself as an innovative leader in the wealth management technology space. The website infrastructure is built on modern frameworks such as Next.js and React, hosted on Vercel, and integrates multiple analytics and marketing tools including Google Tag Manager, Facebook Pixel, and LinkedIn Insight Tag. The site demonstrates excellent design quality, mobile optimization, and user experience, with clear navigation and professional content. However, there is room for improvement in privacy compliance, particularly regarding cookie consent mechanisms. From a security perspective, the website enforces HTTPS and employs standard security best practices, though DNSSEC is not enabled and explicit security policies or incident response contacts are not published. The domain is mature and registered with a reputable registrar, consistent with the business's professional image. Overall, the security posture is strong but could benefit from enhanced transparency and DNS security. The risk assessment indicates a low risk profile with no critical vulnerabilities detected. Strategic recommendations include implementing cookie consent for GDPR compliance, publishing a security policy and incident response contacts, enabling DNSSEC, and adding a vulnerability disclosure policy to further enhance trust and security culture.

Scanned

NIS2 and GDPR posture

GDPR outside view
58/ 100 · Medium
Checks completed
7of 7

NIS2 Art. 21(2)

  1. (a) Risk analysis and security policies: Not visible from outside
  2. (b) Incident handling: One indicator
  3. (c) Business continuity, backups and crisis management: Not visible from outside
  4. (d) Supply chain security: Not visible from outside
  5. (e) Secure acquisition, development and maintenance, including vulnerability handling: Partly checked
  6. (f) Assessing the effectiveness of security measures: Not visible from outside
  7. (g) Cyber hygiene and security training: Not visible from outside
  8. (h) Cryptography and encryption: Partly checked
  9. (i) HR security, access control and asset management: One indicator
  10. (j) Multi-factor authentication and secured communications: Not visible from outside

This scan rated NIS2 with an earlier keyword method that is no longer shown; rescan for the per-article view. Risk management, continuity, supply chain, training, MFA, management oversight (Art. 20) and incident reporting (Art. 23) need internal evidence, and Guard cannot tell whether NIS2 applies to this organisation.

GDPR is indicative only, based on publicly visible signals: Articles 7, 12, 13 and 32 of Regulation (EU) 2016/679 and Article 5(3) of the ePrivacy Directive. Not a certification or legal assessment.

Priority findings

6 findings rated critical or high. Fix these first.

  1. Security headers

    Security headers are instructions your web server sends to every visitor’s browser. Missing ones leave visitors more exposed to attacks such as clickjacking and injected scripts.

    • High

      Missing X-Frame-Options header

      Prevents clickjacking attacks

      What to do: Add "X-Frame-Options: DENY" or "X-Frame-Options: SAMEORIGIN"

    • High

      Missing Content-Security-Policy header

      Controls resources the browser is allowed to load

      What to do: Implement a Content-Security-Policy appropriate for your application

      • ASVS V3.4.3
      • OWASP Secure Headers: OWASP Secure Headers Project recommends Content-Security-Policy: default-src 'self'; form-action 'self'; base-uri 'self'; object-src 'none';…
  2. GDPR outside view

    These are the privacy signals visitors and data protection authorities look for under GDPR.

    • High

      No Cookie Policy found

      GDPR requires clear information about cookie usage

      What to do: Add a dedicated cookie policy explaining cookie usage and purposes

    • High

      No Cookie Consent Banner found

      GDPR requires explicit consent for non-essential cookies

      What to do: Implement a cookie consent banner that appears on first visit

  3. Email security

    SPF, DKIM and DMARC stop others sending email that looks like it comes from your domain, a common route to phishing and invoice fraud.

Need hands-on remediation? Email guard@offseq.com

Keep watching vise.com

This scan found 23 issues across 6 checks. Monitoring re-runs those checks daily, emails you when something material changes and records each fix, so you can show progress.

Daily monitoring

Recommended

€25per month

  • TLS certificates and expiry
  • DNS records
  • SPF, DKIM and DMARC
  • Security headers
  • GDPR and NIS2 posture
  • Exposed services
  • Third-party trackers
  • Security score drift

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Full report

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Results by check

Each check with its score, findings and the evidence it collected.

How this score is calculated

The security score runs 0–100, higher is better. It is the plain average of the security checks that completed in this scan, each counted equally. A check that could not run is left out: it counts neither as a pass nor as a fail.

Counted in this score

SSL/TLS
62
Security headers
30
Email security
75
DNS health
85
Network security
100
GDPR outside view
58
Average
68

Not counted

  • NIS2 outside view: Re-weights evidence from the TLS, email, DNS, network and hygiene checks, so counting it would count that evidence twice. Shown on its own.
  • OffSeq Observations: An AI reading of the site, useful context but not reproducible evidence. Shown on its own.

Findings that cap the score at 49

Each of these is serious on its own, so while any is present the site cannot rate better than high risk, however good the other checks are.

  • The certificate is not trusted by browsers
  • The website is not served over HTTPS
  • A database, remote desktop, file-sharing or Telnet service is reachable from the internet
  • The page loads a script from a compromised source
  • The domain registration has expired
  • SPF authorises every server to send mail as the domain

Partial scans

When the site blocks Guard or most checks cannot run, the score covers only the checks that ran (usually DNS and email), is capped at 75 and is shown as partial, without a risk level.

Risk levels

  • Critical0–25
  • High26–49
  • Medium50–75
  • Low76–100

Breach exposure

Leaked credentials and lookalike domains from OffSeq Breach. The counts are free; the detailed lists are paid add-ons.

Dark web exposure

Add-on

Leaked records that mention vise.com, from OffSeq Breach.

Total records
70
Employees
0
Customers
67
Third parties
3
Weak passwords
11%

2 subdomains affected

See the 10 newest leaked credentials

A one-off add-on to this report that lists the most recent identifier and password pairs OffSeq Breach holds for vise.com.

Select it in the checkout above.

Breach keeps ingesting new leaks, so these numbers can grow between scans.

Technical appendix

Business context, site observations and technical notes gathered during the scan, and the standards behind each reference.

Business context

Business profile

Vise operates in the finance and technology sectors, focusing on AI-powered portfolio management solutions for financial advisors and RIAs. Its business model centers on providing a SaaS platform that automates portfolio construction, management, and explanation, enabling advisors to scale efficiently. The company has established partnerships with major custodians and RIAs, enhancing its market reach and credibility. Revenue streams likely include platform fees and sub-advisory arrangements. The presence of client testimonials and legal disclosures indicates a mature operational framework. Growth indicators include integration capabilities and AI-driven features that differentiate Vise in a competitive market.

Security posture

The website demonstrates a mature security posture with HTTPS enforced and use of modern web technologies. No exposed sensitive data or vulnerable libraries were detected in the HTML content. However, the absence of DNSSEC and explicit security policies or incident response contacts represents gaps in transparency and DNS security. Compliance with GDPR is partially indicated through privacy policy presence but lacks cookie consent mechanisms. Incident response readiness and vulnerability disclosure practices are not publicly documented, suggesting areas for improvement. Overall, the security culture appears professional but could be enhanced by formalizing policies and improving DNS security.

Recommendations

  1. Implement a cookie consent banner to comply with GDPR and enhance user privacy transparency.
  2. Publish a dedicated security policy and provide clear incident response contact channels (e.g., security@ or abuse@ emails).
  3. Enable DNSSEC on the domain to improve DNS integrity and prevent spoofing.
  4. Add a vulnerability disclosure policy or security.txt file to encourage responsible reporting of security issues.
  5. Regularly audit third-party scripts and tracking tools to minimize privacy risks and improve compliance.

Contact details published on the site

Addresses
Legal name
Vise AI Advisors, LLC
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
Vise AI Advisors, LLC
Description
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
Key services
Custom portfolio construction, Automated tax-loss harvesting, Portfolio management and rebalancing, AI-powered portfolio explanation, Integration with custodians
Content quality
excellent
Branding
consistent

Technology

Stack
React, Next.js, Vercel Analytics, Vercel Speed Insights, HubSpot Forms, Google Tag Manager, Facebook Pixel, LinkedIn Insight Tag
Frameworks
Next.js
Platforms
Vercel
Performance
fast
Mobile
excellent
Accessibility
good
SEO
good

Security

Observed score
85/100
Good practices seen
  • HTTPS enforced
  • Use of modern JavaScript frameworks
  • No exposed sensitive data in HTML
  • Use of secure third-party analytics and marketing scripts

Analytics and tracking

Services
Vercel Analytics, Google Analytics (via GTM), Facebook Analytics, LinkedIn Analytics
Tracking level
moderate
Privacy practices
basic

Advertising

Ad networks
LinkedIn Ads, Facebook Ads, Google Ads
Tracking pixels
Facebook Pixel, LinkedIn Insight Tag
Marketing tools
HubSpot Forms
Transparency
good

Site quality

Design
excellent
User experience
excellent
Content relevance
excellent
Navigation
excellent
Professionalism
excellent
Trustworthiness
high

Key observations

  1. Website is fully accessible with no blocking or WAF challenges.
  2. Strong focus on AI-powered portfolio management for financial advisors.
  3. Use of modern web technologies and analytics tools.
  4. No explicit privacy or security policy pages beyond standard legal disclosures.
  5. No direct company contact emails or phone numbers visible; contact primarily via forms.
  6. No cookie consent banner detected despite GDPR references.
  7. Domain registration is stable and consistent with business claims.
  8. Multiple trusted partner logos and client testimonials enhance credibility.
Technical notes

Notes

The website is built using Next.js and React frameworks, hosted on Vercel, which supports fast performance and scalability. The use of HubSpot forms, Google Tag Manager, Facebook Pixel, and LinkedIn Insight Tag indicates a robust marketing and analytics infrastructure. The site is mobile-optimized with responsive design and good accessibility features. Meta tags and SEO elements are properly implemented, contributing to good search engine visibility. No technical debt or deprecated technologies were observed. Opportunities exist to enhance DNS security and formalize privacy and security documentation to reduce technical risks.
Standards and sources

Reference chips under each finding point to the standard, regulation or specification the finding relates to. They are taken from the official datasets below and mapped conservatively: a finding with no defensible link shows none. NIS2 and GDPR references mark where a finding is relevant evidence, not a compliance verdict. Implementing Regulation (EU) 2024/2690 binds digital infrastructure and digital service providers; for other entities it is the most detailed public reading of the Article 21 measures. WCAG, EN 301 549, European Accessibility Act and Web Accessibility Directive references name the requirement an automated accessibility rule relates to; they are not a conformance verdict.

Retrieved 2026-10-25

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