What Happened?
New York, NY-based Vise Appointed Samir Vasavada as Founder, Chief Executive Officer
About the Company
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
About the Person
Samir Vasavada is Founder, Chief Executive Officer at Vise. Previously, Samir held various senior HR leadership roles in the industry.
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