Samir Vasavada

Background

About Samir Vasavada

Samir Vasavada is Co-Founder and CEO of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios at scale across nearly every asset class and strategy. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Samir and his Co-Founder Runik Mehrotra started Vise when they were just 16 and living in the Midwest. They bootstrapped the company before raising a total of $128M in venture funding with backing from the likes of Sequoia Capital, Founders Fund, and Allen & Company. Vise is one of fastest growing tech-unicorns in New York City and powers some of the largest RIAs & Aggregators in the US with over $3.5B in platform assets across thousands of individual client accounts. Vise has a team of world-class engineers, Ph.D. quant researchers, and investment strategists from top firms like Citadel, Google, Invesco, and Blackrock. Prior to Vise, Samir and Runik consulted with leading financial firms such as UBS, BCG, Mass Mutual, and Deutsche Bank on artificial intelligence and started NYX Development, a technology firm specializing in software development to build apps for small and medium-sized businesses. Samir has been featured in Forbes 30 Under 30 and covered in Fortune, WSJ. TechCrunch, and many other publications. Feel free to reach out at svasavada@vise.com