Samir Vasavada is the Co-Founder & CEO of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. 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. Co-founders Samir Vasavada and 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. Headquartered in New York, Vise manages nearly $400 million in assets across thousands of individual client accounts with a team of world-class engineers, Ph.D. quant researchers, and investment strategists from top firms like Citadel, Google, AQR, and Dimensional. 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, TechCrunch, and many other publications.
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Asia Center
Extends the reach and impact of the Milken Institute to the Asia-Pacific region
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Center for Financial Markets
Conducts research and constructs programs designed to facilitate smooth and efficient operation of financial markets
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Center for the Future of Aging
Advances healthy longevity and financial security for all through high-impact policies, research, convenings, and multisector partnerships.
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Center for Public Health
Develops research, programs, and initiatives designed to envision and activate sustainable solutions leading to better health for individuals and communities worldwide.
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Center for Regional Economics and California Center
Analyzes the dynamics that drive job creation and promote industry expansion
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Center for Strategic Philanthropy
Empowers philanthropists to effectively address some of the world's most urgent problems
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FasterCures
Clears roadblocks that prevent medical breakthroughs from reaching patients sooner
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Financial Innovations Labs
Addressing society's greatest challenges through a financial lens
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Global Market Development
Working with government partners in emerging and developing economies to build strong, domestic financial markets.
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Milken Center for Advancing the American Dream
Anyone with a dream should have the opportunity to make it come true—through determination and an economic system that works for all
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Research Department
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