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.
