We are all-in and dedicated to our mission, with no other options in sight—our success demands a relentless, unyielding focus on the goal ahead

We understand that setting incremental and achievable goals results in compounded growth—improving 1% every day means we’re 3,700% better by the end of the year

We make our customers’ experience a top priority and continually seek to understand and exceed their evolving expectations

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Finance

Investment Management

Vise

Runik Mehrotra

Samir Vasavada

The leadership team at Vise has a history of working in marketing and sales for various companies. They have also held positions in human resources and have experience with strategic planning. The team is educated from UCLA, University College Cork, The University of Kansas, and Pitzer College.

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Leadership Team

About

Team members

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Leadership Team

About

Team members

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