Samir Vasavada is Co-Founder and CEO of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build 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. 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 $15B in platform assets across tens of thousands of 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.

This appearance by Samir Vasavada is part of the Entrepreneurial Thought Leaders series. Subscribe to our eCorner YouTube channel, where we bring founders, investors and industry influencers to center stage and invite them to share what it takes to become a disruptor.