Vise

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About

Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advis...

Runik Mehrotra
Co-Founder & Chief Investment Officer
Shah Hafizi
Chief Compliance Officer
Niki Sri-Kumar
VP of Product
Dave Twardowski
VP, Head of Investment Strategy
Product Marketing Manager
Vacant position
Christine Tseng
Chief Marketing Officer
Kelly Leyden
Chief People Officer
Tyler John
Chief Sales Officer

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