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Samir Vasavada

Co-Founder & CEO @ Vise

Samir Vasavada is the Co-Founder & CEO of Vise, a tech-driven asset management company utilizing AI to empower financial advisors and offer tailor-made portfolios.

Vise aims to democratize financial freedom by providing accessible, automated, and intelligent investment solutions across various asset classes, leading the transition to Wealth 3.0.

Samir, alongside co-founder Runik Mehrotra, established Vise at a young age, securing $128M in funding and enlisting support from prominent investors like Sequoia Capital and Founders Fund.

Headquartered in New York, Vise manages close to $500 million in assets for numerous clients, boasting a team of skilled professionals with diverse backgrounds in technology and finance.

Before Vise, Samir engaged with major financial institutions like UBS, BCG, and Deutsche Bank, advising on AI, and founded NYX Development, a technology company focusing on software development for SMEs.

His achievements have earned him recognition, including a spot in Forbes 30 Under 30 and features in prominent publications like Fortune and TechCrunch.

Samir holds an MBA in Marketing and Management from the Jack Welch Management Institute, with prior studies in Entrepreneurial Studies and Economics from University School Hunting Valley.

For more information or inquiries, you can contact Samir Vasavada at [email protected].

Highlights

Sep 3 · twitter

Congratulations @shayne_coplan

Aug 18 · twitter

My Uber driver asked me about Anthropic stock. Every NYC nepo baby I know has an SPV.

AI valuations have hit their local maxima.

The top is near.

May 23 · RIABiz
Vise's two co-founders, both 23, launch 'hard reset' -- still with $78 ... - RIABiz
Vise's two co-founders, both 23, launch 'hard reset' -- still with $78 ... - RIABiz
May 12 · RIABiz
CI Financial got just the $1 billion face value it wanted for a 20% RIA ... - RIABiz
CI Financial got just the $1 billion face value it wanted for a 20% RIA ... - RIABiz
Samir Vasavada
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Location

New York City Metropolitan Area