Vise

Founded in 2016, by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform 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 advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City.

Milestones
  • Founded 2016
  • Partnered 2019
Team
  • Samir Vasavada
  • Runik Mehrotra
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The Dentmakers.

Since 1972, we have partnered early and at every stage of growth with the founders of companies that now have an aggregate, public market value of over $3.3 trillion. Meet the companies below.

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