Vise

New York, NY, USA

192 employees

Fintech

Growth · $126.5M

About Vise

Vise is an AI-powered, technology-driven asset management platform built for financial advisors. It enables advisors to build, manage, and explain fully personalized investment portfolios at scale through automation, direct indexing, tax-loss harvesting, and rebalancing. Its customers are registered investment advisors (RIAs) and independent advisory practices seeking to modernize and scale their portfolio management operations.

Company details

Team Size192

LocationNew York, NY, USA

IndustryFintech

Funding

Total raised

$126.5M

Last stage

Growth

Investors

Sequoia Capital

Ribbit Capital

Founders Fund

GGreenoaks

AAllen & Company

Founders

Samir Vasavada

Co-founder and CEO of Vise. Started Vise at age 16 with Runik Mehrotra. Previously consulted with financial firms like UBS, BCG, and Deutsche Bank on AI, and co-founded NYX Development. Featured in Forbes 30 Under 30.

Runik Mehrotra

Co-founder and President/Co-Head of Vise. Met Samir Vasavada at a Northwestern University summer research program. Previously co-consulted with major financial firms on AI alongside Vasavada. Attended The Wharton School.

What happens next.

No applications, no recruiter spam. Just the intro.

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.