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AI powered Investment Management and Intelligence for Financial Advisors

People

Founders

Runik Mehrotra

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Co-Founder and CTO @Vise AI. AI powered Investment Management and Intelligence for Financial Advisors

Samir Vasavada

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Co-Founder and CEO @Vise AI . AI powered Investment Management and Intelligence for Financial Advisors

Team

William Huang

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Robot builder.

Robert Owen

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Via
Dedicated professional with 20+ years of BizDev, Ops, direct sales, and project/team management, including industries in financial, retail, tech, SaaS, and B2B.
Algorithms and Operations Research specialist. Math, Industrial Engineering, and OR background. Python and Data programming

Board members and advisors

Technologist and entrepreneur

Jon Xu

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A
Co-founder at FutureAdvisor
NLP & AI for Google Director of Data Science, Conversant (ad tech) NLP & ML Advisor, AI Labs (fin tech) Postdoc, Northwestern; PhD, UC Berkeley; BS, Rutgers