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AI powered Investment Management and Intelligence for Financial Advisors

People

Founders

Runik Mehrotra

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Co-Founder and CIO @Vise ; backed by @Sequoia Capital and @Founders Fund ; AI powered Investment Management and Intelligence to reinvent Wealth Management

Samir Vasavada

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Co-Founder and CEO @Vise ; backed by @Founders Fund ; AI powered Investment Management and Intelligence to reinvent Wealth Management

Team

Algorithms and Operations Research specialist. Math, Industrial Engineering, and OR background. Python and Data programming.

Su In Park

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Recruiting Lead

Yoonie Kim

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Led NYC/Seattle recruiting @Dropbox • Director of Talent @Codecademy • Founder @LAB 8 Ventures • Worked at @Amazon, @Google @Ning

Alon Devorah

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Tyler Green

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Lead transit engineering @Intersection. Coro LNY31. #TransitTechiesNYC.
Co-Founder and CIO @Vise ; backed by @Sequoia Capital and @Founders Fund ; AI powered Investment Management and Intelligence to reinvent Wealth Management

William Huang

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Robot builder.

Robert Owen

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Via
Experienced Start-Up Professional with 20+ years of BizDev, Ops, direct sales, and project/team management. Industries in fintech, retail, tech, SaaS, and B2B.

Board members and advisors

Jon Xu

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A
Co-founder at FutureAdvisor