- Founded
- 2016
- Employees
- 175
- Total Funding
- $128M
Founded by Runik Mehrotra, Samir Vasavada in 2016.
About Vise
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. 0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios.
Leadership at Vise
The team at the top of the org chart.
Runik Mehrotra
President and Chief Investment Officer
28 reports
Samir Vasavada
Co-Founder & Co-Head
20 reports
Wei Zhong
Head of Quantitative Engineering
6 reports
Andy Waisburd
Co-Head of Investments
2 reports
Kevin Flynn
Senior Investment Operations Associate
John Gabriel
Senior Director Wealth | Vise Technologies, Inc.
5 reports
Travis Fairchild, CFA
Head of Investment Strategy
10 reports
Cheryl Rosner
OCEO
Praveen Rudraraju
Head of Product
3 reports
Kamal Jafarnia
Head of Legal and General Counsel
1 report
Board
Troy Paredes
Advisory Board Member
Joe Grundfest
Advisory Board Member
Shaun Maguire
Advisor
Jon Xu
Advisor
Steve Chen
Advisor
Ravi Gupta
Advisor
Open Jobs at Vise (11)
- Vise · New York City, NY · 3mo$70k – $90k
- Vise · New York, NY · 3mo$140k – $190k
- Vise · New York, NY · 4mo$140k – $160k
- Vise · New York, NY · 4mo$190k – $270k
- Vise · New York, NY · 5mo$175k – $210k
- Vise · New York, NY · 5mo$180k – $200k
- Vise · New York, NY · 5mo
- Vise · New York, NY · 7mo$110k – $130k
- Vise · New York, NY · 7mo$120k – $145k
- Vise · New York, NY · 7mo$180k – $250k
- Vise · New York, NY · 9mo$140k – $175k
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