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In this episode the host John Siracusa chats remotely with Samir Vasavada, Co-founder & CEO at Vise. This episode is the story of Samir and his cofounder Runik Mehrotra’s journey on re-founding Vise by making very difficult choices to move the company in a better direction. 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.
About the host:
John is the founder of ListenDeck a full-service podcast and video production company, which has produced over 1000 episodes of various podcasts. He is the host of the ‘Bank On It’ podcast, which features over 500 episodes starring high profile fintech leaders and entrepreneurs.