Runik Mehrotra's guest appearances

Runik Mehrotra

Fintech Impact

The SoFin Podcast

Samir Vasavada

Ian Crosby

Michael Kitces

Mauricio Di Bartolomeo

Daniel Crosby

Alan Moore

Alex Sklar

ERIC SMITH

Samantha Ettus

Sean Brown

Hayden James

Mark Evans

Yaron Ben-Zvi

Steve Sanduski

Ethan Buchman

OwlTail

Runik Mehrotra and Samir Vasavada, Co-Founders of Vise have become quite famous in the FinTech world for the innovative, A.I. powered, portfolio management solution they developed as teenagers. In this episode of The SoFin Podcast they share how they managed to convince an industry dominated by folks old enough to be their grandparents to adopt Vise in their business.

<a href="https://www.linkedin.com/in/runik-mehrotra/" rel="nofollow" target="_blank">Runik Mehrotra</a> and <a href="https://www.linkedin.com/in/samir-vasavada-160865ab/" rel="nofollow" target="_blank">Samir Vasavada</a>, Co-Founders of <a href="https://vise.com/" rel="nofollow" target="_blank">Vise</a> have become quite famous in the FinTech world for the innovative, A.I. powered, portfolio management solution they developed as teenagers. In this episode of The SoFin Podcast they share how they managed to convince an industry dominated by folks old enough to be their grandparents to adopt Vise in their business.

Runik Mehrotra and Samir Vasavada of Vise - How Two Gen Z Founders Built a Solution That is Being Embraced by an Industry Dominated by Gen X and Boomers

In this 140th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samir Vasavada the Co-Founder &amp; Chief Executive Officer of Vise and Runik Mehrotra the Co-Founder &amp; Chief Investment Officer of Vise. Vise is a next generation asset measurement platform that allows for the development, tracking, monitoring, and testing of portfolios made up of individual stocks. Episode Highlights: ● 00:30 – Samir Vasavada and Runik Mehrotra explain Vise. ● 01:40 – What led to the origin of Vise? ● 05:28 – What was the journey to getting Vise started? ● 06:55 – What does the workflow look like and the core data points? ● 08:45 – They talk about employment as a risk factor. ● 11:52 – What does a conventional portfolio look like to them? ● 15:57 – What are their thoughts on direct indexing? ● 19:39 – What has the feedback for Vise been like? ● 24:38 – What would Samir Vasavada and Runik Mehrotra change in their business or industry? ● 27:50 – What have been the biggest challenges Samir Vasavada and Runik Mehrotra have faced? ● 33:23 – What keeps Samir Vasavada and Runik Mehrotra excited each day about their work? 3 Key Points 1. Vise can customize strategies around financial advisors and explains why a portfolio is built the way it was. 2. A portfolio can be as few as 25-30 individual stocks to 100 individual stocks. 3. Vise helps advisers differentiate themselves, giving advisors some of their time back. Tweetable Quotes: ● “Essentially what Vise is, is that we are using AI to automate investment management for financial advisors. The vast majority of financial advisors really struggle to differentiate. They provide their clients the same generic portfolios.” – Samir Vasavad ● “We’ve essentially built this AI where we can analyze clients’ needs, money they have to invest, goals, networth needs, career risks, private holdings, to build a highly personalized portfolio of individual stocks, bonds, other assets. .” – Samir Vasavad ● “The thesis behind the company is the advisor is their relationship with their client, and we do everything else in an automated yet personalized way.” – Samir Vasavad Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● FintechImpact.co – Website for Fintech Impact ● JasonPereira.ca – Sign up for Jason Pereira’s newsletter ● Linkedin – Samir Vasavada’s Linkedin ● Linkedin – Runik Mehrotra● vise.com – Website for Vise AI  Hosted on Acast. See acast.com/privacy for more information.

In this 140th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samir Vasavada the Co-Founder &amp; Chief Executive Officer of Vise and Runik Mehrotra the Co-Founder &amp; Chief Investment Officer of Vise. Vise is a next generation asset measurement platform that allows for the development, tracking, monitoring, and testing of portfolios made up of individual stocks. Episode Highlights: ● 00:30 – Samir Vasavada and Runik Mehrotra explain Vise. ● 01:40 – What led to the origin of Vise? ● 05:28 – What was the journey to getting Vise started? ● 06:55 – What does the workflow look like and the core data points? ● 08:45 – They talk about employment as a risk factor. ● 11:52 – What does a conventional portfolio look like to them? ● 15:57 – What are their thoughts on direct indexing? ● 19:39 – What has the feedback for Vise been like? ● 24:38 – What would Samir Vasavada and Runik Mehrotra change in their business or industry? ● 27:50 – What have been the biggest challenges Samir Vasavada and Runik Mehrotra have faced? ● 33:23 – What keeps Samir Vasavada and Runik Mehrotra excited each day about their work? 3 Key Points 1. Vise can customize strategies around financial advisors and explains why a portfolio is built the way it was. 2. A portfolio can be as few as 25-30 individual stocks to 100 individual stocks. 3. Vise helps advisers differentiate themselves, giving advisors some of their time back. Tweetable Quotes: ● “Essentially what Vise is, is that we are using AI to automate investment management for financial advisors. The vast majority of financial advisors really struggle to differentiate. They provide their clients the same generic portfolios.” – Samir Vasavad ● “We’ve essentially built this AI where we can analyze clients’ needs, money they have to invest, goals, networth needs, career risks, private holdings, to build a highly personalized portfolio of individual stocks, bonds, other assets. .” – Samir Vasavad ● “The thesis behind the company is the advisor is their relationship with their client, and we do everything else in an automated yet personalized way.” – Samir Vasavad Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● <a href="http://FintechImpact.co" rel="nofollow" target="_blank">FintechImpact.co</a> – Website for Fintech Impact ● <a href="http://JasonPereira.ca" rel="nofollow" target="_blank">JasonPereira.ca</a> – Sign up for Jason Pereira’s newsletter ● Linkedin – Samir Vasavada’s Linkedin ● Linkedin – Runik Mehrotra● <a href="http://vise.com" rel="nofollow" target="_blank">vise.com</a> – Website for Vise AI  Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Vise with Runik Mehrotra & Samir Vasavada | E140