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Build
\
Streamlined, all-in-one tool to make portfolio creation quick and easy
Manage
\
Manage your entire client accounts and portfolio templates in one place — create, edit, and manage at scale
Explain
\
Unpack complex investments with clear, concise insights for effortless understanding
Our mission
\
Empowering advisors for better client outcomes and maximum potential
Founding story
\
The journey from identifying a gap in financial advising to revolutionizing it
Core values
\
Our bedrock principles for client-centric innovation
Team
\
Blending financial wisdom with tech prowess: meet the team
Resource center
\
Explore resources that take your advising to the next level
FAQs
\
Quick answers on all things Vise-related
Build
\
Streamlined, all-in-one tool to make portfolio creation quick and easy
Manage
\
Manage your entire client accounts and portfolio templates in one place — create, edit, and manage at scale
Explain
\
Unpack complex investments with clear, concise insights for effortless understanding
Our mission
\
Empowering advisors for better client outcomes and maximum potential
Founding story
\
The journey from identifying a gap in financial advising to revolutionizing it
Core values
\
Our bedrock principles for client-centric innovation
Team
\
Blending financial wisdom with tech prowess: meet the team
Resource center
\
Explore resources that take your advising to the next level
FAQs
\
Quick answers on all things Vise-related
Meet the
Vise team
Leadership Team
Samir Vasavada
Co-Founder & Chief Executive Officer
Runik Mehrotra
Co-Founder & Chief Investment Officer
Dimple Anderson
Chief Compliance Officer
Jimmy Pandhi
Chief Financial Officer
Travis Fairchild
Head of Investment Strategy
Wei Zhong, PhD
Head of Quantitative Engineering
Research Team
Andy Waisburd
Head of Investment Solutions
Antonio Gonzalez
Vice President of Engineering
Matz Haugen, PhD
Senior Quantitative Engineer
Sergey Kurochkin
Senior Quantitative Engineer
Tim Lantz
Vice President of Platform Engineering
Regulatory advisors
Joseph A. Grundfest
W. A. Franke Professor of Law & Business, Rock Center for Corporate Governance, Stanford Law School
Troy Paredes
Founder of Paredes Strategies, LLC and former SEC Commissioner
Academic advisors
Andrea Eisfeldt, PhD
Laurence D. & Lori W. Fink Endowed Chair in Finance at UCLA Anderson School of Management
Steven Grenadier, PhD
Professor of Financial Economics at Stanford GSB
S.P. Kothari, PhD
Gordon Y. Billard Professor of Accounting and Finance at MIT’s Sloan School of Management