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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
Main
\
About
\
Team
Leadership Team
Samir Vasavada
Co-Founder & Chief Executive Officer
Runik Mehrotra
Co-Founder & President
Dimple Anderson
Chief Compliance Officer
Andy Waisburd
Co-Chief Investment Officer
Travis Fairchild
Co-Chief Investment Officer
Wei Zhong, PhD
Head of Quantitative Engineering
Advisor Team
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
Troy Paredes
Founder of Paredes Strategies, LLC and former SEC Commissioner
Larry Raffone
Chairman & Former CEO/President of Edelman Financial Engines
Chip Roame
Founder and Managing Partner of Tiburon Strategic Advisors