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

Written By Mike Langford

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.

Runik and Samir also joined me on an episode of The Modern Financial Advisor Podcast that we produce for Truelytics in 2020 to provide a detailed overview of how financial advisors can use Vise to create custom portfolios for their clients with as much ease as model portfolios.

If you would like to follow up with Runik and Samir simply click here to shoot them an email.

Mike Langford
Founder & CEO of finservMarketing. Financial services industry veteran with over 20 years of experience in both retail and institutional segments. Early pioneer in the use of social media and digital marketing for financial advisors.
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