How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors

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In this Episode

Younger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada, Co-Founders of Vise, members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and Boomer counterparts.

Our Guests

Samir Vasavada is CEO of Vise, the company he co-founded in 2016 with the idea of building better, smarter technology for the investment and wealth management community. Today, Vise has grown into a venture-backed financial technology company focused on closing the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals. As CEO, Samir leads the executive team as they set and execute on the company’s strategy to grow and scale the business, while ensuring Vise’s product drives impact as the operating system for financial advisors and creates better outcomes for end investors.

Runik Mehrotra is President and Chief Investment Officer of Vise, a venture-backed financial technology company focused on closing the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals. In his role, Runik leads the product, engineering, and investment strategy teams as they work to solidify and expand the Vise platform as the operating system for financial advisors. Runik attended the Jerome Fisher Program for Management and Technology at the University of Pennsylvania with a concentration in finance and management. 


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