People Moves Related to "Vise falls way short of $1 billion projections after RIAs balk, but venture capitalists promptly reward fledgling with $1-billion valuation -- based on $5-trillion vision"
Headline
Publish date
Another Opto co-founder departs -- this one to join Vise -- but he'll straddle the two firms, keeping an advisory seat, founder shares and Joe Lonsdale's love
Kamal Jafarnia see 'truly transformative potential' in his new gig, also in New York City, after its 'reset' and brings coveted ability to makes alts compliant alongside conventional investments.
December 14, 2024 at 2:17 AM
Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed
The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.
