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Vise

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Articles tagged "Vise"

Kamal Jafarnia: I’ve never been afraid to roll up my sleeves and do the heavy lifting.

Dec 14, 2024

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.

Runik Mehrotra and Samir Vasavada are taking a third swing at delivering on their promise.

Nov 6, 2024

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.

Mihir Shah: The differentiation will be in combining first-party data with public data.

Jul 28, 2023

Fidelity Investments is suddenly fending off a fresh wave of AI suitors for its vast recordkeeping data trove, knowing it's like owning a lithium mine in 2000 -- and not knowing how clients, the SEC and others might see a sale

With 42 million customers and the nation's largest record-keeping business, Fidelity is sitting on oodles of now in-demand client data; so far, it's rejecting every bidder.

Runik Mehrotra (left) and Samir Vasavada: We've spent a ton of time with these things … [to] verify they don't hallucinate, telling you things that are completely wrong.

May 23, 2023

Vise's two co-founders, both 23, launch 'hard reset' -- still with $78 million and a six-year runway -- to no-'hallucination' AI business model where RIAs can opt out of artificial intelligence

The two co-founders in New York City spawned magical thinking about AI, but hard experience means they are the clear-eyed ones now, they say

Samir Vasavada (left) and Runik Mehrotra (right) have a unicorn on their hands, following Vise's Series C round.

Jun 8, 2021

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

The New York firm gets $65 million six months after it raised $45 million by going straight at the $5 trillion of high-net-worth assets managed mostly by big RIAs with software that listens to RIAs but does all their work.

Friends for a decade, Runik Mehrotra and Samir Vasavada have raised $18 million in VC funds, largely on the promise that they can take on -- and beat -- current B2B robos like Betterment.

Jul 6, 2020

Sequoia Capital bet and won big on FutureAdvisor; now it's wagering $14.5 million on Vise and its 'extreme value proposition' for RIAs

The legendary VC sold FA to BlackRock for $150 million , cooled its heels, then re-upped in Robo 2.0 wave with TD, Schwab, Riskalyze and Jon Xu playing roles

Vise

Articles tagged "Vise"

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

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

Fidelity Investments is suddenly fending off a fresh wave of AI suitors for its vast recordkeeping data trove, knowing it's like owning a lithium mine in 2000 -- and not knowing how clients, the SEC and others might see a sale

Vise's two co-founders, both 23, launch 'hard reset' -- still with $78 million and a six-year runway -- to no-'hallucination' AI business model where RIAs can opt out of artificial intelligence

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

Sequoia Capital bet and won big on FutureAdvisor; now it's wagering $14.5 million on Vise and its 'extreme value proposition' for RIAs

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