Primary Job Title Co-Founder & CEO Primary Organization Vise
Location San Francisco, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Male
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Samir Vasavada is the Co-Founder & CEO of Vise. Vise is a venture-backed startup using Artificial Intelligence to revolutionize Portfolio Construction and Management for RIAs and Family Offices. Vise allows investment advisors the ability to provide tailored financial advice to each of their clients powered by proprietary Portfolio Intelligence
making them smarter and more efficient. Vise AI is backed by Peter Thiel’s Founder’s Fund, Bling Capital, Great Oaks Ventures, and the Wharton School of Business amongst other investors.
In his respective position, Samir is responsible for Operations, Business Development and managing a team of Engineers and Ph.D. AI and Quantitative Finance Researchers. Prior to Vise AI, Samir founded NYX Group, a technologies firm specializing in Marketing and Software Development. He oversaw an international team of developers and projects.
Samir sits on advisory boards for several SaaS startups as well as a fellow at Lightspeed Venture Partners. He is also a consultant with GLG and Coleman Research amongst his own personal portfolio. He has consulted with firms such as UBS, BCG, Mass Mutual, Deutsche Bank and others on Artificial Intelligence in Portfolio Management and Infrastructure in the AI space. Alongside consulting, Samir actively speaks on AI & Fintech at conferences around the globe such as Money20/20, InVest, Raymond James Institutional Investors, AI World and more.
