Runik Mehrotra

Runik Mehrotra is Co-Founder and Co-Head of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios at scale across nearly every asset class and strategy. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Runik and his co-founder Samir Vasavada started Vise when they were just 16 and living in the Midwest. They bootstrapped the company before raising a total of $128M in venture funding with backing from the likes of Sequoia Capital, Founders Fund, and Allen & Company. Vise is one of fastest growing tech-unicorns in New York City and powers some of the largest RIAs & Aggregators in the US with over $3.5B in platform assets across thousands of individual client accounts. Vise has a team of world-class engineers, Ph.D. quant researchers, and investment strategists from top firms like Citadel, Google, Invesco, and Blackrock. Runik is an active AI and Quantitative Finance researcher. Alongside research, Runik has consulted with firms such as UBS, BCG, Mass Mutual, Alliance Bernstein, Deutsche Asset Management and others on implementations of Artificial Intelligence in Finance. Runik attended the Jerome Fisher Program for Management and Technology at the University of Pennsylvania’s Wharton School of Business and studied Computer Science at the Engineering School. Runik has been featured in Forbes 30 Under 30 and covered in the Wall Street Journal, Fortune, TechCrunch, and many other publications. Feel free to reach Runik at rmehrotra@vise.com