BREAKING: Vise Hits $22B in Platform Assets & 1275% YoY Growth, w/ ~40 Employees CEO & Co-Founder Samir Vasavada (@samir_vasavada) joins Sourcery to share how he & his co-founder Runik Mehrotra (@RunikM) launched Vise to reshape the $83T wealth industry w/ technology Backed by $130 million in funding at a $1 billion valuation from Sequoia Capital, Founders Fund, + Allen & Co, Vise uses AI to help advisors build, manage, & explain portfolios across nearly every asset class & client type Highlights: (00:00) $83T Market → Vise Hits $22B Platform Assets, 1275% YoY Growth (01:30) Founding Vise at 16 to $1B Valuation in 18 Months (03:04) Pivoting to $10T Enterprise RIA Market (05:28) Lean Team → Fastest Growth Ever (06:23) What Vise Actually Does (10:23) State of Retail Market: $83T in wealth, <$2T in Access to Alts (22:45) $63M+ Saved via Daily Tax-Loss Harvesting (24:38) Servicing Clients from $200 to $150M Accounts (30:45) Why Zuckerberg & Elon Take “$0 Salaries” (32:42) Billionaire Playbook: Financing Homes & Jets via Stock Loans (39:21) Scaling up to 150 Employees to “Refounding” w/ 40 “Barrels” (@rabois Strategy) (43:20) Vision: Become The World’s Biggest Tech-Powered Asset Manager

@samir_vasavada @RunikM Vise has also created over $63M in tax savings for their clients & saved over 200,000 hours for 100 firms on behalf of 30,000+ accounts

At an impressive age, just 24 years old, Samir is building for the long term.. “We want to build the world's largest asset manager entirely powered by technology... Part of the bet is because I'm 24 years old, right? I can go work on this for the next two or three decades and still be a considerably young person.”