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Our CEO @samir_vasavada joined @MollySOShea to break down Vise's incredible journey, growing to $22B in platform assets with 1275% YoY growth.
Listen as Samir shares how we're reshaping the $83T wealth industry, enabling deeply personalized portfolios at scale.
25.7. klo 21.33
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
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