AlleyWatch
Global managed assets account for $74T in AUM. While institutional investors account for sixty percent of this amount, the remaining portion is managed by smaller institutions and advisers. Vise is the AI-powered investment management platform that empowers independent advisory practices. The company is focused on servicing the entire client-advisor relationship through automation while still allowing advisors to maintain a personalized relationship. AlleyWatch caught up with Cofounder and CEO Samir Vasavada and Cofounder and CIO Runik Mehrotra to learn more about the market the company serves, future plans, and latest round of funding from investors that include Sequoia Capital, Allen & Company, Founders Fund, Greenoaks, Michael Ovitz, and Nikesh Arora.