Empowering Financial Advisors with Technology for Personalized Wealth Management

Samir Vasavada, co-founder and CEO of Vise, shares his inspiring journey from launching an AI-powered asset management startup as a teenager to raising more than  $130M from top VCs like Sequoia and Founders Fund. Vasavada discusses navigating the “dark side” of venture funding, the lessons learned from hiring seasoned executives too early, and why the best leaders often come from within. His reflections offer a candid look at staying focused amid hype, aligning incentives, and building a category-defining company where you stay committed to your vision while responding to customer feedback.