Sourcery

How Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth Industry

23 snips
Jul 25, 2025
Samir Vasavada, co-founder of Vise and a prodigy in wealth management, shares how he turned a startup dream into a $22 billion powerhouse with just 40 employees. He discusses the revolutionary shift toward personalized, AI-driven investment strategies and explains how Vise helps clients save over $60 million in taxes. Samir dives into the global migration of wealth, the growing demand for alternative assets, and the lessons learned from scaling back his team for stronger growth. Tune in for insight into reshaping the future of finance!
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ANECDOTE

Teen Tech Founder Breaks Barriers

  • Samir Vasavada started building software for financial advisors at age 16 despite skepticism.
  • He successfully raised funding and grew Vise to unicorn status in 18 months.
INSIGHT

Lean and Strategic Growth

  • Shifts to enterprise RIAs and institutional roll-ups empowered Vise's growth.
  • Focusing on fewer, high-agency people created more scalable growth than hiring many.
INSIGHT

Massive Wealth Market Opportunity

  • U.S. wealth market totals $83 trillion; enterprise RIAs hold $2 trillion today.
  • That segment will likely grow to $10 trillion within 5–7 years, expanding Vise's opportunity.
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