

Samir Vasavada
Co-founder and CEO of Vise, a technology-powered asset manager; known for building a unicorn company at a young age.
Top 3 podcasts with Samir Vasavada
Ranked by the Snipd community

23 snips
Jul 25, 2025 • 58min
How Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth Industry
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!

22 snips
Jun 28, 2024 • 59min
20VC: Raising $126M Across 3 Rounds in Just 6 Months, Being the Youngest Founder of a Unicorn Company | But Everything Was Not as it Seemed: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires with Vise's Samir Vasavada
Samir Vasavada, Co-founder and CEO of Vise, achieved unicorn status at just 20. He candidly shares the crucial hiring mistakes that plagued their growth, stressing the dangers of hiring based on reputation rather than fit. Fundraising insights reveal his regrets about raising $126M so quickly and the unexpected outcomes it led to. Samir reflects on the personal and emotional challenges of rapid success and emphasizes the importance of decisiveness and empathy in leadership as they navigate the fast-paced world of startups.

Jul 9, 2025 • 53min
Samir Vasavada (Vise) - From Teenage Founder to Tech CEO
Samir Vasavada, co-founder and CEO of Vise, shares his journey from teenage founder to leading an AI-driven asset management firm. He dives into the complexities of venture funding, revealing the lessons learned from hiring too soon. Vasavada emphasizes the importance of staying focused amidst trends and aligning company goals with strengths. He advocates for embracing mentorship and customer feedback while navigating the delicate balance between ambition and personal well-being in entrepreneurship.