Runik Mehrotra serves as the Co-Founder and Chief Investment Officer of Vise, a pioneering asset management firm that leverages artificial intelligence to transform the way financial advisors serve their clients. Since its inception in 2016, Vise has been at the forefront of innovation in the...
Runik Mehrotra serves as the Co-Founder and Chief Investment Officer of Vise, a pioneering asset management firm that leverages artificial intelligence to transform the way financial advisors serve their clients. Since its inception in 2016, Vise has been at the forefront of innovation in the investment management sector, providing a comprehensive platform that automates the entire advisor-client relationship. Under Runik's leadership, Vise has developed cutting-edge technology that enables financial advisors to design personalized portfolios, manage investments efficiently, and deliver ongoing insights tailored to each client's unique financial goals.
With a strong foundation in entrepreneurship and a deep understanding of cloud computing and software development, Runik has been instrumental in shaping Vise's strategic direction and product offerings. His expertise in marketing strategy and new business development has propelled the company to significant growth, allowing it to cater to a diverse range of investors, regardless of age or financial background. Key projects under his guidance include the enhancement of Vise's AI-driven analytics, which provide advisors with actionable intelligence to optimize portfolio performance and client engagement.
Runik's commitment to creating financial freedom for all is evident in Vise's mission to democratize access to sophisticated investment management tools. His public speaking engagements and thought leadership in the fintech space have further solidified his reputation as a visionary in the industry. As Vise continues to expand its capabilities, Runik remains dedicated to empowering financial advisors with innovative solutions that enhance their ability to serve clients effectively and efficiently.
