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Runik Mehrotra

Cofounder, Vise

Search every verified Runik Mehrotra interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Runik Mehrotra, co-founder of Vise, has been discussing the role of artificial intelligence in wealth management and broader market conditions. In a June 2026 podcast appearance, he described Vise’s goal of enabling hyper-personalized investment portfolios at scale, noting the platform currently manages $80 billion in assets with a target of $200 billion for the year. He also discussed the rapid improvement of AI models, comparing the pace of capability growth to a new version of Moore’s law, and mentioned that Vise runs an internal initiative called Vise Accelerate focused on transforming the organization through AI adoption and training. In a November 2025 presentation at the Napa Valley Summit, Mehrotra analyzed market conditions, stating that U.S. stocks had trailed global peers and that the performance of the MAG7 group was masking broader market weakness. He highlighted record tax-loss harvesting activity, citing an example where a $1 million account generated $51,000 in tax losses in 2025, and discussed the scale of AI-related capital spending, estimating that hyperscalers and related ecosystem participants would spend roughly $1 trillion in 2025 on data centers, chips, and power agreements. He also expressed a view that the demand for U.S. stocks currently exceeds supply by a significant margin, which he said continues to support the market.

Recent appearances

  • How AI is Shaping the Future of Finance with Runik Mehrotra

    June 04, 2026 · 📺 LUXHAMMER

    Summary In this episode, Evan J. Cholfin interviews Runik Mehrotra, co-founder of Vise, about how AI is transforming wealth management. They discuss hyper-personalization, technical challenges, growth strategies, and future trends in AI-driven finance. Takeaways Hyper-Personalization in Wealth Management AI Infrastructure Evolution Moore's Law of AI Capabilities Soundbites "Each client is unique in nature." "Models are getting so much better, so fast." "Enabling personalization at scale is our big goal." Chapters 00:00 Introduction to AI Speed and Vize 03:14 The Vision Behind Vize and Hyper…

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  • State of the Markets (November 2025) - Napa Valley Summit

    December 15, 2025 · 📺 Vise AI

    Vise co-founder, Runik Mehrotra, breaks down what’s really driving markets in 2025: U.S. stocks trailing global peers, MAG7 masking widespread weakness, and one of the biggest tax-loss harvesting years on record. He explains the softening consumer, a K-shaped economy, and why investors are betting on AI-driven earnings and massive data-center spend.

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  • Vise is merging investing and technology in a seamless experience for financial advisors

    November 14, 2023 · 📺 New York Stock Exchange

    Vise President Runik Mehrotra and Andy Waisburd, Head of Investment Solutions, discuss how Vise is merging investing and technology in a seamless experience for financial advisors. #NYSEFloorTalk with Judy Khan Shaw

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  • Episode 017: How Personalized Portfolios Powered By A.I. Help Advisors Attract Younger Investors

    February 24, 2022 · 📺 The Augmented Advisor

    Younger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada, Co-Founders of Vise, members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and Boomer counterparts. In this episode of The Augmented Advisor Podcast, we hear how the team at Vise is leveraging artificial intelligence and machine learning to help advisors build hyper-personalized…

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  • Runik Mehrotra and Samir Vasavada of Vise (Full Episode) | The SoFin Podcast

    January 09, 2021 · 📺 finservMarketing

    Runik Mehrotra and Samir Vasavada, Co-Founders of Vise join Mike Langford to share how they are transforming the portfolio management offerings of financial advisors for the better. Subscribe to The SoFin Podcast: https://www.finservmarketing.com/the-... Connect with Runik Mehrotra LinkedIn:   / runik-mehrotra   Twitter:   / runikm   Connect with Samir Vasavada LinkedIn:   / samir-vasavada-160865ab   Twitter:   / samir_vasavada   Vise Website: https://vise.com/ Connect with Mike Langford the host of The SoFin Podcast LinkedIn:   / mikelangford2   Twitter:   / mikelangford   Facebook:   /…

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  • Using Artificial Intelligence to Create Custom Portfolios That Are As Easy As Model Portfolios

    October 14, 2020 · 📺 Truelytics

    Runik Mehrotra and Samir Vasavada, Co-Founders of Vise join Mike Langford to explore how their solution for creating highly customized portfolios is helping financial advisors better serve their clients.

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  • Vise with Runik Mehrorta & Samir Vasavada | E140

    September 22, 2020 · 📺 Jason Pereira

    In this 140th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samir Vasavada the Co-Founder & Chief Executive Officer of Vise and Runik Mehrotra the Co-Founder & Chief Investment Officer of Vise. Vise is a next generation asset measurement platform that allows for the development, tracking, monitoring, and testing of portfolios made up of individual stocks. Episode Highlights: ● 00:30 – Samir Vasavada and Runik Mehrotra explain Vise. ● 01:40 – What led to the origin of Vise? ● 05:28 – What was the journey to getti…

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  • #TradeTalks: Entrepreneurship at age 20

    August 06, 2020 · 📺 Nasdaq

    Vise Co-Founders Samir Vasavada and Runik Mehrotra join Jill Malandrino on Nasdaq #TradeTalks to discuss entrepreneurship at age 20 and launching an AI-driven investment management platform for financial advisors.

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  • KUBE Runik Mehrotra | Artificial Intelligence [Speaker 1]

    February 06, 2017 · 📺 KUBE IAC

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →