Samir Vasavada on Vise product strategy
From Samir Vasavada (Vise) on Why the Future Advisor Needs EQ Over IQ | Capital Connect Ep. 3 · · Capital Connect
“Our answer with Vise was I'd say twofold. The first is building it from scratch, right? modern tech rails build everything from scratch all integrated as one you know platform from the beginning so you don't have a separate proposal tool from your rebalancing engine from your your SMA or your asset allocation layer uh everything is all kind of integrated from scratch day one”
On , Samir Vasavada, Cofounder at Vise, spoke about Vise product strategy during Samir Vasavada (Vise) on Why the Future Advisor Needs EQ Over IQ | Capital Connect Ep. 3 on Capital Connect.
About Samir Vasavada
Samir Vasavada, cofounder and CEO of Vise, appeared on two podcasts in May 2026. On the Capital Connect podcast, Vasavada said that as AI handles complex portfolio-management tasks, financial advisors will succeed based on "EQ" skills such as understanding client psychology and managing relationships, rather than traditional financial expertise. He stated that future advisors might study psychology instead of finance, and compared the shift to doctors becoming "actors" as robots perform surgeries. Vasavada advised that current advisors should focus on clients in the 50-year-old segment, offering additional services like accounting and lifestyle planning to differentiate themselves. He also described the wealth management industry as "pretty screwed" unless a subset of advisors uses AI to its advantage. On the Very First Win podcast, Vasavada discussed starting Vise at age 15 and dropping out of high school in Cleveland, Ohio, to bootstrap the company before moving to San Francisco. He reflected that his early fundraising approach of sending a wide net of cold emails was less effective than a narrower, deeper strategy would have been. Vasavada described Vise as an AI platform that helps financial advisors build personalized portfolios for clients, addressing life decisions such as saving for college or buying a home. He characterized his decision to skip the traditional educational and career path as a focus on "building something" directly rather than pursuing credentials.