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Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed

The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.

Author Oisin Breen November 6, 2024 at 5:06 AM
1 Comment
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Runik Mehrotra and Samir Vasavada are taking a third swing at delivering on their promise.
Brooke Southall and Keith Girard contributed to the editing of this article.

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Brian Murphy

Brian Murphy

November 7, 2024 — 8:40 PM
Sure, let's see what phase III brings. ;-)

Related Moves

July 11, 2023 at 2:46 AM

Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.

October 29, 2022 at 12:02 AM

Vise falls way short of $1 billion projections after RIAs balk, but venture capitalists promptly reward fledgling with $1-billion valuation -- based on $5-trillion vision

The New York firm gets $65 million six months after it raised $45 million by going straight at the $5 trillion of high-net-worth assets managed mostly by big RIAs with software that listens to RIAs but does all their work.

June 8, 2021 at 2:56 AM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM


Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame



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