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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Runik Mehrotra
President and Chief Investment Officer at Vise


Runik Mehrotra is president and chief investment officer of Vise, a venture-backed financial technology company focused on closing the financial access gap, empowering people to create customized, precise investment portfolios that help them reach their goals. In his role, Runik leads the product, engineering, and investment strategy teams as they work to solidify and expand the Vise platform as the operating system for financial advisors. Runik attended the Jerome Fisher Program for Management and Technology at the University of Pennsylvania with a concentration in finance and management.

Agenda Sessions

  • WealthStack Visionary: The End Of Generic Investing-Growing Your Business For The Clients You Serve With The Help Of Technology