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

Samir Vasavada
Chief Executive Officer at Vise


Samir Vasavada is CEO of Vise, the company he co-founded in 2016 with the idea of building better, smarter technology for the investment and wealth management community. Today, Vise has grown into a venture-backed financial technology company focused on closing the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals. As CEO, Samir leads the executive team as they set and execute on the company’s strategy to grow and scale the business, while ensuring Vise’s product drives impact as the operating system for financial advisors and creates better outcomes for end investors.

Agenda Sessions

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