Vise

9 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Jul 25, 2025 by Samir Vasavada · said 27 times in 1 episodes since 2025 · across every show →

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brought up most by Molly O'Shea (18), Samir Vasavada (9)

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Everything said about Vise, oldest first

Jul 25, 2025 bullish
Prediction Open · timeframe Jul 2032
Vasavada: Enterprise RIA assets will hit $10 trillion by 2032
“Over the next five to seven years, that market will go from two trillion dollars in assets to 10 trillion dollars in assets.”
Samir Vasavada Jul 25, 2025 ▶ 6:02 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025
Assertion Partly supported
Vasavada: Vise scaled to around 150 employees before downsizing
“So we actually scaled the company to like a 150 people or something. It was way more than 70 people, but we hired a lot of managers, like senior executives, people that had come from companies like Meta or Dropbox or others where they'd been used to having 102…”
Samir Vasavada Jul 25, 2025 ▶ 46:28 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025 neutral
What-if
Vasavada: Vise should have bought legacy asset managers instead of hiring
“I think there was a tremendous opportunity to buy kind of legacy asset management businesses that had a tremendous amount of distribution and transform them with technology that we could have done if we raised a lot more money. Rather than going and hiring a b…”
Samir Vasavada Jul 25, 2025 ▶ 42:47 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025 positive
Insight
Vasavada: Alpha comes from hiring fewer, high-agency, high-ownership people
“I think a real learning was the alpha was in hiring a small amount of people that were, that are high agency, that are high ownership, that could take on a lot, you know, as Keith or boy says your barrels you know, find a lot of key barrels and find the right …”
Samir Vasavada Jul 25, 2025 ▶ 5:11 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025 bullish
Assertion Partly supported
Vasavada: Vise went from seed to unicorn in 18 months via Sequoia
“So we went from seed to unicorn in like 18 months, which was kind of insane. Now it's happened a couple of times with, you know, these AI companies, but at the time it was kind of unheard of, especially for one company to raise continuous back to back financin…”
Samir Vasavada Jul 25, 2025 ▶ 39:46 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025
Assertion Not checkable as stated
Vasavada: Vise's largest client manages more than two years of VC deployment
“Like our biggest client has more AUM than the entire venture industry deployed over the last two years. And they're an RIA.”
Samir Vasavada Jul 25, 2025 ▶ 16:26 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025 positive
Opinion
Vasavada: Biggest Portfolio Trend Is Merging Public and Private Markets
“So I think the biggest trend is the merger or the blend of Private markets and public markets coming together in one place in one orchestrated system, which is what we're aspiring to build. We call it the total portfolio solution.”
Samir Vasavada Jul 25, 2025 ▶ 10:02 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025
Disclosure
Vasavada: Vise manages accounts ranging from $200 to over $150 million
“We've got billionaire clients, but they've got individual accounts well in excess of one hundred and fifty million dollars on our platform. And then we've got client accounts that I kid you not are 200 dollars, like really, really small.”
Samir Vasavada Jul 25, 2025 ▶ 25:42 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Jul 25, 2025 negative
Insight
Vasavada: Managers are incentivized to overhire to boost their resumes
“Their LinkedIn's are going to say scaled an organization from 20 people to 200 people. And like people think associate their identities with how big of an organization they have or how big of a of an org they were able to scale and over what time. So there's t…”
Samir Vasavada Jul 25, 2025 ▶ 46:46 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
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