Vise, every mention
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every year anyone Molly O'Shea 18Samir Vasavada 9
Verbatim, from the transcripts: the passages where Vise comes up
How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
- ▶ 1:54 Molly O'Shea So I want to talk to you today about a couple of topics from wealth management, the liquidity crunch, global trends in finance, as well as Vise's pretty big growth. 3 times in the scene
- ▶ 6:10 Samir Vasavada So we are right now the only purpose built platform that is focusing on that enterprise RIA segment. 4 times in the scene
- ▶ 17:34 Samir Vasavada For most people, um, in least the way they say it, whereas like Vise is like full self Tesla, full self driving, right? 2 times in the scene
- ▶ 19:04 Molly O'Shea Does Vise have clients in other countries? 2 times in the scene
- ▶ 27:10 Molly O'Shea Besides taxes and also portfolio adjustments, how is Vise optimizing portfolios for your clients?
- ▶ 37:56 Samir Vasavada So we have a client, new edge, for example, they manage, you know, a lot of money and new edge. 3 times in the scene
- ▶ 38:26 Molly O'Shea Shifting over to Vise, let's now get into Vise's growth. 6 times in the scene
- ▶ 43:56 Molly O'Shea Like, what are your aspirations, your vision for how big Vise will get? 6 times in the scene