But Vise's 22-year-old cofounders, CEO Samir Vasavada and the chief investment officer Runik Mehrotra, were all but ignoring the meeting, as they had been known to do at other meetings ...

Vise’s co-founder, Samir Vasavada, highlighted the partnership's potential to redefine personalized investment. “By leveraging Vise, NewEdge can now offer highly customized, tax-efficient ...

"This partnership marks an important step forward for both NewEdge and the entire wealth management sector," said Samir Vasavada, Co-Founder of Vise. "By leveraging Vise, NewEdge can now offer ...