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Samir Vasavada, co-founder and CEO of Vise, joins us to talk about how registered investment advisors (RIAs) are increasingly entering the world of venture capital. Samir explains how changes in liquidity, demand for differentiation, and the availability of new platforms have opened the door for wealth managers to back private tech companies—something historically reserved for endowments and institutions.
We dive into why this shift is happening now, how RIAs are navigating access to top-tier venture funds, and what the “retailization” of private markets might mean for venture as an asset class going forward.
We also covered Revolut’s record profit, Anthropic’s model welfare research program, Flex’s acquisition of Maza, and Adam Neumann’s latest raise for Flow.
By Eric Tarczynski5
1616 ratings
Samir Vasavada, co-founder and CEO of Vise, joins us to talk about how registered investment advisors (RIAs) are increasingly entering the world of venture capital. Samir explains how changes in liquidity, demand for differentiation, and the availability of new platforms have opened the door for wealth managers to back private tech companies—something historically reserved for endowments and institutions.
We dive into why this shift is happening now, how RIAs are navigating access to top-tier venture funds, and what the “retailization” of private markets might mean for venture as an asset class going forward.
We also covered Revolut’s record profit, Anthropic’s model welfare research program, Flex’s acquisition of Maza, and Adam Neumann’s latest raise for Flow.

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