En los últimos años hemos asistido a un aumento de la inversión en empresas que innovan en la planificación financiera de los principales acontecimientos de la vida. Se han invertido miles de millones de dólares en este sector, y es justo decir que la inversión está dando sus frutos en términos de innovación. Los roboadvisors han utilizado la tecnología para mejorar la inversión y la planificación financiera personalizadas, empresas como Moonfare han contribuido a democratizar el acceso a los mercados privados y hay un auge de empresas especializadas en gestionar mejor la deuda y los préstamos estudiantiles. Pero un área que va a la zaga es la planificación patrimonial. Tal vez no sea de extrañar: a nadie le gusta planificar lo inevitable, aunque los argumentos son ahora más convincentes que nunca. En 2030, 1 de cada 6 personas tendrá 60 años o más, con lo que la población mundial de mayores de 60 años pasará de 1.000 millones en 2020 a 1.400 millones en sólo 10 años

VentureBeat presents: AI Unleashed - An exclusive executive event for enterprise data leaders. Network and learn with industry peers. Learn More. Of all the industries rushing to embrace generative AI, it seems odd that we haven’t heard — nor reported more on fintech, and more specifically, financial advisors. But here comes Vise to buck the trend. The seven-year-old New York City fintech former unicorn co-founded by two (at the time) 16-year-olds suffered a bout of bad press over the last several years, losing 35% of its assets under management (AUM) in a matter of months, only to see Business Insider reporting on the departure of its largest client, Manhattan West, and the loss of more than 100 employees since its start, through attrition and layoffs

Samir Vasavada is the Co-Founder & CEO of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients.You met your Co-Founder when you were 12, could you share some details regarding these early days and what were some of the first apps that you collaboratively worked on?It's always fun to reminisce about the early days. When Runik and I met at college summer classes at the age of 12, we were just two kids with a shared passion for technology and a curiosity about the world. We were drawn to each other's ambition and started collaborating on small tech projects. One of our first apps was a simple game, and while it wasn't groundbreaking by any means, it was our first taste of creating something from scratch. We were hooked.After this you both started advising financial institutions on how AI works, how did you get to this point, and what were some of your biggest lessons from this chapter in your life?Over time, our interests matured from just building apps to finding a new scalable way to build apps, and we began to see the potential of AI. We were fascinated by its capabilities and started diving deep into its intricacies