FigureAsia 35 Under 35 · Finance
Runik Mehrotra
Age 25 · Technology-enabled asset management · United States
An asset-management founder turning portfolio construction, tax management and derivatives overlays into configurable adviser infrastructure.
- Age at the edition eligibility date
- 25
- Field
- Finance
- Country or region
- United States
- FigureAsia U35 Assessment
- 84.0 / 100
Profile
Career and documented record
Runik Mehrotra co-founded Vise as a teenager and now owns its internal operating functions: engineering, product, operations and finance. The company is an SEC-registered investment adviser that provides portfolio management through independent advisers. During 2025 it moved beyond direct indexing into configurable derivatives and digital-asset tools, launching options overlays in July, a Bitwise partnership for crypto allocations in September and a customizable long-short strategy in December.
Vise reported more than $30 billion in platform assets by September 2025 and more than $50 billion by February 2026 after reorganising around a smaller team. That measure is broader than regulatory assets under management: Vise says it includes assets it manages as well as assets it aggregates, monitors or uses in proposals. The more durable evidence is therefore the shipped product set and Mehrotra's explicit ownership of the systems and operating functions behind it, not the headline asset figure alone.
FigureAsia selection
Why Runik Mehrotra is on the list
FigureAsia selected Mehrotra for bringing demanding portfolio techniques into a system used by registered advisers. The 2025 releases were functioning investment products with defined account minimums, trading mechanics and tax objectives. His role is not inferred from founder status: regulatory records identify his investment responsibilities, the company assigns him ownership of engineering, product, operations and finance, and launch materials quote him on the design of the new strategies.
The case is assessed with the restraint appropriate to investment products. Options, short positions, tax-loss harvesting and digital assets can add complexity and loss exposure; estimated tax benefits are not guaranteed returns. Vise's growth measures are self-reported and its definition of platform assets is unusually broad. Mehrotra is recognised for building and deploying regulated adviser infrastructure, not for a claim that any strategy will outperform.
Verified work
The 2025–26 record
Customizable options overlays launched
Vise released adviser-configurable income, hedging and tax-management overlays intended to operate alongside personalized portfolios rather than as a separate generic product.
Customizable long-short strategy launched
The platform added a direct-indexing strategy with a short extension designed to harvest losses on both sides of a portfolio, with daily liquidity and a stated $250,000 minimum.
Field context
The work in its field
Independent advisers increasingly compete with large institutions by using software to construct individualized portfolios, manage taxes and automate trading. The frontier has moved from simple model portfolios toward direct indexing, derivatives overlays and multi-asset accounts tailored to a client's constraints.
That expansion also raises the burden of explanation and supervision. Strategies involving options or short sales need robust risk controls, and algorithmic tax management depends on accurate data and implementation. The strongest platforms make complexity usable without disguising its risks.
FigureAsia U35 Assessment
Assessment breakdown
84.0out of 100
Completed financial consequence
26 / 30
Customizable options overlays launched is treated as a delivered financial outcome. The score is confined to the completed result described in the record and excludes projections or paper valuation.
Individual agency and execution
21 / 25
The documented role—Co-founder and Co-Head—and the attributed actions in the profile establish accountable execution. Institution-wide results are not assigned to the person alone.
Verified reach and significance
17 / 20
Independent advisers increasingly compete with large institutions by using software to construct individualized portfolios, manage taxes and automate trading. The frontier has moved from simple model portfolios toward direct indexing, derivatives overlays and multi-asset accounts tailored to a client's constraints.
Innovation and field influence
12 / 15
The record combines technology-enabled asset management with the completed work described in Customizable long-short strategy launched. Credit reflects demonstrated practice, not a claim of novelty by itself.
Stewardship, access and Asian relevance
8 / 10
The Asian connection is explicit: An Indian-origin American founder raised in Michigan whose work brings institutional portfolio tools to independent financial advisers. Stewardship credit is limited to the regulatory, governance, access or stakeholder evidence described in the profile.