Opto Co-Founder, Kamal Jafarnia Joins Vise as General Counsel to Lead Expansion of Total Portfolio Solution for RIA Aggregators

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Contact Details:
Elizabeth Talmud
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etalmud@vise.com

Vise, the technology-driven investment management platform, today announced the appointment of Kamal Jafarnia as Chief Legal Officer and General Counsel. With more than 30 years of experience at the intersection of law, compliance, and financial innovation, Jafarnia brings critical expertise to support Vise's mission of revolutionizing the wealth management landscape.

Most recently, Jafarnia served as Co-Founder and General Counsel at Opto Investments, Inc., a fintech platform revolutionizing access to private funds by empowering fiduciaries with technology to confidently invest in private markets. He will continue to maintain his role as an Advisor to Opto Investments in addition to serving as Vise's Chief Legal Officer and General Counsel. Jafarnia previously held the role of General Counsel at Artivest, where he led the company’s successful acquisition by iCapital in 2020.

Throughout his career, Jafarnia has been instrumental in making alternative investment strategies more accessible to retail investors. "Kamal’s extensive experience pioneering the alternative asset space is critical to bringing us closer to our vision of a truly holistic investment solution," said Samir Vasavada, Vise CEO and Co-Founder.

Jafarnia has distinguished himself by building robust compliance frameworks while enabling innovation. His experience includes leadership roles at W. P. Carey and Franklin Square Capital Partners, where he developed a reputation for navigating complex regulatory landscapes.

"At Vise, I see more than groundbreaking technology - I see a culture that reminds me of the early days of tech giants," said Jafarnia. "There's a palpable sense of purpose in every conversation, every decision."

Jafarnia’s appointment reflects Vise’s commitment to maintaining the highest standards of compliance and regulatory excellence as they continue to innovate in the investment management space.

About Vise
Vise is a technology platform that delivers personalized portfolios at scale across nearly every asset class and strategy. The firm’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. Leveraged by leading wealth firms, Vise empowers advisors to provide better investment outcomes while saving advisors’ time, reducing costs, and enabling better client relationships. Vise is headquartered in New York. To learn more about how Vise aims to revolutionize the future of wealth management visit www.vise.com.

Vise AI Advisors, LCC ("Vise") is an investment adviser registered with the U.S. Securities and Exchange Commission. The registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission.

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