Opto Co-Founder Joins Vise to Lead Expansion of Total Portfolio Solution for RIA Aggregators
Tech-driven investment management platform Vise 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, Vise said that Jafarnia brings expertise to support its “mission of revolutionizing the wealth management landscape.”
Headquartered in New York, Vise is a technology platform that delivers personalized portfolios at scale across nearly every asset class and strategy. Leveraged by leading wealth firms, Vise said it empowers advisers to provide better investment outcomes while saving them time, reducing costs, and enabling better client relationships.
Most recently, Jafarnia served as co-founder and general counsel at Opto Investments Inc., a fintech platform expanding access to private funds by empowering fiduciaries with technology to confidently invest in private markets. He will continue to maintain his role as an adviser to Opto Investments in addition to his new responsibilities at Vise. Jafarnia previously held the role of general counsel at Artivest, where he led the company’s acquisition by iCapital in 2020.
“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, chief executive officer and co-founder of Vise.
According to Vise, 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.”
The company said 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.
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