Wizest

Wizest democratizes access to investment professionals through one-click retail portfolios.

About Wizest

When a user drafts an expert on Wizest, the platform replicates the expert’s virtual portfolio on the user’s behalf, allowing for diversified investment strategies, as well as a learning and engaging experience through its gamified environment. Wizest is an API that integrates into brokerage platform and is currently recognized as SEC and FINRA compliant. Additionally, Wizest is pursuing turn key partnerships and co-branded white labeling opportunities with regional banks.

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Problem statement

Wizest allows retail investors to replicate portfolio’s of CFA and FINRA licensed investment professionals. Wizest democratizes access to financial advice, making investing as easy as selecting a trusted expert in TaskRabbit or building a team in Fantasy Football.

Traction information

1,000 Beta Users (Pre-Revenue)
gBeta Cleveland Accelerator Spring Cohort
Featured in Forbes as a Robinhood Alternative
Money 20/20 Top 100 Fintech Startup of the Year

Updates

Profile created.
Added over 2 years ago
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