visiWealth was founded by Chief Creative Officer, Dr. Ross Riskin (Former Tax Professor and CFP/ChFC Program Director at the American College of Financial Services and Former Chief Learning Officer for the Investments and Wealth Institute). After spending nearly a decade working with and educating diverse groups of clients, students, advisors, and other financial professionals, Dr. Riskin came to the realization of something - regardless of the audience, using quality visuals was the most effective way to simplify complex concepts and drive engagement.

In 2022, visiWealth hit the market making visual resources available to the advisor community, was placed into the AdvisorTech category of advice engagement, and was highlighted early on by industry experts, Michael Kitces and Bob Veres, as a solution for advisors looking for visual content to use in conversations with clients and prospects.

We strongly believe that advisors who focus on educating clients are really focused on helping others understand. Those who understand are more likely to follow advice or act on recommendations provided by others. When following advice leads to positive outcomes, advisor trust and appreciation levels rise.