Wizest

HQ Address

Cleveland, Ohia, United States

Website Address

wizest.com/

Connect with Wizest
Business introduction

Investing and Saving Made Simple

Introducing Wizest! The investing app where investing is accessible to everyone. Follow and replicate expert portfolios and invest like the 1%

Founded in 2019 by a team of bankers, MIT alumni, and fintech engineers, Wizest was highlighted in Forbes as a promising solution for investors. Instead of navigating the markets alone, Wizest empowers users to build their investment portfolios by following one or more financial professionals. Wizest has removed the friction from the investing experience and greets its users with a simple, easy-to-use interface rather than a complicated financial dashboard.

Before Wizest, financial experts and their investment strategies were limited to high-net-worth individuals. By providing users with access to these strategies, Wizest intends to make investing more accessible to those who are apprehensive about participating in the market. The solution is available as a flagship consumer product and can also be white-labeled for financial institutions which lack a digital wealth management offering.

Wizest Solutions

Wizest

Today, over 50% of Americans are not investing in the stock market. Many see it as complicated, intimidating, and lastly–boring. Wizest wants to make investing more accessible, engaging, and consistent with today’s consumer expectations. Earn. Depending on their appetite for risk, new investors can anticipate returns between 3% and 16%, net of......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login