Ohio, IL, USA · Dallas, TX, USA


Finance · Information Technology · Lending and Investments


1 - 10 employees


Pre Seed

founded in


Most professionals recognize that investing is a key part of wealth building. Free trading apps are great–but many users don’t feel confident trading and analyzing securities themselves. Want the advice of an expert? Financial institutions generally do not offer advising services to those with less than $100k in capital. Wizest democratizes access to these experts with a platform that enables new investors to draft their own team of financial advisors, making it as easy as fantasy football. For each financial advisor that you choose, Wizest replicates their portfolio on your behalf.

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