Axel Thibon
South Euclid, OH (USA)
Role(s):
C-Level Executive (CEO, CFO, etc.)
Wizest
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Startup
Location:
Cleveland
Industry:
Finance
Year Founded:
2019
Number Employees:
1-10 people
Business Stage:
Creation/Idea
Entity Type:
"C" Corporation
Description:
Wizest is an investing platform that democratizes access to financial advisors, making investing as easy as building a team in fantasy football or selecting a trusted expert in Task Rabbit.
Today, over 50% of American are not investing in the stock market. It’s key to wealth building, but it’s complex & intimidating. So, where to start? What to buy or sell in Robinhood with no finance background? How to get an advisor if I don’t have at least $100k?
Instead of trying to navigate financial markets by yourself, Wizest encourages you to follow financial advisors. As a user, you can draft your own team of advisors. For each chosen advisor, Wizest replicates their portfolio on your behalf. You are investing with people, not in stock. Wizest has embraced gamification to drive learning experience and user engagement. Users can learn how to invest with our simulator, through their advisor postings to explain their moves, or from our educational material. We also offer leaderboards, contests, and reward programs, to create an experience that's consistent with today’s consumer behavior.
Wizest is available directly, but also through our B2B2C partners, like community banks, credit unions, wealth management firms and more
Founded in 2019 as a Delaware C-Corp, Wizest had a coupe of victories in startup competitions, graduated from the gBeta accelerator program in Cleveland and has been recognized as one of Money 20/20’s top 100 Fintech start-ups of the year. Lastly, Wizest is now live with our closed beta users and 1,000 early signups.