Insights

Financial Optimization Solution WizeFi offers a proprietary system that optimizes financial decisions and cash flow management. This solution empowers users to reduce spending waste by $400/month, eliminate debt 78% faster, and retire 12 years earlier. Such concrete benefits can be highlighted to potential customers struggling with financial management challenges.

Market Gap Addressed WizeFi addresses a significant market gap by helping individuals navigate complex financial choices and achieve financial freedom effectively. This unique focus on empowering people to secure their financial future by making 'wise' decisions presents a compelling value proposition in a market saturated with generic financial advice.

Technology-Driven Approach With a tech stack including tools like Microsoft Clarity, WordPress, and Intercom, WizeFi leverages technology to simplify financial complexities for users. This tech-driven approach showcases the company's commitment to innovation and can resonate well with tech-savvy audiences seeking modern solutions.

Early Retirees Target Given WizeFi's capability to accelerate financial independence and early retirement by 12 years, the company is strategically positioned to attract individuals aiming to retire earlier and enjoy financial freedom. This aspect can be leveraged in sales pitches to target demographics aspiring for early retirement.

Competitive Differentiation In a landscape with competitors like Vestwell and RightCapital, WizeFi's unique proposition of simplifying financial complexity and enabling users to make confident financial decisions sets it apart. Highlighting this differentiation can help the company stand out and attract customers seeking personalized financial solutions.

WizeFi Tech Stack

WizeFi uses 8 technology products and services including Microsoft Clarity, WordPress, LottieFiles, and more. Explore WizeFi's tech stack below.

  • Microsoft Clarity
    Analytics
  • WordPress
    Content Management System
  • LottieFiles
    Design
  • Intercom
    Live Chat
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Apache HTTP Server
    Web Servers

Media & News

WizeFi's Email Address Formats

WizeFi uses at least 1 format(s):
WizeFi Email FormatsExamplePercentage
First@wizefi.comJohn@wizefi.com
50%
First@wizefi.comJohn@wizefi.com
50%

Frequently Asked Questions

Where is WizeFi's headquarters located?

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WizeFi's main headquarters is located at San Luis Obispo, CA 93401 US. The company has employees across 2 continents, including North AmericaEurope.

What is WizeFi's official website and social media links?

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WizeFi's official website is wizefi.com and has social profiles on LinkedInCrunchbase.

How much revenue does WizeFi generate?

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As of May 2025, WizeFi's annual revenue reached $1.8M.

What is WizeFi's NAICS code?

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WizeFi's NAICS code is 5112 - Software Publishers.

How many employees does WizeFi have currently?

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As of May 2025, WizeFi has approximately 10 employees across 2 continents, including North AmericaEurope. Key team members include Chief Technology Officer: N. J.Ceo/Co-Founder: S. A.Co-Founder: J. A.. Explore WizeFi's employee directory with LeadIQ.

What industry does WizeFi belong to?

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WizeFi operates in the Software Development industry.

What technology does WizeFi use?

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WizeFi's tech stack includes Microsoft ClarityWordPressLottieFilesIntercomPHPYoast SEOBootstrapApache HTTP Server.

What is WizeFi's email format?

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WizeFi's email format typically follows the pattern of . Find more WizeFi email formats with LeadIQ.

When was WizeFi founded?

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WizeFi was founded in 2022.
WizeFi

WizeFi

Software DevelopmentCalifornia, United States2-10 Employees

WizeFi's mission: 
We’re on a mission to help a million people reach financial freedom. 
 
Why: 
We believe that most people living their ideal lifestyle will want to also help make the world around them a better place. We believe that if we empower millions of people to do just that, we might actually change the world.
 
Problem: 
The financial system includes algorithms that cause people to spend all of their money, and even money they haven't yet earned (hello debt). 

Making the most of your money is complex with many choices. Knowing whether a financial choice complements or competes with your ability to achieve financial freedom is necessary for making "wise" financial choices. (hello WizeFi)

There are 4 places your paycheck ends up–assets, debts, expenses, and insurance. All of these areas have complicated questions such as: how much should I invest? When should I invest? What debts should I pay off first How much should I spend on food, housing, entertainment, etc? How will my net worth be affected if I purchase this house or that house? The list goes on, but the point is clear. Making the most of your money is complex.

The results of the problem:
$17T in consumer debt and 68% of Gen-Xers planning to delay retirement because they can't afford to retire. The average American needs approximately $740,000 to retire. Despite having earned about $1.5 million in their working years (1972-2022), 85% have less than $500k and 50% less than $100k. However, with WizeFi, these same people could have entered retirement with more than $1.5 million!
 
Solution: 
WizeFi uses a proprietary system for optimizing money. Financial decisions and cash flow management are no longer complex.

The results of our solution are users that:
- Reduce waste in spending by $400/mo
- Eliminate debt 78% faster
- Accelerate financial independence age by 12 years (retire earlier)

Section iconCompany Overview

Headquarters
San Luis Obispo, CA 93401 US
Website
wizefi.com
NAICS Code
5112 - Software Publishers
Founded
2022
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    WizeFi's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    WizeFi's revenue is in the range of $10M

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