Insights

Financial Accessibility WizeFi's focus on simplifying complex financial decisions and helping users achieve early retirement presents a valuable opportunity to target individuals seeking accessible and effective financial planning tools, especially those with limited financial literacy or who are underserved by traditional financial services.

Retirement Preparedness With a proven track record of enabling users to accelerate their retirement age by 12 years and increase retirement savings, WizeFi appeals to middle-aged professionals and pre-retirees aiming to improve their financial security, making them prime prospects for expanded financial wellness solutions.

Debt Reduction Focus The company’s success in helping users eliminate debt 78% faster suggests strong potential for upselling additional debt management or credit optimization services to individuals and households struggling with high levels of consumer debt.

Technology Stack Appeal Leveraging a modern tech stack with cloud infrastructure and user-friendly design tools positions WizeFi as a scalable platform, providing opportunities to offer integration or API services to financial institutions looking to enhance their own digital offerings.

Market Alignment WizeFi operates within a competitive landscape targeting millions of Americans with significant debt and retirement shortfalls, indicating a large market segment that can be expanded through strategic partnerships, targeted marketing, and product enhancements tailored to different financial literacy levels.

WizeFi Tech Stack

WizeFi uses 8 technology products and services including Amazon Web Services, Beaver Builder, Font Awesome, and more. Explore WizeFi's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Beaver Builder
    Content Management System
  • Font Awesome
    Font Scripts
  • Braintree
    Payment Processing
  • TypeScript
    Programming Languages
  • Tailwind CSS
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • Apache
    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.

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 October 2025, WizeFi has approximately 9 employees across 2 continents, including North AmericaEurope. Key team members include Chief Technology Officer: J. F.Chief Technology Officer: N. J.I Organize Your Money In 8 Categories To Grow Your Net Worth: D. W.. 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 Amazon Web ServicesBeaver BuilderFont AwesomeBraintreeTypeScriptTailwind CSSBootstrapApache.

What is WizeFi's email format?

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

When was WizeFi founded?

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WizeFi was founded in 2022.

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

  • $1M$10M

    WizeFi's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    WizeFi's revenue is estimated to be in the range of $1M$10M

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