Insights

Innovative Investment Platform Wizest offers a next-generation investment trading platform that democratizes access to the stock market through technology-driven features like copying expert portfolios and performance leaderboards, indicating a strong appeal to tech-savvy retail investors seeking modern investment solutions.

Recent Funding Success With a $1.7 million seed round led by local investors including JumpStart Ventures and North Coast Ventures, Wizest demonstrates solid initial financial backing and investor confidence, presenting opportunities for partnerships, integrations, or strategic collaborations.

Growing Market Presence Having been covered by major outlets like Crain's Cleveland, and led by notable industry figures on its advisory board, Wizest is positioning itself as a credible and innovative player in the financial technology sector, ideal for outreach to potential business partners or institutional clients.

Targeting Tech-Savvy Investors The company's focus on leveraging advanced analytics, social media engagement, and user-friendly features makes it attractive to digitally native investors, suggesting opportunities to develop targeted marketing campaigns or expand into educational and community-building initiatives.

Market Expansion Potential Wizest's relatively small team and revenue position it as an agile player with growth potential, especially as the company scales its platform and user base, creating sales opportunities with financial advisors, fintech collaborators, and enterprise integrations that align with its innovative approach.

Wizest Tech Stack

Wizest uses 8 technology products and services including HubSpot Analytics, Facebook Pixel, Cloudflare CDN, and more. Explore Wizest's tech stack below.

  • HubSpot Analytics
    Analytics
  • Facebook Pixel
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Google Domains
    Domain Name Services
  • YouTube
    Video Players
  • Google Search Console
    Web Analytics
  • Jetpack
    Web Platform Extensions

Wizest's Email Address Formats

Wizest uses at least 2 format(s):
Wizest Email FormatsExamplePercentage
First@wizestapp.comJohn@wizestapp.com
100%
First@wizest.comJohn@wizest.com
67%
First.Last@wizest.comJohn.Doe@wizest.com
33%

Frequently Asked Questions

Where is Wizest's headquarters located?

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Wizest's main headquarters is located at Cleveland, Ohio United States. The company has employees across 1 continents, including North America.

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

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Wizest's official website is wizest.com and has social profiles on LinkedInCrunchbase.

What is Wizest's NAICS code?

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Wizest's NAICS code is 52 - Finance and Insurance.

How many employees does Wizest have currently?

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As of March 2026, Wizest has approximately 4 employees across 1 continents, including North America. Key team members include Founder & Ceo: A. T.Co-Founder: J. M.Investment Specialist: J. H.. Explore Wizest's employee directory with LeadIQ.

What industry does Wizest belong to?

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Wizest operates in the Financial Services industry.

What technology does Wizest use?

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Wizest's tech stack includes HubSpot AnalyticsFacebook PixelCloudflare CDNCloudflareGoogle DomainsYouTubeGoogle Search ConsoleJetpack.

What is Wizest's email format?

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

How much funding has Wizest raised to date?

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As of March 2026, Wizest has raised $1.7M in funding. The last funding round occurred on Nov 01, 2021 for $1.7M.

When was Wizest founded?

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Wizest was founded in 2019.

Wizest

Financial ServicesOhio, United States2-10 Employees

Described by Forbes as “far more authentic than Robinhood will ever be,” Wizest is the next-generation investment trading platform. Our technology is democratizing access to the stock market.
Build a team of financial Experts to invest on your behalf by copying their portfolios in one click. Optimize with performance leaderboards, pick Experts that you relate to and align with your values, then learn why they make their trades in your news feed. There’s no limit to the expertise at your fingertips!

Section iconCompany Overview

Headquarters
Cleveland, Ohio United States
Website
wizest.com
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
2-10

Section iconFunding & Financials

  • $1.7M

    Wizest has raised a total of $1.7M of funding over 2 rounds. Their latest funding round was raised on Nov 01, 2021 in the amount of $1.7M.

  • $1M$10M

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

Section iconFunding & Financials

  • $1.7M

    Wizest has raised a total of $1.7M of funding over 2 rounds. Their latest funding round was raised on Nov 01, 2021 in the amount of $1.7M.

  • $1M$10M

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

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