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Invest through your own team of financial experts1-10 Employees
  • B2C
  • Early Stage
    Startup in initial stages
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Wizest careers

Invest through your own team of financial experts
Wizest is a new kind of investing platform that democratizes access to financial expert. Users can build their own team of experts to invest on their behalf. Instead of picking stocks, users pick experts–making investing easy and approachable–almost like fantasy football. For each chosen expert, Wizest replicates their portfolio for you, allowing to diversify your investments while learning. Wizest is going after a $64B market of young professionals that are not comfortable navigating the financial markets by themselves.
We are a team of alumni from MIT, Visa, Amazon, that previously launched a neobank. We are backed by industry veterans like Karl Roessner, former CEO at E*Trade , and by ApexClearing, top digital clearing and custody engine, both investing in Wizest. Finally, with over 1300 signups, and several B2B2C partnership opportunities, Wizest is now transitioning from its beta simulator to a full trading capability app.
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William J. Littlefield II
Avatar for William J. Littlefield II
Co-founder, President, & CTO @Wizest. Former Founder & CEO at brick-and-mortar flash sale startup, Savrtooth. Past engineer @Visa, @Southwest Airlines. Academic philosopher, studied at University of Amsterdam, CWRU. Digital nomad. Former athlete.
Laz Gonzalez
Avatar for Laz Gonzalez
Results-driven marketing leader | Growth strategist | Scaling startups with AI & data-driven demand gen | Relentless execution
Rafael Alvarez
Avatar for Rafael Alvarez
MBA Student - Class of 2012 at MIT @MIT Sloan School of Management School of Management
Avatar for Axel Thibon
CEO/Founder at Wizest. MIT Sloan MBA Previously Head of strategy/transformation in Banking Launched a Direct Bank from scratch
Valuation

$10M

Funded over

1 round

Latest round

Pre-Seed (Mar 2022)

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