Wizest

Wizest: Would love guidance? Try Wizest! We make saving and investing simple and approachable. Your future self will thank you!

Wizest is not about gambling. We want to help you get more comfortable with finances, save, and build wealth for your project in life.

Join over 10.5k people who already downloaded the app to save and invest, all in one account, with no minimums.

SAVE:
When opting-in, you will get one of the top high yield rate on your cash balance (10x your typical bank average).

INVEST:
After joining we will share experts and strategies that are a good match for you according to your risk profile. You are free to choose one or more and build your own investment team.
Then, your experts will work on your behalf. And all their model portfolio changes will automatically be applied to you. No need to stress about buying and selling your holdings. Just monitor your progress and make any change you wish to your experts and your allocations to their model portfolios.

LEARN:
At Wizest, we pride ourselves on making saving and investing less intimidating, so everyone feel more confident about finance and their financial decisions. As you follow experts, they will publish posts to explain their moves and comment on the financial market. Also, you get access to an Al solution that select the most relevant news about the holdings you have in your portfolio and ad them to your unique news feed. Lastly, you can visit the "Wizdom" screen in your app to read exclusive educational content and learn more about finances and investing.

ENJOY A FREE TRIAL, before choosing the best subscription option for you:
- Save & Learn: FREE (for the first year), for those who only want the high yield savings without investing, but still being able to follow experts and to access our exclusive and personalized informational and educational content.
- Wizest ONE: $8/month (yearly subscription), for those who want to work with one expert and replicate his/her model portfolio.
- Wizest PLUS: $15/month (yearly subscription), for those who want to build a team of experts that will work for them and split their money between different strategies to diversify or experiment.

To consult our Disclosures, Terms and Conditions, Advisory Agreement, Privacy Policy, Firm Brochure or Client Relationship Summary, please visit our website at www.wizest.com