Short article explaining why a model like Wizest could be great
The looming advisor shortage in US wealth management
Apex Clearing Company Highlights: Wizest
Fireside Chat Video: Ron Shelvin (Chief Research Officer, Fintech, at Cornerstone), Bill Capuzzi (CEO, Apex) and Axel Thibon (CEO Wizest)
Video from our ambassador, F1/Indycar driver Romain Grosjean
The Coming Rise In Collaborative Investing And The Anti-Robinhoods
The GameStop Aftermath: The Rise Of The Anti-Robinhoods



Short article explaining why a model like Wizest could be great

The looming advisor shortage in US wealth management

Fireside Chat Video: Ron Shelvin (Chief Research Officer, Fintech, at Cornerstone), Bill Capuzzi (CEO, Apex) and Axel Thibon (CEO Wizest)

Video from our ambassador, F1/Indycar driver Romain Grosjean

The Coming Rise In Collaborative Investing And The Anti-Robinhoods

The GameStop Aftermath: The Rise Of The Anti-Robinhoods

Articles and videos about Wizest 

Many people, like young professionals, women and minoritiesstruggle with financial stress and first steps in wealth building: lack of knowledge, support, and affordable solutions to save and invest. Wizest makes saving and investing simple and accessible to all

Why Wizest?

Wizest is an SEC Registered Investment Advisory firm, with bank level security and funds protected up to $500,000 (SPIC insured).
Wizest is a saving and investing platform. Users can follow and invest in vetted financial experts by replicating their portfolios. The process is transparent and builds financial literacy along the way.
Our upcoming high-interest savings account offers both great interest with peace of mind along with excellent protection. Funds are safeguarded up to $5,000,000 (FDIC insured).



Wizest is an SEC Registered Investment Advisory firm, with bank level security and funds protected up to $500,000 (SPIC insured).

Wizest is a saving and investing platform. Users can follow and invest in vetted financial experts by replicating their portfolios. The process is transparent and builds financial literacy along the way.

Our upcoming high-interest savings account offers both great interest with peace of mind along with excellent protection. Funds are safeguarded up to $5,000,000 (FDIC insured).

What is Wizest?

Wizest explained in less than 2min
Wizest one pager



Is there a short video or a one pager to explain Wizest and have a tour of the solution?

Wizest is led by a team of banking, finance and technology experts. 
Wizest's team is very diverse. Our co-founders are identified as Latino/Hispanic, Cuban American and Immigrants from different origins: Haiti, Philippines, Spain and France.
Also, we have the backing of industry leaders like Karl Roessner (CEO, Vestmark & E*Trade), APEX Clearing (backend provider for Ally, Betterment, Robinhood…), and top VCs like Aperture.

Wizest is led by a team of banking, finance and technology experts. 

Wizest's team is very diverse. Our co-founders are identified as Latino/Hispanic, Cuban American and Immigrants from different origins: Haiti, Philippines, Spain and France.

Also, we have the backing of industry leaders like Karl Roessner (CEO, Vestmark & E*Trade), APEX Clearing (backend provider for Ally, Betterment, Robinhood…), and top VCs like Aperture.

Who is Wizest?

8000+ app downloadd (after different test campaigns, we are able to get a app download cost below $4).
1000+ registrations and 350+ fully onboarded users.
15 portfolios.
B2B/B2B2C partnerships, including the NBA Team of the Cleveland Cavaliers, offering Wizets to their employees.
Wizest was selected to be part of the 2024 cohort of MassChallenge Fintech. The corporate partner that chose Wizest to work on a collaboration and pilot is MassMutual.
Employee benefit case: after launching during the summer 2023 Wizest with the Cleveland Cavaliers, we have now more employees registered with Wizest than using all other voluntary benefits. We could reasonably target 10-15% of employees to register with Wizest, which unlock a huge potential for our B2B/B2B2C model.

8000+ app downloadd (after different test campaigns, we are able to get a app download cost below $4).

1000+ registrations and 350+ fully onboarded users.

B2B/B2B2C partnerships, including the NBA Team of the Cleveland Cavaliers, offering Wizets to their employees.

Wizest was selected to be part of the 2024 cohort of MassChallenge Fintech. The corporate partner that chose Wizest to work on a collaboration and pilot is MassMutual.

Employee benefit case: after launching during the summer 2023 Wizest with the Cleveland Cavaliers, we have now more employees registered with Wizest than using all other voluntary benefits. We could reasonably target 10-15% of employees to register with Wizest, which unlock a huge potential for our B2B/B2B2C model.

What has been Wizest's traction so far?

Wizest puts financial success within reach via a simple subscription model. Base pricing goes from $3/month for our save an learn option, to $10/month for Wizest One (users can replicate one expert portfolio) and $20/month for Wizest Plus (users can replicate multiple expert portfolios)
With our B2B/B2B2C model we are charging base access and maintenance fees to our partners. We can also add a revenue share component to build a win-win relationship with our partners.



Wizest puts financial success within reach via a simple subscription model. Base pricing goes from $3/month for our save an learn option, to $10/month for Wizest One (users can replicate one expert portfolio) and $20/month for Wizest Plus (users can replicate multiple expert portfolios)

With our B2B/B2B2C model we are charging base access and maintenance fees to our partners. We can also add a revenue share component to build a win-win relationship with our partners.

How do Wizest make money?

Inclusive and collaborative solution with high level of human support.
3-in-1 solution - high interest saving, investing, and financial education – with no minimums and funds availability.
Competitive annualized returns. As of end of August 2023: YTD annualized return up to 65% and over 10% for the majority of the expert portfolios.
Transparent and straightforward user experience.
Complement or alternative to retirement plans: if not available or not eligible, if shorter term goals, or if want to do more.

Inclusive and collaborative solution with high level of human support.

3-in-1 solution - high interest saving, investing, and financial education – with no minimums and funds availability.

Competitive annualized returns. As of end of August 2023: YTD annualized return up to 65% and over 10% for the majority of the expert portfolios.

Transparent and straightforward user experience.

Complement or alternative to retirement plans: if not available or not eligible, if shorter term goals, or if want to do more.

What is Wizest value for consumers?

Retention tool for employers: better financial support for employees, and a more inclusive solution (no eligibility restrictions). Meets requirements to comply with the new Secure Act 2.0. Wizest could be an indeal partner for Employers, Benefits Brokers, HR system provider, PEOs, Professional Associations, or Freeelance Platform
Business developement opportunity for financial institutions: new cross-selling opportunity to attract and retain a new an wider audience, mitigate deposit flights, unlock non-interest income via a revenu share model, and position the partner institution as the preferred advisor resulting in stickier relationships. Wizest could be an ideal partner for Banks, Credit-Unions, Fintechs, Specialty Finance and Insurance companies.
Cost-effectiveness: low access fee and revenue share options. For instance, save up to $500 per year and per employee compared to a 1% 401k match.

Retention tool for employers: better financial support for employees, and a more inclusive solution (no eligibility restrictions). Meets requirements to comply with the new Secure Act 2.0. Wizest could be an indeal partner for Employers, Benefits Brokers, HR system provider, PEOs, Professional Associations, or Freeelance Platform

Business developement opportunity for financial institutions: new cross-selling opportunity to attract and retain a new an wider audience, mitigate deposit flights, unlock non-interest income via a revenu share model, and position the partner institution as the preferred advisor resulting in stickier relationships. Wizest could be an ideal partner for Banks, Credit-Unions, Fintechs, Specialty Finance and Insurance companies.

Cost-effectiveness: low access fee and revenue share options. For instance, save up to $500 per year and per employee compared to a 1% 401k match.

What is Wizest value for its B2B/B2B2C partners?

Wizest brings a new collaborative approach to investing, providing an answer to users not properly served by current investing solutions, and participating to close existing gaps, like the gender gap.
Wizest was  recently heralded in Forbes as an “anti-Robinhood” solution
For its users, Wizest is the only solution where you can choose and invest with multiple financial experts/advisors
Then, Wizest offers a unique mix of investing, learning and social experience, making investing more approachable and in sync with today’s consumer behaviors. 
Our upcoming high-interest savings account offers both great interest with peace of mind along with excellent protection. Funds are safeguarded up to $5,000,000 (FDIC insured)
Finally, and unlike competitors, Wizest plan to grow leveraging collaboration and B2B/B2B2C partnerships with other financial institutions to offer Wizest through them.

Wizest brings a new collaborative approach to investing, providing an answer to users not properly served by current investing solutions, and participating to close existing gaps, like the gender gap.

Wizest was  recently heralded in Forbes as an “anti-Robinhood” solution

For its users, Wizest is the only solution where you can choose and invest with multiple financial experts/advisors

Then, Wizest offers a unique mix of investing, learning and social experience, making investing more approachable and in sync with today’s consumer behaviors. 

Our upcoming high-interest savings account offers both great interest with peace of mind along with excellent protection. Funds are safeguarded up to $5,000,000 (FDIC insured)

Finally, and unlike competitors, Wizest plan to grow leveraging collaboration and B2B/B2B2C partnerships with other financial institutions to offer Wizest through them.

What is Wizest's competitive advantage?

Wizest is an SEC Registered Investment Advisory firm, with bank level security and invested funds protected up to $500,000 (SPIC insured).
Our upcoming high-interest savings account also offers an excellent protection. Funds are safeguarded up to $5,000,000 (FDIC insured).

Wizest is an SEC Registered Investment Advisory firm, with bank level security and invested funds protected up to $500,000 (SPIC insured).

Our upcoming high-interest savings account also offers an excellent protection. Funds are safeguarded up to $5,000,000 (FDIC insured).

Is Wizest subject to any regulatory registration and are my funds in Wizest insured and protected?

Yes, experts are compensated from the value they bring to the platform and their follower base. They get a base compensation with a decreasing schedule while they are building their follower base. Then, they get compensated for each follower that is replicating their portfolio(s). This compensation is adjusted in function of two main levers to ensure that the incentives for experts and investor users are aligned: the better the reviews from their followers, the higher the compensation, and the loewr the risk level of the portfolio, the higher the compensation, so experts focus on offering the best balance between risk and return to help their follower to build long term wealth. 

Are experts compensated?

Wizest is live and anyone can download the app in the App Store or Google Play Store.  
Also, if not offered yet by your employer or your bank, do not hesitate to mention Wizest, as we are building partnerships to make Wizest even more accessible.

Wizest is live and anyone can download the app in the App Store or Google Play Store.  

Also, if not offered yet by your employer or your bank, do not hesitate to mention Wizest, as we are building partnerships to make Wizest even more accessible.

Where can I find Wizest? 

https://www.canapi.com/insight/the-wealth-management-opportunity-for-banks





Is there a real opportunity to partner with Financial Institutions?

Axel Thibon

William Estoque

Lazaro Gonzalez

Jeffrey Memnon

Head of Investments

Rafael Alvarez Vallina

Aperture VC

Karl Roessner

Julio Gonzalez Arrivillaga

Mike Kinton

APEX Clearing

North Coast Ventures

Jennifer Byrne

Ron Shevlin

Jumpstart Ventures

KJ Singh

Alan Lazowski

Steve Potash

Helen Chang

Wizest makes saving and investing simple for all. Heralded in Forbes as an “anti-Robinhood”, users can follow, learn and invest with vetted experts, replicating their portfolios. Wizest is SEC registered and backed by the former E*Trade CEO, eBay CMO, ApexClearing, and VCs, like Aperture. Wizest is available directly or via partners like the NBA Cavaliers, and now also working with MassMutual. 

Financial Wellness for All - Investing Made Simple

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