What are advisors saying about Wizest?
We think Wizest can transform financial advising for both investors and finance professionals. But, don’t just take our word for it. These are real testimonials from financial advisors, banking executives, and Fintech entrepreneurs.
Three Big Benefits
No Overhead
Some of the best financial advisors operate outside of big financial institutions. But, infrastructure, compliance, and operating costs are significant overhead. Wizest handles this for you, so that you can focus on what you do best.
National Reach
Traditionally, face-to-face advising is limited to the clientele you can meet on-site and in-person. Instead, Wizest gives you access to investor assets from across the entire US. Make your personal brand a national brand.
Extra Income
Use Wizest to supplement, or even replace, your current advising practice. There are no limits to what you can earn through our platform. Getting started is as easy as selecting some of your favorite stocks.
Advisor Compensation

Our investors are looking for a wide array of investment options. There’s room for many advisors and strategies. You’ll be compensated beyond just risk and return—Wizest rewards advisors that make their investors happy. The platform will track your virtual assets under management without any work on your part.

*AUM is virtual. Wizest handles all account management for investors.

About Advising on Wizest

Any financial advisor that has passed the Series 7 and Series 66 exams.

Financial advisors simply create a percentage-based portfolio model; the platform will manage the rest. Make changes as you see fit and write activity posts to keep your investors informed.

Contact us at info@wizestapp.com. Wizest is in the process of creating private label partnerships to offer our experience more widely. We may already be having discussions with your institution. If not, we’d love to start.

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