About Wizest
Wizest is a Technology company based in Cleveland (United States) founded in 2019 by Axel Thibon. It operates as an online copy trading platform for the financial market. Wizest has raised $1.7 million across 1 funding round from investors including JumpStart Ventures, North Coast Ventures and Aperture Venture Partners. Its chief executive is Axel Thibon. Wizest offers products and services including Wizest App, High-Yield Savings, and Portfolio Replication. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Stocks. Its legal entity is Wizest Inc. Its competitors include eToro, CommonStock, Covestor, Finary and dub and 5 more; 10 of its 10 listed competitors have raised funding.
Company details
Wizest was founded in 2019 in Cleveland, United States, as an online platform in the financial sector. Copy trading is facilitated, allowing investors to replicate portfolios from financial experts. Users are permitted to assemble teams of advisors for virtual portfolios, investment strategies, and educational resources. Operations occur via a game-based interface, supporting learning and strategy development in financial markets.
- Headquarters Cleveland, United States
- Founders Axel Thibon
- SectorsTechnology
- Email••••••••
- Website wizest.com
- Social LinkedIn X Facebook
- Legal Name Wizest Inc
- Total Equity Funding$1.7M (USD)
in 1 rounds
- Latest Funding Round$1.7M (USD), Seed
Jun 2022
- InvestorsJumpStart Ventures
& 2 more
Products & Services of Wizest
Wizest offers a comprehensive portfolio of products and services, including Wizest App, High-Yield Savings, and Portfolio Replication.
App for high-yield savings and replicating expert portfolios.
Account offering boosted interest rates on cash balances.
Feature to copy strategies from vetted financial experts.
Apps and channels of Wizest
Wizest publishes 2 mobile apps with over 1K+ downloads.
Funding Insights of Wizest
Wizest has successfully raised a total of $1.7M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.7 million completed in June 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.7M
- Total Rounds 1
- Last Round Seed — $1.7M
- First Round $1.7M
(Jun 2022)
- Investors Count 3
All 1 funding rounds of Wizest with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2022 | $1.7M | Seed | – | Aperture Venture Partners |
3 investors in total: 3 institutional.
Investors in Wizest
Wizest has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include JumpStart Ventures, North Coast Ventures and Aperture Venture Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital funding is provided to tech startups by JumpStart Ventures. | – | jumpstart.vc | Cleveland, United States | |
Early-stage capital is provided for SaaS startups by North Coast Ventures. | – | northcoast.vc | - | |
A healthcare-focused investment firm supporting innovative company growth. | – | aperturevp.com | - |
Investor details for Wizest
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wizest
3 people are tracked at Wizest (1 in leadership, 1 in board & advisors, 1 in team).
| Name | Role | Group |
|---|---|---|
Axel Thibon | Founder & CEO | Leadership |
Karl Roessner | Advisor | Board & advisors |
Jad J. Hoche, CFA, FRM, MBA | Expert / Portfolio Manager | Team |
Complete people profiles for Wizest
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Wizest
2 dated milestones of Wizest across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Wizest is founded.
- Funding First funding round of $1.7M.
Competitors of Wizest
Wizest has 10 listed competitors in our database, 10 of them funded. They include eToro, CommonStock, Covestor, Finary and dub, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| etoro.com | 2007 | Tel Aviv, Israel | $422.94M | – | Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | |
| commonstock.com | 2001 | San Francisco, United States | $36.5M | – | Platform to invest in stock market in a group | |
| covestor.com | 2005 | London, United Kingdom | $28.11M | 10 | Social trading platform for stocks | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| dubapp.com | 2021 | New York, United States | $45M | – | Online platform for portfolio management | |
| follow.co | 2021 | San Francisco, United States | $9M | – | Platform for financial influencers to share their investment commentary directly with their followers and fans | |
| afterhour.com | 2022 | San Francisco, United States | $4.5M | 5 | App-based social trading platform | |
| covey.io | 2020 | New York, United States | $2.5M | – | An investment community is operated for market-beating insights. | |
| rainplatforms.com | 2018 | Austin, United States | $2.01M | – | Automated social investing and trading platform is provided for users. | |
| instavest.com | 2014 | San Francisco, United States | $1.82M | – | A collaborative network for investing. |
Detailed competitors of Wizest
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wizest
The website of Wizest (wizest.com) receives about 1.5K visits a month.
- Monthly visits1.5K
▼ 68.9% vs previous month
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Wizest (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Frequently Asked Questions about Wizest
Wizest was founded in 2019 and raised its 1st funding round 3 years after it was founded.
Wizest is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.
Axel Thibon is the current CEO of Wizest. They have also founded this company.
Wizest is a funded company, having raised a total of $1.7M across 1 funding round to date. The company's 1st funding round was a Seed of $1.7M, raised on Jun 2022.
Wizest was founded in 2019 in Cleveland, United States, as an online platform in the financial sector. Copy trading is facilitated, allowing investors to replicate portfolios from financial experts. Users are permitted to assemble teams of advisors for virtual portfolios, investment strategies, and educational resources. Operations occur via a game-based interface, supporting learning and strategy development in financial markets.
Wizest offers Wizest App, High-Yield Savings, and Portfolio Replication.
Wizest has 3 investors. Key investors include JumpStart Ventures, North Coast Ventures, and Aperture Venture Partners.
Wizest operates through Wizest Inc.
Yes. Wizest publishes Wizest–Invest with Experts and 1 more app, with over 1,000 downloads.