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WizeFi
AddedFeb 18, 2024
UpdatedJun 18, 2026
WizeFi

WizeFi

Seed

WizeFi: A next-gen personal finance app offering financial advisory to optimize and grow wealth.

HQ
San Luis Obispo, CA, US
Founded
2017
Overview
Compare
Fundraising
Employees
Website

WizeFi is a fintech company focused on personal finance management and wealth optimization. The firm offers a web and mobile app designed to help users develop money skills and achieve financial freedom more efficiently. WizeFi's primary focus is on providing financial advisory services through its digital platform.

The company's app features money organizing tools, which help users strategically categorize their finances. WizeFi's unique value proposition lies in its ability to accelerate the journey to financial freedom, offering users a comprehensive solution for managing and growing their wealth. The platform aims to educate and empower individuals to make informed financial decisions and optimize their net worth.

WizeFi - Similar Companies

Whatifi Financial logo

Whatifi Financial

Fisecal logo

Fisecal

fisecal.com

FinFit logo

FinFit

finfit.com

WizeFi - Quick Facts

Who are WizeFi's competitors?

Companies similar to WizeFi include Whatifi Financial, Fisecal and FinFit.

When was WizeFi founded?

WizeFi was founded in 2017.

Where is WizeFi's headquarters located?

WizeFi's headquarters is located in San Luis Obispo, CA, US.

How much has WizeFi raised to-date?

As of Aug 2, 2021, WizeFi has raised a total of $255k (USD).

How many employees does WizeFi have?

WizeFi has 10 employees as of Feb 4, 2024.

WizeFi - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services