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.
I love this analogy with fantasy football! And, if I don’t have to worry about compliance or overhead, that’s a game changer.
Financial AdvisorOne of the Largest Financial Planning Firms in US
This is the solution for me to continue living my passion, to provide support and coaching for everyone, not only my friends and family. And, I get paid for it!
Retired Financial Advisor
Given the emotional attachment to money, the need for human and expert validation, I think that this model is the right one. Better than pure robo-advising.
ExecutiveRobinhood
I love the idea and will participate as an advisor. I know others that, for sure, will be interested in participating, as well.
Head of Discretionary & Portfolio ManagementInternational Private Banking institution
This model is a revolution. Completely changes how financial advisors would work. It's convenient and gives all clients the same opportunities as high-net-worth individuals.
Director of InvestmentsFastest Growing Community Bank in the Country
Thinking about investing solutions, this is the best concept I’ve heard in the last 3 years.
Executive Chairman of the BoardCloud-based Core Banking System
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