Tag Archives: investment

Wizest: The next-generation investment trading platform @ CES 2022

Wizest Investment AssistanceDo you want to invest in the stock market but don’t know where to start? Trying to understand the ins and outs of the market can be difficult. How do you know what stocks are going to do well, and which are going to fail? unless you’re a full-time investor, you can’t possibly keep track of every trend and stock on the market. That’s where Wizest comes in – giving you a closer look into stocks, bonds, and more.

What is Wizest?

Wizest is the next-generation investment trading platform that empowers anyone to pick their own team of financial experts to invest on their behalf. Wizest gives you access to the returns of the stock market, and allows you to put your dollars toward renewables, minority-managed portfolios, and high-tech companies – all with just a few clicks.

You can browse through professional investors to find the ones that match your interests and investment style. If you’re risky, you can find a guide who is as well. If you’re into medical technology stocks, select advisors who are following medical tech.

How does Wizest work?

Wizest takes all of the guesswork out of investing. In one easy newsfeed, learn from the best as financial experts describe their trades and explain their investment strategy. It’s like having a private researcher looking out for your interests, values, and goals.

With Wizest’s user-friendly interface, you can find top performers, experts that align with your values, or traditional retirement and growth strategies in minutes. Wizest is the only investment platform that offers you this level of choice and transparency.

Of course, all investment advice is just that – advice. You are never required to follow any information provided. You should always do your own due diligence before putting your own money into any stock, bond, or other investment.

Who is Wizest for?

Wizest is for anyone who wants to invest in the stock market but doesn’t have the time or knowledge to do so. There are so many variables in the market that can affect stock prices. When you look at a single company, you need to know when their quarter ends, their fiscal year ends, and when they have their quarterly earnings announcements. What products are they launching over the next 3, 6, 12 months? What are the goals of their board of directors and executives?

All of this information is available but absolutely requires you to do your research. And this is per company. You should never have all of your money in a single stock, and you’re going to look at lots of companies before you put your money into one. With Wizest, you don’t need any prior investment experience or knowledge – the platform takes care of everything for you.


The Wizest platform is currently in early access. To learn more about the platform, get some free advice about getting into investing, or to sign up for the early access, you can head over to the company’s website. You can also check out our interview from CES 2021.

Interview by Allante Sparks of PLuGHiTz Live Special Events.

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Wizest helps build expert, winning investment portfolios @ CES 2021

Wizest investment portfoliosWilliam Littlefield is the CTO of Wizest, a 2-year-old next-generation investment trading platform that takes the complexity and drudgery out of wealth building.

While young professionals recognize the value of building an investment portfolio, Littlefield says they can find the current process complicated, intimidating, or boring. Wizest flips the standard practice of picking stocks, bonds or financial instruments yourself, and gamifies the process, making investing more like playing Fantasy Football, helping investors to build their own team of financial experts.

Anyone can join Wizest as an investor and after indicating their investment preferences, the platform takes those preferences and matches them up with financial experts in those fields to create a leaderboard for an investor to peruse. Once the investor identifies a few financial experts they like, they can then drill down further into their portfolios, and investment strategies. Then, with the click of a button, the investor can replicate their preferred expert’s portfolio for themselves. Depending on an investor’s risk threshold, new investors can anticipate returns between 3% and 16%, net of fees.

There are no account minimums and investors can get started now with a closed-beta risk-free simulator. After the beta period, investors will be able to open an account, deposit funds, and execute real trades. When you’re ready to invest with real money, Wizest charges 0.5% for transaction fees and a 0.5% annual management fee. Unlike many investment platforms, Wizest has no account minimums. Additionally, experts never have direct access to investor funds, which are instead held by the platform.

Participating financial experts, can bank on no overhead costs, a national clientele base, and added income. They simply create a profile on Wizest, including their strategy and investment experience, create a portfolio of stocks, using a percentage allocation model, and then post and communicate their strategy to attract investors. Wizest compensates experts based on the amount of their virtual assets under management, subject to multipliers based on user satisfaction and portfolio risk.

Interested investors and financial experts can find more information and enroll in the closed beta period at their website.

Interview by Christopher Jordan of The Talking Sound.

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Boss Insights is bringing investment data to private companies

Boss Insights Private Investment DataFor almost any company to grow, investment is a key to success. For public companies, investors can easily get the information they need to make an informed decision because their information is, by definition, public. However, for investors to get information about a private company, they need to interact directly with that company. It also means that they are subject to the information that is presented to them. Boss Insights is bringing the benefits of public information to private investors.

Using data connectors, Boss Insights can hook into a wide variety of data producing platforms, such as accounting software, customer relationship platforms, and more. By combining this data, the platform can provide similar insights into a private company that investors would need to make a smart decision. Investors often compete with one another, especially when choosing to invest in a high profile company. That competition can cause investors to over offer funds, take less equity in trade, or simply make hasty offers. With the edge that data can give to these investors, they can prevent those hasty decisions.

For startups, working with Boss Insights can also provide a lot of value. Not only does it bring attention and trust between investors and the company, but it can also reveal information to improve their operations. In the startup world, most people have multiple roles, and people can be in a position for which they have less than optimal training. Some of that knowledge gap can be filled by an AI-powered platform that reveals cracks in the foundation or places for improvement. If it is a red flag for an investor, it should be a red flag for the company’s management.

Boss Insights is available now for startups and investors to use. For more information on the platform or to sign up for an account, head over to their website.

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