Wizest
PrivateLast Round
Seed
May 3, 2022
Est. Valuation
$10M
Total Funding Raised
$1.7M
Company Overview
Wizest operates in FinTech and is based in Cleveland, Ohio. Its latest recorded funding round was a Seed round in May 2022.
Wizest is a fintech company that provides an online copy trading platform allowing users to replicate the investment portfolios of financial experts.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Personal Finance
Business Model
B2C
Customer Profile
Usage-Based SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wizest Comparables
Compare Wizest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Autopilot | 81% | |
| Surmount | 74% | |
| M1 | 72% |
For institutional investors. Book with your work email.
Wizest Funding Rounds
Historical fundraising activity
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Wizest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| JumpStart Ventures | Seed |
| Capital Factory | Seed |
| Aperture Venture Partners | Seed |
| North Coast Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 21, 2026
Monthly visitors increased 88% MoM, reaching 4.9K.
- Jun 1, 2025
Monthly visitors increased 50% MoM.
For institutional investors. Book with your work email.
Wizest Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Wizest's valuation, stock price, and market status.
Is Wizest a public or private company?
Wizest is a private company.
What is the current stock price of Wizest?
Wizest is a private company, so its shares have no public market price. Caplight tracks Wizest's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Wizest worth (valuation)?
Wizest's valuation is estimated at $10.0M based on funding round data.
Can I buy Wizest stock?
Wizest shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Wizest's last funding round?
Wizest's most recent funding round was Seed on May 3, 2022.
Who are the main investors in Wizest?
Key investors in Wizest include JumpStart Ventures, Capital Factory, Aperture Venture Partners, North Coast Ventures.
Will Wizest IPO soon?
No public IPO plans have been announced for Wizest.
How can I track Wizest secondary market activity?
Caplight tracks bids, offers, and trades in Wizest's shares on secondary markets.