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WizeFi Logo
WizeFi Growth Score
36
CB Rank
116003
Heat Score
74
Saas, Fintech, Web-based budgeting application
Founded
obfuscation
PrivateSeed San Luis Obispo, California, United States11-50 www.wizefi.com
FinTech
SaaS
Software
Overview

WizeFi
Total Funding
obfuscation
Growth Score
36
Heat Score
74

Total Funding
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Seed raised
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Growth Score36
-1 pts
in past quarter
Heat Score 74
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About WizeFi

CB Rank
116003
Saas, Fintech, Web-based budgeting application
Founded
obfuscation
PrivateSeed San Luis Obispo, California, United States11-50 www.wizefi.com
FinTech
SaaS
Software

Funding Rounds

Seed
OBF
in
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Pre-Seed
OBF
in
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Key People

Details

Legal Name WizeFi, Inc
Operating Status Active
Company Type For Profit
Founders  Jonathan Allen, Sean Allen
About the Company
WizeFi is a personal finance app for the next generation that helps users optimize their money to increase their net worth faster.
Phone Number 8052002036
Contact Email support@wizefi.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

WizeFi Budgeting Application
A web-based SaaS platform for budgeting, debt management, bill tracking, savings, and goal planning with bank synchronization and AI categorization.
WizeFi University
An educational platform offering courses on financial management topics including debt reduction, investing, insurance, and affiliate marketing.

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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

6,909
462.16%
 in past month

IT Spend

$276.6KThis year, WizeFi is projected to spend $276.6K on IT, according to Aberdeen.

Active Website Tech Count

57WizeFi is actively using 57 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is WizeFi's headquarters? WizeFi is located in San Luis Obispo, California, United States.When was the last funding round for WizeFi? WizeFi closed its last funding round on
obfuscation
from a Seed round.Who are WizeFi's competitors? Alternatives and possible competitors to WizeFi may include Copilot, Albert, and  Monarch Money.How much funding has WizeFi raised to date? WizeFi has raised
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.
Who We Are
What We Do
Helpful Links
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