Your money where you need it.
Connect your financial accounts and get the investment allocation that's right for you
Free. Simple. Personalized.
APP COMING SOON
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Upgrade your portfolio.
Analyze your allocation
Investing is a process unique to each individual; Witz makes sure to deliver users an experience that is tailored to your goals and risk tolerance, ensuring quality solutions
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Take it step by step
Witz has simplicity engrained throughout every aspect of the app to ensure that all users, regardless of previous investing knowledge, are able to implement their new allocation with ease
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Did we mention it's free...
and easy to get started?
Set goals
With a few simple questions, Witz is ready to help you determine the investment allocation that is right for you
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Glimpse into your financial future
Witz can help you project your net worth at retirement, letting you know if you are on track to meet your financial goals
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That's it.
Build wealth with an optimized allocation.
Inspired by Harry Markowitz
In 1952, American economist Harry Markowitz changed the way we approach investing by devising Modern Portfolio Theory. This concept recognizes that investors have varying risk tolerances, thus investors should construct a portfolio of assets that maximizes expected return given their allowable risk level.
Using this logic, and the power of machine learning, Witz provides users with an optimized investment allocation that is tailored for you. Witz then shows users how to implement this new allocation based on what you are currently holding across your financial accounts ensuring ease-of-use, which is paramount to the Witz mission.
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Contact Us
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