Wealth, rebuilt for the modern investor.
InvestWise was founded in 2019 by a team of former hedge fund quants and fintech engineers who believed institutional-grade wealth management shouldn't be reserved for the ultra-wealthy. Today we manage over $40.2 million across 5,000+ portfolios in 32 countries.
Our Mission
Democratize access to algorithmic, institutional-grade investment strategies. Every investor — regardless of starting capital — deserves the same precision tooling Wall Street uses.
Our Vision
A world where building wealth is transparent, automated, and accessible. No black boxes, no minimums that exclude, no fees that erode returns.
Why InvestWise
Bank-grade security
256-bit encryption, SIPC insured up to $500K.
Radical transparency
Every fee, every allocation, surfaced in real time.
Proven returns
51.8% average annual return across all portfolios.
5K+ investors
A community of investors trusting us with their wealth.
Leadership
Sarah Chen
CEO & Co-Founder
Former Goldman Sachs algorithmic trader.
Marcus Reeve
CTO & Co-Founder
Ex-Stripe principal engineer.
Dr. Aisha Patel
Chief Investment Officer
PhD Quantitative Finance, MIT.