Wizbe
Homepage http://www.wizbe.com
LinkedIn Profile https://linkedin.com/company/w***zb***
HQ Location
United States , Maine, Manchester903 Western Ave, Manchester, ME 04351, USA
Wizbe was an award-winning digital personal finance service for parents. The business launched in 2012 and helped thousands of parents improve their financial lives before shutting down in 2015.
Wizbe's business plan was to offer a one-stop-shop for parents to accomplish common financial goals, such as buying life insurance, creating a legal will, saving for college, and more. Rather than separately finding a life insurance agent, estate lawyer, and broker to help with each goal individually, parents could achieve all these goals more easily by starting from a single digital portal. While the site helped thousands of customers and generated revenue, Wizbe could not overcome the strong preference people have to meet face-to-face about these important and personal topics.
Notable accomplishments:
• Finalist at AlphaLab and Business Management Roundtable incubators
• Awarded grant from Center for Financial Services Innovation to create mobile app version
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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