Built with Purpose. Designed for Everyone. Made for the future.
Your personalised AI wealth partner—smarter than generic robo-advisors. Bring the best thinking around savings and investments to everyone, which has been out of reach by banks which only favour the wealthy.
Designed for clarity, not complexity. Customised insights driven by legendary strategies—not recycled advice.
Behind every recommendation is an AI trained on legendary strategies and refined continuously. Modelled on the principles of world-renowned investors, fine-tuned to your personal goals.
Helping you take control of your financial future—powered by intelligence, built on trust.
For the People Who Were Never Let Into the Room
We built investwizz for those who always felt investing wasn’t made for them.
We’re a team of ex-bankers, AI pioneers, web engineers, and customer-obsessed thinkers. What unites us is a shared belief: the future of wealth should be built by bold minds—not old systems.
Together, we’re creating a platform where advanced AI meets time-tested investment wisdom. Not a robo-advisor, not a bank—but something smarter, fairer, and built for real people. Whether you’re just starting or looking to do more with your money, InvestWizz is your partner in building intelligent wealth.
We’re not just building tools. We’re building trust. And we’re doing it transparently, with a clear mission:
To unlock the power of AI-driven investing for anyone, not just the privileged few.
Michael & Matt
The minds reimagining the future of personal finance.
Founders, Michael and Matt Sherman, began developing the idea of Investwizz 18 months ago. Michael has been an entrepreneur, top management consultant, and ex-Banker who has brought his expertise to help develop the next generation of AI financial advising to customers. Matt has been coding and engineering projects for over ten years – testing and learning with most recent cutting edge technology and AI models.
Michael and Matt brought together the broader team of co-founders with a diverse set of backgrounds – with deep experience building large-scale web applications, leading highly regulated and customer-centric business, and a deep expertise in obsessing over customer success!
The team coninues to work together bringing the best developers, industry experts, and business leaders together to help solve one problem – helping every customer achieve their financial goals with the best advice and and leading edge tools in the palm of a customers hands. Driving customers to feel like individuals, not just another account.
Michael Sherman
Strategy. Scale. Disruption.
Entrepreneur, ex-banker, and top-tier consultant bringing elite financial wisdom to the people.
Matt Sherman
Code. Innovation. Entrepreneurialism.
AI engineer and tech architect building the tools that make finance smart, seamless and personal.
Michael & Matt
Investwizz Founders
We’re not just building another finance app — we’re reshaping who gets to build wealth and how.
