The Wisory
The Wisory is a Chicago-based advisory platform that connects executives, private equity firms, university venture funds, and consulting firms to a curated network of approximately 81 former Fortune 1000 executives via 1:1 sessions, group RoundTables, and its AI-powered IntelliQ intelligence platform on a credit-based membership model.
- Company typePrivate
- Founded2025
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Wisory does
The Wisory is a Chicago-based executive advisory platform founded in 2024 (with first disclosed institutional activity in 2025) that connects business leaders and investment organizations to a curated network of approximately 81 former Fortune 1000 executives and elite academics, most of whom have held C-Suite or P&L roles with an average of 32 years of executive experience. The company combines this human advisory network with a proprietary AI-powered intelligence platform called IntelliQ, which synthesizes company materials, call notes, and market research into citable reports for investment committees and business decision-makers. A specialized module, IntelliQ-U, addresses the university venture capital and angel fund vertical, supporting deal intake, diligence, portfolio tracking, and founder development. The core offering is delivered through 1:1 video advisor sessions, curated group RoundTable discussions, and content properties including the Wise in Five and The Last 10% podcasts.
Revenue is generated through a credit-based membership model with three tiers—Silver (minimum 20 credits at $5,000 annually), Gold, and Enterprise—where each credit is valued at $250 and expires after one year. Customers also have the option to book individual sessions on a pay-per-use basis, and recorded RoundTable sessions are sold for $25 each as both a revenue stream and a customer acquisition channel. Distribution combines self-serve platform discovery with sales-assisted enterprise engagements, including white-label arrangements for consulting firms under which The Wisory operates as invisible infrastructure beneath the partner brand. Target customers span Fortune 1000 executives, private equity firms, university venture funds and angel networks, and consulting firms; notable named partners include IU Ventures (IntelliQ-U deployment).
The company is privately held, led by founder and CEO Jason Wadler, with senior leadership including Jason Whitney (Managing Partner, Private Capital Practice) and Regis Hadiaris (Managing Partner, AI and Product Innovation). It received an angel investment from the IU Angel Network in March 2025 and as of mid-2026 continues active operations with an 11-50 employee headcount and a focus on the US market, though the platform is positioned globally.
The Wisory firmographics
Firmographics- Name
- The Wisory
- Legal name
- The Wisory Inc.
- Website
- https://thewisory.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Wisory is a Chicago-based advisory platform that connects executives, private equity firms, university venture funds, and consulting firms to a curated network of approximately 81 former Fortune 1000 executives via 1:1 sessions, group RoundTables, and its AI-powered IntelliQ intelligence platform on a credit-based membership model.
- Ownership category
- akta.pro rank
The Wisory industry classification
Industry- Product category
- Executive Advisory Services
- NAICS
- Management, Scientific, and Technical Consulting Services (5416), Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Services-Membership Organizations (8600)
- akta.pro primary industry
- Knowledge Management & Wikis (BPAMAMAH)
Keywords
Where The Wisory is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Wisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Memberships: Annual membership tiers (Silver, Gold, Enterprise) provide prepaid credits for advisor sessions. Credits are valued at $250 each and expire after one year. The membership model includes automatic renewal with annual billing, and organizational memberships may include additional Site Access Benefits such as priority scheduling and access to Curated Advisor Strike Teams (CAST).
- Pay-Per-Session: Members can purchase individual advisor sessions on a per-transaction basis. Payment is charged when the advisor confirms the session, with additional charges applied for extended calls. Advisors receive a portion of the session fee while The Wisory retains its facilitation fee.
- RoundTable Sessions: Group webinar-style sessions hosted by multiple advisors on specific business topics. These are sold as recordings or live event access at $25 per session, providing educational content and serving as a customer acquisition channel for 1:1 advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Silver Membership - Minimum 20 credits / $5,000 annually |
| Subscription | Annual | Gold Membership - Higher credit allocation with enhanced benefits |
| Subscription | Annual | Enterprise Membership - Custom credit packages for organizations |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
The Wisory product offering
Product offeringCore offering
The Wisory is a membership-based advisory platform that connects business executives, private equity firms, university venture funds, and consulting firms with a curated network of Fortune 1000 executives and elite professors for one-on-one advisory sessions. The company combines human executive expertise with AI through its proprietary IntelliQ and IntelliQ-U platforms to deliver deal intelligence, investment committee diligence, portfolio tracking, and strategic advisory. Revenue is generated through annual membership tiers (Silver, Gold, Enterprise) backed by credit-based session bookings, pay-per-session fees, and group RoundTable sessions.
Product overview
The Wisory is an advisory firm that combines a curated network of Fortune 1000 executive advisors with its proprietary AI-powered IntelliQ Intelligence Platform. The core offering consists of Advisors On-Demand (1:1 video sessions), RoundTable Series (group discussions), and educational content including Wise in Five and The Last 10% podcasts. The IntelliQ platform, including its specialized module IntelliQ-U for university venture funds, provides automated deal intelligence, structured diligence frameworks, and portfolio tracking. The company operates on a membership-based model with Silver, Gold, and Enterprise tiers, where credits are used to book advisor sessions.
Differentiator
Problem solved
Functional benefit
Brands
- IntelliQ-U: University-focused AI-powered investment evaluation platform customized for university venture and angel funds to identify, evaluate, and support high-potential companies emerging from university innovation ecosystems.
- IntelliQ
- Wise in Five
- The Last 10%
- RoundTable Series
- Actual Intelligence
- Tuesday Teardowns
Products and services
- Annual Membership Annual membership tiers (Silver, Gold, Enterprise) granting prepaid credits redeemable for 1:1 advisor sessions and other benefits, designed for executives, organizations, and investment firms requiring recurring access to vetted Fortune 1000 advisors.
- Advisors On-Demand One-on-one video consultation sessions with Fortune 1000 executives and elite professors, allowing members to book direct access to advisors for specific business challenges such as strategy, transformation, brand, and operational decisions.
- IntelliQ Intelligence Platform Proprietary AI-powered intelligence platform that synthesizes company materials, call notes, and market research into structured, citable reports for investment committees and business decision-makers, supporting deal intake, diligence, and portfolio tracking.
- IntelliQ-U Customized extension of the IntelliQ platform designed for university venture capital, angel investment, and commercial funds to identify, evaluate, and support high-potential companies emerging from university innovation ecosystems.
- RoundTable Series Group webinar-style discussion sessions hosted by multiple expert advisors on business topics such as AI strategy, brand building, women in leadership, board governance, and culture transformation, available live or as recorded sessions for purchase.
- White-Label Advisory Platform White-labeled platform offering for consulting firms to deliver expert advisory under their own brand, with The Wisory providing invisible infrastructure and access to its hybrid consultant-advisor network.
Quantifiable outcome
- IntelliQ-U enables evaluation of more companies faster with higher confidence while freeing up team time (IU Ventures)
- +1 more outcomes
Companies that use The Wisory
Customer profileNamed customers8 records
Segments5 records
Ideal customer profiles4 records
The Wisory technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature3 records
The Wisory partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- IU VenturescoreStrategic partnership to provide IntelliQ-U platform for evaluating investment opportunities from Indiana University-affiliated companies. The partnership is part of The Wisory's University Program, designed to support university-affiliated venture capital, angel investment, and commercial funds. IU Ventures will utilize IntelliQ-U to assess business readiness, growth potential, and key execution factors for companies seeking investment, while providing founders actionable feedback to strengthen their businesses. The partnership is led by Jason Whitney, The Wisory's Managing Partner, Private Capital Practice and IU Venture's former Chief Venture Officer.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
The Wisory competitors and assessment
Company assessmentBroad incumbents
- Egon Zehnder: Global executive search and advisory firm serving boards and CEOs. Comparable on the senior-executive advisory audience and high-touch engagement model, but operates as a full-service incumbent rather than a marketplace platform.
- Korn Ferry: Global organizational consulting firm spanning executive search, leadership development, and strategic advisory. Comparable on serving enterprise executives for high-stakes strategic decisions, but at much larger scale and with a much broader service portfolio.
- Heidrick & Struggles: Executive search and leadership advisory firm serving Fortune 1000 clients. Comparable on the executive advisory positioning and senior-leadership buyer persona, but as a traditional incumbent rather than a tech-enabled marketplace.
Direct peers
- Catalant: Marketplace connecting enterprises with independent consultants and former operators for project-based engagements. Comparable on serving enterprise and PE buyers with curated, on-demand senior talent, though Catalant is more project-deliverable focused than 1:1 advisory.
- Maven: Expert-driven learning and advisory marketplace with a large network of vetted practitioners offering 1:1 and group sessions. Closely comparable on session-based monetization, membership model, and the blend of human expertise with platform infrastructure.
- Toptal: Vetted freelance talent network with emphasis on elite practitioners serving enterprise clients. Comparable on the curated-expert positioning, membership-style enterprise offerings, and use of platform technology to scale expert access.
- AlphaSights: Global expert network serving investment, consulting, and corporate strategy clients with curated expert consultations. Direct competitor on marketplace dynamics, expert network depth, and PE/investment committee use cases that mirror The Wisory's IntelliQ-U pitch.
- Guidepoint: Expert network platform offering phone consultations, surveys, and proprietary research to enterprises and investors. Direct peer on the membership/credit-based model for advisor access and the same enterprise buyer personas (PE, consulting, corporate strategy).
- GLG (Gerson Lehrman Group): Largest expert network platform connecting professionals with industry experts for 1:1 consultations. Directly comparable on the core 'advisor on-demand' business model, membership-style access, and enterprise client base that overlaps with PE and Fortune 1000 buyers.
Emerging players
- OnDeck (Techstars ecosystem): Curated peer network of operators, founders, and executives offering 1:1 advisory and small-group learning. Comparable on the operator/executive member base and the premium membership model, but with a different buyer (startup founders) and smaller advisor pool.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The Wisory social profiles
Digital presenceThe Wisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Wisory leadership team
Management profileNumber of profiles
Profiles10 records
The Wisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Wisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Wisory
What does The Wisory do?
The Wisory is a membership-based advisory platform that connects business executives, private equity firms, university venture funds, and consulting firms with a curated network of Fortune 1000 executives and elite professors for one-on-one advisory sessions. The company combines human executive expertise with AI through its proprietary IntelliQ and IntelliQ-U platforms to deliver deal intelligence, investment committee diligence, portfolio tracking, and strategic advisory. Revenue is generated through annual membership tiers (Silver, Gold, Enterprise) backed by credit-based session bookings, pay-per-session fees, and group RoundTable sessions.
Is The Wisory a public or private company?
The Wisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Wisory founded?
The Wisory was founded in 2025. It employs 11 to 50 people.
Where is The Wisory based?
The Wisory is headquartered in Chicago, United States, in the North America region.
How does The Wisory make money?
Three revenue lines are on record. Subscription Memberships are the primary driver. The others are pay-Per-Session and roundTable Sessions.
Who are The Wisory's main competitors?
Broad incumbents on record are Egon Zehnder, Korn Ferry and Heidrick & Struggles. Direct peers are Catalant, Maven, Toptal, AlphaSights, Guidepoint and GLG (Gerson Lehrman Group). OnDeck (Techstars ecosystem) is listed as an emerging player.
Does The Wisory have an API?
No public API is recorded for The Wisory.
What industry is The Wisory in?
The Wisory's product category is Executive Advisory Services. Its primary akta.pro industry code is BPAMAMAH, Knowledge Management & Wikis. Its NAICS code is 5416 and its SIC code is 8742.