Wisdm

What Wisdm does

Wisdm is a Berkeley-based startup developing a mobile application that uses AI and machine learning to make stock market investing accessible to new and aspiring retail investors. The product delivers personalized, bite-sized content that strips financial jargon from market data, incorporates social media trend signals on individual stocks, and surfaces a proprietary investment scoring system to help users evaluate opportunities. Technically, the app combines generative AI for content simplification, a recommendation engine for personalized dashboards, knowledge retrieval for aggregating news and trends, and predictive analytics for the scoring layer. The company is privately held, bootstrapped with no disclosed external funding, and was founded by Mick Kalle Mickelborg with Dennis Le serving as CTO and Co-founder. Wisdm joined the CITRIS Foundry Spring 2023 incubator cohort and is operationally supported by UC Berkeley, Berkeley SkyDeck, and Copenhagen Business School.

The business model is a freemium product-led growth motion aimed at individual consumers. Distribution is digital self-serve through a mobile app gated by a waitlist and a 7-day free trial with no credit card required; specific paid pricing tiers are not publicly disclosed. The core team numbers six members drawn from Denmark, Kenya, the United States, and other countries, giving the company a globally distributed operating footprint despite a Berkeley campus affiliation. Marketing relies on a content blog, organic social channels (Twitter, LinkedIn, Instagram), an email newsletter, and beta waitlist capture.

Name

Wisdm

Legal name

Wisdm

Website

https://wisdm.webflow.io

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Wisdm is a Berkeley-based startup building an AI-powered mobile app that simplifies stock market investing for new retail investors through personalized, jargon-free content, social media trend analysis, and a proprietary investment scoring system, distributed via a freemium self-serve model.

Ownership category

akta.pro rank

Headquarters

HQ city

Berkeley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Freemium/Subscription Model: The company offers a free 7-day trial with no credit card required, suggesting a freemium model where basic features may be free and premium features require subscription. Specific pricing tiers are not publicly disclosed.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Wisdm operates a mobile app that educates new investors about the stock market by delivering personalized, bite-sized chunks of AI-simplified content. The app combines a personalized information dashboard, social media trend analysis on stocks, AI-powered jargon-free explanations, and an investment scoring system to make investing approachable for first-time investors.

Product overview

Wisdm offers a single unified mobile app focused on democratizing stock market education for new investors. The core product delivers personalized, AI-powered content that breaks down complex market data into accessible, jargon-free information. Key features include the Investment Scoring System, a personalized dashboard, social media trend analysis, and a gamified learning approach. All functionality is delivered through one integrated app rather than a modular platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Wisdm App A mobile app that teaches new investors about the stock market by providing personalized, bite-sized chunks of information. Features AI-powered content simplification, social media trend analysis, a personalized dashboard, an investment scoring system, and a gamified learning approach to make investing accessible.

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• CITRIS FoundrycoreStrategic or Co-development Partner · 24 April 2023Wisdm joined the CITRIS Foundry Spring 2023 cohort, a deep-tech incubator program run by CITRIS and the Banatao Institute supporting UC-affiliated startups. The program provides expert mentorship, collaborative community of fellow deep-tech startups, networking opportunities with investors and partners, and access to state-of-the-art facilities and tools. Wisdm was selected for its unique approach to leveraging deep-tech solutions to make the stock market more equitable.
• UC BerkeleycoreStrategic or Co-development PartnerProudly supported by UC Berkeley. Wisdm is a startup based on the UC Berkeley campus, indicating strong institutional affiliation and access to university resources, talent, and research capabilities.
• Berkeley SkyDeckminorStrategic or Co-development PartnerOne of the incubator/accelerator programs Wisdm is proudly supported by, providing potential access to mentorship, resources, and startup ecosystem support.
• Copenhagen Business SchoolminorStrategic or Co-development PartnerInternational academic institution partner providing potential talent pipeline, research collaboration, or market access through the Danish/European startup ecosystem.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Stash: Stash is a consumer investing and banking platform offering fractional shares, educational content, and personalized guidance for beginning investors. It is a broad incumbent peer because its combination of beginner-friendly education and stock discovery competes directly for Wisdm's primary target segment.
• Acorns: Acorns is a well-funded consumer fintech platform focused on micro-investing, automated portfolio building, and financial education for beginners. It is a broad incumbent peer because it serves the same new-investor persona with embedded education and a gamified onboarding flow similar to Wisdm's approach.
• Seeking Alpha: Seeking Alpha is a large, established investment research platform offering analysis, ratings, and news for retail and professional investors. It is a broad incumbent peer because Wisdm's bite-sized, AI-curated investment commentary competes for the same attention that Seeking Alpha provides through analyst articles and quant ratings.
• Robinhood: Robinhood is a large commission-free brokerage that has expanded into educational content, news, and investing-learning experiences for retail users. It is a broad incumbent peer because its Robinhood Learn product competes with Wisdm's content-driven, education-first approach to onboarding new investors.
• Yahoo Finance: Yahoo Finance is a widely used free financial information portal providing market data, news, and basic screeners for retail investors. It is a broad incumbent peer because Wisdm's personalized, AI-curated feed competes for the same retail use case of consuming market information in one place.
• TipRanks: TipRanks is an established investment research platform that aggregates analyst ratings, insider transactions, and quantitative scoring of stocks. It is a broad incumbent peer because its Smart Score and consensus rating system overlaps conceptually with Wisdm's Investment Scoring System.

Direct peers

• Stocktwits: Stocktwits is a social media platform dedicated to investors that aggregates trending tickers, sentiment, and community discussion around stocks. It is a direct peer because Wisdm's social media trends analysis feature overlaps directly with Stocktwits' core offering of surfacing social/investor chatter for retail decision-making.
• Public.com: Public.com is a social investing platform that combines commission-free trading with community-driven investing content and educational resources. It is a direct peer because it serves the same new-investor persona with a blend of education, social context, and personalized discovery that mirrors Wisdm's positioning.
• Magnifi: Magnifi is an AI-powered investment assistant that helps retail investors analyze securities, access research, and make decisions through a conversational interface. It is a direct peer because both Wisdm and Magnifi apply generative AI to simplify investment information for individual consumers.

Emerging players

• FinChat: FinChat is an emerging AI-powered investment research platform that delivers conversational analysis of stocks, fundamentals, and filings. It is an emerging player peer because it targets the same AI-for-investor-research use case as Wisdm's scoring system, though with a more research-focused product rather than an education-first mobile app.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/79146099/admin
• Instagraminstagram.com/wisdminvest

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wisdm