Investwizz is being created to help people turn a financial goal into a clear starting plan. Too often, investing feels either too complex, too expensive, or too focused on products rather than progress. We built Investwizz to help people start with a goal, build their own plan, and stay on top of it over time. Michael Sherman is building Investwizz with Matt Sherman to make investing feel clearer and more usable for everyday people. The aim is not to make decisions for users, but to give them a better way to set a goal, build a starting plan, and track progress with more confidence.
Investwizz helps you set a goal, build a starting plan around your timeline and preferences, and track progress over time. It is designed for people who want more clarity and direction without the noise of a trading platform. You stay in control of your decisions, while Investwizz helps keep your goal, plan, and next steps clear.
See how it worksStart in Minutes
Start with a goal, build your plan, and keep track of your progress over time.
Choose what you’re investing for and give it a clear target and timeframe.
Answer a few simple questions about your goal, timeline, and comfort with risk. Use Investwizz to build a starting plan you can review, understand, and adjust.
Choose how much to contribute and how often, so your plan keeps moving over time.
See how your goal is progressing, what has changed, and what next steps you may want to take as life changes.
Goal. Plan. Progress.
We do not provide financial advice.
We do not make investment decisions on your behalf.
We do not manage your investments on your behalf. You remain responsible for your own decisions.
Capital is at risk. The value of investments can go down as well as up.
Tax rules vary by individual circumstances and may change.
Past performance is not a reliable indicator of future results.