About Us

At Wisefi.ai, we empower everyday investors with a disciplined, AI-driven approach to stock selection and portfolio management. Founded on the principles of deep value investing, our platform was born from a shared frustration with emotional, short-term market noise and the limitations of traditional stock picking services. We built Wisefi.ai to provide transparent, fundamentals-based guidance that focuses on long-term wealth building—without the hype or guesswork.

 

Our secret sauce lies in a proprietary AI model rooted in timeless value investing strategies inspired by legends like Benjamin Graham and Warren Buffett. Unlike human-driven picks swayed by daily ups and downs, our system remains unemotional, analyzing thousands of data points to identify overlooked, undervalued companies while steering clear of overvalued ones. We don't chase trends or hold stocks for arbitrary periods; instead, we buy when the market undervalues a business and sell only when it reaches our calculated target price—or if the company's fundamentals deteriorate, making it no longer viable.

 

Developed over two years by a team blending computer science engineering expertise with Big Six accounting insights, our model underwent hundreds of iterations to refine its methodology. We established strict rules it must follow, ensuring consistent, data-backed decisions across our Pulse (5-stock), Core (10-stock), and Quantum (20-stock) portfolios. To validate its effectiveness, we back-tested 20 years of market data for each portfolio size, consistently producing outsized returns—up to 7x the S&P 500*—while simulating real-world constraints like transaction costs and portfolio limits.

 

Of course, not every pick is a winner; markets are unpredictable, and transparency is key. That's why Wisefi.ai is the only platform that fully discloses every buy and sell decision, winners and losers alike, so you can see the process in action. You'll discover opportunities in under-the-radar companies that the mainstream often ignores—quiet gems with strong fundamentals poised for growth.

 

Whether you're starting with our free Pulse portfolio or upgrading to Core or Quantum for deeper diversification and premium features, Wisefi.ai puts professional-grade tools in your hands. Join us and invest intelligently, one value-driven decision at a time.