- Breaking News -

WBI and CyborgTech Win 2023 FinTech Breakthrough Award

Optimized for Success.

We empower advisors to help clients reach their financial goals with our highly personalized, award-winning wealth tech platform.

Get Started

Awards*

Game-Changing Wealth Tech

WBI is a wealth management technology firm that uses proprietary technology to deliver personalized solutions to clients since its founding in 1984. Recognizing that investors are averse to bear market losses, the firm has developed technology-driven investment strategies that optimize outcomes and aim to deliver consistent success in both good and bad market periods.

Reduce Loss

The platform is designed to help you invest with your loss tolerance in mind.

Maximize Return

Proprietary machine optimization technology aims to maximize returns.

Compound Captial

Proprietary algorithms and Capital Power Ratio™ aim to unleash the benefits of compounding.

Ultimate Flexibility

Our user friendly user interface enhances the advisor-client relationship.

Upcoming Events

AI Driven Investment Strategies by WBI
Wed, Oct 04
Webinar
Oct 04, 11:00 AM – 11:30 AM
Webinar
Oct 04, 11:00 AM – 11:30 AM
Webinar
Join our webinar on AI-driven Trend Switch Strategies and discover how cutting-edge technology can enhance your portfolio's performance and risk management in today's dynamic financial markets.
RSVP

Dividend Strategies by WBI
Fri, Oct 06
Webinar
Oct 06, 11:00 AM – 11:35 AM
Webinar
Oct 06, 11:00 AM – 11:35 AM
Webinar
Join our exclusive webinar featuring the renowned author of 'All About Dividend Investing' and unlock the secrets to building a dividend investment strategy that aims to generate consistent income and long-term wealth for your clients.
RSVP

WBI Turnkey Platform
Wed, Oct 11
Webinar
Oct 11, 11:00 AM – 11:25 AM
Webinar
Oct 11, 11:00 AM – 11:25 AM
Webinar
Join our exclusive demo session of our Turnkey Platform and experience firsthand how it can revolutionize your financial advisory practice, offering enhanced efficiency and client engagement.
RSVP

What people are saying about Cy...

“Cy’s financial planning concepts and its distinguishing innovations to portfolio optimization and construction represent a true breakthrough in today’s advisory marketplace.”

James Johnson, Managing Director, Tech Breakthrough

*Please note that consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review. Application fees were paid for the US Fintech Awards and Finvoate. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate WealthManagement.com Industry Awards or Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the Fintech Breakthrough Award in March 2021, March 2022, and March 2023. The companies were Finalists for the WealthManagment.com Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021 and August 2023, and Finovate in June 2022. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, or WealthManagement.com.