About Us

WBI is a wealth technology firm leveraging proprietary technology to deliver personalized solutions. Founded in 1984 by Don Schreiber, Jr., the firm has a longstanding commitment to innovation and client-focused solutions.

Our Companies

Our Leadership

Founder & Co-CEO

Don Schreiber, Jr.

Don Schreiber, Jr. is the Founder, Co-CEO, Co-Chief Investment Officer, and Portfolio Manager at WBI Investments, a firm dedicated to providing wealth-building strategies that emphasize risk management and consistent performance. In 2014, Don and his son Matt co-engineered one of the largest single-day ETF launches in history, solidifying WBI’s reputation as a leader in innovative investment solutions.

Don is the author of Building a World-Class Financial Services Business and All About Dividend Investing, both widely regarded as essential resources for financial professionals. Under his leadership, WBI has developed award-nominated ETFs and award-winning financial technology designed to empower advisors and investors. Don has been featured on CNBC, Fox News, Fox Business, and Bloomberg, as well as in numerous leading financial publications.

A lifelong competitor, Don wrestled in high school and played collegiate soccer at Susquehanna University, where he earned his undergraduate degree. He is also a practitioner of Shotokan Karate, an avid fisherman, a voracious reader of Western novels, and enjoys spending time with his family.

Co-CEO

Matt Schreiber

Matt Schreiber is the Co-CEO, Co-Chief Investment Officer, and Portfolio Manager at WBI Investments, where he works alongside his father, Don, to drive the firm’s mission of helping clients achieve their financial goals. In 2014, Matt co-engineered one of the largest single-day ETF launches in history, showcasing WBI’s innovative approach to investment management.

Matt has been instrumental in the creation of WBI’s award-nominated ETFs and award-winning wealth platform technology, delivering cutting-edge tools for advisors and investors. His market insights and expertise have been featured on CNBC, Fox Business, and Bloomberg, as well as in top-tier financial publications.

Outside of work, Matt is a practitioner of Shotokan Karate and Brazilian Jiu Jitsu, an avid surfer, a musician, and enjoys spending time with his family. A proud graduate of the University of South Carolina, Matt earned both his undergraduate and master’s degrees and competed as a collegiate track athlete.

Company Historical Highlights

*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, Banking Tech and Finovate. 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 of 2021, 2022, 2023, and 2024. The companies were Finalists for the WealthManagment.com Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021 and April 2023, Finovate in June 2022, and BankingTech Awards in March 2023. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, Banking Tech Awards USA, or WealthManagement.com.

Our Companies

About WBI

WBI is a leading provider of investment management solutions, with a longstanding commitment to helping financial professionals optimize their clients' financial outcomes. By combining innovative technology, research-driven strategies, and exceptional service, WBI empowers advisors and institutions to create and maintain successful investment portfolios tailored to the unique needs and preferences of their clients. For more information visit www.wbiinvestments.com.

About CyborgTech

CyborgTech is a pioneer in advanced financial technology, providing state-of-the-art solutions to financial advisors, broker-dealers, banks, and other institutions worldwide. With its proprietary machine optimization engine and other innovative tools, CyborgTech is dedicated to transforming the fintech landscape and enabling financial professionals to deliver exceptional, customized investment solutions with unparalleled efficiency and precision. For more information visit www.cyborgtech.io.

About VPro

VPro is deeply rooted in the principles and expertise of Don Schreiber, the author of the widely-acclaimed book, "Building A World-Class Financial Services Business." Drawing from Schreiber's decades of experience in the financial industry, VPro offers a comprehensive and intuitive platform for advisors to assess their business and identify areas of improvement. For more information visit www.riaval.com.