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About Us

WBI is a wealth technology firm that uses proprietary technology to deliver personalized solutions to clients. The firm was founded in 1984 by Don Schreiber, Jr.

Our Leadership

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 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 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 FinovateFinTech BreakthroughUS FinTech AwardsBanking Tech Awards USA, or

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

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

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.

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