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Jonathan Allen
WizeFi CMO & Co-Founder
Jonathan Allen is a co-founder and the director of WizeFi, a personal finance software designed to assist individuals, particularly college students, in managing their finances more effectively. He graduated from California Polytechnic State University-San Luis Obispo with a Bachelor of Architecture degree in 2015 and has since built a career focused on entrepreneurship and technology.
Career Highlights
- WizeFi: Launched in 2017, WizeFi aims to help users achieve financial freedom by providing tools for budgeting, debt management, and financial literacy. Allen emphasizes the software's unique approach to assisting the "99 percent" of people who struggle with financial management, contrasting it with other tools that cater primarily to wealthier individuals. The app incorporates an affiliate program to incentivize users to promote it.124
- Previous Roles: Before his work with WizeFi, Allen was involved in various ventures including serving as the Chief Executive Officer of SLOeats, a dining membership app, and founding Lion Ventures Inc. His experience also includes product development roles and architectural design projects.23
Personal Journey
Allen's personal experiences with financial challenges during his college years inspired him to create WizeFi. He worked multiple jobs while studying and recognized the need for better financial tools that could help people like him manage their money more effectively.1 His father's background as a financial planning strategist provided the foundational algorithm for WizeFi, which Allen adapted for consumer use.14
Vision for WizeFi
Allen's vision for WizeFi is not merely commercial; he aims to change how people approach personal finance. He believes in empowering users with the skills needed to improve their financial situations significantly faster than traditional methods allow.14
Through his leadership at WizeFi, Jonathan Allen continues to innovate in the fintech space, focusing on practical solutions that cater to everyday consumers seeking financial independence.
