Clarity in your numbers, confidence in your next move
Your Finance Partner
Finance feels overwhelming and expensive, so most founders avoid it. Wisefi breaks it down and keeps it simple, so you get your numbers straight and can move your business forward without the guesswork.
Secured $200m + in funding
Trusted by 25+ fast-growing startups
CFO expertise on speed dial
We Put Founders First
Affordable financial services
Whether you just need help keeping track of your money, planning for big growth, or preparing for investor conversations, we’ve got a plan that fits your needs—and your budget.
Fast delivery of action plans and models
We don’t waste time. We hit the ground running to deliver the numbers, insights, and plans you need to make smart decisions
Approachable and easy to work with
We’re the kind of team you’ll actually enjoy working with, friendly, flexible, and committed to meeting you where you are, whether you’re just getting started or scaling fast.
We turn your vision into investor-grade financial models, forecasts, and strategy.
Accurate Forecasts That Handle Rapid Growth
The best investor conversations start with clear numbers and a strong narrative. We design custom models that speak to both—showing not just where you’re going, but how you’ll get there. So your pitch lands with precision, not confusion.
Our team has helped startups secure over $200M in investor funding through strategic financial modeling and pitch-ready insights. We know what investors want—and how to deliver it.
Trusted by fortune 150 companies
From enterprise giants to emerging leaders, our work has earned the trust of Fortune 150 companies. They count on us for clarity, accuracy, and results.
David has been instrumental from our inception to success—handling everything from financial planning to advanced modeling with flexibility and efficiency. He’s positive, friendly, and highly recommended.
Execify
David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!
COO at Kabert Industries
David exceeded expectations with a detailed, professional financial model delivered early. His responsiveness and quality make him highly recommended.
Founder of GlamRUs
David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!
CEO of Vitalume
The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend.
CEO of Inside Sales Staff
Wisefi built detailed financial projections and added real value with industry-specific insights. His independence, precision, and positivity made the project seamless.
Schoolset
Wisefi worked swiftly and got us to the finish line before our deadline. Definitely will be using them in the future!
WeFoods Inc
David’s financial expertise and genuine belief in our vision have made him an invaluable, committed partner as our fractional CFO.
Founder of Proud Angeles
Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.
Owner of Switchyard Brewing
David added immediate value, quickly grasped the industry, and collaborated seamlessly. His Excel expertise and responsiveness have made him a go-to resource across multiple projects.
CFO of Mainstream Fiber Networks
David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.
Founder of Cast Capital
Working with David and his team was a great experience fractional CFO advice, financial modeling, and timely reports were invaluable for my startup.
Founder at Seeds & Shell
David at WiseFi was the perfect fit fair pricing, highly responsive, and genuinely supportive. I’d highly recommend him for financial modeling or pitch deck support.
Founder at Catch a Captain
Supported 25+ fast-growing startups
We’ve partnered with 25+ high-growth startups, guiding them through scaling pains with tailored financial strategies.
15% Increase in forecast accuracy
Clients see an average 15% boost in forecast accuracy after working with us. Better data means better decisions, every time.
About David
The best investor conversations start with clear numbers and a strong narrative. We design custom models that speak to both—showing not just where you’re going, but how you’ll get there. So your pitch lands with precision, not confusion.
Plan smarter with a free financial consultation
Book a call and get 1 hour free with an FP&A Manager or Fractional CFO, plus a free cash flow template to kickstart your financial planning.
Execify
Schoolset
