Our Awesome Journey

InvestAlice Adventure

Our journey is only beginning. As we continue to develop innovative solutions and tackle new challenges, our commitment remains strong—to create a smarter, more intuitive investment experience for you. But our mission goes beyond just technology. We're passionate about giving back to society by supporting tech education, fostering financial literacy, and empowering communities to build a brighter future. Stay tuned for the exciting milestones ahead!

2023

The Birth of a Portfolio

2023

Building the Foundation

Apr 2024

Schulich Venture Scholarship – Awarded to the Founder of InvestAlice

Issued by Schulich Venture Academy (SVA)- 『A one-time scholarship opportunity, Schulich Venture Scholars are selected based on their ambition and contribution to the startup ecosystem, especially as they continue as future leaders.』

May 2024

Disruption Magazine Profile – CEO of InvestAlice in Disruption Magazine

Issued by Canadian Women's Network and Connection Silicon Valley- Issue 23 #TravellingWithPurpose Read Here: https://bit.ly/3v6VzLS

Jul 2024

Waterloo Experience Accelerate(WEA)Program ── AI Strategy Project as Industry Experts

The program enables businesses like InvestAlice to engage teams of university students to research and analysis with a focus on improved AI strategies, and to help students develop 21st-century employability skills through a real-world project.

2024-Present

Continuous Innovation

As we move through 2024, InvestAlice continues to innovate with powerful AI-driven investment tools, predictive analytics, and personalized financial workflows. While our platform offers advanced features, we are committed to making complex strategies accessible to everyone. Our mission is to democratize investment education, enabling individuals from all backgrounds to take control of their financial futures and achieve true financial independence. By listening to user feedback, InvestAlice remains both a sophisticated and user-friendly solution for all.

Our Awesome Journey

InvestAlice Adventure

Our journey is only beginning. As we continue to develop innovative solutions and tackle new challenges, our commitment remains strong—to create a smarter, more intuitive investment experience for you. But our mission goes beyond just technology. We're passionate about giving back to society by supporting tech education, fostering financial literacy, and empowering communities to build a brighter future. Stay tuned for the exciting milestones ahead!

2023

The Birth of a Portfolio

2023

Building the Foundation

Apr 2024

Schulich Venture Scholarship – Awarded to the Founder of InvestAlice

Issued by Schulich Venture Academy (SVA)- 『A one-time scholarship opportunity, Schulich Venture Scholars are selected based on their ambition and contribution to the startup ecosystem, especially as they continue as future leaders.』

May 2024

Disruption Magazine Profile – CEO of InvestAlice in Disruption Magazine

Issued by Canadian Women's Network and Connection Silicon Valley- Issue 23 #TravellingWithPurpose Read Here: https://bit.ly/3v6VzLS

Jul 2024

Waterloo Experience Accelerate(WEA)Program ── AI Strategy Project as Industry Experts

The program enables businesses like InvestAlice to engage teams of university students to research and analysis with a focus on improved AI strategies, and to help students develop 21st-century employability skills through a real-world project.

2024-Present

Continuous Innovation

As we move through 2024, InvestAlice continues to innovate with powerful AI-driven investment tools, predictive analytics, and personalized financial workflows. While our platform offers advanced features, we are committed to making complex strategies accessible to everyone. Our mission is to democratize investment education, enabling individuals from all backgrounds to take control of their financial futures and achieve true financial independence. By listening to user feedback, InvestAlice remains both a sophisticated and user-friendly solution for all.

Level Up with AI!

Meet the Wizards of InvestAlice

No smoke and mirrors here—just a team of talented, dedicated pros making magic happen behind the scenes.

Level Up with AI!

Meet the Wizards of InvestAlice

No smoke and mirrors here—just a team of talented, dedicated pros making magic happen behind the scenes.

Zoe Yeh

Founder, CEO

Zoe Yeh

Founder, CEO

Lucia Yang

CTO

Lucia Yang

CTO

Level Up with AI!

Meet the Wizards of InvestAlice

No smoke and mirrors here—just a team of talented, dedicated pros making magic happen behind the scenes.

Zoe Yeh

Founder, CEO

Lucia Yang

CTO