Why Choose Winvestics?

At Winvestics, we help financial services companies accelerate their digital transformation with CRM, AI, and data-driven solutions.

Who We Are
Founded by Zane Hubbard, a Digital Transformation Consultant with over 20 years of experience in financial systems, Winvestics combines strategy, systems, and support to modernize your operations and improve how your business works.

We are not just implementing software; we are delivering business results. Our CRM and data analytics solutions are designed to remove complexity, speed up client engagement, and give you clear visibility into your firm's growth.

You focus on your clients. We make sure the tech works for you, not the other way around.

Our Values

• Industry Expertise: We focus solely on financial services to deliver real, meaningful value.

• Transparency: We partner closely with your team, offering clear guidance every step of the way.

• Results-Driven: Our solutions are designed around your business goals, not just the technology.

• Compliance-Focused: We understand the importance of data security and compliance with SOC 2 and other regulations.