
Welcome to the Intelligent Investor Forum
Join a premier online community where investors and innovative founders converge to forge the future of investing.
Dive into a world of knowledge, connect with peers, and discover opportunities that propel your investment journey forward.
OUR VISIONARY JOURNEY
Our Mission is to cultivate a global network that supports, challenges, and inspires. Whether you're a seasoned investor or a founder at any stage - from startups to Series C - our forum provides unparalleled resources, networking opportunities, and real-time investment insights.
Founded on the principles of collaboration and mutual growth, the Intelligent Investor Forum was conceived to fill the gap in quality networking and resource sharing in the investment community.
Our founders, a diverse group of investment professionals and entrepreneurial pioneers, envisioned a platform that not only facilitates transactions but also fosters education and development for both investors and founders.
From humble beginnings to a bustling online hub, our story is one of passion, innovation, and relentless pursuit of excellence.
48
Active Fundings
282
Potential Businesses
35
Business Partners

TESTIMONIALS
Hear from our Peers
OUR SERVICES
Expert Guidance, Personalized Support: Unlock Your Financial Potential
Personalized Financial Planning
Emphasize the tailored approach WealthyPath.ai takes. Clients receive individual plans based on their financial goals and circumstances.
Investment Recommendations
Spotlight the expertise of your financial consultants in providing investment strategies. This can involve tailored portfolios or specific investment guidance.
Financial Insights
Offer valuable insights to help clients with wealth management. This could include market analysis, educational resources, or tools to track financial progress.
Dedicated Consultations
This highlights the human connection clients can expect. Consultations offer opportunities to personalize the financial planning process and build trusting client relationships
A Nationwide Community of Investors Seeking Intelligent Low Risk / High Reward Opportunities
FUNDER STORIES
CJ Smith
Year:
2023
Startup:
GrowVita
Market:
Pharma

The Intelligent Investor Forum is an online high net worth investor community.
The Forum will provide an exclusive opportunity for members to
Invest more effectively
• Discover and share new investing opportunities
• Learn about current market conditions in different investing environments
Invest safely
• Learn best practices for risk reduction
Connect
• Network with other accredited investors

Daniel Herzberg
Founder & CEO
BLOG
OUR CLIENTS
We Believe Every Client Is a Valuable Long-Term Partner
Benefits of the Intelligent Investor Forum

Highly Accurate
Quality of Content and Information: The Forum ensures accuracy by sourcing content from reputable experts, seasoned investors, and successful entrepreneurs. This includes accurate market analysis, up-to-date investment trends, and reliable business strategies.
Vetted Network: Members are thoroughly vetted to maintain a high-caliber community. This vetting process ensures that information exchanged within the network, such as investment opportunities and business advice, is credible and valuable.

Cost Effective
Membership ROI: The cost of membership is designed to be outweighed by the value it provides, including access to exclusive investment opportunities, expert sessions, and networking events that can lead to lucrative deals and partnerships.
Resource Consolidation: By consolidating a wide range of tools and resources in one place, members save on the potential costs of acquiring these services separately.

Efficient
Streamlined Networking and Matchmaking: The Forum provides efficient networking opportunities by organizing events and discussions tailored to members’ interests and investment focuses, facilitating direct and meaningful connections.
Resource Accessibility: All resources, such as webinars, podcasts, and articles, are organized systematically on the platform, making it easy for members to find and utilize them efficiently, saving time and effort.

No Cost to Join Through Q2 2024
Have highly specific goals and needs to remain invested
Seek a community of like-minded individuals, driven by ambition and achievement.
Rely on community and strong relationships to boost your business.
Desire up-to-date insights from peers and mentors to stay on top.
Seek to amplify their voice and contributions within their industry.
Look for benefits and services that deliver measurable results for their business.
Events Calendar
A Wealth of Knowledge at Your Fingertips
Revolutionizing Investor
& Founder
Matching with AI
WealthyPath.ai is our proprietary platform, leveraging advanced algorithms and AI to connect founders with the ideal investors. Tailored paths for Investors, Founders, Accelerators, and Top Business Schools ensure that each member finds their perfect match, optimizing both funding and developmental outcomes.

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Disclaimer: The information contained in this website and/or any briefing is not intended and should not be used or construed as an offer to sell, or a solicitation of any offer to buy, securities of any fund or other investment product in any jurisdiction. No such offer or solicitation may be made prior to the delivery of definitive offering documentation. The information in this website and/or any member briefing is not intended and should not be construed as investment, tax, legal, financial or other advice. No express or implied agency or fiduciary role exists between the Intelligent Investor Forum, any leaders, facilitators, presenters, participants, and community members, Optimum Business
Solutions, Optimum VFO Advisory, nor Daniel Herzberg (collectively, the "IIF Parties"). The IIF Parties are in no way operating as a broker, representative, or investment adviser, unless explicitly indicated otherwise. The IIF Parties will not recommend the purchase of any security or any investment.
No IIF Parties participate in a Due Diligence Process on any company associated or introduced by IIF Parties. Moreover, IIF Parties make no representations or warranties, either express or implied, with respect to any investments associated with IIF parties unless explicitly stated. The IIF Parties disclaim all such representations, warranties and statements, express or implied, statutory or otherwise, including, without limitation, any implied warranties of merchantability, fitness for a particular purpose or non-infringement.
Each member of the Intelligent Investor Forum is encouraged to work with their own attorneys, accountants and advisors with respect to any investment or other decision in connection with the investment opportunity that is related to or the subject of the Intelligent Investor Forum and conclusions arrived upon individually or collectively.
The IIF Parties do not warrant or promise that any Report is correct, complete, or error free, or does not omit or fail to state any material facts. In no event shall the IIF Parties be liable to you or any third party for any indirect, special, consequential, or incidental damages, however caused, including, without limitation, damages for loss of principal, profits, revenue, data or use, incurred by you or any third party, whether in an action in contract or tort, incurred in connection with IIF, even if the IIF Parties have been advised of the possibility of such damages. Any guidelines for conducting due diligence are not a substitute for using one's own approach. Any due diligence conducted by another person is not a substitute for one's own due diligence. No IIF statements are guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements.


The Community section is your hub for connection and belonging. It's where you can meet like-minded individuals, share your experiences and ideas, and find support within our vibrant network. Whether you're a seasoned member or just joining in, this section is your portal to engage in conversations, discover new perspectives, and contribute to something bigger than yourself.
Clarke
Clarke
Efficient
Networking with Industry Leaders
Networking with Industry Leaders