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Vinovest

5.0

(2 Reviews)

Wine

Build a personalized wine & whiskey portfolio with AI + human experts

Snapshot

Open to All Investors

Wine

+57.50%

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24+ Employees

With experience across data science, operations, and software engineering

10%-25%

Target Return

Wine & Spirits have outpaced the S&P 500 over the last 20 years

Moderate

Liquidity

Hold whiskey 2-5 years before it's sold to brands.

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24+ Employees

With experience across data science, operations, and software engineering

How You Earn

Growth

Invest From

$300

Invest in

Fine Wine & Whiskey

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24+ Employees

With experience across data science, operations, and software engineering

Open to All Investors

Top Perks

Whiskey returned 13.8% and wine 8.9% annually over the past 7 years, outperforming S&P 500, Gold and many other alternative assets.

Wine is a historically stable and non-correlated asset class.

Build a personalized wine or whiskey portfolio based on your risk tolerance and time horizon.

Can I trust Vinovest?

Vinovest is backed by leading VC firms like 10X Capital, Rainfall Ventures and UpHonest Capital.

150K

# of Customers

$16M

Amount Raised

$27.5M

Capital returned to clients

# of Customers

150K

Amount Raised

$16M

Capital returned to clients

$27.5M

150K

# of Customers

$16M

Amount Raised

$27.5M

Capital returned to clients

Overview

The global wine market is valued at around $340 billion. According to the Liv-ex, Fine Wine has outperformed traditional markets like stocks during the Dotcom Bubble, the Great Recession of 2008, and the COVID-19 recession. At the same time, experts are bullish on whiskey too. They expect the global market to grow from $59.8 billion to $81.21 billion in value by 2025.
 

Vinovest is a California-based company that lets you build a personalized portfolio of investment-grade wines and whiskeys. Vinovest uses a combination of master sommeliers and machine learning algorithms to identify and purchase wine and whiskeys at competitive prices. You can have your pick of more than 100 different kinds of investment-grade wines on the Vinovest Marketplace.

 

Unlike other competitors, when you buy a case of wine or a cask of whiskey on Vinovest—it’s yours. The company will custody, store, and insure your wine or whiskey. But it’s up to you if you’d like to sell it, buy more, or have it all shipped to your house.
 

Vinovest was founded in 2019 to democratize fine wine investing. The company now has more than 20 employees and $100M in assets under management.

 

NOTE: Minimum investment starts at $1,000 for wine and $300 for whiskey.

High Growth

63.6% over the last ten years (for wine)

Low Correlation

0.73 correlation to the S&P 500

Equity

Ownership of investment-grade wines and whiskeys

Pros & Cons

The Good
  • Vinovest enables you to invest in rare wine that is hard to access, and in whiskey before it matures, bottled and sold to brands.

  • Customers are able to sell their wines or ship it to their homes whenever they like. With whiskey, they can opt into bottling it after it matures.

  • Vinovest manages the sourcing, custody, storage, and insurance for you.

  • Vinovest notifies you when it’s time to sell your wine and whiskey.

The Not-So-Good
  • Fees are higher than other wine investment platforms, ranging from 1.9% to 2.5%.

  • You can't sell whiskey at any time - hold times are typically 2-5 years, depending on casks you have in your portfolio

  • While you can sell wine at any time, you'll have to wait for you wine to reach maturity to realize returns. Young wines often have limited liquidity and demand on the secondary market. Vinovest charges 1.5% listing fee if you list your wine before the ideal selling window.

  • If you decide to sell your wine before it reaches its ideal selling window, the process can take as little as a few days, or as long as a couple of weeks or months. How fast a wine sells depends on several factors, including asking price, age, vintage.

Vinovest Track Record

1.7M+

Bottles Managed

From users across 44 countries

Up to 20%

Targeted Returns

Wines and whiskeys picked for maximized returns

$100M

AUM

From 1,847 premium wines, American Whiskey and Ultra-rare Scotch

Visit Website

Returns Calculator

Calculate how much you can earn by investing in Fine Wine and Whiskey. Results vary based on the investment amount, term, and other conditions.

$
%
years
$
Frequency
Monthly

Invested

$7,000

Projected Fees

$288.81

Projected return

$2,336.84

Value after fees

$9,336.84

How it Works

Here’s how Vinovest helps you build a personalized portfolio of investment-grade wines.

Here’s how Vinovest helps you build a personalized portfolio of investment-grade wines.

1

You tell Vinovest your goals

Fund your account and complete a 1-minute questionnaire that Vinovest uses to build a wine portfolio based on your investing preferences and time horizon.

2

Vinovest sources your wine and whiskey

Vinovest uses master sommeliers whiskey experts and machine learning algorithms to source world-class wines from around the world. This process can take between 2 to 3 weeks.

3

Vinovest custodies your wine

Vinovest purchases wine and whiskey on your behalf at competitive prices, and also takes care of insurance and storage.

4

You hold your wine and whiskey & sell when it matures

Vinovest notifies you when it’s the best time to sell. But since you fully own all the wines in your portfolio, you can sell bottles on the Vinovest Marketplace at any time. You can't sell your whiskey early, but, depending on casks in your portfolio, you will know your hold time before your casks is due to be bottled and sold, typically 2-5 years.

See inside MoneyMade’s 6-figure multi-asset portfolio

6-Figures

12+ Assets

50+ Platforms

4yr+ Returns

How You
Make Money

Two main factors drive returns in the fine wine market: maturity and scarcity.

Most investment-grade wine takes 10 to 15 years to mature. And as people drink their wine, the remaining bottles of a given vintage become rarer and more expensive.

Vinovest will notify users when it identifies the best time to sell the wines in their portfolio to maximize returns.

Alternatively, users can sell their wines on the Vinovest Marketplace at any time. There are no extra commissions when you sell your wine. Vinovest charges 1.5% listing fee if you list your wine before the ideal selling window. Add: However, you can't sell your whiskey early.

Primary sale

Vinovest notifies you when it’s time to sell

Secondary sale

You sell your wine on secondary market

How Vinovest
Makes Money

To authenticate, store and insure your wine portfolio, Vinovest charges an annual management fee between 1.9% to 2.5%. The exact fee is determined by the amount you invest on Vinovest. The higher your account balance, the lower the management fee.

1.9% to 2.5%

Fee Per Year

Users who invest a higher amount pay lower management fees.

0%

Commission

Vinovest does not take a commission on the sale of your wines and whiskeys.

How You’re Taxed

Fine Wine is considered a wasting asset in countries like the United Kingdom, Hong Kong, Singapore, Germany, France, and Austria, and does not incur any capital gains tax.

In the United States, however, gains from buying and selling wine are subject to collectibles taxes. Collectibles held for over one year are subject to long-term capital gains taxes, which are capped at 28%. Collectibles held for less than one year are taxed as ordinary income (up to 37%).

0-28%

Capital Gains

Vinovest investors benefit from paying long-term cap gains taxes

Meet the Team

Vinovest has 24 employees, including a Thiel Fellow and alums from ByteDance (owner of TikTok), and other venture-backed companies. Anthony Zhang is the co-founder and CEO of Vinovest. Prior to starting Vinovest with Brent Akamine, Zhang founded and sold two companies, EnvoyNow and KnowYourVC.

Vinovest

5.0

(2 Reviews)

Wine

Requirements

US and non-US residents
Non-accredited and accredited investors
Over 21 years of age
US and non-US residents
Non-accredited and accredited investors
Over 21 years of age

Reviews

5.0
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D

Dan G

I've recently discovered Vinovest and very intrigued. I'm a big fan of diversifying as I felt the brunt of 2008...Physical assets certainly make things more digestible. Returns look very reasonable and there is also novelty in actually being able to request a bottle of wine in your portfolio be sent to you to drink! Hook. Line. And sinker.

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