Former Executive Vice Chairman and Senior Managing Director of The Investment Trusts Association, Japan, Mr. Jun Sugie, Appointed as Advisor to Wizleap Co., Ltd.

Wizleap Co., Ltd. (Shibuya-ku, Tokyo; Representative Director: Shohei Tanigawa), which operates the financial consultation platform "Money Career" (https://money-career.com/), is pleased to announce that Mr. Jun Sugie, former Ministry of Finance official and former Executive Vice Chairman and Senior Managing Director of The Investment Trusts Association, Japan, has been appointed as an advisor.

■ Profile

Mr. Jun Sugie, Former Director-General of the Tokyo Regional Taxation Bureau

In April 1979, he joined the Ministry of Finance (now the Ministry of Finance). He served as Director of the Investigation and Inspection Department of the National Tax Agency, Director-General of the Kanto-Shinetsu Regional Taxation Bureau, and Deputy Commissioner (International Affairs) of the Commissioner's Secretariat of the National Tax Agency, before being appointed Director-General of the Tokyo Regional Taxation Bureau in July 2011. After retirement, he served as Advisor and Managing Director of Japan Securities Depository Center, Inc., Managing Director of Japan Securities Clearing Corporation, Executive Officer of Japan Securities Depository Center, Inc., and then as Outside Director (Advisor) of IDOM Inc., Executive Vice Chairman and Senior Managing Director of The Investment Trusts Association, Japan, and Director of Sumitomo Mitsui Construction Co., Ltd. He is an expert in financial administration who has held a wide range of key positions in financial and capital markets.

■ Background of Advisor Appointment

Our company is committed to providing more appropriate and high-quality financial services to our customers through our insurance agency business and financial instruments intermediary business (IFA). In recent years, as the systems and practical requirements surrounding the insurance and financial industries have continuously become more sophisticated, our company has also been working to further enhance our internal control systems and governance in anticipation of sustainable growth and improved value provision.

Against this backdrop, we have invited Mr. Jun Sugie, who has held a wide range of key positions in financial and capital markets in addition to financial and tax administration, and possesses extensive knowledge from both public and private sector perspectives, to serve as an advisor. We believe that Mr. Sugie's insights will contribute to strengthening our management foundation, as well as to enhancing our business operations and service provision system with a view to the sustainable development of the industry.

Our company will continue to strive to build trusting relationships with all stakeholders by incorporating the knowledge of external experts, ensuring appropriate risk management and robust governance, and providing better services.

With the revised Insurance Business Act coming into effect in June 2026, compliance measures, including stricter comparative recommendation sales, have become an urgent task for the entire insurance agency industry. Our company positions this change not merely as a defensive governance response, but as a proactive initiative towards industry standardization.

Our self-developed and operated MC Cloud (MC Market Cloud and MC Expert Cloud) is a system that centrally manages the visualization, recording, and quality control of the insurance solicitation process. As we enter the phase of externally deploying MC Cloud as an "industry standard infrastructure," Mr. Sugie's participation, with his deep knowledge of financial administration and extensive network in government circles, provides us with invaluable and powerful support.

We determined that it is essential to have an expert who has been at the forefront of financial administration join us to gain trust from government circles and the market in a short period, leading to this advisor appointment.

■ Comment from Mr. Jun Sugie

・Expectations for Wizleap

Wizleap is expected to significantly contribute to the realization of an asset management nation, which the government is currently promoting, by supporting everyone's financial decision-making through the power of software.

・Reason for accepting the advisor appointment

I served as Vice Chairman of The Investment Trusts Association for eight years, working to create an environment where citizens can build assets according to their respective life plans. I believe that Wizleap can achieve similar objectives by providing software such as Money Career, which is why I accepted the advisor position.

■ Comment from Representative Director Shohei Tanigawa

We are greatly encouraged by Mr. Jun Sugie's participation as an advisor. Mr. Sugie has held key positions in tax and financial administration at the Ministry of Finance and the Ministry of Finance, and has been active for many years at the core of financial and capital markets, including as Director-General of the Tokyo Regional Taxation Bureau. We believe that his experience and insights will bring immense value to our company.

Our company has developed its business centered on providing customer-oriented services through its insurance agency business and financial instruments intermediary business (IFA). Furthermore, through "MC Cloud," which our company develops and provides, we are working to visualize the solicitation process and improve business quality, and we intend to further evolve these initiatives in the future.

In this context, raising the bar for our management foundation and business quality, along with business growth, has become an important theme. We aim to achieve both the provision of better services and sustainable, trusted business operations by leveraging Mr. Sugie's expertise.

＜Wizleap's Initiatives＞
Our business is described below

【Money Career】

A financial consultation platform that creates opportunities to think about money, resolves financial anxieties in the era of 100-year lifespans. It offers consultations on asset formation, life planning, and insurance reviews. Online money seminars are also held, allowing users to study money with just a smartphone.

URL：https://money-career.com/

【Money Career Insurance Ranking】

Money Career's Insurance Ranking is a service that allows users to compare various insurance products offered by each insurance company by genre.

Prices, coverage details, and features are clearly organized, so users can quickly find the insurance that suits them. (Some insurance companies or products may not be displayed).

Money Career Insurance Ranking：https://money-career.com/ranking

【MC Market Cloud】

MC Market Cloud is a case distribution system for appointment distribution companies that streamlines joint insurance solicitation and improves contract closing rates. Based on Money Career's know-how, which has conducted joint solicitations with over 100 insurance agencies, it offers overwhelming ease of use and unique expert score and analysis functions, simultaneously solving challenges in operational efficiency and contract closing rates.

URL：https://marketcloud.money-career.com/

【MC Expert Cloud】

Improves the business quality of solicitors and streamlines operations with AI.

The core of Money Career's ability to clear business quality evaluation standards is its customer management system, developed in collaboration with its own solicitors, engineers, and management department. The paid version features report functions compliant with business quality evaluation standards and incorporates AI automation functions, enabling solicitors to proceed with their work more smoothly and maximize time spent with customers.

【Consulting Business for Financial Institutions】

Supports financial institutions in improving operational efficiency and launching new businesses.

Based on the practical knowledge gained from Money Career's experience in the field of insurance agencies, we provide optimized consulting for financial institutions. We support insurance agencies in reviewing business processes, eliminating reliance on specific individuals, and improving quality and operational efficiency. We also provide end-to-end support for launching new insurance agency businesses utilizing existing customer bases (e.g., membership bases), from strategy formulation to operation and system construction.

【Company Overview】

Company Name: Wizleap Co., Ltd.

Location: Sumitomo Fudosan Harajuku Building 19F, 2-34-17 Jingumae, Shibuya-ku, Tokyo

Representative: Shohei Tanigawa, Representative Director

Date of Establishment: February 10, 2017

Capital: 350 million yen

Business Activities: Financial consultation platform business "Money Career"

Case distribution system for appointment distribution companies "MC Market Cloud"

Number of Employees: 70 (as of April 2025)

URL：https://wizleap.co.jp/