WiseBanyan

wealthtech-retailpersonal finance management

STATUS: Acquired/Merged
FOUNDING YEAR: 2013
LOCATION: United States
Last Update: 01/05/2020

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About

WiseBanyan is automated financial advisory platform. They provide professional wealth management services to clients online. Investment team does everything from designing, recommending, and managing clients’ investment portfolios to help achieve their short-term and long-term financial goals.

Focus

PRODUCTS & SERVICES

Financial Advisory services. Financial advisor which donot charge management, trading, or rebalancing fees and pass the savings to the custome

REVENUE MODEL

la carte model, revenue is generated from tax preperation method

MAIN CLIENTS

Online Retail investors

COMMENT

Retirement Planning,Tailored Portfolio,asset allocation

Traction

TRANSACTIONS VALUE:

$22 M

TRANSACTIONS COMMENT:

22M is AUM

People

FOUNDERS

Vicki Zhou

Herbert Moore

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Galvanize Ventures

InnoSpring Seed Fund

Sorenson Legacy Foundation

VegasTechFund

VilCap Investments

Momentum

FUNDED

YES

TOTAL FUNDING

$6.65 M

DATE OF LAST FUNDING

Apr 2018

SEED CLOSED ON

Jun 2016

FUNDING SERIES

OTHERS  · $6.65 M · Apr 2018

LISTED

NO

Innovation Programs

BASICS

STATUS:

Acquired/Merged

FOUNDING YEAR:

2013

LOCATION:

United States

Views:

145 VISITORS | 282 VIEWS
LATEST FUNDING ROUND

$6.65 M

TOTAL EMPLOYEES
11-50

About

WiseBanyan is automated financial advisory platform. They provide professional wealth management services to clients online. Investment team does everything from designing, recommending, and managing clients’ investment portfolios to help achieve their short-term and long-term financial goals.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
Traction+
People+
Other+

Innovation Programs

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