WiseBanyan
Latest round
- Seed
Last raised
- Oct 2016
Total raised
- Undisclosed
Investors
- 11
About WiseBanyan
WiseBanyan, Inc., founded in 2013, is headquartered in New York, US. The company specializes in providing automated investment solutions. It has completed a total of 5 deals, with its most recent deal occurring on October 24, 2018.65 mn. The company was acquired by Axos Financial, Inc.WiseBanyan, Inc. Their primary offerings consist of data-driven Managed Portfolios and a Self-Directed Trading platform. The Managed Portfolios allow clients to set their risk profiles and investment goals, with a robo-advisor managing trades based on real-time market analysis.WiseBanyan, Inc. generates revenue through advisory fees associated with investment management and potential fees from trading activities. The Managed Portfolios have low management fees, providing clients with a cost-effective investment strategy tailored to their risk levels and objectives. The Self-Directed Trading platform features commission-free trades on a selection of stocks and ETFs, which supports user engagement without transaction costs.Looking ahead, WiseBanyan, Inc. plans to expand its product offerings and geographic reach. The company is actively designing new investment products that will cater to a broader audience, with expected launches in the upcoming year. Furthermore, WiseBanyan aims to penetrate additional markets within the United States to increase its user base.65 mn will support these initiatives and enhance product development efforts. The company’s acquisition by Axos Financial, Inc. in October 2018 will also provide opportunities for integrated services and expanded market presence.
Who invested in WiseBanyan
11 investors across 2 rounds
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Questions about WiseBanyan
Who invested in WiseBanyan?
WiseBanyan has 11 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has WiseBanyan raised?
WiseBanyan has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did WiseBanyan last raise money?
WiseBanyan's most recent round on record is a Seed, in Oct 2016.
What does WiseBanyan do?
WiseBanyan is a financial services company.
Where is WiseBanyan headquartered?
WiseBanyan is headquartered in New York, US.
Which VCs invest in companies like WiseBanyan?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at WiseBanyan's stage. Their profiles are linked below.
VCs backing financial services startups at Seed
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