WiseBanyan Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 10

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $3.2M

WiseBanyan General Information

Description

Provider of a free financial advisory platform intended to ensure everyone can reach their financial goal. The company's platform offers a robo-investing service to help individuals through customized portfolio construction as well as through automated re-balancing to create and manage personal investment and retirement portfolios, enabling clients to start earlier, provide the best advice after they do and keep the their company's interests fully aligned with their customers as they progress.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 10 East 40th Street
  • Suite 3210
  • New York, NY 10016
  • United States
+1 (646)
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
Vertical(s)
TMT, FinTech
Corporate Office
  • 10 East 40th Street
  • Suite 3210
  • New York, NY 10016
  • United States
+1 (646)

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WiseBanyan Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 26-Feb-2019 $3.2M Completed Generating Revenue
3. Early Stage VC 06-Apr-2018 Completed Generating Revenue
2. Seed Round 01-Jul-2016 $4.15M $4.65M Completed Generating Revenue
1. Accelerator/Incubator 17-Jun-2016 $500K $500K Completed Generating Revenue
To view WiseBanyan’s complete valuation and funding history, request access »

WiseBanyan Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed
To view WiseBanyan’s complete cap table history, request access »

WiseBanyan Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of a free financial advisory platform intended to ensure everyone can reach their financial goal. The company's
Financial Software
New York, NY
10 As of 2018

Omaha, NE
 

Palo Alto, CA
 
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WiseBanyan Competitors (52)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Orion Advisor Solutions Private Equity-Backed Omaha, NE
Wealthfront Venture Capital-Backed Palo Alto, CA
Addepar Venture Capital-Backed Mountain View, CA
M1 (Financial Software) Venture Capital-Backed Chicago, IL
MoneyGuide Formerly VC-backed Powhatan, VA
You’re viewing 5 of 52 competitors. Get the full list »

WiseBanyan Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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WiseBanyan Former Investors (12)

Investor Name Investor Type Holding Investor Since Participating Rounds
A-Level Capital Venture Capital Minority
Andy White Angel (individual) Minority
Battle Born Venture Venture Capital Minority
Financial Solutions Lab Accelerator/Incubator Minority
InnoSpring Venture Capital Minority
You’re viewing 5 of 12 investors. Get the full list »

WiseBanyan FAQs

  • When was WiseBanyan founded?

    WiseBanyan was founded in 2013.

  • Where is WiseBanyan headquartered?

    WiseBanyan is headquartered in New York, NY.

  • What is the size of WiseBanyan?

    WiseBanyan has 10 total employees.

  • What industry is WiseBanyan in?

    WiseBanyan’s primary industry is Financial Software.

  • Is WiseBanyan a private or public company?

    WiseBanyan is a Private company.

  • What is the current valuation of WiseBanyan?

    The current valuation of WiseBanyan is .

  • What is WiseBanyan’s current revenue?

    The current revenue for WiseBanyan is .

  • How much funding has WiseBanyan raised over time?

    WiseBanyan has raised $11.3M.

  • Who are WiseBanyan’s investors?

    A-Level Capital, Andy White, Battle Born Venture, Financial Solutions Lab, and InnoSpring are 5 of 12 investors who have invested in WiseBanyan.

  • Who are WiseBanyan’s competitors?

    Orion Advisor Solutions, Wealthfront, Addepar, M1 (Financial Software), and MoneyGuide are some of the 52 competitors of WiseBanyan.

  • When was WiseBanyan acquired?

    WiseBanyan was acquired on 26-Feb-2019.

  • Who acquired WiseBanyan?

    WiseBanyan was acquired by Axos Financial.

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