WiseBanyan Overview
- Year Founded
-
2013
- Status
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Acquired/Merged
- Employees
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10
- Latest Deal Type
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M&A
- Latest Deal Amount
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$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
Website
www.wisebanyan.comCorporate Office
- 10 East 40th Street
- Suite 3210
- New York, NY 10016
- United States
Corporate Office
- 10 East 40th Street
- Suite 3210
- New York, NY 10016
- United States
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 |
WiseBanyan Cap Table
Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
---|---|---|---|---|---|---|---|---|
Seed |
WiseBanyan Comparisons
Industry
Financing
Details
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 |
WiseBanyan Signals
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 |
WiseBanyan FAQs
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When was WiseBanyan founded?
WiseBanyan was founded in 2013.
-
Where is WiseBanyan headquartered?
WiseBanyan is headquartered in New York, NY.
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What is the size of WiseBanyan?
WiseBanyan has 10 total employees.
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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.
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When was WiseBanyan acquired?
WiseBanyan was acquired on 26-Feb-2019.
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Who acquired WiseBanyan?
WiseBanyan was acquired by Axos Financial.
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