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

Website
www.wisebanyan.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
Axos Financial
Primary Office
  • 10 East 40th Street
  • Suite 3210
  • New York, NY 10016
  • United States

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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 000.00 00.00 Completed Generating Revenue
3. Early Stage VC 06-Apr-2018 00.000 000.00 Completed Generating Revenue
2. Seed Round 01-Jul-2016 $4.15M $4.65M 000.00 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 000,000 00.000000 000.00 000.00 00 000.00 00.000
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
000.00
0.00 0000-00-00
000000&0 000.00

000000

liquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in volupt
00000 000000000 0000
Radnor, PA
000 As of 0000
0000 0000-00-00
000000&0

000000

liquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in volupt
000000000 00000000
San Francisco, CA
0 As of 0000
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WiseBanyan Competitors (48)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
eMoney Advisor Corporate Backed or Acquired Radnor, PA 000 000000&0
000000000 Corporation San Francisco, CA 0
00000000 Venture Capital-Backed Singapore, Singapore 00 000.00 00000000000 000.00
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
00000000 (00000000 Corporation Summit, NJ 00
You’re viewing 5 of 48 competitors. Get the full list »

WiseBanyan Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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WiseBanyan Former Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
A-Level Capital Venture Capital Minority 000 0000 000000 0
Andy White Angel (individual) Minority 000 0000 000000 0
Battle Born Venture Venture Capital Minority 000 0000 000000 0
Financial Solutions Lab Accelerator/Incubator Minority 000 0000 000000 0
InnoSpring Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 11 investors. Get the full list »

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