WiseBanyan Overview

  • Founded
  • 2013
  • Status
  • Acquired/​Merged
  • Employees
  • 10
  • Latest Deal Type
  • M&A

WiseBanyan General Information


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
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 10 East 40th Street
  • Suite 3210
  • New York, NY 10016
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

WiseBanyan Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 31-Dec-2018 000.00 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
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

HQ Location
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
000000&0 000.00


d tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercita
000000000 00000000
San Francisco, CA
000 As of 0000
0000 0000-00-00
00000000000 00000


irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepte
000000000 00000000
Dedham, MA
00 As of 0000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

WiseBanyan Competitors (35)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SigFig Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
0000000 00000000 Accelerator/Incubator Backed Dedham, MA 00 000000000000
00000000 Venture Capital-Backed San Jose, CA 00 00000 00000000000 00000
00 0000000 Venture Capital-Backed Chicago, IL 00 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
You’re viewing 5 of 35 competitors. Get the full list »

WiseBanyan Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

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 »