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WiseBanyan

WiseBanyan
2013 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 10 East 40th Street
  • Suite 3210
  • New York, NY 10016
  • United States

+1 (646) 000-0000
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WiseBanyan Valuation and 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. Accelerator/Incubator 17-Jun-2016 $500K $4.65M Completed Generating Revenue
1. Seed Round 01-Jul-2016 $4.15M $4.15M 000.00 Completed Generating Revenue
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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
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WiseBanyan Competitors (34)

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 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00000000 0000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
0000000 Venture Capital-Backed Charleston, SC 00 000.00 000000000 000.00
0000000000000 Accelerator/Incubator Backed San Francisco, CA 00 000.00 000000&0 000.00
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WiseBanyan Former Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
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
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WiseBanyan Executive Team (4)

Name Title Board
Seat
Contact
Info
Herbert Moore Co-Founder, Co-Chief Executive Officer & Board Member
Vicki Zhou Co-Founder, Co-Chief Executive Officer & Board Member
Brian Ramirez Chief Strategy Officer, Strategy & Board Member

1 Former Executive

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WiseBanyan Board Members (3)

Name Representing Role Since Contact
Info
Brian Ramirez WiseBanyan Chief Strategy Officer, Strategy & Board Member 000 0000
Herbert Moore WiseBanyan Co-Founder, Co-Chief Executive Officer & Board Member 000 0000
Vicki Zhou WiseBanyan Co-Founder, Co-Chief Executive Officer & Board Member 000 0000