Wiser Investments Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

Wiser Investments General Information

Description

Provider of an automated investment management platform created for asset management. The company's platform helps financial advisers to grow their assets and automate their investment management processes, enabling them to expand their client base and increase their returns.

Contact Information

Website
www.wiserinvestments.com
Ownership Status
Acquired/Merged
Financing Status
Formerly Accelerator/Incubator backed
Corporate Office
  • 10 Dundas Street East
  • 6th Floor
  • Toronto, Ontario M5B 2G9
  • Canada
Primary Industry
Asset Management
Other Industries
Financial Software
Acquirer
Royal Bank of Canada
Vertical(s)
TMT, FinTech
Corporate Office
  • 10 Dundas Street East
  • 6th Floor
  • Toronto, Ontario M5B 2G9
  • Canada

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Wiser Investments Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 28-Jun-2017 Completed Startup
1. Accelerator/Incubator Completed Startup
To view Wiser Investments’s complete valuation and funding history, request access »

Wiser Investments Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
DMZ (Financial Services) Accelerator/Incubator
To view Wiser Investments’s complete investors history, request access »

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Wiser Investments FAQs

  • When was Wiser Investments founded?

    Wiser Investments was founded in 2015.

  • Where is Wiser Investments headquartered?

    Wiser Investments is headquartered in Toronto, Canada.

  • What industry is Wiser Investments in?

    Wiser Investments’s primary industry is Asset Management.

  • Is Wiser Investments a private or public company?

    Wiser Investments is a Private company.

  • What is Wiser Investments’s current revenue?

    The current revenue for Wiser Investments is .

  • Who are Wiser Investments’s investors?

    DMZ (Financial Services) has invested in Wiser Investments.

  • When was Wiser Investments acquired?

    Wiser Investments was acquired on 28-Jun-2017.

  • Who acquired Wiser Investments?

    Wiser Investments was acquired by Royal Bank of Canada.

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