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Digital Wealth Management<br />
WiseBanyan Overview<br />
Products & Services Overview<br />
Landscape Category(s)<br />
Direct-to-Consumer<br />
Digital Wealth<br />
Management<br />
CEO:<br />
Headquarters:<br />
Company Overview<br />
Herbert Moore & Vicki Zhou<br />
New York, NY<br />
WiseBanyan’s wealth management<br />
platform is designed to minimize<br />
fees and encourage people to<br />
invest sooner to maximize wealth<br />
through compounding interest<br />
Founded: 2013<br />
■<br />
■<br />
WiseBanyan is an online financial advisor providing<br />
professional wealth management services to individuals<br />
and institutions<br />
– Offers zero fees and commission services<br />
– Customers have the option to opt into paid services<br />
The Company offers advisory services ranging from<br />
designing, recommending and managing various<br />
investment portfolios to help clients achieve short and<br />
long-term financial goals<br />
Portfolios are designed<br />
by the WiseBanyan’s<br />
investment team and<br />
built to maximize aftertax,<br />
real investment<br />
returns while providing a<br />
personalized approach<br />
for individual investor<br />
preferences<br />
Financing History<br />
Date Size ($ mm) Investor(s)<br />
02/04/15 $4<br />
Galvanize; InnoSpring; Sorenson Legacy<br />
Foundation; VegasTechFund; VilCap<br />
Investments<br />
Source: Company website, LinkedIn, CrunchBase, PitchBook.<br />
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