About WiseBanyan
WiseBanyan is a company based in New York (United States) founded in 2013 was acquired by Axos Invest in March 2019. WiseBanyan has raised $11.05 million across 3 funding rounds from investors including Financial Solutions Lab and Axos Invest. WiseBanyan offers products and services including Managed Portfolios, Self-Directed Trading, and Axos Mobile App. WiseBanyan operates in a competitive market with competitors including SpiderRock, AlgoPear, Quantrader, StocksBot and Robotic Trading Systems, among others.
- Headquarter New York, United States
- SectorsTechnology
- Website wisebanyan.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Axos Invest (Mar 2019)
- Legal Name Axos Financial, Inc.
- Total Equity Funding$11.05M (USD)
in 3 rounds
- Latest Funding Round$6.65M (USD), Series A
Apr 2018
- InvestorsFinancial Solutions Lab
& 1 more
- Acquired byAxos Invest
(Mar 2019)
Products & Services of WiseBanyan
WiseBanyan offers a comprehensive portfolio of products and services, including Managed Portfolios, Self-Directed Trading, and Axos Mobile App.
Automated investment portfolios based on user risk profiles.
No-commission trading for stocks and ETFs online.
All-in-one app for banking, payments, and financial monitoring.
Apps and channels of WiseBanyan
its YouTube channel Axos Bank has 544 subscribers and 30 videos.
Videos from WiseBanyan
The most watched videos on WiseBanyan's YouTube channel, Axos Bank (544 subscribers). Click a video to play it here.
More on Axos Bank.
Funding Insights of WiseBanyan
WiseBanyan has successfully raised a total of $11.05M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $6.65 million completed in April 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $11.05M
- Total Rounds 3
- Last Round Series A — $6.65M
- First Round $4.15M
(Feb 2015)
- Investors Count 1
All 3 funding rounds of WiseBanyan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2018 | $6.65M | Series A | – | – | – |
| Jun 2016 | $250,000 | Series A | – | Financial Solutions Lab | – |
| Feb 2015 | $4.15M | Series A | – | – | – |
2 investors in total: 2 institutional.
Investors in WiseBanyan
WiseBanyan has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Financial Solutions Lab and Axos Invest.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fintech startups are accelerated through focused programs in Chicago. | – | finlab.finhealthnetwork.org | Chicago, United States | |
Investment services are provided through automated and self-directed platforms. | – | axosinvest.com | - |
Investor details for WiseBanyan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of WiseBanyan
4 dated milestones of WiseBanyan across 6 years, from founding to its latest funding, stage changes and deals.
- Founded WiseBanyan is founded.
- Funding First funding round of $4.1M.
- Funding Latest funding round, Series A, of $6.6M.
- Exit Acquired by Axos Invest.
Competitors of WiseBanyan
WiseBanyan operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as SpiderRock, AlgoPear, Quantrader, StocksBot and Robotic Trading Systems, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| spiderrock.net | 2006 | Chicago, United States | – | 35 | Offers trading platforms, risk management, and analytics for global institutional investors. | |
| algopear.com | 2019 | Dallas, United States | – | – | Stock trading is automated via portfolio-algorithm matching and risk tools. | |
| quantrader.ai | 2019 | New York, United States | – | – | An AI-driven platform for data analytics in stock trading. | |
| stocksbot.net | 2021 | Wichita, United States | – | – | Provides an algorithm-based platform for stock trading and investment solutions. | |
| robotictradingsystems.com | 2011 | Scottsdale, United States | – | – | Develops automated software for stock trading to streamline investment processes. | |
| powersignalz.com | 2021 | United States | – | – | Manages a digital hub for algorithmic stock trading. |
Detailed competitors of WiseBanyan
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of WiseBanyan
Websites that share an audience with WiseBanyan (wisebanyan.com).
Websites whose visitors overlap most with WiseBanyan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| awealthofcommonsense.com | 100% | – | #144,362 | View details | |
early-retirement.org | early-retirement.org | 84% | – | #232,419 | – |
toolsformoney.com | toolsformoney.com | 84% | – | #6,377,577 | – |
| investorjunkie.com | 84% | – | – | View details | |
jutiagroup.com | jutiagroup.com | 84% | – | – | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for WiseBanyan
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Wisebanyan
Complete news archive for WiseBanyan
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to WiseBanyan
10 companies that operate in the same segment as WiseBanyan (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about WiseBanyan
WiseBanyan was founded in 2013 and raised its 1st funding round 2 years after it was founded.
WiseBanyan is headquartered in New York, United States. It is registered at New York, New York, United States.
WiseBanyan is a funded company, having raised a total of $11.05M across 3 funding rounds to date. The company's 1st funding round was a Series A of $4.15M, raised on Feb 2015.
WiseBanyan was founded in 2013 in New York, United States, as an online platform in the fintech sector. Diversified investment portfolios are recommended, invested in, and managed for clients without fees or minimum requirements. Revenue is generated through charges for optional add-on features. A robot advisor is utilized to monitor markets and execute trades across various assets.
WiseBanyan's top competitors include AlgoPear, SpiderRock and Quantrader.
WiseBanyan offers Managed Portfolios, Self-Directed Trading, and Axos Mobile App.
WiseBanyan has 2 investors. Key investors include Financial Solutions Lab, and Axos Invest.
WiseBanyan operates through Axos Financial, Inc..
Yes. WiseBanyan was acquired by Axos Invest in March 2019.