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
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Sectors
Technology
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Axos Financial, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$11.05 M (USD)
in 3 rounds
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Latest Funding Round
$6.65 M (USD), Series A
Apr 06, 2018
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Investors
Financial Solutions Lab
& 1 more
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Employee Count
Not available
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Acquired by
Axos Invest
(Mar 04, 2019)
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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.
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.
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 |
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Fintech startups are accelerated through focused programs in Chicago.
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Investment services are provided through automated and self-directed platforms.
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Investor details for WiseBanyan
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Investments & Acquisitions by WiseBanyan
Investment portfolio details for WiseBanyan
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
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Financial Statements - WiseBanyan
Detailed financials for WiseBanyan
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Wisebanyan Comparisons
Peer comparison for WiseBanyan
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
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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 year | HQ Location | Description |
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Offers trading platforms, risk management, and analytics for global institutional investors.
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Stock trading is automated via portfolio-algorithm matching and risk tools.
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An AI-driven platform for data analytics in stock trading.
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Provides an algorithm-based platform for stock trading and investment solutions.
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Develops automated software for stock trading to streamline investment processes.
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Detailed competitors of WiseBanyan
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Latest news on Wisebanyan
Complete news archive for WiseBanyan
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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.
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.