About Wiser Investments
Wiser Investments is a company based in Toronto (Canada) founded in 2015 was acquired by Royal Bank of Canada in June 2017.. Wiser Investments offers products and services including Investment Services and Innovation Consulting. Wiser Investments operates in a competitive market with competitors including Quantifeed, PINTEC, Fount, AQUMON and InvestSuite, among others.
- Headquarter Toronto, Canada
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Royal Bank of Canada
(Jun 29, 2017)
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Products & Services of Wiser Investments
Wiser Investments offers a comprehensive portfolio of products and services, including Investment Services and Innovation Consulting. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides investment management and asset strategies for institutional clients.
Offers advisory for financial innovations through lab partnerships.
Funding Insights of Wiser Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Wiser Investments
Wiser Investments has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Royal Bank of Canada. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Comprehensive banking and financial services are provided globally.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Wiser Investments
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Wiser Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wiser Investments Comparisons
Competitors of Wiser Investments
Wiser Investments 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 Quantifeed, PINTEC, Fount, AQUMON and InvestSuite, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
White-label robo-advisory solutions are offered for wealth management firms.
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| domain | founded_year | HQ Location |
Retail financial solutions are provided to institutions and clients.
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| domain | founded_year | HQ Location |
Asset management services are provided by Fount for financial freedom.
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| domain | founded_year | HQ Location |
White-label robo advisors are provided to financial advisors.
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| domain | founded_year | HQ Location |
White-label robo-advisors and wealth management solutions are provided.
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| domain | founded_year | HQ Location |
White-label robo-advisor solution
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Wiser Investments
When was Wiser Investments founded?
Wiser Investments was founded in 2015.
Where is Wiser Investments located?
Wiser Investments is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
What does Wiser Investments do?
Wiser Investments was established in 2015 in Toronto, Canada, within the fintech sector. A digital platform is delivered to financial advisors, enabling integration with their branding. Tools are included for expanding assets under management, broadening client diversity, and streamlining operational processes. Services focus on automation and growth support for advisory practices.
Who are the top competitors of Wiser Investments?
Wiser Investments's top competitors include PINTEC, Bambu and InvestSuite.
What products or services does Wiser Investments offer?
Wiser Investments offers Investment Services and Innovation Consulting.
Who are Wiser Investments's investors?
Wiser Investments has 1 investor. Key investors include Royal Bank of Canada.
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