WiseBanyan
Company

Last deal

$6.65M

Amount

Venture - Series Unknown

Stage

10.04.2018

Date

3

all rounds

$6.65M

Total amount

date founded

Financing round

General

About Company
WiseBanyan is a free financial advisor that helps people save and invest for their goals, starting with their very first dollar.

Industry

Sector :

Subsector :

Keywords :

founded date

19.02.2013

Operating Status

Closed (24.10.2018)

Number of employees

Company Type

For Profit

Last funding type

Venture - Series Unknown

IPO status

Private

Description

Launched in 2014, WiseBanyan provides automated goal-based investing and financial planning with no minimums. It offers a robo-investing service that creates and manages personal investment and retirement portfolios through customized portfolio construction and automated re-balancing. With over 25,000 users saving and investing over $5.5 billion in goals, WiseBanyan ensures that everyone can reach their financial goals by providing the best advice and keeping their interests fully aligned with their customers.
Contacts

Contact Email

Phone number

Social url

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M&A Details
1

Acquired by

Axos Financial

announced date

04.03.2019

Financials

Funding Rounds
5
3

Number of Funding Rounds

$6.65M

Money Raised

Their latest funding was raised on 10.04.2018. Their latest round Venture - Series Unknown

Date 
Funding Round 
Investors 
Money Raised 
Lead 
10.04.2018
$6.65M
06.07.2017
12.09.2014
4
Co-Investors
Investors
6
0

Number of lead investors

6

Number of investors

Investor 
Lead 
Round 
Partners 
No
Seed
No
Venture - Series Unknown
No
Seed
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People

Founders
2
Vicki Zhou
Vicki Zhou

Vicki Zhou

Vicki Zhou is the co-founder of WiseBanyan, the world's first free financial advisor. Their goal is to help everyone achieve their financial goals. With WiseBanyan, you can start saving and investing today, with just $1, for free. Prior to WiseBanyan, she co-founded a medical device company and was an inventor of the company’s patented surgical device. Now she is putting her entrepreneurial cap on again after working in investment banking at Citigroup, economic consulting, and quantitative asset management. Vicki holds dual degrees in Applied Math & Statistics and Biomedical Engineering from Johns Hopkins, and is Series 7, 24, and 63 certified.

current job

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Axos Invest

organization founded

1

Vicki Zhou

Herbert Moore
Herbert Moore

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Herbert Moore is the Co-founder and CEO at WiseBanyan.

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Employee Profiles
6
Kristin Tomasik

Kristin Tomasik

CTO

Activity

Recent News
0