WiseBanyan is the fastest growing roboadvisor in the U.S. WiseBanyan enables the next generation of consumers to achieve their financial goals. Whether our clients have goals of building a rainy day fund, buying a home, or retirement, WiseBanyan builds custom investment portfolios of ETFs for clients to achieve their goals. Clients link a checking or savings account and we recommend and execute auto-deposits, create and manage the portfolios, and automate our client's financial achievements.

Launched publicly in 2014, WiseBanyan has grown to become one of the leading roboadvisors and fintech firms in the U.S. with over 10,000 clients. All WiseBanyan clients have fully-funded accounts.

Diving deeper, WiseBanyan helps clients create and manage portfolios, invest money, and achieve financial goals. WiseBanyan executes the ACH transfers (for initial deposits and recurring auto-deposits) and invests the money in a diversified portfolio of ETFs based on the client's profile and their sp...
WiseBanyan is the fastest growing roboadvisor in the U.S. WiseBanyan enables the next generation of consumers to achieve their financial goals. Whether our clients have goals of building a rainy day fund, buying a home, or retirement, WiseBanyan builds custom investment portfolios of ETFs for clients to achieve their goals. Clients link a checking or savings account and we recommend and execute auto-deposits, create and manage the portfolios, and automate our client's financial achievements.

Launched publicly in 2014, WiseBanyan has grown to become one of the leading roboadvisors and fintech firms in the U.S. with over 10,000 clients. All WiseBanyan clients have fully-funded accounts.

Diving deeper, WiseBanyan helps clients create and manage portfolios, invest money, and achieve financial goals. WiseBanyan executes the ACH transfers (for initial deposits and recurring auto-deposits) and invests the money in a diversified portfolio of ETFs based on the client's profile and their specific goals. In addition, WiseBanyan’s proprietary software continuously monitors and manages the investments, cash transfers, and rebalances security allocations in the portfolio, reinvests dividends, tracks all tax lots, and prepares documents for taxes.

Our end-to-end technology and infrastructure is so efficient and scalable that WiseBanyan accounts have no minimums and we don't charge any fees! For example, our broker-dealer currently processes over 250,000 trades a month, 20,000 individual deposits per month, and analyzes over 4 million tax lots per day. We democratize investment management and financial planning and open up a new segment of the market: first-time investors and Millennials. By eliminating barriers for clients to start (we have no minimums, no fees, and an easy mobile and desktop sign up), clients can get started saving and investing for their future right away, even with just $1. Our freemium model fully aligns us with our clients and helps them achieve financial goals with additional products and services. For example, many of our clients are saving and investing towards first home milestones and will need a mortgage and home insurance when the time is right.
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