Insights

Affordable Investment Solution WiseBanyan offers free, accessible investment management services to a broad customer base, including those with smaller portfolios, which presents opportunities to target individuals seeking cost-effective financial advisory options or complementary services for their early-stage savings.

Growing Market Presence Since its acquisition by Axos Financial in 2019 and recent feature launches like Planning, WiseBanyan is expanding its service offerings and market reach, creating potential sales opportunities with strategic partners and financial service providers interested in integrating or cross-promoting cost-efficient investment tools.

Technology-Driven Engagement With a sophisticated tech stack supporting seamless onboarding and account management, WiseBanyan appeals to tech-savvy consumers and institutions looking to enhance digital investment services, indicating opportunities in B2B collaborations or platform integrations to broaden their technology ecosystem.

Customer Demographics Targeting investors from early savings to rolling over retirement accounts, WiseBanyan’s broad client base includes students and young professionals, offering chances for educational institutions, student loan providers, and fintech firms to partner in expanding financial literacy and investment accessibility.

Competitive Edge As a low-cost, high-tech service provider in a competitive landscape with companies like Betterment and Acorns, WiseBanyan can benefit from partnerships that enhance its portfolio of financial products, customer acquisition channels, and operational efficiency, generating sales opportunities with financial institutions seeking to expand their digital advisory capabilities.

WiseBanyan Tech Stack

WiseBanyan uses 8 technology products and services including InVision, Twemoji, Moment.js, and more. Explore WiseBanyan's tech stack below.

  • InVision
    Communication And Collaboration
  • Twemoji
    Font Scripts
  • Moment.js
    Javascript Libraries
  • iOS
    Programming Languages
  • Xcode
    Programming Languages
  • New Relic
    Real User Monitoring
  • reCAPTCHA
    Security
  • Adobe Creative Suite
    Visualisation Software

WiseBanyan's Email Address Formats

WiseBanyan uses at least 1 format(s):
WiseBanyan Email FormatsExamplePercentage
First.Last@wisebanyan.comJohn.Doe@wisebanyan.com
42%
FLast@wisebanyan.comJDoe@wisebanyan.com
8%
First.Last@wisebanyan.comJohn.Doe@wisebanyan.com
42%
FLast@wisebanyan.comJDoe@wisebanyan.com
8%

Frequently Asked Questions

Where is WiseBanyan's headquarters located?

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WiseBanyan's main headquarters is located at 9440 West Sahara Avenue, Suite 220. The company has employees across 1 continents, including North America.

What is WiseBanyan's phone number?

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You can contact WiseBanyan's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WiseBanyan's official website and social media links?

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WiseBanyan's official website is wisebanyan.com and has social profiles on LinkedIn.

What is WiseBanyan's NAICS code?

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WiseBanyan's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does WiseBanyan have currently?

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As of December 2025, WiseBanyan has approximately 11 employees across 1 continents, including North America. Key team members include Founding Member: J. K.. Explore WiseBanyan's employee directory with LeadIQ.

What industry does WiseBanyan belong to?

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WiseBanyan operates in the Investment Management industry.

What technology does WiseBanyan use?

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WiseBanyan's tech stack includes InVisionTwemojiMoment.jsiOSXcodeNew RelicreCAPTCHAAdobe Creative Suite.

What is WiseBanyan's email format?

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WiseBanyan's email format typically follows the pattern of First.Last@wisebanyan.com. Find more WiseBanyan email formats with LeadIQ.

When was WiseBanyan founded?

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WiseBanyan was founded in 2013.

WiseBanyan

Investment ManagementNevada, United States11-50 Employees

WiseBanyan is the first free financial advisor. Our company began with the idea that investing is a right not a privilege. Our mission is to ensure everyone can achieve their financial goals, which starts with investing as early as possible. 

WiseBanyan makes the same level of investment advisory and services previously only available to the wealthiest clients available to everybody. And due to our sophisticated technology, we can do this for free.

We recommend, invest, and manage a tailored selection of stocks and bonds for each of our clients based on their investor profile. There is no minimum to invest so you can start saving sooner.

Easily open a personal investment account, IRA, Roth IRA, or rollover your 401(k) portfolio in minutes. Whether your portfolio is $10 or $10,000 you will never be charged a penny.



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© 2017 WiseBanyan. © WiseBanyan, Inc. All rights reserved.

WiseBanyan, Inc. is an SEC registered investment advisor.

Securities in your account are protected up to $500,000. See sipc.org for more details. Past performance is no guarantee of future results or returns. Investments are not FDIC insured, and securities and investments may lose value. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. All information herein as well as any communications on social media is not an offer, solicitation of an offer, or advice to buy or sell securities or services.

Gaining access to WiseBanyan's waitlist is not nor should it be construed as confirmation that a financial advisory relationship has been initiated or that an investment account or brokerage account has been opened. A person shall only become a client of WiseBanyan should they be invited from the waitlist and he or she has signed the advisory agreement and acknowledge receiving all disclosures from WiseBanyan.

Section iconCompany Overview

Headquarters
9440 West Sahara Avenue, Suite 220
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    WiseBanyan's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    WiseBanyan's revenue is estimated to be in the range of $1M$10M

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