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Insights

Acquisition by Axos Financial WiseBanyan was acquired by Axos Financial, Inc. in 2019, indicating potential synergies and new opportunities for collaboration and cross-selling financial products.

Feature Launch - Planning The launch of the Planning feature by WiseBanyan showcases a commitment to understanding customers' needs beyond finances, presenting an opening to tailor sales strategies based on personalized insights.

Partnership with MPOWER Financing The strategic partnership with MPOWER Financing allows WiseBanyan to tap into a new market segment of qualified student borrowers, offering a fresh avenue for customer acquisition.

Competitive Landscape Analysis By analyzing similar companies like SigFig, Scalable Capital, and Personal Capital, WiseBanyan can identify key differentiators and value propositions to enhance sales positioning.

Free Financial Advisor Model WiseBanyan's unique proposition as the first free financial advisor presents a compelling value proposition to attract cost-conscious customers, potentially opening doors for upselling premium services.

Similar companies to WiseBanyan

WiseBanyan Tech Stack

WiseBanyan uses 8 technology products and services including Atlassian, Font Awesome, Moment.js, and more. Explore WiseBanyan's tech stack below.

  • Atlassian
    Application Development & Management
  • Font Awesome
    Font Scripts
  • Moment.js
    Javascript Libraries
  • Salesforce Marketing Cloud
    Marketing Performance Measurement
  • iOS
    Programming Languages
  • Java
    Programming Languages
  • Yoast SEO
    Search Engines
  • Tealium
    Tag Management

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 W Sahara Ave Suite 220 Las Vegas, Nevada 89117 US. 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 October 2019, WiseBanyan has approximately 11 employees across 1 continents, including North America. Key team members include Principal, Venture Capital: E. T.. 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 AtlassianFont AwesomeMoment.jsSalesforce Marketing CloudiOSJavaYoast SEOTealium.

What is WiseBanyan's email format?

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WiseBanyan's email format typically follows the pattern of . Find more WiseBanyan email formats with LeadIQ.

When was WiseBanyan founded?

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WiseBanyan was founded in 2013.
WiseBanyan

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 W Sahara Ave Suite 220 Las Vegas, Nevada 89117 US
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
11-50

Section iconFunding & Financials

Section iconFunding & Financials

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