WiseBanyan

Investment ManagementNevada, United States11-50 Employees

WiseBanyan provides investment advisory services to individuals, leveraging technology to offer guidance without a minimum account size and without ongoing advisory charges. The service designs a tailored mix of stocks and bonds based on each investor’s profile and supports opening personal investment accounts, IRAs, Roth IRAs, or rolling over a 401(k) portfolio. By removing traditional barriers, it enables earlier and broader participation in investing. Based in Las Vegas, Nevada, WiseBanyan operates as a registered investment adviser with the securities in client accounts protected by SIPC up to $500,000. Originally launched in 2014, it was acquired by Axos Financial in 2019. These facts place it within the automated investment management segment that targets individual investors seeking accessible advisory services.

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