WiseBanyan

United States
Hercules, California, United States, 89117

Company profile

WiseBanyan company profile

WiseBanyan is the world's first free financial advisor. It helps people save and invest for their goals, starting with their very first dollar --- for free. Launched in 2014, WiseBanyan provides automated goal-based investing and automated financial planning, all with no minimums. Today, there are over 25,000 people using it to save and invest over $5.5 billion in goals.

Business identity

Contact email
[email protected]
Phone number
+116465938359
Operating status
Closed
Company type
For Profit
Employee range
11-50 employees
Revenue range
$0-$1M
Founded
2013-02-19

Headquarters

Postal code
89117
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
5
Total equity funding
$6.6M
Last funding
Series Unknown / $6.6M / 2018-04-10
Last equity funding
Series Unknown / $6.6M
Investors
13
Founders
2
Articles
37
Closed on
2019-03-04
Exited on
2019-03-04

Founders and investors

Founders

Herbert MooreVicki Zhou

Investors

Financial Solutions LabJohn HancockUpslope VenturesVilCap InvestmentsVillage Capital