Craft

Axos Invest

Total Funding

$6.6 M

Axos Invest Summary

Company Summary

Overview
Axos Invest  (formerly WiseBanyan) is a company that provides investment advisory and services. 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. 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. 
Type
Private
Status
Active
Founded
2013
HQ
New York, NY, US | view all locations
Website
https://www.axos.com/invest/
Cybersecurity rating
Sectors

Key People

  • Vicki Zhou
  • Herbert Moore

    Herbert Moore, Co-Founder & Co-CEO

  • Fernando Munoz

    Fernando Munoz, Chief Technology Officer

  • Brian Ramirez

    Brian Ramirez, Chief Strategy Officer

Operating MetricsView all

Assets Under Management

$90M
157.1%

Mar, 2016

Customers

20K

Jan, 2017

LocationsView all

1 location detected

  • New York, NY HQ

    United States

    10 E 40th St

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