Axos Invest

OverviewSuggest Edit

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. 

HQNew York, NY, US

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Employees (est.) (Nov 2021)3
Cybersecurity ratingBMore
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Key People/Management at Axos Invest

Vicki Zhou

Vicki Zhou

Co-Founder & Co-CEO
Herbert Moore

Herbert Moore

Co-Founder & Co-CEO
Fernando Munoz

Fernando Munoz

Chief Technology Officer
Brian Ramirez

Brian Ramirez

Chief Strategy Officer
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Axos Invest Office Locations

Axos Invest has an office in New York
New York, NY, US (HQ)
10 E 40th St
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Axos Invest Financials and Metrics

Summary Metrics

Founding Date


Axos Invest total Funding

$6.6 m

Axos Invest latest funding size

$6.65 m

Time since last funding

4 years ago

Axos Invest investors

Axos Invest's latest funding round in April 2018 was reported to be $6.6 m. In total, Axos Invest has raised $6.6 m
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Axos Invest Operating Metrics

Axos Invest's Assets Under Management was reported to be $90m in Mar, 2016. Axos Invest's Customers was reported to be 20 k in Jan, 2017.
Oct, 2015Mar, 2016Jan, 2017

Assets Under Management

$35 m$90 m


20 k

Axos Invest Cybersecurity Score

Cybersecurity ratingPremium dataset



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Axos Invest Online and Social Media Presence

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Axos Invest Blogs

Introducing Formulas

Timing is everything when it comes to your money. If only you started saving sooner. If only you invested when the market was down. However, the ability to pounce at a precise moment requires non-stop patience and monitoring… At least it used to. Our new formulas are designed to capture different op…

New Rollover Option

Minimize your account fees to set your money free. Announcing the new, streamlined account rollover option.

Axos Invest Frequently Asked Questions

  • When was Axos Invest founded?

    Axos Invest was founded in 2013.

  • Who are Axos Invest key executives?

    Axos Invest's key executives are Vicki Zhou, Herbert Moore and Fernando Munoz.

  • How many employees does Axos Invest have?

    Axos Invest has 3 employees.

  • Who are Axos Invest competitors?

    Competitors of Axos Invest include Personal Capital, iQuant and Birdee Money Experts.

  • Where is Axos Invest headquarters?

    Axos Invest headquarters is located at 10 E 40th St, New York.

  • Where are Axos Invest offices?

    Axos Invest has an office in New York.

  • How many offices does Axos Invest have?

    Axos Invest has 1 office.