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. 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. 

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Employee Rating

HQNew York, US
Size (employees)13 (est)
WiseBanyan was founded in 2013 and is headquartered in New York, US
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Key People/Management at WiseBanyan

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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WiseBanyan Office Locations

WiseBanyan has an office in New York
New York, (HQ)
10 E 40th St
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WiseBanyan Financials and Metrics

Summary Metrics

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WiseBanyan Operating Metrics

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

Assets Under Management

$35 m$90 m


20 k
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WiseBanyan Online and Social Media Presence

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WiseBanyan 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.

WiseBanyan Company Life and Culture

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WiseBanyan Frequently Asked Questions

  • When was WiseBanyan founded?

    WiseBanyan was founded in 2013.

  • Who are WiseBanyan key executives?

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

  • How many employees does WiseBanyan have?

    WiseBanyan has 13 employees.

  • Who are WiseBanyan competitors?

    Competitors of WiseBanyan include Ethic, Wealthify and Scalable Capital.

  • Where is WiseBanyan headquarters?

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

  • Where are WiseBanyan offices?

    WiseBanyan has an office in New York.

  • How many offices does WiseBanyan have?

    WiseBanyan has 1 office.