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. Whether your portfolio is $10 or $10,000 you will never be charged a penny.
Gaining access to WiseBanyan's waitlist is not nor should it be construed as confirmation that a financial advisory relationship has been initiated or that an investment account or brokerage account has been opened. A person shall only become a client of WiseBanyan should they be invited from the waitlist and he or she has signed the advisory agreement and acknowledge receiving all disclosures from WiseBanyan. WiseBanyan is currently registered in the following states. Persons residing in the states in which WiseBanyan is legally able to conduct financial advisory business will have the first opportunity to become clients based on their position in line. Any persons residing in states where WiseBanyan is awaiting approval to conduct financial advisory business will be given the opportunity to become clients once those state registrations become effective.