WiseBanyan careers
WiseBanyan is the fastest growing independent roboadvisor in the U.S. We are a fully-automated, digital financial advisor popular with Millennials. We help individuals save, invest, and reach their first $100,000 – for free and with no minimums.
WiseBanyan builds and manages tailored, goal-based financial plans helping individuals reach rainy day funds, purchase a home, and save for retirement. Simply link a bank account and WiseBanyan’s end-to-end infrastructure automates achieving the goals.
As a leading consumer fintech firm, WiseBanyan is a FINRA Broker-Dealer and an SEC Registered Investment Advisor. Our trading engines seamlessly execute transfers, rebalancing, and portfolio allocations. We process a quarter million every single month.
WiseBanyan is the next generation financial institution. Our product and technology is data-driven and our proprietary decision engines provide individualized advice, plans, and recommendations for our clients – exactly when our clients need it.
WiseBanyan builds and manages tailored, goal-based financial plans helping individuals reach rainy day funds, purchase a home, and save for retirement. Simply link a bank account and WiseBanyan’s end-to-end infrastructure automates achieving the goals.
As a leading consumer fintech firm, WiseBanyan is a FINRA Broker-Dealer and an SEC Registered Investment Advisor. Our trading engines seamlessly execute transfers, rebalancing, and portfolio allocations. We process a quarter million every single month.
WiseBanyan is the next generation financial institution. Our product and technology is data-driven and our proprietary decision engines provide individualized advice, plans, and recommendations for our clients – exactly when our clients need it.
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Vicki Zhou
Co-founder WiseBanyan. VP of Archipelago Capital Management. Applied Math, Bioengineer @Johns Hopkins University . Co-founded medical device company. Previously @SFC Associates, @Citigroup.
Herbert Moore
Founder WiseBanyan • Studied at @Stanford University, @George Washington University
Funded over
1 round
Latest round
IPO (Jun 2020)
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