WiseBanyan was a roboadvisor that provided automated, algorithm-driven financial planning services to make investing accessible and straightforward. It offered clients a range of services, including portfolio management and retirement planning.  Its goal was to lower barriers to entry to investment for individual investors.

The company raised a total of $6.6 million over several funding rounds. Notable investors included A-Level Capital, Village Capital, Battle Born Venture, John Hancock, and InnoSpring.

In 2019, WiseBanyan was acquired by Axos Financial.  This allowed Axos to integrate WiseBanyan’s technology into its own suite of financial products and services.^[1][2][3]