Most agree financial advisory fees are too high. Fees actually seem outdated considering how technology allows advisors to create, invest, and manage multiple portfolios faster than ever before.
WiseBanyan has built the leanest technology-driven financial advisor. This means we can offer the same investment management as a traditional advisor, but never at your expense.
WiseBanyan was built on two pillars: minimizing fees as much as possible and helping people start investing sooner. These not only empower you to secure your financial future more easily, but also to maximize your wealth through multiple levels of compound interest.
The current financial system was not built with the modern investor in mind. Experts agree the best way to maximize your wealth is to invest as soon as possible, but most options either require a lot of money to start or charge high fees in exchange for access.
WiseBanyan began with the idea that investing is a right not a privilege. Our mission is to ensure everyone can achieve their financial goals, which starts with investing as early as possible. We envision a world in which everyone can expect to achieve basic milestones such as buying a home, putting their children through college, and retiring on time.
We invest your money into a tailored selection of stocks and bonds based on your investor profile.
Your portfolios are fully-diversified to capture market returns through domestic and international exchange-traded funds (ETFs).
WiseBanyan securely manages and monitors your investments around the clock.
We’ve automated the daily investment tasks such as rebalancing, reinvesting dividends, and depositing. This makes your life easier and ensures your money is invested to its full potential.
Once you’re set up you can view your investments online at any time, easily add or withdraw funds, or create a new portfolio within minutes.
We make sure you are protected
Cutting out the fat doesn’t mean cutting back on security. Your personal information is fully encrypted, securely stored, and protected by our state-of-the-art security.
The securities in your account are held in your name with a FINRA registered broker-dealer for an added layer of security.
Our team has deep financial and investment industry experience, from managing portfolios for individuals and institutions to overseeing quantitative hedge fund portfolios. We bring together a diverse set of academic backgrounds, engineering knowledge, and industry experience.
Have a quick question? Tweet us @WiseBanyan
Personal question? Email us at support@wisebanyan.com
Incredible Shrinking Management Fee
Get advice from an investment advisor for free?
Right price for investing advice could be $0
