Our Grand Vision
WiseBanyan began with the belief that investing is a right - not a privilege. Our mission is to ensure everyone can achieve their financial goals, which starts by providing access to professional financial services the minute they earn their first dollar. We hope you are as excited about WiseBanyan as we are, especially what it means for you, your friends, and society as a whole.
Focus On Clients (Not Assets)
Traditionally, our industry has solely been focused on the amount of assets under management. Firms use this as a bragging point for their level of sophistication, while in reality it just indicates how much money they earn off their clients.
We reversed this approach by focusing on the number of clients we serve instead of their starting account values. You will never hear us brag about the amount of assets we manage - not only is it irrelevant to our business but also to our mission.
Freedom Through Innovation
By not being restricted to an “asset gatherer” business model, we have the freedom to work with all clients regardless of their starting wealth. This helps us empower everyone to start investing as soon as possible, provide the best financial advice after they do, and keep our interests fully aligned with our clients as they progress.