Financial advisory fees are too high. Fees actually seem outdated considering technology helps advisors manage portfolios faster than ever before.
WiseBanyan is the first financial advisor to not charge investment management, trading, or rebalancing fees. Through the use of technology, we can offer comparable services as a traditional advisor and pass the savings on to you.
We all know the sooner we start on our financial goals, the sooner we can achieve them. However, we often believe we don’t have enough time or money to start.
With WiseBanyan, simply tell us what you want to achieve and we’ll automate your path to success. There's no minimum to become a client, so you can start achieving your financial goals today.
WiseBanyan was built on two pillars: minimize fees as much as possible and help people start investing sooner. These not only empower you to achieve your goals more easily, but also to maximize your money’s potential through compound returns.
As a WiseBanyan client, your financial plan is invested into well-diversified portfolios of exchange-traded funds (ETFs) to capture market returns. WiseBanyan securely manages and monitors everything around the clock.
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 technology.
Our team has deep financial and investment industry experience, from managing portfolios for individuals and institutions to overseeing hedge fund portfolios. We came together with a shared belief that the current financial system was not designed with the modern investor in mind, and built a unified mission to help everyone achieve their financial goals.