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WiseBanyan is the first free financial advisor. Our company 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. WiseBanyan makes the same level of investment advisory and services previously only available to the wealthiest clients available to everybody. And due to our sophisticated technology, we can do this for free. We recommend, invest, and manage a tailored selection of stocks and bonds for each of our clients based on their investor profile. There is no minimum to invest so you can start saving sooner. Easily open a personal investment account, IRA, Roth IRA, or rollover your 401(k) portfolio in minutes. Whether your portfolio is $10 or $10,000 you will never be charged a penny. ----- © 2017 WiseBanyan. © WiseBanyan, Inc. All rights reserved. WiseBanyan, Inc. is an SEC registered investment advisor. Securities in your account are protected up to $500,000. See sipc.org for more details. Past performance is no guarantee of future results or returns. Investments are not FDIC insured, and securities and investments may lose value. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. All information herein as well as any communications on social media is not an offer, solicitation of an offer, or advice to buy or sell securities or services. Gaining access to WiseBanyan's waitlist is not nor should it be construed as confirmation that a financial advisory relationship has been initiated or that an investment account or brokerage account has been opened. A person shall only become a client of WiseBanyan should they be invited from the waitlist and he or she has signed the advisory agreement and acknowledge receiving all disclosures from WiseBanyan.

WiseBanyan Questions

The WiseBanyan annual revenue was $2 million in 2026.

WiseBanyan is based in New York City, New York.

The NAICS codes for WiseBanyan are [5231, 52, 523].

The SIC codes for WiseBanyan are [62, 628].

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