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Company profile: WiseBanyan

1.1 - Company Overview

WiseBanyan Logo

WiseBanyan

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of automated goal-based investing and automated financial planning with no minimums, offering free financial advisory services to help people save and invest for their goals starting from their first dollar.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to WiseBanyan

Argus Media Logo

Argus Media

HQ: United Kingdom Website
  • Description: Provider of price assessments, market news, analytics and forecasting, conferences, consulting projects, and training and support. Publishes market reports with price assessments, market commentary, news, and business intelligence, offering trusted reference points for physical supply and derivative contracts and vital insights enabling well-informed decisions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Argus Media company profile →
Gambit Finance Logo

Gambit Finance

HQ: Belgium Website
  • Description: Provider of investment advisory, portfolio optimization and risk management solutions via investment and wealth management platforms for client onboarding, investor profiling, goal definition, pension simulation, client segmentation, model portfolios, advisor dashboard, reporting, recommendations, projections and historical performance analysis; Robo Advisor, personalized pension solutions and platforms such as MyMand@te and Birdee.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Gambit Finance company profile →
Farewill Logo

Farewill

HQ: United Kingdom Website
  • Description: Provider of an all-in-one financial and legal services platform for handling post-death paperwork, offering online will writing with specialist support and unlimited updates, probate application and estate administration services, and direct cremations without a service, with options for immediate arrangements or prepaid plans.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Farewill company profile →
Hatstand Logo

Hatstand

HQ: United Kingdom Website
  • Description: Provider of global financial consultancy and capital markets specialist services, operating in trading systems and connectivity, data management, and regulation and risk, working closely with clients to deliver flexible, bespoke solutions addressing diverse challenges in financial markets.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Hatstand company profile →
Fortigent Logo

Fortigent

HQ: United States Website
  • Description: Provider of unspecified products and services; Fortigent, LLC was acquired by LPL Financial in 2012.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Fortigent company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for WiseBanyan

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to WiseBanyan

2.2 - Growth funds investing in similar companies to WiseBanyan

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4 - Top valuation comps for WiseBanyan

4.2 - Public trading comparable groups for WiseBanyan

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4.3 - M&A Transactions similar to WiseBanyan

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About WiseBanyan

What does WiseBanyan do?

WiseBanyan is a provider of automated goal-based investing and automated financial planning with no minimums, offering free financial advisory services to help people save and invest for their goals starting from their first dollar.

Who are WiseBanyan's competitors?

WiseBanyan's competitors and similar companies include Argus Media, Gambit Finance, Farewill, Hatstand, and Fortigent.

Where is WiseBanyan headquartered?

WiseBanyan is headquartered in United States.

How many employees does WiseBanyan have?

WiseBanyan has 1,000 employees 🔒.

When was WiseBanyan founded?

WiseBanyan was founded in 2010 🔒.

What sector and industry vertical is WiseBanyan in?

WiseBanyan is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for WiseBanyan

Who are the top strategic acquirers in WiseBanyan's sector and industry

Top strategic M&A buyers and acquirers in WiseBanyan's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for WiseBanyan?

Top strategic M&A buyers groups and sectors for WiseBanyan include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in WiseBanyan's sector and industry vertical

Which are the top PE firms investing in WiseBanyan's sector and industry vertical?

Top PE firms investing in WiseBanyan's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in WiseBanyan's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in WiseBanyan's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in WiseBanyan's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to WiseBanyan include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in WiseBanyan's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for WiseBanyan?

The key public trading comparables and valuation benchmarks for WiseBanyan include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for WiseBanyan for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for WiseBanyan with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in WiseBanyan's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for WiseBanyan with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in WiseBanyan's' sector and industry vertical?

Access recent funding rounds and capital raises in WiseBanyan's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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