Our last PITCH finalist is WiseBanyan, the world’s first free financial advisor.
By Betsy Mikel (Editor, Women 2.0)
Most agree that financial advisory fees are too high. Fees now seem outdated considering how technology allows advisors to create, invest, and manage multiple portfolios faster than ever before.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 portfolios as a traditional advisor, but never at your expense.
Meet the Founders
Vicki Zhou, Co-founder & COO
Vicki Zhou is excited to truly innovate the financial services industry and help everyone reach their financial goals. She previously worked in asset management, investment banking at Citigroup, and met her co-founder while doing financial and economic consulting. She has co-founded a medical device company where she co-invented the company’s first FDA-approved product. She has degrees in Applied Mathematics & Statistics and Biomedical Engineering from Johns Hopkins University.
Herbert Moore, Co-founder & CEO
Herbert Moore enjoys building things, and loves finding intuitive solutions to complex problems. Prior to WiseBanyan, he founded a Registered Investment Advisor focused on ETF and options strategies for individuals and institutions. Previously, he was the head trader at a volatility arbitrage hedge fund in New York. He has a BA in economics from George Washington University, an MS in Engineering from Stanford University.