09/29/14 | Uncategorized

Congrats to WiseBanyan, Our 10th PITCH Finalist!

Our last PITCH finalist is WiseBanyan, the world’s first free financial advisor.

By Betsy Mikel (Editor, Women 2.0)

Congrats to our last PITCH finalist who will be one of 10 early-stage startups pitching on the HowTo Conference stage on September 30 and October 1.

Company Description

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 Fees now seem outdated considering how technology allows advisors to create, invest, and manage multiple portfolios faster than ever before.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

  • Vikki Zhou

    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

    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.

Watch WiseBanyan pitch live on stage at the Women 2.0 PITCH Competition. Grab your tickets now.



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