Founded in 2010 and headquartered in Geneva, WIZE was built to close a clear gap in the wealth management market, providing a single, integrated platform for external asset managers and private banks, spanning portfolio management, CRM & compliance workflows, and order management.
WIZE is tracked in the Tech.eu funding database. Based in Geneva, Switzerland; active in Software. Acquired by Banyan Software in 2026. Data as of 28 Jul 2026.