WisdomTree

WisdomTree Investments, Inc. is an asset manager and exchange-traded funds (ETFs) sponsor based in New York. The company offers a range of ETFs across various asset classes, including equities, currency, fixed income, and alternatives. Utilizing its own fundamentally weighted index methodology, WisdomTree develops unique indexes that are licensed to third parties for proprietary products. Additionally, the firm promotes the integration of its ETFs into 401(k) plans through a dedicated platform. As of recent reports, WisdomTree manages approximately $7.1 billion in assets, either directly or through third parties utilizing its indexes. Founded in 1985, WisdomTree continues to provide investment advisory services alongside its ETF offerings.

Stuart Michael Bell

Executive VP and COO of WisdomTree Asset Management

Morgan Lee

Regional Director of West

Christopher Murray

Regional Director of East

Weyeneth C.F.A., CFA, Jason Lee

Director of Investor Relations

6 past transactions

Securrency

Series B in 2021
Securrency, Inc. is a financial technology company that specializes in the tokenized issuance and trading of securities. Established in 2015 and based in Riva, Maryland, Securrency operates additional offices in Washington, D.C., New York City, and Abu Dhabi. The company’s platform integrates legacy financial services with modern distributed ledger technologies, allowing for efficient trading of illiquid asset classes. Its protocol supports various distributed ledgers, including Ethereum and Stellar, facilitating the seamless movement of tokens both on-chain and off-chain. By focusing on security and compliance, Securrency aims to enhance the transparency, efficiency, and accessibility of financial services, connecting investors seeking returns with asset owners, startups, and fund managers in need of capital.

Securrency

Series A in 2020
Securrency, Inc. is a financial technology company that specializes in the tokenized issuance and trading of securities. Established in 2015 and based in Riva, Maryland, Securrency operates additional offices in Washington, D.C., New York City, and Abu Dhabi. The company’s platform integrates legacy financial services with modern distributed ledger technologies, allowing for efficient trading of illiquid asset classes. Its protocol supports various distributed ledgers, including Ethereum and Stellar, facilitating the seamless movement of tokens both on-chain and off-chain. By focusing on security and compliance, Securrency aims to enhance the transparency, efficiency, and accessibility of financial services, connecting investors seeking returns with asset owners, startups, and fund managers in need of capital.

AdvisorEngine

Debt Financing in 2018
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, CRM and Portfolio Management in a seamless solution, AdvisorEngine offers RIAs a comprehensive, integrated experience with flexibility across workflows, data and usability, empowering advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction. Founded by a team of experienced and creative financial and technology executives, AdvisorEngine is the most powerful and scalable platform for the investment advisor community.

ETF Securities

Acquisition in 2017
ETF Securities is the world’s largest independent provider of commodity exchange traded productsand also provides a wide range of equity, alternative and currency ETPs. The company listed the world's first physically-backed gold ETP in 2003 and now offers over 300 different ETPs covering a wide range of commodity, currency and equity exposures listed on major exchanges around the world. For over a decade, investors looking for alternative investment opportunities have relied on ETF Securities’ expertise. At the end of 2012, worldwide assets invested in ETF Securities ETPs stood close to US$30 billion.

AdvisorEngine

Series A in 2016
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, CRM and Portfolio Management in a seamless solution, AdvisorEngine offers RIAs a comprehensive, integrated experience with flexibility across workflows, data and usability, empowering advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction. Founded by a team of experienced and creative financial and technology executives, AdvisorEngine is the most powerful and scalable platform for the investment advisor community.