WisdomTree Investments

WisdomTree Investments, Inc. is a financial services company based in New York, specializing in the sponsorship and management of exchange-traded funds (ETFs). Founded in 1985, it has established itself as one of the largest ETF providers globally, offering a diverse range of products across asset classes, including equities, currency, fixed income, and alternatives. WisdomTree employs a fundamentally weighted index methodology to develop its indexes, which are also licensed to third parties. The company is focused on innovation, actively developing next-generation digital products such as digital funds, tokenized assets, and its blockchain-native digital wallet, WisdomTree Prime. Additionally, WisdomTree provides investment advisory services and promotes the integration of its ETFs into retirement plans, thereby enhancing access and transparency for investors and financial professionals alike.

Jonathan Steinberg

CEO and Board Member

7 past transactions

Onramp Invest

Seed Round in 2021
Onramp Invest is a financial technology company that provides a platform designed to integrate traditional and digital asset financial infrastructures. It aims to facilitate the investment, transfer, and management of multi-asset portfolios in real time for investors and their financial advisors. The platform offers a range of features, including diversified model portfolios with qualified custodians, advisor workflow tools, and automated portfolio rebalancing and optimization. By focusing on simplicity and accessibility, Onramp Invest seeks to empower registered investment advisors with the necessary education and resources to effectively manage and grow their clients' cryptocurrency investments, thereby enhancing economic opportunities and fostering greater participation in the evolving digital asset landscape.

Securrency

Series B in 2021
Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

Securrency

Series A in 2020
Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

AdvisorEngine

Debt Financing in 2018
AdvisorEngine, Inc. operates a comprehensive web-based wealth management technology platform tailored for investment advisors. Founded in 2012 and based in New York, the company offers a range of modules, including portfolio management, trading, client websites, and robo-advisory services, all designed to enhance the advisor-client relationship. Its platform integrates online wealth management, customer relationship management, and portfolio management, providing a seamless and flexible experience across various workflows. This integration allows advisors to effectively manage both traditional face-to-face interactions and digital engagements. In addition to its technology offerings, AdvisorEngine provides implementation and consulting services to support its clients in the wealth management sector. Originally established as Vanare Inc., the company rebranded to AdvisorEngine in November 2016, reflecting its commitment to innovation in the investment advisory space.

ETF Securities

Acquisition in 2017
ETF Securities is a leading independent provider of commodity exchange traded products (ETPs) and offers a diverse range of equity, alternative, and currency ETPs. The company made history in 2003 by launching the first physically-backed gold ETP and has since expanded its offerings to include over 300 different ETPs that provide exposure to various commodities, currencies, and equities on major global exchanges. With a strong focus on accessible investment solutions, ETF Securities enables investors to diversify their portfolios beyond traditional asset classes. As of the end of 2012, the company managed nearly $30 billion in assets invested in its ETPs, reflecting its established reputation among investors seeking alternative investment opportunities.

AdvisorEngine

Series A in 2016
AdvisorEngine, Inc. operates a comprehensive web-based wealth management technology platform tailored for investment advisors. Founded in 2012 and based in New York, the company offers a range of modules, including portfolio management, trading, client websites, and robo-advisory services, all designed to enhance the advisor-client relationship. Its platform integrates online wealth management, customer relationship management, and portfolio management, providing a seamless and flexible experience across various workflows. This integration allows advisors to effectively manage both traditional face-to-face interactions and digital engagements. In addition to its technology offerings, AdvisorEngine provides implementation and consulting services to support its clients in the wealth management sector. Originally established as Vanare Inc., the company rebranded to AdvisorEngine in November 2016, reflecting its commitment to innovation in the investment advisory space.
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