Startups
Award Winning #RoboAdvisory TAMP a.k.a. Cy. Active ETF pioneers. Outcome focused SMAs. Founded 1984. Important disclosures: http://wbiinvestments.com/social-media-disclosures
Overview
Location
United States, New Jersey, Red Bank
Employees
51-200
Founded date
1984
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Apr 9, 2025 | WBI Investments Recognized as “Best Retirement Planning Solution” in 2025 FinTech Breakthrough Awards Program | Fifth Consecutive FinTech Breakthrough Award Highlights WBI’s Commitment to Innovation in Retirement Planning RED BANK, NJ, UNITED STATES, April 9, 2025 /EINPresswire.com/ -- WBI Investments (WBI) has been honored as the winner of the “Best... |
| Mar 23, 2023 | Cy Is FinTech Breakthrough’s “Best Robo Advisory Platform” For Third Year Running | The foundation of Cy’s process is to help investors identify their loss and return profile and then optimize their portfolio using highly ranked managers identified by our proprietary selection process LOS ANGELES (PRWEB) March 23, 2023 Fin... |
Reviews 0
FAQ about WBI
When was WBI founded?
WBI was founded in 1984.
What has the press written about WBI?
Parsers VC has collected 3 articles mentioning WBI, among them “WBI Investments Recognized as “Best Retirement Planning Solution” in 2025 FinTech Breakthrough Awards Program” (Apr 9, 2025) and “Cy Is FinTech Breakthrough’s “Best Robo Advisory Platform” For Third Year Running” (Mar 23, 2023).
Is WBI still active?
Yes, WBI is active; its latest activity on Parsers VC dates from Mar 20, 2026.