Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one wealth and asset management platform.
Under the deal, the equity holdings of WIZE’s senior leadership will remain unchanged, with the team partnering with Banyan to support the business’s next phase of growth.
WIZE provides an integrated wealth management platform covering portfolio management, CRM, compliance workflows and order management, now supporting more than 120 financial institutions across 27 countries with a team of 60 employees based in Geneva, Zurich and Singapore.
Banyan Software follows a buy, grow and hold-for-life model supported by permanent capital, supporting founders with operational expertise and AI capabilities across North and South America, Europe and Asia-Pacific.
WIZE said the partnership will preserve the quality and customer service that have underpinned its position in the market while supporting expansion into new geographies and the development of deeper AI capabilities across the platform.
WIZE founder, CEO and CTO Cédric Baiker said, “We are proud of the platform and reputation we have built among wealth managers and banks across Europe and beyond, and we are just getting started. Choosing Banyan was about finding a partner who shares that long-term vision. Banyan invests in businesses, people, and products rather than seeking short-term returns. Joining Banyan gives us a strong software partner to help lift us to the next level, and provide continuity to our customers and team. Together we can expand further into other markets, build AI capabilities deeper into the platform, and continue to serve our customers with the same quality they have always trusted us for.”
Banyan Software operating partner Kay-Ingo Greve commented, “Cédric, Pierre, and the WIZE team have built something genuinely hard to replicate: a platform trusted across the full spectrum of wealth management, from independent asset managers to private banks, each with its own regulatory and operational demands that leave no room for error.
“That range, and the depth of expertise behind it, is exactly what drew us to WIZE. With management staying on, we’re aligned on the same goal – backing a team that knows this market better than anyone and sees no limits,” he said.
Cité Gestion Private Bank CEO Christophe Utelli also added, “We have worked with WIZE for many years and have seen first-hand the company’s commitment to innovation, product quality, and customer service. WIZE has become a strategic technology partner for Banque Cité Gestion, helping us streamline our operations while meeting the regulatory and client service standards.
“We are excited about this new chapter with Banyan Software. Their long-term investment philosophy and commitment to supporting great software businesses give us confidence that WIZE will continue to innovate, invest in its platform, and strengthen its position as one of the leading wealth management technology providers. We look forward to continuing this journey together,” he said.
Financial terms of the transaction were not disclosed.
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