Banyan Software+WIZE

A permanent acquisition partnership

A permanent home for WIZE's next chapter.

WIZE has built a trusted, all-in-one platform for wealth and asset management from Geneva. Banyan is built to protect that foundation, keep the team close to customers, and invest behind the product for the long term.

2010

Built in Geneva

120+

Clients

250+

Custodian connectors

26

Countries

WIZE wealth management platform displayed on a laptop

Built in Switzerland. Ready for the world.

Built around WIZE

Protect the platform. Expand what's possible.

The strongest acquisition partner starts with the priorities already shaping the business, then adds support without taking control away from the people closest to the work.

01

Advance the unified platform

WIZE has become a technology backbone across portfolio management, reporting, CRM, compliance, and private banking.

Banyan brings long-term capital, product modernization experience, and applied AI support tied to the roadmap WIZE already owns.

02

Strengthen security and resilience

Customer trust depends on rigorous security, regulatory readiness, and flexible deployment across Swiss and international markets.

Technical operating partners and shared practices in security, privacy, and governance add depth without taking architecture out of WIZE's hands.

03

Scale connectivity and reach

WIZE connects a growing global network of banks, trading rooms, market data providers, and wealth-management firms.

Banyan's global software community and growth specialists can help WIZE expand while staying focused on its niche and customers.

04

Protect what makes WIZE trusted

The Geneva team, Swiss-made development model, customer relationships, and specialist culture are strategic assets.

Permanent ownership and decentralized operations are designed to preserve identity, keep teams close to customers, and invest for the long term.

Founders on Banyan

A long-term model, proven across specialist software.

Founders across Europe and beyond describe the same priorities WIZE has earned: customer trust, product ambition, employee opportunity, and room to grow.

Founder, TeckSoft
This partnership marks a new chapter for TeckSoft, allowing us to leverage Banyan's resources and experience to better serve our customers and expand our market presence.
Mathieu NéronMathieu NéronFounder, TeckSoft
Founder, Atamis
Banyan shares our vision of continuing to grow the product within the UK and beyond, creating fulfilling career paths for our people in the process.
Nick JamesNick JamesFounder, Atamis
Co-Founder, Immo-office
Banyan's buy-and-hold for life model truly resonated with us, as it aligns perfectly with our commitment to long-term growth, customer success, and continued investment into our employee base.
Volker RiedelVolker RiedelCo-Founder, Immo-office

Permanent by design

Keep WIZE independent in operation, backed in ambition.

Continuity where it matters

Keep the WIZE team, management, product identity, and customer relationships close to the decisions that shape the business.

More depth behind the team

Add operating leaders and functional specialists across product, engineering, talent, finance, sales, marketing, cybersecurity, and legal.

A longer horizon for innovation

Invest in modernization and applied AI with the patience to improve product quality, engineering velocity, and customer value over time.

WIZE platform supporting wealth and asset management workflows

The product horizon

Modernize with purpose, not disruption.

Banyan's applied AI model is practical: strengthen the product, help teams ship with more velocity, and turn new capabilities into measurable customer value.

  1. 1

    Reduce technical debt and lower migration risk.

  2. 2

    Accelerate engineering, testing, and go-to-market workflows.

  3. 3

    Use customer needs to guide responsible AI-enabled innovation.

Built in Geneva. Backed for the long term.

A direct, confidential conversation is the best place to explore how permanent ownership can protect WIZE's identity and support its next phase of growth.

Start a conversation