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

Past deals in Asset Management

Onramp Invest

Seed Round in 2021
Onramp Invest is a technology company focused on integrating traditional and digital asset financial infrastructures to facilitate investment and portfolio management. It provides a platform designed specifically for registered investment advisors, offering tools for education, access, and management of cryptocurrency investments. The platform features diversified model portfolios, qualified custodians, and automated portfolio rebalancing, enabling financial professionals to efficiently manage multi-asset portfolios in real time. Onramp Invest aims to simplify the investment process while offering a comprehensive suite of features to support the growing interest in emerging digital assets, ultimately striving to eliminate barriers to economic opportunity.

ETF Securities

Acquisition in 2017
ETF Securities is a prominent independent provider of commodity exchange traded products (ETPs), offering a diverse range of investment solutions that include exchange traded commodities, currencies, and third-generation exchange traded funds. Established as a leader in the sector, the company gained recognition for launching the world's first physically-backed gold ETP in 2003. With a comprehensive portfolio of over 300 ETPs, ETF Securities caters to investors seeking to diversify their portfolios beyond conventional asset classes and strategies. The company has built a reputation for its expertise in alternative investment opportunities, appealing to a broad spectrum of investors worldwide. As of late 2012, assets invested in ETF Securities' ETPs approached $30 billion, reflecting the company's significant impact on the investment landscape.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.