Banyan Software Invests in WIZE, leading Wealth & Asset Management Platform Serving 120+ Financial Institutions across 27 Countries

MUNICH--(BUSINESS WIRE)--Banyan Software, an acquirer and long-term operator of growing software businesses, is excited to announce that it has completed a majority investment in WIZE, an all-in-one wealth & asset management software platform for wealth managers, asset managers, family offices, securities firms, pension funds, and private banks across Europe and beyond. WIZE's top management equity stakes remain unchanged, partnering with Banyan to drive the company's next phase of growth, building on WIZE’s unique position in the market and the same foundation of quality and customer care that built WIZE into the business it is today.

Founded in 2010 and headquartered in Geneva, WIZE was built to close a clear gap in the wealth management market, providing a single, integrated platform for external asset managers and private banks, spanning portfolio management, CRM & compliance workflows, and order management. Built from the ground up by founder, CEO, and CTO, Cédric Baiker, WIZE is today the recognized quality leader in the wealth management space, serving 120+ financial institutions across 27 countries with a team of 60 in Geneva, Zurich, and Singapore.

"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."

Cédric Baiker • Founder, CEO and CTO of WIZE

"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."

Kay-Ingo Greve • Operating Partner at Banyan Software

WIZE customers are optimistic about what this partnership will mean for the platform moving forward:

"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."

Christophe Utelli • CEO of Cité Gestion Private Bank

About WIZE

Founded in 2010 and headquartered in Geneva, WIZE provides wealth and asset management software to external asset managers, family offices, private banks, and institutional investors. Its integrated platform consolidates portfolio management, compliance workflows, and multi-custodian connectivity, built for the specific regulatory requirements of the Swiss and global markets. WIZE was incubated within TeamWork Group before becoming a standalone company in 2022. Learn more at wize.net

About Banyan Software

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Banyan operates more than 100 portfolio companies across North and South America, Europe, and APAC. Learn more at www.banyansoftware.com.