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WisdomTree is a global financial innovator providing a diverse suite of exchange-traded products (ETPs), models, and solutions, complemented by private market investments and digital asset offerings. It leverages modern financial infrastructure to develop products that prioritize access and transparency, including next-generation digital assets and institutional platforms.
Jonathan Steinberg founded the firm, serving as Chief Executive Officer since October 1988. His initial endeavor, the Individual Investor Group, aimed to deliver independent, unbiased financial research to a broad audience. This foundational insight into democratizing financial information propelled the company's subsequent evolution into innovative investment vehicles.
WisdomTree's solutions empower individual investors to shape their financial futures and provide financial professionals with resources to expand their practices. The company's forward-looking vision focuses on leading finance's evolution through digital product development, encompassing tokenized assets, stablecoins, its WisdomTree Connect™ platform, and the WisdomTree Prime® digital wallet.
Key people at WisdomTree.
WisdomTree was founded in 1985 by Jonathan Steinberg (Founder, President and CEO).
Key people at WisdomTree.
WisdomTree was founded in 1985 by Jonathan Steinberg (Founder, President and CEO).
WisdomTree has 3 tracked investments across 3 companies. The latest tracked deal is $5.0M Seed in Quorus in March 2026.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Mar 17, 2026 | Quorus | $5.0M Seed | WisdomTree | ABE Kwon, Connecticut Innovations, Jake Pilecki, Kostas Cheliotis, Laurence Levi, Nassau Financial Group, Sean Hanlon |
| Nov 14, 2023 | Fnality International | $95.8M Series B | Olivier Osty, Mathew Mcdermott | Banco Santander, Barclays, BNY Mellon, CIBC, Commerzbank, Frank LA Salla, Euroclear, ING, Lloyds Banking Group, Nasdaq Ventures, Nomura, State Street, Sumitomo Mitsui Banking Corporation, UBS |
| Aug 1, 2021 | Onramp Invest | $6.0M Seed | — | Countdown Capital, Aniq Kassam, Leawood Venture Capital, LombardStreet Ventures, Matterscale Ventures, Trajectory Ventures, Kyle Vogt, Coinbase Ventures, Eterna Capital, Chad FOX, Galaxy Digital, Gemini, Ritholtz Wealth Management |
