WBI Investments
Finance · New Jersey, United States · 51-200 Employees
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Overview
Headquarters
331 Newman Springs Rd Ste 122, Red Bank,...Phone Number
(732) 842-4920Website
www.wbiinvestments.comRevenue
$22.3 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
2
2
2
2
2
About WBI Investments
WBI Investments LLC is a prominent provider of investment management solutions, dedicated to enhancing financial outcomes for financial professionals and their clients. The company offers a comprehensive Turnkey Asset Management Platform (TAMP) that integrates innovative technology and quantitative research-driven strategies, enabling advisors to create personalized investment portfolios. WBI specializes in separately managed accounts (SMAs), exchange-traded funds (ETFs), and a model portfolio marketplace, catering to the unique needs of financial advisors and institutions. With over four decades of experience, WBI is committed to delivering exceptional service and technology-driven investment solutions.Explore more
WBI Investments Org Chart
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Company Profile Activity
Activity Insights
WBI Investments is experiencing very low activity levels compared to other companies in the Finance sector.
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WBI Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WBI Investments.
WBI Investments financials insights
Gather financial insights about WBI Investments, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$832K
WBI Investments Tech Stack
A closer look at the technologies used by WBI Investments
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Most Recent Scoops
Left Company
Management Move
Travis Dufner, Internal Sales Associate, has left the organization and now serves as the Advisor Consulting Director at FLX Distribution.
Left Company
Management Move
Russell Heulitt, Regional Sales Associate, has left the organization and now serves as the Advisor Consulting Director at FLX Distribution.
Funding
WBI Investments has received an SBA PPP loan in the amount of $832,203 from Capital One resulting in the retention of 49 jobs.
Left Company
Executive Move
Mr. Tracey Crespo , Chief Operating Officer, has left the organization.
Executive Move
WBI Investments News & Media
WBI Investments Dumps 82,000 VFLO Shares Worth $2.6 Million. Should This Cash Flow Yield ETF Have a Place in Your Portfolio?
Growing businesses that generate high cash flow have a good chance of creating solid, long-term returns.Absolute Shares Trust Announces Transition of WBI Power Factor High Dividend ETF to NYSE Designated Market Maker Program
Absolute Shares Trust Announces Transition of WBI Power Factor High Dividend ETF(WBIY) to NYSE Designated Market Maker Program WBI Investments, LLC (NYSE:WBIY) RED BANK, NJ, UNITED STATES, December 8, 2025 /EINPresswire.com/ -- Absolute Shares Trust, a …Cy Is FinTech Breakthrough’s “Best Robo Advisory Platform” For Third Year Running
Prestigious International Awards Program Recognizes Outstanding Financial Technology Products And Companies (PRWeb March 23, 2023) Read the full story at https://www.prweb.com/releases/cy_is_fintech_breakthroughs_best_robo_advisory_platform_for_third_year_running/prweb19242216.htmWBI Announces Strategic Partnership with Pacer ETFs
RED BANK, N.J.--(BUSINESS WIRE)--WBI, an invest-tech and fintech company, and Pacer a 9-time award winning exchange traded fund provider, today announced a strategic partnership to transform how financial advisors interact with clients to personalize and implement model portfolios. WBI is a 2-time award winning fintech platform (a.k.a. Cy) offering investment technology that optimizes multi-manager portfolios that target loss or return. With inputs from the client and assistance from a financia
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WBI Investments LLC is a prominent provider of investment management solutions, dedicated to enhancing financial outcomes for financial professionals and their clients. The company offers a comprehensive Turnkey Asset Management Platform (TAMP) that integrates innovative technology and quantitative research-driven strategies, enabling advisors to c... Read More
