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WisdomTree

1985–2026 in 7 milestones, 4 of them in payments, lending, licences or reported financials.

1985
Founded
New York, New York, U.S.
Headquarters →
3
Licences held
● Founded◇ Product■ Partnership★ Licence○ MilestoneEmbedded finance
1985
● Founded

Company founded (as Individual Investor Group before rebrand).

2006
◇ Product

Launched first ETFs; grew into a major U.S. ETF provider.

2022
■ PartnershipEmbedded finance

Renamed from WisdomTree Investments, Inc. to WisdomTree, Inc.; announced Stride Bank and Galileo as payments partners for WisdomTree Prime.

2024
★ LicenceEmbedded finance

Limited Purpose Trust Company licence, US (NYDFS) (WisdomTree Digital Trust Company, LLC)

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2025
○ MilestoneOctEmbedded finance

Appointed BNY as core Banking-as-a-Service provider for WisdomTree Prime — BNY's first retail digital assets BaaS client.

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2026
■ PartnershipApr

Launched WisdomTree Connect developer homepage and API documentation for tokenized-asset integration.

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○ MilestoneSepEmbedded finance

Named as a founding member (one of 21 international financial institutions, alongside Bank of America, Capital One, Citi, Fidelity Investments, Goldman Sachs, PNC, Scotiabank, TD Bank Group, Wells Fargo, Banco Santander, Bbva, Commerzbank, Deutsche Bank, Lloyds, Rabobank, Ubs, Mufg, Sirius International Holding, Standard Bank and Crédit Agricole) of a new joint venture to issue a stablecoin — name not yet disclosed at announcement. Initial focus on a USD-denominated stablecoin, with EUR the priority for later expansion; targets wholesale, institutional and retail use cases including cross-border payments and digital-asset settlement. Go-to-market targeted for H1 2027.

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