Fintech Startup Wisable Secures $5M in Seed Funding

Wisable, a New York City-based M&A advisory firm serving small business owners with at least $1 million in annual revenue, has raised $5 million in seed funding. The D. E. Shaw Group was among the backers.

The company helps small business owners prepare for and complete business sales. It combines advisory services with AI and automation to simplify financial analysis, buyer outreach and due diligence.

What is Wisable?

Wisable provides mergers and acquisitions (M&A) advisory services to small and medium-sized businesses. It helps business owners prepare their companies for sale, connect with qualified buyers and manage transactions through closing.

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Each client works with an advisory team that helps position and market the business, identify potential buyers and support the transaction process. Wisable also uses AI and automation to streamline financial analysis, manage information, conduct buyer outreach and support due diligence.

The company aims to make professional M&A advisory services more accessible to smaller businesses, whose owners may have limited access to experienced advisers and serious buyers.

How Much Funding Has Wisable Raised?

Wisable has raised $5 million in seed funding. The company has not disclosed details of previous funding rounds or its total funding raised to date.

Who Invested in Wisable’s Seed Round?

The D. E. Shaw Group was among the seed-round investors. Other participating investors were not disclosed in the available information.

Why the Funding Matters

The funding comes as many small business owners prepare for ownership transitions but face challenges finding qualified buyers and managing the sale process.

Wisable aims to address these challenges by combining advisory expertise with AI-powered tools. Its approach is designed to help owners prepare their businesses for sale, reach suitable buyers and manage transactions more efficiently.

“I’ve sold businesses myself, and I know how consuming and unfamiliar the process can be when you’re also trying to run the company,” said Bryan O’Connell, CEO of Wisable. “At Wisable, we give owners an experienced team on their side, a rigorous process and broader buyer reach for what may be the most important financial decision of their lives.”

Samantha Monge Kaser, Platform Lead and Vice President at the D. E. Shaw group, said, “We’ve spent several years evaluating ways to bring sophisticated resources to small and medium-sized businesses, a segment that has historically had less access to the capital, advice, and infrastructure available to larger companies.

Market and Business Growth

Wisable's team brings more than 80 years of combined experience and has worked across transactions representing $300 million in total value. Its sector experience includes home services, automotive services and light manufacturing.

The company operates in a market facing many potential ownership transitions. According to figures cited from McKinsey, six million small, and midsize businesses are expected to face ownership transitions by 2035. More than one million could be viable candidates for sale, representing up to $5 trillion in enterprise value.

What Happens Next?

Wisable helps more small business owners navigate the sale process with advisory support, faster valuations and access to a curated network of buyers. Its services cover the process from deal preparation through closing.

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