Apex Fintech Solutions Competitors and Similar CompaniesClear all

Wealthfront's competitors and similar companies include Julius Baer and Infina.
Wealthfront
Wealthfront
Wealthfront is a financial technology company that develops an automated wealth management platform.
Julius Baer
Julius Baer
Julius Bär is a banking group that provides private clients with wealth management services.
Infina
Infina
Infina (previously known as RealStake) is a platform that provides accumulation and investment services.
Founding Date
Founding Date
2011
Founding Date
1890
Founding Date
2018
Type
Type
Public
Type
Public
Type
Private
Tags
Locations
Locations
Palo Alto, US HQ
Locations
Zürich, CH HQ
Manama, BH
São Paulo, BR
Santiago De Chile, CL
Shanghai, CN
Bogotá, CO
Berlin, DE
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Locations
Singapore, SG HQ
Employees
Employees
4073% increase
Employees
7,595
Employees
432% decrease

Financial

Revenue (est.)
Revenue (est.)
$365m (FY, 2026)
Revenue (est.)
CHF3.6b (FY, 2020)
Revenue (est.)
N/A
Net income
Net income
($42.1m) (FY, 2026)
Net income
CHF698.6m (FY, 2020)
Net income
N/A

Operating

Assets Under Management
Assets Under Management
$43b (Nov, 2023)
Assets Under Management
CHF433.7b (FY, 2020)
Assets Under Management
N/A

Funding

Total funding raised
Total funding raised
$ 204.5m
Total funding raised
N/A
Total funding raised
$ 2m
For sources of this data, please see the company profile

View Company Profiles

Julius Baer
HQ
Zürich, CH
Employees
7,595

Julius Bär is a banking group that provides private clients with wealth management services.

View company
Infina
HQ
Singapore, SG
Employees
43↓ 2% decrease

Infina (previously known as RealStake) is a platform that provides accumulation and investment services.

View company