Axos Invest Competitors and Similar CompaniesClear all
Axos Invest's competitors and similar companies include Personal Capital, Scalable Capital, MoneyFarm and Birdee Money Experts.
 Axos Invest Axos Invest (formerly WiseBanyan) is a company that provides investment advisory and services. |  MoneyFarm MoneyFarm is a digital wealth managing company that offers advice and investment solutions. | ||||
Founding Date | Founding Date 2013 | Founding Date 2009 | Founding Date 2014 | Founding Date 2011 | Founding Date 2015 |
Type | Type Private | Type Private | Type Private | Type Private | Type Private |
Tags | |||||
Locations | Locations New York, US HQ | Locations Redwood City, US HQ Atlanta, US Chicago, US Dallas, US Dallas, US New York, US San Francisco, US | Locations München, DE HQ London, GB London, GB | Locations Greater London, GB HQ Milano, IT | Locations Mamer, LU HQ |
Employees | Employees 3 | Employees 1,6582% increase | Employees 7042% increase | Employees 2221% decrease | Employees 16 |
Operating ⚠ | |||||
Assets Under Management | Assets Under Management $90m (Mar, 2016) | Assets Under Management $3.4b (Dec, 2016) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A |
Customers | Customers 20 k (Jan, 2017) | Customers N/A | Customers 250 k (Jun, 2021) | Customers 40 k (Sep, 2019) | Customers N/A |
Funding | |||||
Latest funding round | Latest funding round $ 6.6m (about 8 years ago) | Latest funding round $ 50m (over 7 years ago) | Latest funding round $ 180m (almost 5 years ago) | Latest funding round $ 44.4m (over 6 years ago) | Latest funding round N/A |
Total funding raised | Total funding raised $ 6.6m | Total funding raised $ 265.3m | Total funding raised $ 310.5m | Total funding raised $ 127.5m | Total funding raised N/A |
For sources of this data, please see the company profile
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Personal Capital
HQ
Redwood City, US
Employees
1,658↑ 2% increase
Personal Capital is an online investment advisory platform.
View company
Scalable Capital
HQ
München, DE
Employees
704↑ 2% increase
Scalable Capital operates as an investment management company.
View companyMoneyFarm
HQ
Greater London, GB
Employees
222↓ 1% decrease
MoneyFarm is a digital wealth managing company that offers advice and investment solutions.
View company
Birdee Money Experts
HQ
Mamer, LU
Employees
16
Birdee Money Experts is a robo-advisor developed by Gambit Financial Solutions.
View company