CODE Advisors Competitors and Similar CompaniesClear all
CODE Advisors's competitors and similar companies include First Foundation, Boston Private Financial, Deutsche Bank and Edmond de Rothschild.
 First Foundation First Foundation (FFI) is a financial services company that provides an integrated platform that offers banking products and services, investment advisory, and wealth management services. |  Deutsche Bank Deutsche Bank is a financial service provider delivering commercial, investment, private, and retail banking services. | ||||
Founding Date | Founding Date 2010 | Founding Date 1990 | Founding Date 1987 | Founding Date 1870 | Founding Date 1953 |
Type | Type Subsidiary | Type Public | Type Subsidiary | Type Public | Type Private |
Tags | |||||
Locations | Locations San Francisco, US HQ | Locations Irvine, US HQ | Locations Boston, US HQ Beverly, US Beverly Hills, US Beverly Hills, US Boston, US Boston, US Boston, US see more | Locations Frankfurt am Main, DE HQ Melbourne, AU Sydney, AU Sydney, AU Wien, AT Manama, BH Brussel, BE see more | Locations Genève, CH HQ Paris, FR Paris, FR Luxembourg, LU Lausanne, CH |
Employees | Employees 11 | Employees 5024% increase | Employees 3881% decrease | Employees 89,687 | Employees 2,879 |
Valuation ($) | Valuation ($) N/A | Valuation ($) 595.4 m | Valuation ($) N/A | Valuation ($) 31.8 b | Valuation ($) N/A |
Financial | |||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $34.4m (FY, 2025) | Revenue (est.) $367.6m (FY, 2020) | Revenue (est.) €37.9b (FY, 2022) | Revenue (est.) N/A |
Cost of goods | Cost of goods N/A | Cost of goods N/A | Cost of goods $40.3m (FY, 2020) | Cost of goods €11.9b (FY, 2022) | Cost of goods N/A |
Gross profit | Gross profit N/A | Gross profit N/A | Gross profit $327.3m (FY, 2020) | Gross profit €26b (FY, 2022) | Gross profit N/A |
Net income | Net income N/A | Net income ($155.2m) (FY, 2025) | Net income $45.2m (FY, 2020) | Net income €5.7b (FY, 2022) | Net income CHF79.2m (FY, 2021) |
Operating ⚠ | |||||
Assets Under Management | Assets Under Management N/A | Assets Under Management $5.3b (Q2, 2021) | Assets Under Management $17.2b (Q1, 2021) | Assets Under Management N/A | Assets Under Management CHF177.6b (FY, 2021) |
Total Loans | Total Loans N/A | Total Loans $5.5b (Q2, 2021) | Total Loans $7.2b (Q1, 2021) | Total Loans €479.7b (Q3, 2023) | Total Loans N/A |
For sources of this data, please see the company profile
View Company Profiles
First Foundation
HQ
Irvine, US
Employees
502↑ 4% increase
First Foundation (FFI) is a financial services company that provides an integrated platform that offers banking products and services, investment advisory, and wealth management services.
View company
Boston Private Financial
HQ
Boston, US
Boston Private Financial Holdings is a bank holding company.
View companyDeutsche Bank
HQ
Frankfurt am Main, DE
Employees
89,687
Deutsche Bank is a financial service provider delivering commercial, investment, private, and retail banking services.
View company
Edmond de Rothschild
HQ
Genève, CH
Employees
2,879
Edmond de Rothschild provides wealth management services.
View company