Frec Competitors and Similar CompaniesClear all

Apex Fintech Solutions's competitors and similar companies include Wealthfront, Julius Baer and Clover.com.au.
Apex Fintech Solutions
Apex Fintech Solutions
Apex Fintech Solutions is a company that provides wealth management solutions.
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.
Clover.com.au
Clover.com.au
Clover.com.au is a provider of an automated investment service (AIS).
Founding Date
Founding Date
2012
Founding Date
2011
Founding Date
1890
Founding Date
2014
Type
Type
Subsidiary
Type
Public
Type
Public
Type
Private
Tags
Locations
Locations
Dallas, US HQ
Manila, PH
Belfast, GB
Austin, US
Bridgewater, US
Chicago, US
New York, US
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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
Melbourne, AU HQ
Employees
Employees
9563% increase
Employees
4073% increase
Employees
7,595
Employees
1

Financial

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

Operating

Assets Under Management
Assets Under Management
N/A
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
N/A
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

Wealthfront
HQ
Palo Alto, US
Employees
407↑ 3% increase

Wealthfront is a financial technology company that develops an automated wealth management platform.

View company
Julius Baer
HQ
Zürich, CH
Employees
7,595

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

View company
Clover.com.au
HQ
Melbourne, AU
Employees
1

Clover.com.au is a provider of an automated investment service (AIS).

View company