When was Julius Baer founded?

Julius Baer was founded in 1890 and raised its 1st funding round 128 years after it was founded.

Where is Julius Baer located?

Julius Baer is headquartered in Zurich, Switzerland. It is registered at Altimus, 2501, 25th Level, Pandurang Budhkar Marg, Worli, Worli, Mumbai, Mumbai, Maharashtra, India, 400018.

Who is the current CEO of Julius Baer?

David Durlacher, Shaj Babu, Robin Hamill and Stefan Bollinger s of Julius Baer.

How many employees does Julius Baer have?

As of May 31, 2026, the latest employee count at Julius Baer is 301.

Is Julius Baer a funded company?

Julius Baer is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** Post IPO round, raised on Sep 27, 2018.

When was the latest funding round of Julius Baer?

Julius Baer's latest funding was a $***** Post IPO round on Jun 04, 2019, with participation from 1 investor.

What is the annual revenue of Julius Baer?

Annual revenue of Julius Baer is more than $1B as on Dec 31, 2022

Where does Julius Baer rank among its competitors?

Julius Baer ranks 4th amongst 172 active competitors, of which 2 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Vontobel, which secured $1.72M in Mar, 2025.

Who are the top competitors of Julius Baer?

Julius Baer's top competitors include Stonehage Fleming Family & Partners, GE Capital and CA Indosuez Wealth. Among them, Vontobel secured the most recent funding round in March, 2025.

Julius Baer - 2026 Company Profile, Team, Funding, Competitors & Financials

Julius Baer is a public company based in Zurich (Switzerland), founded in 1890. It operates as a Provider of wealth management services. Julius Baer has raised an undisclosed amount in funding. The company has 172 active competitors, including 2 funded and 19 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, GE Capital and CA Indosuez Wealth.

Company Details

Provider of wealth management services. Services include asset management and financial planning for individuals. Experts assist with wealth preservation and growth strategies to help achieve financial objectives.

Website: www.juliusbaer.com/international/en/
Social
Email ID: *****@juliusbaer.com
Phone Number: +41 **********
Registered Address: Altimus, 2501, 25th Level, Pandurang Budhkar Marg, Worli, Worli, Mumbai, Mumbai, Maharashtra, India, 400018

Key Metrics

Founded Year

1890

Location

Zurich, Switzerland

Stage

Public

Latest Funding Round

Post IPO, Jun 04, 2019, $*****

Investors

GIC & 4 more

Ranked

4^th among 172 active competitors

Annual Revenue

$1B+ as on Dec 31, 2022

Employee Count

301 as on May 31, 2026

Investment & Acquisitions

Grow Investment Group & 11 more

Similar Companies

Alera Group & 8557 more

Exit Details

Public

View Julius Baer's full profile

Julius Baer is associated with 4 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
JULIUS BAER GLOBAL ENTERPRISE SERVICES (INDIA) PRIVATE LIMITED CIN: U70200MH2025FTC443293 , India, Active	Mar 20, 2025	-	-
JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED CIN: U65923MH2014PTC255743 , India, Active	Jun 27, 2014	₹500 - ₹1,000 Cr (As on Mar 31, 2025)	278 (As on May 01, 2026)
JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED CIN: U74899MH1995PTC186140 , India, Active	Apr 07, 1995	₹100 - ₹500 Cr (As on Mar 31, 2026)	23 (As on May 31, 2026)
Julius Baer Group CIN: CHE-114.934.412 , Switzerland, Active		$1B+ (As on Dec 31, 2022)	-	-

Julius Baer got listed on Oct 01, 2009.

Click here to take a look at Julius Baer's IPO in detail

Julius Baer has raised funding over 2 rounds. Its first funding round was on Sep 27, 2018. Its latest funding round was a Post IPO round on Jun 04, 2019 for $*****. 1 investor participated in its latest round. Julius Baer has 5 institutional investors.

Here is the list of recent funding rounds of Julius Baer:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 04, 2019	5798546	Post IPO	7858201	5382382	7037170	9373603
Sep 27, 2018	5663298	Post IPO	4097978	8403002	7088766	Nomura

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Julius Baer's employee count trend

Julius Baer has 301 employees as of May 26. The total employee count is 3.0% lower than what it was in May 25. Here is Julius Baer's employee count trend over the years:

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Top competitors of Julius Baer include Stonehage Fleming Family & Partners, GE Capital and CA Indosuez Wealth. Here is the list of Top 10 competitors of Julius Baer, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
2nd	GE Capital 1932, Norwalk (United States), Public	Provides commercial aircraft leasing and lending services	-	Forum Capital Advisors, OSTI	61/100
3rd	CA Indosuez Wealth 2011, Paris (France), Acquired	Provider of wealth management services	-	-	53/100
4th	Julius Baer 1890, Zurich (Switzerland), Public	Provider of wealth management services	-	GIC, Bondeinvest.com & 3 others	57/100
5th	Vontobel 1924, Zurich (Switzerland), Public	Provider of wealth management services	-	-	50/100
6th	Lombard Odier 1796, Geneva (Switzerland), Acquired	Provider of comprehensive wealth and asset management solutions to high-net-worth individuals, families, entrepreneurs, and institutions	-	-	48/100
7th	SYZ Group 1996, Geneva (Switzerland), Unfunded	Wealth management firm	-	-	45/100
8th	CBH Bank 1975, Geneva (Switzerland), Unfunded	Provider of wealth management services	-	-	41/100
9th	Marcuard Heritage 2003, Zurich (Switzerland), Unfunded	Provider of wealth & investment management services	-	-	38/100
10th	Copernicus Wealth Management 2016, Zurich (Switzerland), Unfunded	Provider of wealth management services	-	-	36/100

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Julius Baer has made 9 investments in companies including Grow Investment Group and DnaNudge. Julius Baer has also acquired 3 companies including NSC Asesores and Reliance.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Sep 21, 2022	Investments	Grow Investment Group	2021	Shanghai (China)
Aug 24, 2021	Investments	DnaNudge	2015	London (United Kingdom)
Mar 04, 2019	Acquisition	NSC Asesores	1987	Mexico City (Mexico)