Julius Baer
Overview
Julius Baer is a Swiss wealth management group that provides private banking, investment advisory, wealth planning, and asset management services to high-net-worth individuals, families, and entrepreneurs.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| AMINA Bank | Jan 2022 | Series C | Co-investor |
| One Zero Digital Bank Ltd. | Nov 2025 | Early Funding | Co-investor |
| DnaNudge | Aug 2021 | Series A | Co-investor |
| 3rd-eyes analytics | Mar 2019 | Accelerator | Co-investor |
| Formula E | Mar 2016 | VC Round | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Julius Baer based?
Julius Baer is headquartered in Zurich, Switzerland.
When was Julius Baer founded?
Julius Baer was founded in 1890.
How many portfolio companies does Julius Baer have?
Julius Baer has 8 portfolio companies in Caplight's dataset.
What are some companies in Julius Baer's portfolio?
Portfolio companies visible on Caplight include AMINA Bank, One Zero Digital Bank Ltd., DnaNudge, 3rd-eyes analytics, Formula E.
What was Julius Baer's most recent investment shown here?
Julius Baer's most recent investment in this portfolio sample was in One Zero Digital Bank Ltd. in 2025.
What sectors does Julius Baer focus on?
Julius Baer focuses on FinTech, Healthcare & Life Sciences, Enterprise Software, FinTech, FinTech, Media, Entertainment & Gaming, Crypto & Web3, FinTech, Crypto & Web3, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure.
What company stages does Julius Baer focus on?
Julius Baer typically invests at the Early stage.
What is Julius Baer's AUM?
Julius Baer's assets under management are estimated at over $100.0B.