Company profile: Wikifolio
1.1 - Company Overview
Company description
- Provider of an Austria-based online platform where traders and asset managers create virtual portfolios (“wikifolios”) and turn them into financial products listed on Europe’s leading exchange for structured products. Offers wikifolio Certificates for investors, trading insights, community and social features, and blog/educational content spanning stocks, funds, ETFs and ETCs.
Products and services
- Virtual Portfolios (wikifolios): virtual trading portfolios where traders architect strategies across more than 100,000 stocks, funds, ETFs and ETCs, share performance, and allow users to track and compare
- Wikifolio Certificates: exchange-listed financial products that replicate the performance of traders’ virtual portfolios, enabling investment via bank or online broker into strategies listed on Europe’s leading structured products exchange
- Trading Insights: data-driven information on latest stock trends, trading motives, and performance data from the wikifolio community to support decision-making and compare strategy outcomes
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Wikifolio
FutureAdvisor
HQ: United States
Website
- Description: Provider of registered investment advisory services that manage users' existing IRA, 401(k), and other investment accounts. Founded in 2010.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Orion
HQ: United States
Website
- Description: Provider of asset and investment management advisory services, including wealth management via Orion Portfolio Solutions, tax-efficient custom indexing, OCIO services through TownSquare Capital, portfolio accounting software, CRM for financial advisors, and an open API framework to integrate custodial platforms and enhance operations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Third Financial
HQ: United Kingdom
Website
- Description: Provider of wealth management software and platform services, including the Tercero Software Platform; an investment platform for wealth managers, multi-family offices, and advisers to manage portfolio construction, monitoring, and compliance; SaaS tools for client reporting, asset allocation, performance attribution, and order management; and digital workflows and oversight for onboarding and client service.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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TraderOS
HQ: United States
Website
- Description: Provider of a cloud-based trading platform delivering tools and software for market analysis, strategy automation, and trade execution, with RealTime viewing and sharing of market insights, live chart and trade idea exchange, and a virtual trading floor connecting users as they navigate the markets together.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full TraderOS company profile →
Digiterre
HQ: United Kingdom
Website
- Description: Provider of software development services for financial investment management CRM and trading solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Digiterre company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Wikifolio
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Wikifolio
2.2 - Growth funds investing in similar companies to Wikifolio
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4 - Top valuation comps for Wikifolio
4.2 - Public trading comparable groups for Wikifolio
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