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Julius Baer

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.

Year Founded

1890

AUM

$559.48B

Portfolio Companies

7

Investments

Julius Baer investments
CompanyDateStageLead
One Zero Digital Bank Ltd.Nov 2025Early FundingCo-investor
One Zero Digital Bank Ltd.Feb 2023Series A ExtensionCo-investor
AMINA BankJan 2022Series CCo-investor
One Zero Digital Bank Ltd.Dec 2021Series ALead
DnaNudgeAug 2021Series ACo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersZurich
Year Founded1890
AUM$559.48B

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