Wealthy
Empowering optimal financial decisions and personalized portfolio management for maximizing your wealth.
51-200 employees · est. 2015
Lakefield Partners AG is the older company (2012 vs 2015); Wealthy is the larger of the two.
Side-by-Side Comparison
| Metric | Lakefield Partners AG | Wealthy |
|---|---|---|
| Founded | ||
| Founded | 2012 older | 2015 |
| Headquarters | ||
| Headquarters | Zurich, Switzerland | Not tracked yet |
| Employees | ||
| Employees | 15 | 51-200 larger |
| Industry | ||
| Industry | Finance, Financial Services | Financial Services, Fintech, Mobile |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $1.01B |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 6 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Dynamic Asset Management, Equities, Fixed Income, Cash Management, Investment Environment, Portfolio Management, Quantitative Investment Model, Financial Markets, Tactical Decision Making, Investment Performance, Market Analysis, Economic Data, Asset Allocation, Investment Strategy | Wealth Management, Portfolio Management, Asset Allocation, Diversification, Financial Planning, Investments, Stocks, Mutual Funds, Retirement Planning, Tax Saving, Portfolio Tracking, Financial Advisor, Investment Advisor, Wealth Tracker, Financial App |
| Website | ||
| Website | lakefieldpartners.com | wealthy.in |
About Lakefield Partners AG
Lakefield Partners AG is a Swiss-based financial services company specializing in dynamic asset management in equities, fixed income, and cash. The company's approach involves systematically evaluating the investment environment to identify opportunities and threats. Lakefield Partners' proprietar...
About Wealthy
Wealthy is a financial technology startup founded in 2015 that focuses on empowering individuals to make optimal financial decisions and personalized portfolio management in order to maximize their wealth. The company's slogan, "Empowering optimal financial decisions and personalized portfolio manag...
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Funding, hiring, leadership and stack changes at Lakefield Partners AG and Wealthy — by email.
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Compiled from the BounceWatch company index. We last looked at Lakefield Partners AG on 14 Sep 2024, and Wealthy on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
