About Bailard
Bailard is a Financial Services company based in Foster City (United States) founded in 1969. Wealth management services are provided by Bailard to clients. Bailard has raised $278.4 million across 1 funding round. The company has 67 employees. Its chief executive, as recorded, is Peter Hill. Bailard offers products and services including Wealth Management, Asset Management, and Investment Strategies. Its focus areas include Asset Management and Wealth Management. Its legal entity is BAILARD, INC. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Bailard was established in 1969 and is based in Foster City, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Investment advisory and portfolio management services are offered to individual and institutional clients. The firm is led by Chairman and CEO Peter Hill, overseeing daily activities from its headquarters. Geographic emphasis remains on the U.S. market.
- Headquarters Foster City, United States
- Employees 67
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website bailard.com
- Social LinkedIn
- Legal Name Bailard, Inc.
- Total Equity Funding$278.4M (USD)
in 1 rounds
- Latest Funding Round$278.4M (USD), Series D
Jun 2018
- Employee Count67
Products & Services of Bailard
Bailard offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Investment Strategies.
Comprehensive services for individual and family financial planning.
Strategies for equities, fixed income, and real estate management.
Approaches for domestic and international asset optimization.
Funding Insights of Bailard
Bailard has successfully raised a total of $278.4M through 1 strategic funding round. The most recent funding activity was a Series D round of $278.4 million completed in June 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $278.4M
- Total Rounds 1
- Last Round Series D — $278.4M
- First Round $278.4M
(Jun 2018)
All 1 funding rounds of Bailard with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2018 | $278.4M | Series D | – | – | – |
People of Bailard
41 people are tracked at Bailard (22 in leadership, 19 in team); the tracked headcount is 67.
| Name | Role | Group |
|---|---|---|
Peter Hill | Chairman & CEO | Leadership |
Dave Jones | Director Of Estate Strategy | Leadership |
Eric Leve | Chief Investment Officer | Leadership |
Jennifer P. | Vice President | Head Of Human Resources | Leadership |
Pcm® Erin Randolph | Senior Vice President, Marketing & Communications | Leadership |
Tom Sikora | Vice President, Trader | Leadership |
Ben Lathrop | Senior Vice President, Director Of Business Development & Client Services - Real Estate | Leadership |
Romy Pavolotsky | Senior Vice President | Leadership |
Cfp® Austin Lastinger | Vice President, Investment Counselor | Leadership |
Osman Tansu Akgun | Vice President, Domestic Equities | Leadership |
Andrea Gandolfo | Senior Vice President, Investment Counselor | Leadership |
Sonya Thadhani Mughal | Chief Executive Officer | Leadership |
Daniel McKellar | Senior Vice President | Leadership |
Glenn Davis | Sr Vice President Head Trader | Leadership |
Pavita Fleischer | Chief Compliance Officer | Leadership |
Cima™ Blaine Townsend | Executive Vice President, Director Sustainable Responsible And Impact Investing | Leadership |
James Pinkerton | Senior Vice President, Aquisitions And Portfolio Management | Leadership |
Tess Gruenstein | Senior Vice President, Acquisitions And Portfolio Management | Leadership |
Frank Marcoux | Senior Vice President, Portfolio Manager Sustainable, Responsible And Impact Investing Group | Leadership |
Kim Aquino | Senior Vice President | Leadership |
21 more people are available in the full profile.
Complete people profiles for Bailard
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Bailard
2 dated milestones of Bailard across 49 years, from founding to its latest funding, stage changes and deals.
- Founded Bailard is founded.
- Funding First funding round of $278.4M.
Competitors of Bailard
Bailard has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Bailard
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Bailard
The website of Bailard (bailard.com) receives about 3.4K visits a month.
- Monthly visits3.4K
▼ 15.6% vs previous month
Websites whose visitors overlap most with Bailard. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| oakwoodcap.com | 100% | View details | |||
| safanad.com | 100% | #4,545,004 | View details | ||
| leggmason.com | 99% | 1.7K | #10,696,944 | View details | |
| westwoodgroup.com | 99% | 17.2K | #1,469,675 | View details | |
cadoganmanagement.com | cadoganmanagement.com | 99% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Bailard
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- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Bailard (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Bailard
Complete news archive for Bailard
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Frequently Asked Questions about Bailard
Bailard was founded in 1969 and raised its 1st funding round 49 years after it was founded.
Bailard is headquartered in Foster City, United States. It is registered at Foster City, California, United States.
Peter Hill is the CEO of Bailard, as recorded in our data.
Bailard is a funded company, having raised a total of $278.4M across 1 funding round to date. The company's 1st funding round was a Series D of $278.4M, raised on Jun 2018.
Bailard has 67 employees.
Bailard was established in 1969 and is based in Foster City, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Investment advisory and portfolio management services are offered to individual and institutional clients. The firm is led by Chairman and CEO Peter Hill, overseeing daily activities from its headquarters. Geographic emphasis remains on the U.S. market.
Bailard's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Bailard offers Wealth Management, Asset Management, and Investment Strategies.
Bailard operates through Bailard, Inc..