wikifolio
wikifolio is a Vienna-based social trading platform serving retail investors in Germany, Austria, and Switzerland. Traders publish virtual portfolios (wikifolios) replicated as exchange-traded index certificates issued by Lang & Schwarz and listed on Börse Stuttgart.
- Company typePrivate
- Founded2012
- HeadquartersVienna, Austria
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What wikifolio does
wikifolio (legal entity: wikifolio Financial Technologies AG) is a Vienna-headquartered social trading platform serving retail investors in Germany, Austria, and Switzerland. The platform enables traders to publish virtual portfolios (wikifolios) that reflect their trading strategies, and allows investors to follow, track, and replicate those strategies by purchasing wikifolio certificates — open-ended index certificates issued exclusively by Lang & Schwarz that replicate wikifolio performance on a 1:1 basis and are listed on Börse Stuttgart (Euwax) and BX Swiss.
The technology stack centers on a virtual portfolio management engine with real-time performance tracking, integrated with a certificate-issuance and collateralization infrastructure managed by Lang & Schwarz, and exchange-listing connectivity through Börse Stuttgart. The platform's investment universe exceeds 410,000 instruments (stocks, ETPs, funds, certificates, leverage products) for German-language wikifolios and over 14,700 instruments for English-language wikifolios. Supporting product features include a personalized news feed, watchlist functionality, a search and discovery layer, and a "Stock Insights" module that classifies community trading patterns (Taking Profits, FOMO, Jumping the Ship, Buying the Dip). The platform is accessible via web, with single sign-on through Apple, Facebook, and Google; no public API or mobile app is available.
Wikifolio's business model is asset-under-management-driven and built on two primary revenue streams: an annual certificate fee of 0.95% on standard wikifolios (with tiers for asset-manager wikifolios at 0.5–1.5% and Paradise Model Portfolios at 0.1%), and a performance fee of 5–30% charged only when a new high watermark is reached, of which up to 50% is paid out to traders as a success bonus. Customer segments span individual retail investors (primary), professional portfolio managers, media companies, and the traders themselves. Distribution is anchored by broker partnerships (comdirect, S Broker, justTRADE, PostFinance), media syndication partners (Handelsblatt, Finanzen100, wallstreet:online, FOCUS Online), and product partners (HSBC Trinkaus & Burkhardt, Société Générale, Vontobel). The company is privately held with institutional shareholders including Speedinvest (~22%), VHB ventures (~15%), NewAlpha Asset Management (~11%), PostFinance (~10%), and Lang & Schwarz (~5%).
wikifolio firmographics
Firmographics- Name
- wikifolio
- Legal name
- wikifolio Financial Technologies AG
- Website
- https://wikifolio.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- wikifolio is a Vienna-based social trading platform serving retail investors in Germany, Austria, and Switzerland. Traders publish virtual portfolios (wikifolios) replicated as exchange-traded index certificates issued by Lang & Schwarz and listed on Börse Stuttgart.
- Ownership category
- akta.pro rank
wikifolio industry classification
Industry- Product category
- Social Trading Platform
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
- akta.pro secondary industry
- Multi-Asset Trading Networks / Interdealer Broker Platforms (FSAFAEAJ)
Keywords
Where wikifolio is headquartered
LocationHeadquarters
- HQ city
- Vienna
- HQ country
- Austria
- HQ region
- Europe
Offices1 record
Markets served
wikifolio business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Certificate Fee: Annual fee charged on the wikifolio certificate value, calculated daily on the invested capital and virtual stocks at daily closing prices. Most wikifolios charge 0.95% per year. Exceptions: Asset manager wikifolios (0.5%-1.5%), Paradise Model Portfolios (0.1%).
- Performance Fee: Success-based fee ranging from 5-30% of profits achieved, only charged when a new high watermark is reached. Split between wikifolio.com and traders, who can receive up to 50% of the performance fee. This is the trader's success bonus.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard wikifolio certificate fee of 0.95% per annum |
| Outcome Based/ Performance | Pay-as-you-go | Performance fee of 5-30% upon new high watermark |
| Subscription | Annual | Asset manager wikifolio fee range 0.5%-1.5% per annum |
| Subscription | Annual | Paradise Model Portfolios fee of 0.1% per annum |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels7 records
wikifolio product offering
Product offeringCore offering
wikifolio operates a social trading platform where independent traders and portfolio managers publish virtual portfolios (wikifolios) reflecting their trading strategies, and eligible wikifolios are converted into exchange-traded index certificates (issued by Lang & Schwarz) that investors can buy to replicate the underlying strategy 1:1. Certificates are listed on the Stuttgart Stock Exchange (Euwax) and BX Swiss and are accessible to retail investors in Germany, Austria, and Switzerland starting from EUR 100.
Product overview
wikifolio is Europe’s leading social trading platform that enables investors to follow and replicate the trading strategies of professional and private traders. The core offering consists of wikifolio virtual portfolios (fictitious portfolios reflecting traders' strategies) and wikifolio certificates (exchange-traded index certificates that replicate portfolio performance on a 1:1 basis, listed on Stuttgart and BX Swiss exchanges). Supporting products include a Blog for market insights and stock trends, Stock Insights showing community trading patterns, a Personal News Feed, Watchlist feature, and Search & Discovery tools. The platform also provides access to an investment universe of over 410,000 instruments including stocks, ETPs, funds, and leverage products. Available to residents of Germany, Austria, and Switzerland.
Differentiator
Problem solved
Functional benefit
Products and services
- wikifolio Certificates Open-ended index certificates issued by Lang & Schwarz that replicate the performance of wikifolio virtual portfolios on a 1:1 basis; listed on the Stuttgart Stock Exchange (Euwax) in EUR and on BX Swiss in CHF for equities-only certificates. Available to retail investors in Germany, Austria, and Switzerland through banks, online brokers, and direct from Lang & Schwarz; subject to an annual certificate fee (typically 0.95% p.a.) and a 5–30% performance fee on new high watermarks.
- wikifolio Virtual Portfolios (Wikifolios) Virtual portfolios published by traders (full-time investors, entrepreneurs, professional portfolio managers, and financial editors) that reflect their trading strategies, with statuses of Test (private), Published (public), or Investable (eligible to issue a certificate once 10+ watchlistings, EUR 2,500 invested capital, and 21 days of history are met). Users can view, follow, track, and compare performance of wikifolios.
- wikifolio Investment Universe Universe of tradable instruments available to wikifolio traders for virtual portfolio construction, including over 410,000 instruments overall, more than 634,000 securities for German-language wikifolios, and over 14,700 stocks, funds, and ETPs for English-language wikifolios, spanning stocks, ETPs, funds, investment certificates, and leverage products.
Quantifiable outcome
- wikifolio certificates replicate wikifolio performance on a 1:1 basis
- +3 more outcomes
Companies that use wikifolio
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles3 records
wikifolio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature5 records
wikifolio partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core, major and minor.
- Börse StuttgartcoreLeading private investor stock exchange in Germany and the exclusive listing place for wikifolio certificates.
- HandelsblattmajorLeading German print and online financial media company, serving as a strategic partner and financial investor of wikifolio.
- onvistaminorMedia partner enabling users to receive up-to-date information on wikifolios on onvista.de.
- Finanzen100minorMedia partner and one of the largest financial portals in Germany with its own stock market apps for smartphones and tablets.
- Finanzen.netminorRecommended media partner providing investors with daily news and comprehensive data on the stock market.
- wallstreet:onlineminorRecommended media partner of wikifolio.
- comdirectminorBroker partner enabling customers convenient access to their brokerage account via wikifolio for investing in wikifolio certificates.
- S BrokerminorBroker partner enabling investors to invest in wikifolio certificates in form of savings plans.
- justTRADEminorBroker partner of wikifolio.
- FOCUS OnlineminorMedia partner of wikifolio.
- Börse OnlineminorMedia partner of wikifolio that manages media wikifolios 'Börse Online Nebenwerte' and 'Börse Online Wachstumswerte'.
- TRENDLINKminorPartner for theme wikifolios. Trend themes are bundled in theme wikifolios and can be purchased as wikifolio certificates.
- Börse Social NetworkminorMedia partner running its own media wikifolios including 'Stockpicking Österreich'.
- AnlegerPlusminorGerman financial magazine. Editors manage several media wikifolios.
- finanztreff.deminorFinancial information and media partner of wikifolio.
- ARIVA.deminorMedia and financial information partner of wikifolio.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
wikifolio competitors and assessment
Company assessmentDirect peers
- eToro: Global social trading platform that lets retail investors follow and copy the portfolios of other traders via in-app CopyTrader. Directly comparable product/business model to wikifolio with a much larger international footprint but without exchange-traded certificate issuance.
- ZuluTrade: Pioneer social/copy-trading platform linking signal providers to investors across multiple brokers. Directly comparable two-sided marketplace with traders publishing strategies and investors replicating them.
- NAGA: Social trading platform offering copy trading of trader portfolios alongside multi-asset brokerage. Highly comparable business model combining social trading with direct investment execution.
- Trading 212: Multi-asset retail investment platform that has expanded into community/social investing features. Comparable to wikifolio in serving self-directed European retail investors across stocks, ETFs, and CFDs.
Broad incumbents
- Trade Republic: Berlin-headquartered discount broker and savings-plan platform rapidly dominating German retail-investor onboarding. Comparable DACH target market and adjacent savings-plan/rebalancing products compete for the same retail wallet as wikifolio certificates.
- Scalable Capital: Munich-based broker and digital wealth manager serving DACH retail investors with brokerage, savings plans, and managed-portfolio products. Overlapping customer base and product set with wikifolio in the DACH region.
- Robinhood: US-headquartered retail brokerage with social/community features (community profiles, news feeds). Comparable two-sided community/investor experience and European expansion plans position it as a future peer.
- Interactive Brokers: Global multi-asset brokerage executing for retail and professional investors across stocks, ETFs, options, and structured products. Comparable in enabling access to wikifolio certificates via ISIN and offering wider multi-asset infrastructure.
Regional players
- JustETF: Munich-based ETF discovery, comparison, and savings-plan platform operating primarily in Germany and Austria. Adjacent to wikifolio for DACH retail-investor savings-plan flows and passive/active product discovery.
Emerging players
- Moneyfarm: European digital wealth manager offering managed portfolios and investment advice across UK/Italy/Germany. Comparable investment-advice and portfolio-management orientation and broadening DACH presence competes for the same professional-portfolio-manager partnerships that wikifolio cultivates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
wikifolio social profiles
Digital presencewikifolio financial estimates
Financial estimateRevenue estimate
Valuation estimate
wikifolio leadership team
Management profileNumber of profiles
Profiles5 records
wikifolio funding detail
Funding detailFunding overview
Funding rounds4 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
wikifolio M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about wikifolio
What does wikifolio do?
wikifolio operates a social trading platform where independent traders and portfolio managers publish virtual portfolios (wikifolios) reflecting their trading strategies, and eligible wikifolios are converted into exchange-traded index certificates (issued by Lang & Schwarz) that investors can buy to replicate the underlying strategy 1:1. Certificates are listed on the Stuttgart Stock Exchange (Euwax) and BX Swiss and are accessible to retail investors in Germany, Austria, and Switzerland starting from EUR 100.
Is wikifolio a public or private company?
wikifolio is a private company. It is classified as venture growth investor backed and is currently operating.
When was wikifolio founded?
wikifolio was founded in 2012. It employs 11 to 50 people.
Where is wikifolio based?
wikifolio is headquartered in Vienna, Austria, in the Europe region.
How does wikifolio make money?
Two revenue lines are on record. Certificate Fee is the primary driver. The others are performance Fee.
Who are wikifolio's main competitors?
Direct peers on record are eToro, ZuluTrade, NAGA and Trading 212. Broad incumbents are Trade Republic, Scalable Capital, Robinhood and Interactive Brokers. JustETF is listed as a regional player. Moneyfarm is listed as an emerging player.
Does wikifolio have an API?
No public API is recorded for wikifolio.
What industry is wikifolio in?
wikifolio's product category is Social Trading Platform. Its primary akta.pro industry code is FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios), with a secondary code of FSAFAEAJ, Multi-Asset Trading Networks / Interdealer Broker Platforms. Its NAICS code is 52394 and its SIC code is 6282.