wikifolio

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%).

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

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

• Social trading platform
• Index certificates trading
• Virtual portfolio management
• Trading strategy marketplace
• Investment platform europe

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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%).
2. 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

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core 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

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Partnerships

16 partnerships are on record, tiered core, major and minor.

• Börse StuttgartcoreChannel Partner/ Reseller/ DistributorLeading private investor stock exchange in Germany and the exclusive listing place for wikifolio certificates.
• HandelsblattmajorGTM or Marketing PartnerLeading German print and online financial media company, serving as a strategic partner and financial investor of wikifolio.
• onvistaminorGTM or Marketing PartnerMedia partner enabling users to receive up-to-date information on wikifolios on onvista.de.
• Finanzen100minorGTM or Marketing PartnerMedia partner and one of the largest financial portals in Germany with its own stock market apps for smartphones and tablets.
• Finanzen.netminorGTM or Marketing PartnerRecommended media partner providing investors with daily news and comprehensive data on the stock market.
• wallstreet:onlineminorGTM or Marketing PartnerRecommended media partner of wikifolio.
• comdirectminorChannel Partner/ Reseller/ DistributorBroker partner enabling customers convenient access to their brokerage account via wikifolio for investing in wikifolio certificates.
• S BrokerminorChannel Partner/ Reseller/ DistributorBroker partner enabling investors to invest in wikifolio certificates in form of savings plans.
• justTRADEminorChannel Partner/ Reseller/ DistributorBroker partner of wikifolio.
• FOCUS OnlineminorGTM or Marketing PartnerMedia partner of wikifolio.
• Börse OnlineminorGTM or Marketing PartnerMedia partner of wikifolio that manages media wikifolios 'Börse Online Nebenwerte' and 'Börse Online Wachstumswerte'.
• TRENDLINKminorGTM or Marketing PartnerPartner for theme wikifolios. Trend themes are bundled in theme wikifolios and can be purchased as wikifolio certificates.
• Börse Social NetworkminorGTM or Marketing PartnerMedia partner running its own media wikifolios including 'Stockpicking Österreich'.
• AnlegerPlusminorGTM or Marketing PartnerGerman financial magazine. Editors manage several media wikifolios.
• finanztreff.deminorGTM or Marketing PartnerFinancial information and media partner of wikifolio.
• ARIVA.deminorGTM or Marketing PartnerMedia and financial information partner of wikifolio.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct 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

• Xx.com/wikifolio
• Facebookfacebook.com/wikifolio
• LinkedInlinkedin.com/company/wikifolio-financial-technologies-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds4 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about wikifolio