Bailard
Finance · California, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
950 Tower Ln Ste 1900, Foster City, Cali...Phone Number
(650) 571-5800Website
www.bailard.comRevenue
$18 MillionIndustry
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
2
2
3
About Bailard
Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm that serves individuals, families, and institutions. The company offers a comprehensive range of services including wealth management, asset management, investment strategies, and sustainable investing. With a focus on aligning financial portfolios with clients' goals and values, Bailard has built a strong track record in domestic and international equities, fixed income, and private real estate. As a certified B Corporation, Bailard is committed to accountability, compassion, and community engagement.Explore more
Bailard Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Bailard your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Bailard had a recent Job posting/layoffs
Check if Bailard has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Bailard has new funding data
Website visits: Recent activity has been detected on your website
Bailard, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Bailard is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Bailard launches new products
Earning: See what the market has to say on Bailard recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at Bailard
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Bailard
Compare insights from companies similar to Bailard, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Bailard is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bailard is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bailard.
Bailard Tech Stack
A closer look at the technologies used by Bailard
Most Recent Scoops
Person-Based
Person-Based
Artificial Intelligence
Person-Based
Customer Service, Customer Experience
Facilities Relocation / Expansion
Bailard is planning to move offices in June 2026. The move will impact approximately 50 employees at the existing office located at 950 Tower Lane, Foster City, CA.
Facilities Relocation/Expansion
Person-Based
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Bailard
Sign Up For FreeTo access detailed company insights
Founded in 1969, Bailard is an independent, values-driven wealth and asset management firm that serves individuals, families, and institutions. The company offers a comprehensive range of services including wealth management, asset management, investment strategies, and sustainable investing. With a focus on aligning financial portfolios with clien... Read More
