NewOak SA
Family officeGeneva · 10 people tracked
Find your way into NewOak SA
2,031 people in our graph share verified history with the NewOak SA team — schools, employers, funds. One of them is your warm intro.
Investment thesis
NewOak is a family office serving ultra-high-net-worth families, founded to address gaps in impartiality, confidentiality, governance, and long-term partnership. It emphasizes conflict-free advice, discretion, and multi-generational wealth planning and estate solutions. Drawing on its own network of trusted families and stakeholders, NewOak identifies worldwide investment opportunities and supports foundation setup, trust constitution, family governance, and pension plan strategies. The firm's in-house experts craft tailored solutions to protect and develop client wealth across generations.
Source: firm website, verified Aug 3, 2026.
Team · 10 people
from the firm's website
What they invest in
from 8 of 12 portfolio companiesFintech ×3LegalTech ×3Enterprise Software ×2Cybersecurity ×1GovTech ×1PropTech ×1
HQs:Switzerland×7Jersey×1
Investments · 12 tracked
founders shown can be your intro path
A Swiss law firm offering legal services across multiple practice areas to individuals and institutional clients.
LegalTech
Montaigne Trust designs and establishes tailored trust structures — discretionary or fixed, revocable or irrevocable — and sets up Private Trust Companies (PTCs) for families, handling constitutive documents such as trust deeds, letters of wishes, and protector provisions.
Fintech
Swiss Pension Advisors provides integrated wealth management and pension planning services for high-net-worth individuals, entrepreneurs, and executives.
Enterprise SoftwareFintechSwitzerland, CH
ZENDATA provides cybersecurity services for businesses and governments, including incident response, managed security services (IT and OT), risk audits and penetration testing (VAPT), threat intelligence, consulting, and employee training.
CybersecurityGovTechGeneva, CH
Steven Meyer(Co-CEO and Co-Founder)inIsabelle Meyer(Co-CEO and Co-Founder)inFelipe Castro(Chief Information Security Officer)in
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
555 Bryant StreetNextwavecapitalSegetia
Frequently asked questions
- How many investments has NewOak SA made?
- NewOak SA has 12 tracked investments.
- What sectors does NewOak SA focus on?
- NewOak SA focuses on Sector Agnostic.
- Where is NewOak SA located?
- NewOak SA is headquartered in Geneva, CH.
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