Fundraising Fox

UBS

Institutional investoroperating company · company profile

Zurich · Series B–Late Stage · 9 people tracked

Also known as UBS ASSET MANAGEMENT (AMERICAS) LLC · UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD · UBS ASSET MANAGEMENT FUNDS LTD · UBS FARMLAND INVESTORS LLC · UBS FINANCIAL SERVICES INC. · UBS REALTY INVESTORS LLC

Find your way into UBS

13,303 people in our graph share verified history with the UBS team — schools, employers, funds. One of them is your warm intro.

David Phuunlockedknows Will Day · together at PwC (overlapped)
knows the team · via UBS
knows the team · via Credit Suisse
knows the team · via PwC
×4knows the team · via Stanford University
knows the team · via Brigham Young University
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Investment thesis

UBS is a global wealth manager and Switzerland's leading universal bank, offering investment banking and asset management capabilities alongside financial advice, solutions and products for a broad range of clients.

Source: firm website, verified Aug 3, 2026.

Stage
Series B–Late Stage
HQ
Zurich, CH
Founded
1854
Last 12 months
2 investments
AUM
$1.4B
Tracked investments
19

Team · 9 people

from curated

Founder mafia

The UBS mafia →

80 people who came through UBS went on to found or lead other companies.

+ 68 more

What they invest in

from 15 of 19 portfolio companies

Fintech ×8AI & Machine Learning ×5Data & Infrastructure ×5Enterprise Software ×4Impact & Social Good ×3SaaS ×3Consumer ×2Crypto & Web3 ×2

HQs:United States×10Germany×1United Kingdom×1Singapore×1

Investments · 19 tracked

founders shown can be your intro path

By year:2026 · 12025 · 52024 · 12023 · 32016 · 111 dated

Aieraaiera.comin𝕏✓ verified

Aiera provides AI-enabled infrastructure that gives institutional research teams permissioned, entitlement-aware access to proprietary financial content such as broker research, expert insights, transcripts, filings, live earnings calls, and news through a single searchable environment.

AI & Machine LearningEnterprise SoftwareFintech

Ken Sena(Founder)in

Co-investorsBank of AmericaDeutsche BankEvercoreHSBCJefferiesFlybridge Capital Partners+2 more

Cloud9 TechnologiesOct 2016

New York, US

Brian Reach(Executive Officer, Director)inStephen Kammerer(Executive Officer)Leonidas Papadopoulos(Executive Officer)

BoardTerry Clontz(Director)Richard Kerschner(Director)Gregory Kenepp(Executive Officer, Director)

Co-investorsPoint72 Ventures

Cool Planet Energy Systems

EnergyGreenwood Village, US

Howard Janzen(Executive Officer, Director)Barry Rowan(Executive Officer)Vital Aelion(Executive Officer)

BoardCarmichael Roberts(Director)Dennis Weibling(Director)Anthony Radaich(Director)

Co-investorsGoldman Sachs

Doconomydoconomy.cominMay 2024 · $36.9M

Doconomy builds banking tools for financial institutions that combine financial wellbeing with climate action, using behavioral science, human-centric design, and impact data to encourage sustainable customer choices.

Climate TechFintechImpact & Social Good

Mathias Wikström(CEO & Co-Founder)in

Co-investorsCommerzVenturesIngka InvestmentsKickstart InnovationCommerzbank

Domino Data Labdominodatalab.comin𝕏Aug 2025

Domino Data Lab provides a platform for enterprise machine learning operations that enables data scientists to experiment, build models, and deploy AI applications at scale with governance and reproducibility.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareHollywood, US

Nick Elprin(Co-Founder, President & Chief Product Officer)inChristopher Yang(Co-founder)inMatthew Granade(Co-founder)inThomas Robinson(Chief Executive Officer)in

Co-investorsCoatue ManagementCowles VenturesHighland EuropeSlow VenturesZetta Venture PartnersBloomberg Beta+6 more

Endowusendowus.cominAug 2023 · $35M

Endowus is a MAS-licensed digital investment advisory platform in Singapore that lets CPF members invest their Ordinary and Special Account savings in curated, low-cost funds.

FintechSaaSSingapore, SG

Gregory Van(Founder)inSamuel Rhee(Founder)in

Co-investorsK3 VenturesLightspeed Venture PartnersOSK Ventures InternationalZ Venture CapitalCiti VenturesIlluminate Financial+3 more

ethicethic.comin

Ethic offers direct indexing and tax-smart portfolio management, providing customizable passive portfolios engineered for tax efficiency, factor exposures, and values alignment.

FintechImpact & Social GoodPropTechSaaSNew York, US

Doug Scott(CEO & Co-founder)inJay Lipman(Founder)inJohny Mair(Founder)inJohn Mair(Director)inJordan Lipman(Director)

BoardJohn Morris(Director)

Co-investors500 GlobalBetter Tomorrow VenturesBlackhorn VenturesFarvatn VentureFifty YearsKima Ventures+6 more

Impossible Foodsimpossiblefoods.comin𝕏Jun 2026

Impossible Foods produces plant-based meat alternatives, including beef, pork, chicken, and sausage products designed to replicate the taste, nutrition, and cooking properties of conventional animal meat.

ConsumerFoodTechHealthtechRedwood City, US

Pat Brown(Founder & CEO)inDavid Lee(Executive Officer)inPeter McGuinnessin

BoardBart Swanson(Director)inSamir Kaul(Director)inTai Ronnen(Director)

Co-investorsAllied Venture PartnersBlue Horizon CorporationCoatue ManagementCollaborative FundContinental Grain CompanyCPT Capital+18 more

Infurainfura.ioin𝕏

Infura provides infrastructure and API services for developers building decentralized applications.

Crypto & Web3Data & InfrastructureDeveloper Tools

Co-investorsBitDAODeepTech VenturesFenbushi CapitalIOSG VenturesMantle NetworkJP Morgan Chase

Institutional Capital Network

New York, US

Daniel Vene(Executive Officer, Director)Nicholas Veronis(Executive Officer, Director)Lawrence Calcano(Executive Officer, Director)

BoardJohn Robertshaw(Director)Philip Pool(Director)Brian Levine(Director)

Co-investorsPivot Investment PartnersT. Rowe Price

Luma Financial Technologies

Cincinnati, US

Gim Lau(Executive Officer)Donald Pogan(Executive Officer)inTimothy J. Bonacci(Executive Officer, Director)inRobert P. Jenkins(Executive Officer)Henry Flowers(Director)

BoardElliott Appel(Director)

Co-investorsBank of AmericaMorgan StanleySixth Street

Matter Real Estatematterrealestate.co.ukinJan 2025

Matter is a real estate investment firm focused on the living sector, investing across sub-sectors such as single- and multi-family, senior living, and affordable housing.

Impact & Social GoodPropTech

David Christie(CEO)in

Co-investorsBlack Lion Venturesabrdn plcGCM Grosvenor

Nammu21nammu21.comin𝕏Mar 2025

Nammu21 builds domain-specific AI infrastructure for private credit data, including a knowledge graph of credit constructs, language pattern models, and a hybrid vector-and-graph data lake.

AI & Machine LearningData & InfrastructureFintechNew York, US

Someera Khokhar(Executive Officer, Director)in

BoardBrian Callahan(Director)Lawrence Leibowitz(Director)Gregory Carson(Director)

Co-investorsRaptor GroupNasdaq VenturesState Street

Schvey

New York, US

Gregory Schvey(Chief Executive Officer and President)Jeffrey Schvey(Chief Technology Officer and Secretary)Thomas Chippas(Chief Operating Officer)

BoardWilliam Eisenbeis(Director)Richard Kerschner(Director)

Co-investorsDeutsche BankGoldman Sachs

Synthesized Acquiredsynthesized.ioin𝕏Sep 2025 · $20M

Synthesized creates governed, production-realistic test data from sensitive enterprise systems for software validation, migrations, and AI-agent testing.

AI & Machine LearningData & InfrastructureEnterprise Software

Co-investorsExpeditionsFounders FactoryFounders Factory NYIA Seed VenturesIQ CapitalMundi Ventures+3 more

Taurustaurushq.comin𝕏

Taurus provides an integrated, modular platform for managing digital assets including cryptocurrencies, stablecoins, and tokenized securities.

Crypto & Web3Data & InfrastructureEnterprise SoftwareFintech

Co-investorsCedar Mundi VenturesSGH CapitalArab Bank (Switzerland)

Trust & Willtrustandwill.comin𝕏Mar 2025 · $25M

Trust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents.

ConsumerFintechLegalTechSaaSSan Diego, US

Cody Barbo(Founder)in

Co-investorsCerity Partners VenturesCurql Collective, LLCHalogen Ventures Management Company LlcJackson Square VenturesLink VenturesRosecliff Ventures+3 more

Wefoxwefox.comNov 2023

wefox is a pan-European, underwriting-led insurance distribution platform that combines Managing General Agent (MGA) capabilities with digitally enabled distribution, using proprietary AI-supported technology to sell insurance to retail customers.

AI & Machine LearningFintechInsurTech

Fabian Wesemann(Co-founder)inJulian Teicke(Co-founder)in

Co-investorsAZURO CAPITAL VENTURESD4 VenturesG SquaredGR CapitalHorizons VenturesIA Seed Ventures+15 more

wefox Groupwefox.deNov 2023

Wefox is an insurance technology platform founded in 2015 that transforms retail insurance distribution, serving over 1 million customers through its distribution networks.

InsurTechBerlin, DE

Co-investorsOMERS VenturesSamsung Catalyst FundDeutsche BankGoldman SachsJP Morgan ChaseSalesforce Ventures+2 more

Portfolio news

latest coverage across their companies

Frequently asked questions

What stage does UBS invest at?
UBS invests at the Series B, Series C, Late Stage stages.
What sectors does UBS focus on?
UBS focuses on Crypto & Web3, Fintech.
Where is UBS located?
UBS is headquartered in Zurich, CH.

Images

UBS photoUBS photoUBS photoUBS photoUBS photoUBS photo

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