Fundraising Fox
Zurich · Series B–Late Stage · 10 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 · UBS TRUST COMPANY OF PUERTO RICO
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Investment thesis
This UBS Wealth Management USA page presents the UBS Family Office Quarterly, a publication of articles and expert conversations covering topics relevant to starting and managing family offices, such as philanthropy, art, AI adoption, and wealth transfer.
Source: firm website, verified Sep 27, 2026.
Team · 10 people
from curated & public directories
Founder mafia
The UBS mafia →109 people who came through UBS went on to found or lead other companies.
What they invest in
from 29 of 33 portfolio companiesFintech ×15SaaS ×10AI & Machine Learning ×9Enterprise Software ×9Data & Infrastructure ×7Climate Tech ×3Crypto & Web3 ×3Digital Health ×3
HQs:United States×17Switzerland×2Germany×1United Kingdom×1Israel×1Singapore×1
Investments · 33 tracked
founders shown can be your intro pathBy year:2026 · 12025 · 62024 · 42023 · 32022 · 22021 · 32020 · 32018 · 22017 · 12016 · 126 dated
Wealthfront offers automated investment management, a high-yield cash account, financial planning tools, and mortgage lending to individual investors.
FintechSaaSPalo Alto, US
Daniel Carroll(Founder)inAndy Rachleff(Co-founder)inADAM NASH(Executive Officer, Director)inRICK FOREMAN(Executive Officer)inDavid Fortunato(Chief Executive Officer, President, and Director)in
BoardMIKE VOLPI(Director)in
Co-investorsAdam NashDag VenturesDefy PartnersDivide by ZeroForerunner VenturesGraph Ventures+13 more
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 SoftwareFintechNew York, US
Ken Sena(Founder)inBryan Healey(Executive Officer, Director)in
BoardLogan Allin(Director)inCharles M. Hazard, Jr.(Director)inDiane Schumaker-Krieg(Director)
Co-investorsBank of AmericaDeutsche BankEvercoreHSBCJefferiesFin Capital+3 more
Axoni provides a distributed ledger platform for post-trade processing and settlement in financial markets, serving institutional clients in capital markets operations.
Crypto & Web3Data & InfrastructureEnterprise SoftwareFintechSaaSNew York City, US
Greg Schvey(Founder/CEO)Jeffrey Schvey(Founder/CTO)inGreg (CEO)(Chief Executive Officer)Jeff (CTO)(Chief Technology Officer)
Co-investorsAndreessen HorowitzCoatue ManagementCommunitas Capital PartnersDCVC (Data Collective)Digital Currency GroupY Combinator+16 more
Blue Bear is a venture capital and early growth equity firm that invests in entrepreneurs building AI-powered digital technology companies for energy, infrastructure, and climate industries.
AI & Machine LearningClimate TechEnergy
Co-investorsBlue Haven InitiativeWovenEarth
Candidly provides a platform of AI-powered tools and benefit solutions to help people manage student debt and related financial challenges, offered as a workplace benefit through employers.
AI & Machine LearningFintechHR TechSaaSNew York City, US
Laurel Taylor(Founder)in
Co-investorsBackstage CapitalBoston Harbor AngelsCentral Texas Angel NetworkReach CapitalRethink Impact8VC+10 more
Capitolis provides portfolio optimization and capital marketplace solutions that help banks reduce risk, improve capital efficiency, and access funding.
Enterprise SoftwareFintechNew York, US
Gil Mandelzis(Executive Officer, Director)in
Co-investorsAndreessen HorowitzGreenfield PartnersIndex Ventures9Yards CapitalBNP ParibasCanapi Ventures+6 more
Cloud9 is an esports organization that competes in Call of Duty: Black Ops 7, a first-person shooter game with competitive multiplayer modes.
GamingSports TechLos Angeles, US
Paullie K. Etienne(Executive Officer, Director)inJacques M. Etienne(Executive Officer, Director)
BoardDaniel Fiden(Director)
Co-investorsEspt Ventures LlcUTA VenturesValor Equity PartnersBalderton CapitalCloud9 CapitalFounders Fund+3 more
Cloud9 Online develops medical-grade meditation technology that combines mindfulness with machine learning and mobile apps.
AI & Machine LearningDigital HealthWellness & FitnessHartford, US
Co-investorsConnecticut InnovationsABSeed VenturesBalderton CapitalCloud9 Capital
Cloud9 is a cloud-based voice platform designed to enable compliant communications.
Cloud ComputingCybersecurityEnterprise SoftwareFintechSaaSNew 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
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 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-investorsBloomberg BetaCoatue ManagementCowles VenturesDell Technologies CapitalHighland EuropeSequoia Capital+6 more
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 VenturesK3V VenturesLightspeed Venture PartnersOSK Ventures InternationalZ Venture CapitalCiti Ventures+5 more
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)inJordan Lipman(Director)
BoardJohn Morris(Director)
Co-investors500 GlobalBetter Tomorrow VenturesBlackhorn VenturesFarvatn VentureFifty YearsKapor Capital+7 more
Houzy is a platform serving homeowners and property managers in Switzerland with tools and resources related to residential property ownership and management.
MarketplacesPropTechSaaSZurich, CH
Marco(Ehemaliger CEO und Founder von Houzy)Stefan(Präsident des Schweizer Eishockey Verbands und ehemaliger Founder von Houzy)Myriam(CEO)
Co-investorsSpicehaus Partners
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)inDavid Lee(Executive Officer)inPeter McGuinnessin
BoardBart Swanson(Director)inSamir Kaul(Director)inTai Ronnen(Director)
Co-investors1435 CapitalAliya Capital PartnersAllied Venture PartnersAngelDAOBlue Horizon CorporationCianna Capital+30 more
Infura provides infrastructure and API services for developers building decentralized applications.
Crypto & Web3Data & InfrastructureDeveloper Tools
Eleazar Galano(Founder)
Co-investorsBitDAODeepTech VenturesFenbushi CapitalIOSG VenturesMantle NetworkAlameda Research+4 more
Buy-side technology platform for discovering and managing alternative investments.
Cincinnati, US
Gim Lau(Executive Officer)inDonald Pogan(Executive Officer)inTimothy J. Bonacci(Executive Officer, Director)inRobert P. Jenkins(Executive Officer)Henry Flowers(Director)
BoardElliott Appel(Director)
Co-investorsSixth StreetBank of AmericaMorgan Stanley
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
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-investorsCircle VenturesRaptor GroupNasdaq VenturesState Street
Neustart develops CO2 mineralization technology that accelerates natural carbonation processes to sequester carbon dioxide in solid carbonate materials within minutes, which can be integrated into existing industrial infrastructure and used in construction applications.
Circular EconomyCleantechClimate TechNew Materials
Co-investorsKickstart InnovationACE & CompanyBlume Equitybp venturesVerve Ventures
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Shield provides employee monitoring and communications surveillance software for financial services and enterprise customers, tracking employee activity across continents and daily communications.
CybersecurityEnterprise SoftwareFintechHR TechSaaS
Shiran(CEO and Co-Founder)Ofir(CTO and Co-Founder)Eran(Chief Business Officer and Co-Founder)
Co-investorsMindset VentureMacquarie CapitalOurCrowd
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
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Taurus provides an integrated, modular platform for managing digital assets including cryptocurrencies, stablecoins, and tokenized securities.
Crypto & Web3Data & InfrastructureEnterprise SoftwareFintech
Co-investorsCedar Mundi VenturesPolytech Ecosystem VenturesSGH CapitalUnbounded CapitalArab Bank (Switzerland)
Vietnamese e-commerce platform selling products and services online, including insurance distributed with AIA Vietnam.
Co-investorsAppWorks VenturesAppWorksNorthstar GroupSTIC Investments
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-investorsAgeTech CapitalCerity Partners VenturesCurql Collective, LLCDetroit Venture PartnersHalogen Ventures Management Company LlcJackson Square Ventures+12 more
Visible provides a platform for founders to send regular investor updates, manage investor relationships, and run fundraising processes.
AI & Machine LearningData & InfrastructureFintechSaaS
Co-investorsConnetic VenturesHigh AlphaKima VenturesBank of AmericaGoldman SachsJefferies+4 more
A company focused on improving understanding of energy-limiting, often invisible chronic conditions such as Long Covid and ME, which it states affect over 100 million people.
Digital HealthHardwareHealthtechWellness & Fitness
Harry Leeming(Founder)inLuke Martin-Fuller(Founder)in
Co-investorsCircle & Co.Flexcap VenturesOctopus VenturesBank of AmericaCalm/Storm VCGoldman Sachs+6 more
Voliro builds omnidirectional aerial robots (drones) for inspection, maintenance, and repair at height, including non-destructive testing.
Deep TechHardwareRoboticsZurich, CH
Co-investorsAlpana VenturesBackbone VenturesCherry Venturesnoa
Wayspring provides healthcare management and engagement services for individuals with substance use disorder and serious mental illness, serving health plans and their provider networks.
Digital HealthEnterprise SoftwareHealthtech
Co-investors.406 VenturesCVS Health VenturesHLM Investment PartnersOak HC/FT
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 LearningFintechInsurTechBerlin, DE
Fabian Wesemann(Co-founder)inJulian Teicke(Co-founder)in
Co-investorsARA NEA Ventures (Brand: Dmz.Xyz)AZURO CAPITAL VENTURESConny & Co.D4 VenturesG SquaredGR Capital+27 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Cool Planet Energy SystemsInstitutional Capital NetworkSchvey
Exits · 2
1 IPOs · 1 acquisitions · showing 1WealthfrontNASDAQ: WLTH
Portfolio news
latest coverage across their companiesTrust & Will · siliconvalleyinvestclub.com · Sep 16, 2026
Wealthfront · finance.yahoo.com · Jun 23, 2026
Endowus · fintech.global · Oct 22, 2025
Synthesized · finsmes.com · Sep 24, 2025
Aiera · aiera.com · Aug 21, 2025
Voliro · eu-startups.com · Jun 16, 2025
ethic · finsmes.com · Apr 7, 2025
Frequently asked questions
- How many investments has UBS made?
- UBS has 33 tracked investments, 2 of which have exited, including 9 dated in the last 24 months.
- 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.
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