UBS β Full Portfolio
21 tracked investments Β· listed companies and verified rows first
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
Co-investorsBank of AmericaDeutsche BankEvercoreHSBCJefferiesFlybridge Capital Partners+2 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
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
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
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 WikstrΓΆm(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-investorsCoatue ManagementCowles VenturesHighland EuropeSlow VenturesZetta Venture PartnersBloomberg Beta+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 VenturesLightspeed Venture PartnersOSK Ventures InternationalZ Venture CapitalCiti VenturesIlluminate Financial+3 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)inJohn Mair(Director)inJordan Lipman(Director)
BoardJohn Morris(Director)
Co-investors500 GlobalBetter Tomorrow VenturesBlackhorn VenturesFarvatn VentureFifty YearsKima Ventures+6 more
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
Infura provides infrastructure and API services for developers building decentralized applications.
Crypto & Web3Data & InfrastructureDeveloper Tools
Co-investorsBitDAODeepTech VenturesFenbushi CapitalIOSG VenturesMantle NetworkAlameda Research+4 more
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
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 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-investorsRaptor GroupNasdaq VenturesState Street
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 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
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)
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-investorsCerity Partners VenturesCurql Collective, LLCHalogen Ventures Management Company LlcJackson Square VenturesLink VenturesRosecliff Ventures+3 more
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+19 more
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
Rows marked βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.





