/Investor DB

UBS — Full Portfolio

33 tracked investments · listed companies and verified rows first

Wealthfrontwealthfront.comin𝕏NASDAQ: WLTHSep 2022

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(Founder)inADAM NASH(Executive Officer, Director)inRICK FOREMAN(Executive Officer)inDavid Fortunato(Chief Executive Officer, President, and Director)inDan Carroll(Founder)in

Co-investorsAdam NashDag VenturesDefy PartnersDivide by ZeroForerunner VenturesGraph Ventures+14 more

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 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

Axoniaxoni.comin𝕏Series BAcquired

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)Jeffrey Schvey(Founder)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 Bearbluebearcap.comNov 2024 · $160M

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

Candidlygetcandidly.comin𝕏Mar 2023 · $20.5M

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

Capitoliscapitolis.comin𝕏Nov 2024

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(Founder)inIgor Teleshevsky(Founder)Tom Glocer(Founder)

Co-investorsAndreessen HorowitzGreenfield PartnersIndex Ventures9Yards CapitalBNP ParibasCanapi Ventures+6 more

Cloud9cloud9.ggin𝕏Jun 2020 · $17.5M

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)Jack Etienne(Founder)Paullie Etienne(Founder)

BoardDaniel Fiden(Director)

Co-investorsEspt Ventures LlcUTA VenturesValor Equity PartnersBalderton CapitalCloud9 CapitalFounders Fund+4 more

Cloud9c9ohealth.comJun 2020 · $17.5M

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 Technologiesc9tec.comin𝕏Oct 2016 · $17.5M

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)Jerry Starr(Founder)Steve Kammerer(Founder)

BoardTerry Clontz(Director)

Co-investorsPoint72 Ventures

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(Founder)inChristopher Yang(Founder)inMatthew Granade(Founder)inThomas Robinson(Chief Executive Officer)inChris Yang(Founder)

Co-investorsBloomberg BetaCoatue ManagementCowles VenturesDell Technologies CapitalHighland EuropeSequoia Capital+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)inGregory Van Samuel Rhee(Founder)Samuel Rhee Gregory Van(Founder)

Co-investorsK3 VenturesK3V VenturesLightspeed India PartnersLightspeed Venture PartnersOSK Ventures InternationalZ Venture Capital+6 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)inJordan Lipman(Director)

BoardJohn Morris(Director)

Co-investors500 GlobalBetter Tomorrow VenturesBlackhorn VenturesFarvatn VentureFifty YearsKapor Capital+8 more

Houzyhouzy.chin𝕏

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 Foodsimpossiblefoods.comin𝕏Jun 2026 · $75M

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 McGuinnessinPatrick O. Brown(Founder)in

BoardBart Swanson(Director)inSamir Kaul(Director)in

Co-investors1435 CapitalAliya Capital PartnersAllied Venture PartnersAngelDAOBlue Horizon CorporationCianna Capital+31 more

Infurainfura.ioin𝕏Apr 2021 · $65M

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

Luma Financial Technologiesin

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 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-investorsCircle VenturesRaptor GroupNasdaq VenturesState Street

Neustarkneustark.cominJun 2024 · $69M

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

Shieldfcshieldfc.cominDec 2022

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

Synthesizedsynthesized.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 VenturesPolytech Ecosystem VenturesSGH CapitalUnbounded CapitalArab Bank (Switzerland)

Tikitiki.vnNov 2021 · $258M

Vietnamese e-commerce platform selling products and services online, including insurance distributed with AIA Vietnam.

Tran Ngoc Thai Son(Founder)Trần Ngọc Thái Sơn(Founder)

Co-investorsAppWorks VenturesAppWorksKorea Investment PartnersNorthstar GroupSTIC Investments

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-investorsAgeTech Capitalat HulaCerity Partners VenturesCurql Collective, LLCDetroit Venture PartnersHalogen Ventures Management Company Llc+13 more

Visiblevisible.vcinJan 2018 · $38M

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

Visiblemakevisible.com𝕏Jan 2018 · $38M

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

Volirovoliro.cominJun 2025

Voliro builds omnidirectional aerial robots (drones) for inspection, maintenance, and repair at height, including non-destructive testing.

Deep TechHardwareRoboticsZurich, CH

Anurag Sai Vempati(Founder)Marius Fehr(Founder)Mina Kamel(Founder)Thomas Schneider(Founder)Timo Müller(Founder)

Co-investorsAlpana VenturesBackbone VenturesCherry Venturesnoa

Wayspringwayspring.cominSeries C · Feb 2020 · $15M

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

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 LearningFintechInsurTechBerlin, DE

Fabian Wesemann(Founder)inJulian Teicke(Founder)inDario Fazlic(Founder)

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

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.