UBS — 2022 Investments

2 investments dated 2022 · listed companies and verified rows first · show all

Wealthfrontwealthfront.com in 𝕏NASDAQ: 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(Executive Officer, Director)in Daniel Carroll(Founder)in Andy Rachleff(Co-founder)in ADAM NASH(Executive Officer, Director)inRICK FOREMAN(Executive Officer)inDavid Fortunato(Chief Executive Officer, President, and Director)in

Co-investorsAdam Nash Dag Ventures Defy Partners Divide by Zero Forerunner Ventures Graph Ventures +12 more

Shieldfcshieldfc.com inDec 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 Venture Macquarie Capital OurCrowd

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.