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    UBS

    Zurich, SwitzerlandFounded 1862
    www.ubs.comLinkedIn
    FintechEnterprise Software

    UBS is a Swiss multinational investment bank and financial services firm, the world's largest private bank and one of the eight global 'bulge bracket' investment banks. Through its UBS Next initiative, launched in 2020 with USD 200 million, it makes strategic venture investments in fintech and enterprise technology companies.

    49% of their portfolio is in Fintech. Deal activity decreased year-over-year (2 deals in the last 12 months vs 5 prior). Average disclosed round size is $253.9M (across 41 rounds with reported amounts).

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    Portfolio

    43

    Fund Size

    $200M

    Top Stage

    Series B

    Last 12 Mo

    2

    Team

    GA

    George Athanasopoulos

    Co-President Investment Bank

    MV

    Marco Valla

    Co-President Investment Bank

    AI

    Aleksandar Ivanovic

    President Asset Management

    BL

    Barbara Levi

    Group General Counsel

    BM

    Beatriz Martin Jimenez

    Group Chief Operating Officer, Head Non-Core and Legacy and President UBS Europe, Middle East and Africa

    DV

    Damian Vogel

    Group Chief Risk Officer

    IK

    Iqbal Khan

    Co-President Global Wealth Management and President UBS Asia Pacific

    MB

    Michelle Bereaux

    Group Chief Compliance and Operational Risk Control Officer

    RK

    Robert Karofsky

    Co-President Global Wealth Management and President UBS Americas

    SK

    Sabine Keller-Busse

    President Personal & Corporate Banking and President UBS Switzerland

    SP

    Sergio P. Ermotti

    Group Chief Executive Officer

    SS

    Stefan Seiler

    Head Group Human Resources and Corporate Services

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    53 investments
    CompanyRoundAmountDate
    Databricks logoDatabricksGrowth$5BFeb 2026
    Synthesized logoSynthesizedSeries A—Sep 2025
    Domino Data Lab logoDomino Data LabUnknown—Aug 2025
    iCapital logoiCapitalUnknown$820MJul 2025
    Voliro logoVoliroSeries A—Jun 2025
    Nammu21 logoNammu21Unknown—Mar 2025
    Trust & Will logoTrust & WillSeries C$25MMar 2025
    Hypori logoHyporiSeries B$12MJan 2025
    Fnality logoFnalitySeries C$136MJan 2025
    Trust and Will logoTrust and WillSeries C$25MJan 2025
    Luma Financial Technologies logoLuma Financial TechnologiesSeries C$63MJan 2025
    neustark logoneustarkGrowth$69MJun 2024
    Doconomy logoDoconomySeries B$37MMay 2024
    Synthesized logoSynthesizedUnknown—Feb 2024
    Nasdaq Private Market logoNasdaq Private MarketSeries B—Feb 2024
    ENDOWUS HOLDINGS PTE. LTD. logoENDOWUS HOLDINGS PTE. LTD.Series B$35MAug 2023
    Numarics logoNumaricsSeed$11.2MJul 2023
    Droit logoDroitSeries B$23MMar 2023
    Hypori logoHyporiSeries B$10.5MJan 2023
    Fnality logoFnalitySeries B—Jan 2023
    Droit logoDroitSeries B$23MJan 2023
    SHIELD logoSHIELDSeries B$20MDec 2022
    Ethic logoEthicSeries C—Sep 2022
    BigPanda logoBigPandaSeries E$20MAug 2022
    Voyage Foods logoVoyage FoodsSeries A$36MMay 2022
    Page 1 of 3

    Top Co-Investors

    The Goldman Sachs Group, Inc.15 shared
    Citi Ventures11 shared
    Nyca Partners8 shared
    Barclays8 shared
    Wells Fargo7 shared
    Bank of America7 shared
    BNP Paribas7 shared
    Nasdaq Ventures6 shared
    Bain Capital Ventures4 shared
    Union Square Ventures4 shared
    General Catalyst4 shared
    Pivot Investment Partners3 shared
    Oak HC/FT3 shared
    Urban Innovation Fund3 shared
    Sound Ventures3 shared
    Kapor Capital3 shared
    Macquarie Capital3 shared
    Deutsche Bank3 shared
    Credit Suisse Group AG3 shared
    Temasek Holdings (Private) Limited3 shared

    Last updated: 7 October 2026