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UBS

Europe, Zurich, Switzerland, Zürich

Description

UBS, a global financial services powerhouse headquartered in Zürich, Switzerland, extends its influence into the venture capital landscape primarily through UBS Next, its dedicated strategic venture fund. Launched in 2021, UBS Next was established with a significant commitment of $200 million, underscoring the firm's strategic intent to engage with and foster innovation within the burgeoning technology sector. This initiative is a core component of UBS's broader innovation strategy, aiming to identify and invest in promising fintech and other technology startups that align with its long-term business objectives.

UBS Next focuses its investments across a diverse range of strategic areas critical to the future of financial services. These include wealth management technology, sustainable finance solutions, digital assets, and enterprise technology. The fund actively seeks out both early-stage and growth-stage companies, demonstrating a flexible approach to investment that allows them to support startups from their foundational development through to scaling their operations. Beyond capital infusion, UBS Next offers its portfolio companies invaluable access to UBS's extensive global network, deep industry expertise, and potential for strategic partnerships, facilitating market entry and growth within the financial ecosystem.

The investment philosophy of UBS Next is deeply rooted in strategic alignment, seeking to leverage external innovation to enhance UBS's core businesses and client offerings. While specific check sizes can vary widely depending on the stage and needs of the startup, their portfolio indicates participation in rounds ranging from seed to Series E. This broad mandate allows UBS Next to deploy capital effectively across the innovation spectrum, from nascent ideas to more mature, scaling ventures. Their commitment of $200 million reflects a substantial dedication to fostering the next generation of financial technology and beyond, positioning UBS as a key player in corporate venture capital within the global financial industry.

Investor Profile

UBS has backed more than 131 startups, with 19 new investments in the last 12 months alone. The firm has led 45 rounds, about 34% of its total and boasts 28 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series Unknown, Debt Financing, Series B rounds (top funding stages).
  • Majority of deals are located in United States, Switzerland, United Kingdom.
  • Strong thematic focus on Financial Services, FinTech, Software.
  • Led 6 rounds in the past year.
  • Typical check size: $500K – $20M.

Stage Focus

  • Series Unknown (18%)
  • Debt Financing (15%)
  • Series B (12%)
  • Series C (10%)
  • Post Ipo Debt (8%)
  • Post Ipo Equity (6%)
  • Seed (6%)
  • Series A (5%)
  • Private Equity (5%)
  • Series D (4%)

Country Focus

  • United States (50%)
  • Switzerland (15%)
  • United Kingdom (9%)
  • China (5%)
  • India (4%)
  • Singapore (3%)
  • Australia (2%)
  • Argentina (2%)
  • Canada (2%)
  • Philippines (1%)

Industry Focus

  • Financial Services
  • Fintech
  • Software
  • Finance
  • Information Technology
  • Internet
  • Asset Management
  • Banking
  • Health Care
  • Saas
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does UBS frequently co-invest with?

Morgan Stanley
North America, New York, United States, New York
Co-Investments: 10
Credit Suisse
North America, North Carolina, United States, Morrisville
Co-Investments: 9
Goldman Sachs
North America, New York, United States, New York
Co-Investments: 22
Wells Fargo
North America, California, United States, San Francisco
Co-Investments: 15
Citi
North America, New York, United States, New York
Co-Investments: 16
BlackRock
North America, New York, United States, New York
Co-Investments: 7
Bank of America
North America, North Carolina, United States, Charlotte
Co-Investments: 12
JP Morgan Chase
North America, New York, United States, New York
Co-Investments: 11
JP Morgan
North America, New York, United States, New York
Co-Investments: 12
BNY
North America, New York, United States, New York
Co-Investments: 8

Which angels does UBS often collaborate with?

KP
North America, California, United States, Los Angeles
Shared Deals: 1
AK
North America, Pennsylvania, United States, Philadelphia
Shared Deals: 1
BG
North America, Washington, United States, Seattle
Shared Deals: 2
AO
North America, California, United States, San Francisco
Shared Deals: 1
KC
North America, Minnesota, United States
Shared Deals: 1
Julien Machot
Asia, Dubai, United Arab Emirates, Dubai
Shared Deals: 1
JS
North America, New York, United States, New York
Shared Deals: 1
AZ
North America, California, United States, Los Angeles
Shared Deals: 1
Shared Deals: 1
JB
North America, Colorado, United States, Denver
Shared Deals: 1

What are some of recent deals done by UBS?

Post Trade Solutions

London, England, United Kingdom

Post Trade Solutions combines Acadia, Quantile, and SwapAgent to help our clients increase capital efficiency.

Financial Services
Secondary MarketOct 23, 2025
Amount Raised: $226,962,929
Anchor Glass Container

Tampa, Florida, United States

Anchor Glass is a North American manufacturer of premium glass packaging products. Anchor Glass has long-standing relationships.

Food and BeverageManufacturing
Private EquityOct 9, 2025
Amount Raised: $100,000,000
Synthesized

London, England, United Kingdom

Deliver compliant production-like data to testing and development teams for any scenario

Cloud Data ServicesData GovernanceDeveloper APIsDeveloper ToolsEnterprise SoftwareSoftwareTest and Measurement
Series ASep 24, 2025
Amount Raised: $20,000,000
Fnality International

London, England, United Kingdom

Fnality International provides a digital cash system that uses blockchain technology to settle financial transactions.

BlockchainEthereumFinanceFinancial ServicesFinTech
Series CSep 23, 2025
Amount Raised: $136,000,000
Gerald Group

London, England, United Kingdom

Gerald Group is a metal trading company that markets non-ferrous, ferrous, and precious metals.

Advanced MaterialsMiningPrecious MetalsSupply Chain Management
Debt FinancingSep 18, 2025
Amount Raised: $700,000,000
Ontario Teachers' Pension Plan

Toronto, Ontario, Canada

Ontario Teachers' Pension Plan invests and administers the pensions of active and retired teachers.

FinanceFinancial ServicesRetirement
Debt FinancingSep 16, 2025
Amount Raised: $590,395,447
Domino Data Lab

San Francisco, California, United States

Domino Data Lab provides an enterprise platform designed to help organizations build, deploy, and manage AI and machine learning models.

AnalyticsArtificial Intelligence (AI)Big DataData MiningEnterprise ApplicationsEnterprise SoftwareMachine LearningSoftware
Series UnknownAug 21, 2025
CSD BR

São Paulo, Sao Paulo, Brazil

CSD BR is a registrar of financial assets, derivatives, securities, and insurance policies.

Document PreparationFinancial ServicesSmall and Medium Businesses
Corporate RoundAug 11, 2025
Amount Raised: $18,402,989
Capitolis

New York, New York, United States

Capitolis is the financial technology company helping to create safer and more vibrant financial markets.

BankingFinanceFinancial ServicesInformation Technology
Series UnknownAug 6, 2025
Amount Raised: $36,000,000
iCapital Network

New York, New York, United States

iCapital Network is a fintech platform for alternative investments and investors.

Asset ManagementBankingFinancial ServicesFinTech
Private EquityJul 10, 2025
Amount Raised: $820,000,000