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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?

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
Icon Solutions

Wimbledon, Merton, United Kingdom

An independent IT payment consultancy and specialist technology provider serving financial institutions across the globe.

BankingConsultingFinancial ServicesFinTechInformation TechnologyLegalSoftware
Series UnknownJun 18, 2025
Voliro

Zürich, Zurich, Switzerland

Voliro leads in aerial mobile robotics with cutting-edge technology designed for precision work at heights.

AerospaceDronesRoboticsSoftware
Debt FinancingJun 16, 2025
Industrial Logistics Properties Trust

Newton, Massachusetts, United States

Industrial Logistics Properties Trust is a real estate investment services company.

IndustrialLogisticsReal Estate Investment
Post Ipo DebtJun 16, 2025
Amount Raised: $1,160,000,000
Estapar

São Paulo, Sao Paulo, Brazil

Estapar manages and operates vehicle parking lots in Brazil.

AppsFacilities Support ServicesParkingReal Estate
Post Ipo DebtJun 10, 2025
Amount Raised: $41,370,627
Triple Flag Precious Metals

Toronto, Ontario, Canada

Triple Flag operates as a streaming and royalty company that provides financing solutions to the mining industry.

Precious Metals
Post Ipo DebtApr 23, 2025
Amount Raised: $700,000,000
Luma Financial Technologies

Cincinnati, Ohio, United States

Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system.

BankingFinancial ServicesFinTechRetail
Series CApr 16, 2025
Amount Raised: $63,000,000
Gurit

Zürich, Zurich, Switzerland

Gurit is a leading global supplier of composite materials, engineering services, tooling equipment, and select parts and systems.

Chemical
Post Ipo DebtApr 1, 2025
Amount Raised: $135,785,161
Capital Markets Gateway

Chicago, Illinois, United States

CMG is a fintech firm offering an integrated digital workflow and analytics platform for capital markets professionals.

AnalyticsFinancial ServicesFinTechSoftware
Series CMar 25, 2025
Amount Raised: $30,000,000
Nammu21

New York, New York, United States

Nammu21 is a digitization and analytics platform that deconstructs, digitizes, and analyzes complex interconnected transaction documents.

AnalyticsFinancial ServicesFinTech
Series UnknownMar 16, 2025