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UBS

Europe, Zurich, Switzerland, Zürich

Description

UBS is a global financial services company that engages in wealth management, investment banking, asset management, and retail banking.

Investor Profile

UBS has made 124 investments, with 13 in the past 12 months and 35% as lead.

Stage Focus

  • Series Unknown (18%)
  • Debt Financing (15%)
  • Series B (13%)
  • Series C (10%)
  • Seed (6%)
  • Post Ipo Equity (6%)
  • Series A (6%)
  • Post Ipo Debt (6%)
  • Private Equity (5%)
  • Series D (4%)

Country Focus

  • United States (52%)
  • Switzerland (15%)
  • United Kingdom (9%)
  • China (6%)
  • India (4%)
  • Singapore (3%)
  • Australia (2%)
  • Argentina (2%)
  • Indonesia (1%)
  • Colombia (1%)

Industry Focus

  • Financial Services
  • Fintech
  • Software
  • Finance
  • Information Technology
  • Internet
  • Asset Management
  • Health Care
  • Saas
  • Banking
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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: 8
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: 14
BlackRock
North America, New York, United States, New York
Co-Investments: 7
Bank of America
North America, North Carolina, United States, Charlotte
Co-Investments: 9
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?

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
Galderma

Lausanne, Vaud, Switzerland

Galderma offering a range of medical and consumer skin health solutions through three business units.

Health CareMedical
Post Ipo DebtMar 14, 2025
Amount Raised: $1,034,970,053
Celsius

Boca Raton, Florida, United States

Burn more fat with clean healthy energy drink for Fitness, Weight Loss, and Active Lifestyle.

Consumer GoodsDietary SupplementsFitnessFood and BeverageHealth CareLifestyleManufacturing
Post Ipo DebtFeb 20, 2025
Amount Raised: $1,000,000,000
Sarepta Therapeutics

Cambridge, Massachusetts, United States

Sarepta Therapeutics focuses on the discovery and development of precision genetic medicine to treat rare diseases.

BiotechnologyGeneticsHealth CareTherapeutics
Post Ipo DebtFeb 14, 2025
Amount Raised: $600,000,000
Hypori

Reston, Virginia, United States

Hypori's SaaS delivered virtual workspace frees customers from liability and security risks and preserves privacy for the mobile end-user.

Cyber SecuritySaaSSoftwareVirtualization
Series BJan 28, 2025
Amount Raised: $12,000,000
Endowus

Singapore, Central Region, Singapore

Endowus is a financial technology company that provides CPF, SRS, and cash savings advisory.

Financial ServicesFinTech
Series UnknownJan 8, 2025
Amount Raised: $17,500,000
The Carlyle Group

Washington, District of Columbia, United States

The Carlyle Group is a private equity firm that invests in shareholders, people, and communities.

Asset ManagementFinanceFinancial Services
Post Ipo DebtDec 13, 2024
Amount Raised: $318,000,000
Capitolis

New York, New York, United States

Capitolis provides technology solutions for optimizing capital markets and investments.

BankingCollaborationFinanceFinancial Services
UndisclosedNov 25, 2024
Amount Raised: $20,000,000
OpenAI

San Francisco, California, United States

OpenAI creates artificial intelligence technologies to assist with tasks and provide support for human activities.

Artificial Intelligence (AI)Generative AIMachine LearningNatural Language ProcessingSaaS
Debt FinancingOct 3, 2024
Amount Raised: $4,000,000,000