UBS Wealth Management

Total investments

2

Average round size

26M

Portfolio companies

2

Rounds per year

0.01

Areas of investment
Financial SoftwareAsset ManagementVertical Market SoftwareFinancial ServicesFinTechBankingHardwareSemiconductorIndustrial

Summary

UBS Wealth Management appeared to be the Corporate Investor, which was created in 1880. The venture was found in Europe in Germany. The main department of described Corporate Investor is located in the Frankfurt.

This organization was formed by Deborah Bussiere. We also calculated 26 valuable employees in our database.

The usual cause for the fund is to invest in rounds with 8 partakers. Despite the UBS Wealth Management, startups are often financed by Venrock, Pivot Investment Partners, Oak Investment Partners. The meaningful sponsors for the fund in investment in the same round are Wellcome Trust, Venrock, Tsing Capital. In the next rounds fund is usually obtained by UBS, The Carlyle Group, Morgan Stanley Investment Management.

For fund there is no match between the location of its establishment and the land of its numerous investments - United States. Among the most popular fund investment industries, there are Semiconductor, Software. Moreover, a startup needs to be at the age of 6-10 years to get the investment from the fund. Among the most popular portfolio startups of the fund, we may highlight Phononic, iCapital Network.

Deals in the range of 10 - 50 millions dollars are the general things for fund. The important activity for fund was in 2016. The average startup value when the investment from UBS Wealth Management is 100-500 millions dollars. The fund is constantly included in less than 2 deals per year.

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Investments analytics

Analytics

Total investments
2
Lead investments
0
Rounds per year
0.01
Investments by industry
  • Industrial (1)
  • Semiconductor (1)
  • Hardware (1)
  • Banking (1)
  • Financial Software (1)
  • Show 4 more
Investments by region
  • United States (2)
Peak activity year
2017

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Quantitative data

Avg. startup age at the time of investment
10
Avg. valuation at time of investment
61M
Group Appearance index
1.00

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Latest deals

Company name Deal date Industry Deal stage Deal size Location
iCapital Network 08 Dec 2017 Financial Software, Asset Management, Vertical Market Software, Financial Services, FinTech, Banking Early Stage Venture 12M United States, New York
How we get our data

At Unicorn Nest, we combine cutting-edge technology with human expertise to build one of the most reliable venture capital databases in the market. Our process begins with automated AI-enhanced data collection, leveraging the full potential of Large Language Models (LLMs).

Later, our team of analysts takes it further with manual verification, using proprietary tools for data cleaning and validation to ensure accuracy and reliability. We cross-check and enhance our findings through press and media monitoring, integrating information from trusted news outlets and venture capital aggregators. Finally, we stay ahead of the curve by monitoring social networks like LinkedIn and X.com.