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UBS — Portfolio, Page 2

Investor actively backing innovative startups and growth-stage companies across various industries and funding rounds.

125
Companies
$6.9B
Total invested
$125.2M
Avg. check
62
Industries
Software 13SaaS 7FinTech 7Artificial Intelligence (AI) 6Financial Services 5Machine Learning 3+56 more
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Portfolio companies

Showing 2548 of 125
Auctor
April 2026

Auctor is an AI-native system for streamlined software implementations, aiming to unify pre-sales and delivery processes.

Collaboration · San FranciscoSeries A
MerQube
April 2026

MerQube is a fintech company that provides technology solutions for rules-based investment strategies and passive index design.

Big Data · San Francisco$30.0M Series C
Arrows
March 2023

Arrows is a collaborative onboarding checklist for high-touch customers.

B2B · Los AngelesVenture - Series Unknown
Bach
March 2023

BACH is a group travel app for bachelor/ette parties to plan and book incredible experiences

Events · Philadelphia$9.0M Series A
Kolleno
March 2022

Kolleno is a financial operations platform that brings together receivables, payables, payments and reconciliation - all in one place.

Accounting · London$5.2M Seed
Kolleno Collections
March 2022

Kolleno Collections is a financial operations platform that brings together receivables, payables and payments - all in one place.

Artificial Intelligence (AI) · London$5.3M Seed
Artificialy
March 2026

Artificial Intelligence

Artificial Intelligence (AI) · LuganoCorporate Round
Sales Impact Academy
March 2022

The World's Leading Go-To-Market Learning Platform

Education · Seattle$16.0M Convertible Note
Edra
March 2026

Edra AI is an automation platform that analyzes existing company data such as tickets, logs, and messages.

Artificial Intelligence (AI) · New York$23.8M Series A
Nammu21
March 2025

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

Analytics · New YorkVenture - Series Unknown
Payhawk
March 2022

Payhawk is a platform offering global corporate cards, expense tracking, and automated payables for real‑time financial control.

Financial Services · London$100.0M Series B
OSTTRA
February 2026

OSTTRA is a financial technology company specializing in post-trade solutions.

Information Technology · London$100.0M Secondary Market
Aircall
February 2022

Aircall is a cloud-based call center software that integrates with CRM, productivity, and helpdesk tools.

Analytics · New YorkVenture - Series Unknown
TESVOLT
February 2022

TESVOLT AG is one of the innovation and market leaders for commercial and industrial energy storage system solutions in Germany and Europe.

Battery · WittenbergSeries B
LumiraDx
February 2023

LumiraDx is a healthcare company that manufactures a diagnostic platform to support a menu of tests with lab comparable performance.

Health Care · LondonPost-IPO Equity
Endowus
October 2025

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

Financial Services · Singapore$70.0M Venture - Series Unknown
Synthesized
September 2025

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

Cloud Data Services · London$20.0M Series A
Botpress
June 2025

Botpress is an AI agent platform that provides the infrastructure required to build and deploy AI agents in production environments.

Artificial Intelligence (AI) · Quebec$24.8M Series B
Voliro
June 2025

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

Aerospace · Zúrich$13.6M Series A
The Swarm
May 2025

The Swarm is a Go-To-Network platform that helps you find intro paths to the people and companies you want to reach.

Business Development · San Francisco$8.0M Seed
Blinq
May 2025

Blinq is a digital business card platform for individuals and teams to share their professional identities and enhance networking.

B2B · Melbourne$25.0M Series A
Trust & Will
April 2025

Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines.

Legal · San Diego$4.5M Series C
Luma Financial Technologies
April 2025

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

Banking · Cincinnati$63.0M Series C
Capsule
April 2025

Capsule offers AI video tools that offers markup language for video that automates video post-production and makes desktop-quality video.

Artificial Intelligence (AI) · New York$12.0M Series A

Where UBS invests

Software13
SaaS7
FinTech7
Artificial Intelligence (AI)6
Financial Services5
Machine Learning3

About UBS's portfolio

How many companies has UBS invested in?

UBS has invested in 125 companies tracked in our database. The portfolio spans multiple industries and funding stages, from seed-stage startups to late-stage companies.

What industries does UBS invest in?

UBS's top investment sectors include Software, SaaS, FinTech, Artificial Intelligence (AI), Financial Services. The firm invests across 62 different industry categories.

What is UBS's largest investment?

Among tracked funding rounds, Payhawk received $100.0M in a Series B round. UBS's total known invested capital is $6.9B.

What is the average investment size for UBS?

UBS's average investment size is $125.2M across its portfolio of 125 companies.

What are UBS's most recent investments?

Recent UBS portfolio additions include Auctor, MerQube, Arrows, Bach, Kolleno. These companies were founded in 2020 or later.

Reach the founders behind these 125 companies
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