FundKernel
Convertible Note in 2024
FundKernel, established in 2021, is a digital platform that leverages artificial intelligence to connect asset managers with wealth managers seeking specific investment mandates. Its proprietary AI Curation Engine evaluates over 180 data points per fund, facilitating matches based on investment criteria. Since its launch in 2022, FundKernel has attracted US$70M in subscriptions, published 130 funds, and onboarded 50 wealth management firms. In 2024, it was backed by Tenity Incubation Fund, a Fintech accelerator supported by global financial institutions. The platform has been recognized for its excellence in AI-driven alternative investment curation.
Zurichberg
Pre Seed Round in 2024
Zurichberg is a platform that democratizes access to luxury watches, enabling investors to purchase fractional shares of high-end timepieces starting at $500. Users can trade these shares on the platform's marketplace and potentially profit from the watches' appreciation. The company aims to make prestigious Swiss watchmaking history accessible to a broader range of enthusiasts and investors.
Bambus.io
Seed Round in 2023
Bambus.io operates a real estate asset management platform designed to provide a balanced investment strategy for real estate owners. The platform enables users to diversify their assets without the need to sell their properties, facilitating access to financial advice and related financial products. This approach allows clients to unlock liquidity from their property assets while continuing to reside in their homes, thereby earning income from their real estate investments.
DemaTrading.ai
Pre Seed Round in 2023
DemaTrading.ai helps financial institutions such as ETF issuers to optimize their workflow. We handle rebalancing, operational flows, reporting, and analytics. The result is improved fund performance, less manual labor, a lower tracking error and tracking difference, against lower cost and higher efficiency.
Divercefi
Non Equity Assistance in 2022
Divercefi develops a web-based platform facilitating access to digital assets across various ecosystems. Its decentralized finance interface enables users to discover, build, track, buy, and manage diversified investments of any asset class from a single dashboard.
Aisot Technologies
Non Equity Assistance in 2022
Aisot Technologies develops an AI-driven investment decision platform for professional investors. Its platform enables asset managers, advisors, and brokers to optimize portfolios or construct personalized ones, turning them into tradable securities. The company covers both traditional assets and cryptocurrencies.
Investment Navigator
Non Equity Assistance in 2022
Investment Navigator is a financial analysis platform designed to assist professional market participants in the advisory process for funds and exchange-traded funds (ETFs). The company focuses on providing comprehensive regulatory, tax, and product-specific information, ensuring that investment suitability is effectively assessed. By consolidating, managing, and distributing essential data and documents, Investment Navigator enables clients to align their product distribution practices with internal policies and comply with local and international regulations. The platform serves as a centralized resource, equipping clients with the necessary infrastructure and tools to communicate their investment offerings across various asset classes and market segments.
Kaspar
Non Equity Assistance in 2022
Kaspar& is a fintech company focused on accessible financial services and forward-looking technology. It operates a platform that provides investment plans and tools to help individuals build personal wealth. The platform includes a card for online and offline purchases and automatically invests the spare change from transactions, enabling customers to access financial services and invest professionally.
Topaz Digital
Non Equity Assistance in 2022
Topaz Digital specializes in digital client engagement solutions for family offices, private banks, asset managers, and other wealth management firms. Its platform offers a single touchpoint for clients to enhance service levels, deepen relationships, and improve company efficiency while ensuring compliance.
Blue Fire AI
Non Equity Assistance in 2021
Blue Fire AI is a capital markets intelligence company that develops an AI-powered engine to automate investment decision workflows in equity and debt markets. Its technology uses cognitive computing and quantitative analysis of market data and financial statements, combined with machine intelligence applied to textual content from regulatory filings, articles, footnotes, and earnings calls, to deliver an up-to-date view of listed companies globally. The company serves tier 1 asset managers, investment banks, hedge funds, and private banks seeking to improve capital allocation and balance sheet efficiency, and to identify early warnings of unforeseen risk in portfolios. By providing automated insights and risk signals, Blue Fire AI supports fund managers and risk officers in detecting potential issues and mitigating losses, while some clients engage the technology as a core component of their investment manufacturing process, enabling more automated decision making.
Doomoolmori
Non Equity Assistance in 2021
Doomoolmori provides AI wealth management and data analytics solutions to financial institutions, and robo-advisory services to end users.
Amplify Protocol
Non Equity Assistance in 2021
Amplify Protocol is a decentralized financial platform that leverages blockchain and cryptocurrency investment pools to provide contract credit and asset mortgages to companies that are usually left out of the traditional financial system. Amplify Protocol - Building Inclusive Trade Finance.
StokenX
Non Equity Assistance in 2021
StokenX is a technology company that specializes in developing a securities trading platform for financial intermediaries, enabling them to manage digital assets effectively. Its open-source, platform-agnostic solution is designed to integrate seamlessly with various banking systems, blockchains, and custody providers. By leveraging blockchain technology, StokenX offers a secure marketplace for trading security tokens, which enhances liquidity for bonds and private debt. The platform operates within a fully-regulated environment, allowing financial institutions to provide their clients with a reliable trading experience for digital assets, including automated settlements in both crypto and fiat currencies.
Strabo
Non Equity Assistance in 2021
Strabo is a financial platform that links multiple accounts from around the world into a single dashboard, enabling users to visualize their accounts and understand their financial information. The platform connects accounts including investments and cryptocurrency globally, provides real-time net worth with built-in analytics, and supports transfers across currencies to help investors manage money and assets internationally.
Aisot Technologies
Pre Seed Round in 2021
Aisot Technologies develops an AI-driven investment decision platform for professional investors. Its platform enables asset managers, advisors, and brokers to optimize portfolios or construct personalized ones, turning them into tradable securities. The company covers both traditional assets and cryptocurrencies.
Propine
Non Equity Assistance in 2021
Propine provides a regulated custodian and securities services platform for digital assets, serving institutional clients. It features a dual-layer multi-signature system, token holder rights, and administration of token-based plans for employees, partners, investors, and other stakeholders. The platform offers reporting on holdings and transaction history, notifications of corporate actions, and risk management facilities for assets raised through tokens.
DigiShares
Non Equity Assistance in 2021
DigiShares offers a comprehensive software solution for the issuance and management of securities on the blockchain, primarily focusing on the tokenization of real estate and other substantial physical assets. As one of the first compliant security token offering platforms in Europe, DigiShares provides a white-label system that includes a user-friendly dashboard for issuers. This dashboard features an automatically updated ownership cap table, ensuring compliance by verifying that buyers are whitelisted before any token trades occur. Investors benefit from a customized KYC/AML process for registration and verification, while issuers can efficiently manage various aspects of their offerings, including share allocations, investor approvals, voting processes, and dividend distributions. DigiShares streamlines the financing and management processes for property developers, asset managers, and investment firms, facilitating quicker, more transparent, and cost-effective transactions.
VALK is a London-based company founded in 2019 that specializes in developing a software platform designed to manage, invest, and trade unlisted assets such as private company shares, fund shares, real estate, and infrastructure. By digitizing the asset management and investment workflows, VALK centralizes and automates processes traditionally performed manually, thereby improving efficiency for asset managers, investment banks, and funds. The platform supports over 70 financial institutions, including investment banks, hedge funds, and family offices, across more than 15 countries in Europe, the Middle East, Africa, North America, and South America. In the past year, VALK has facilitated transactions exceeding 4 billion USD. The company has received recognition in the form of awards for sell-side technology and asset management, and it participates in the FCA Sandbox and Tech Nation's fintech cohort.
Bond180
Seed Round in 2020
Bond180 Limited is a fintech company based in London, United Kingdom, specializing in technology solutions for the debt capital markets. Founded in 2019, the company develops a digital platform that includes a demand management system (DMS) designed to enhance the market-facing activities of institutional investors through data and analytics. Additionally, Bond180 offers 180Match, a reverse enquiry engine that facilitates communication between investors and the sell-side, and an issue administration network (IAN) that provides digital asset issuance and administration services. The company's focus is on enabling institutional investors to efficiently source assets and identify value in primary markets.
HedgeSPA
Non Equity Assistance in 2020
HedgeSPA offers a scalable predictive analytics platform designed for professional investors. Its mission is to democratize access to sophisticated investment tools, enabling fair competition among asset management players. The platform combines forward-looking market scenarios to significantly reduce portfolio drawdown and automates day-to-day management tasks.
Yova
Non Equity Assistance in 2019
Yova AG is a digital investment platform based in Zürich, Switzerland, established in 2017. The company specializes in offering personalized, automated investment services that align with sustainability goals. Yova enables customers to invest in diversified equity portfolios that focus on addressing global challenges, such as climate change and human rights. The platform employs advanced methods in portfolio management and sustainability analysis, making impact investing accessible to individuals regardless of their investment knowledge or the size of their capital. Yova's services include risk profiling, compliance monitoring, daily financial reporting, and customer support, ensuring that investments meet the specific criteria and preferences of its clients while also aiming for attractive financial returns.
Galaxis Network
Non Equity Assistance in 2019
Galaxis Network is a London-based company founded in 2019 that specializes in developing an online financial platform aimed at decentralizing portfolio management through the use of smart contracts. The platform is designed to manage digital assets for hedge funds and private equity, providing a compliant environment for trading and asset management. Utilizing blockchain technology, Galaxis Network offers features such as peer-to-peer portfolio following, smart contract-based asset swaps, and lending options. These capabilities enable institutional investors and traders to engage with decentralized finance while adhering to regulatory standards.
WealthArc
Non Equity Assistance in 2019
WealthArc is a SaaS company that provides a comprehensive wealth management platform for private banks and external asset managers. Founded in 2015, with offices in Rockville, Maryland, USA, and Zurich, Switzerland, the company specializes in automating the consolidation of investment portfolios and financial data from over 60 custodian banks worldwide. WealthArc's platform offers a wide range of services, including portfolio management, client reporting, risk monitoring, compliance checks, and a digital client portal for live access to family wealth and investment overviews. The platform is distributed via a SaaS model, ensuring secure cloud storage and easy access for clients.
ABAKA
Non Equity Assistance in 2019
ABAKA is a London-based provider of an AI-powered savings and retirement platform for financial institutions and employers. Its enterprise software enables employers to improve benefits engagement and financial wellbeing by giving staff access to digital saving, pension and investment guidance, and control over their financial decisions. The platform also offers modular applications for conversational AI, personalized nudges, data dashboards, and retirement planning tools, including cash-flow modeling and Monte Carlo simulations. ABAKA’s technology is licensed by leading banks, pension providers, and asset managers to serve retail customers across multiple countries, reaching millions of people through its clients. The company supports Open Banking data, pension dashboards, and scalable, outcome-driven advice. Founded in 2016, ABAKA has a strategic partnership with Avaloq Group AG.
3rd-eyes analytics
Non Equity Assistance in 2019
3rd-eyes analytics provides a cloud‑based platform that enables banks, insurance firms, and wealth advisers to offer digital, goal‑based investment advice. The system integrates a wealth‑planning module with a stochastic model that determines optimal asset allocation for individual goals and scenarios. It supports realistic asset‑liability management and incorporates sustainable investing practices beyond regulatory mandates.
Bambus.io
Non Equity Assistance in 2018
Bambus.io operates a real estate asset management platform designed to provide a balanced investment strategy for real estate owners. The platform enables users to diversify their assets without the need to sell their properties, facilitating access to financial advice and related financial products. This approach allows clients to unlock liquidity from their property assets while continuing to reside in their homes, thereby earning income from their real estate investments.
BlockState
Non Equity Assistance in 2018
BlockState is a Swiss company that offers a blockchain-based platform for small and medium-sized enterprises (SMEs) and real estate developers to issue and manage equity and debt. Specializing in non-bankable assets, BlockState creates Security Tokens, which are digital representations of regulated financial products. By leveraging blockchain technology and smart contracts, the company automates complex processes and reduces reliance on intermediaries, thereby lowering costs and simplifying operations for issuers. The platform facilitates the digitization of ownership for privately owned assets, allowing for direct connections between issuers and investors. Additionally, BlockState provides lifecycle management tools that assist issuers with tasks such as KYC compliance, corporate actions, financial reporting, and over-the-counter transfers.
SkenarioLabs
Non Equity Assistance in 2018
SkenarioLabs is a real estate analytics company that leverages artificial intelligence to deliver in-depth diagnostics on property portfolios. The company offers a platform designed to assist property owners, portfolio managers, banks, and insurance companies in making informed decisions through objective and transparent risk and value assessments. By using advanced AI technology, SkenarioLabs enables clients to plan maintenance and renovations effectively while evaluating technical risks and their potential impact on real estate value, rental income, and overall investment returns. This approach allows enterprises to optimize the performance of their properties in response to local market conditions.
vestr
Non Equity Assistance in 2017
Vestr is a technology company that specializes in providing a comprehensive software-as-a-service platform designed for the management of actively managed investment products. The company focuses on digitizing the entire value chain of active management, offering tools that facilitate portfolio management, order execution, and performance reporting. By streamlining these processes, Vestr enables issuers and portfolio managers to concentrate on their core competencies while efficiently managing their portfolios. The platform addresses the complexities of active management, allowing clients to make informed investment decisions and mitigate risk without issuing its own structured products.