Tenity

Established in 2015, Tenity is an international innovation hub and early-stage investor specializing in financial technology (fintech), insurtech, web3, digital health, and related sectors. With a strong focus on Europe, EMEA, and APAC regions, the company has over a decade of experience accelerating fintech innovation globally.
https://crunchbase.com/organization/***
https://linkedin.com/company/***

Jun Ho Bae

Investment Director

Kevin Chavanne

Investment Manager

Guillermo Forteza

Investment Manager

Andrea Fritschi

Chief Investment Officer and Managing Partner

Brigitta Gyoerfi

Hub Director Switzerland

Marc Hauser

Head of Europe and Managing Partner

Andreas Iten

Co-Founder and CEO

Past deals in Wealth Management

Trivium

Pre Seed Round in 2024
Trivium builds essential financial infrastructure that enables companies to easily launch investment products, offering a broad set of tools to support product development and improve the investor experience.

CashWise

Pre Seed Round in 2024
CashWise Robo-Treasury enables mid-sized businesses to increase their interest earnings by up to 130% within the first month, while reducing manual tasks by up to 85%, all without sacrificing liquidity. We've been growing our AUM at over 100% CMGR since our 1st customer onboarded in Jan 2024 and AUM has just surpassed SGD $7M (Jul 2024). We have some great success stories in the tuition centre and professional services spaces. Our SaaS platform achieves this by automating daily cash management, transforming user-defined policies into actionable tasks that optimize the deployment of idle cash into interest-earning assets (money markets and other assets as selected by the client), thereby boosting revenues. CashWise seamlessly integrates with accounting software (Xero), banks and payment providers (Airwallex and Wise), and investment platforms (Syfe). Importantly, clients' cash remains entirely under the custody of licensed financial institutions, ensuring complete security and control.

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.

Smartpurse

Seed Round in 2023
SmartPurse is a financial planning and education platform designed specifically for women, aimed at fostering financial independence and empowerment. It provides a comprehensive toolkit that includes financial courses, health snapshots, savings strategies, security measures, and retirement planning resources. By promoting a vibrant community of like-minded individuals and knowledgeable money coaches, SmartPurse inspires women to take control of their financial futures and make informed decisions regarding their finances. The platform focuses on building financial literacy and confidence, helping women navigate their unique financial journeys.

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.

Kidbrooke

Non Equity Assistance in 2022
Kidbrooke develops unified analytics software for financial institutions. Its platform integrates tools for data aggregation, scenario generation, customer profiling, product suitability analysis, enabling clients to manage data, enhance decision support, and create seamless financial planning experiences across investments, pensions, credit, insurance, and tax.

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.

Yukii

Non Equity Assistance in 2022
Yukii is a developer of a blockchain-based token exchange platform that offers retail investors straightforward access to the decentralized finance ecosystem. The platform facilitates the buying and selling of a wide range of decentralized finance products, including cryptocurrencies, while ensuring security, liquidity, and high-speed transactions. Yukii's services empower users to manage their crypto portfolios effectively, enabling them to trade across various digital currency pairs at fixed prices based on their portfolio value, ultimately supporting private wealth building through enhanced investment opportunities in the cryptocurrency market.

CryptoIndexSeries

Pre Seed Round in 2021
CryptoIndexSeries specializes in providing institutional-grade data, tools, and analytics for the cryptocurrency markets. Its platform offers a comprehensive suite of features, including proprietary cryptoasset taxonomy, performance benchmarking against various indices, and news-based performance projection tools. Additionally, it facilitates advanced portfolio analysis and management, along with multi-exchange trading capabilities. By delivering real-time data feeds, historical datasets, and sentiment analysis, CryptoIndexSeries aims to empower asset managers, wealth managers, and cryptocurrency service providers to enhance their trading decisions and focus on strategic initiatives rather than technological challenges in market data and trading.

Oakify

Non Equity Assistance in 2021
Oakify is a digital financial planner and self-service advisory marketplace focused on enhancing long-term financial wellness and resilience for its users. The company has developed an innovative platform that aims to connect the traditional financial advisory industry with digital-savvy generations. This platform not only provides personalized financial planning tools but also includes a crypto rewards program designed to encourage responsible financial behavior. By incentivizing users to manage their credit card repayments, savings, and investments effectively, Oakify seeks to empower individuals to take control of their financial futures.

Denq

Non Equity Assistance in 2021
Denq is a digital-first fintech company aiming to foster a healthy financial community. It offers tailored financial solutions designed to make a tangible difference in users' lives.

Neuroprofiler

Non Equity Assistance in 2021
Founded in 2016, Neuroprofiler operates an online platform that assesses clients' investment profiles through behavioral finance principles. It creates customized questionnaires to understand clients' investment preferences and biases, providing tailored recommendations. The company also offers advanced segmentation techniques and gamification elements.

InvestaX

Non Equity Assistance in 2021
Founded in Singapore in 2015, InvestaX is a financial services company offering an online platform for digital securities investments. The platform focuses on real estate, private equity, and venture capital, utilizing blockchain technology to enhance transparency and liquidity.

New Wealth

Non Equity Assistance in 2021
New Wealth is a B2B fintech company offering modular white-label solutions to enhance the distribution of mutual funds and wealth management services. It facilitates legal marketing, advice, and sale of financial instruments through behavioral design, data-driven personalization, and automated financial advice.

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.

Hercle

Non Equity Assistance in 2021
Hercle is a FinTech company specializing in low-latency trading technology. It offers end-to-end prime-brokerage solutions and trading algorithms, enabling institutional investors to gain exposure to crypto-assets efficiently.

Inveert

Non Equity Assistance in 2021
Inveert is a software solutions provider focused on serving financial institutions in the wealth management sector. The company addresses the challenges faced by these institutions in offering personalized financial advisory services to the underserved affluent and mass affluent markets, particularly those with assets under management below $300,000. Inveert's platform allows financial entities to deliver ongoing advisory services by tackling key issues such as client prospecting, conversion rates, and client retention. Its technology empowers retail customers to define their financial goals and risk profiles, while an algorithm generates tailored investment proposals based on individual time horizons. Through these innovations, Inveert enables financial institutions to offer a more humanized and effective advisory experience.

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.

Norsia

Non Equity Assistance in 2021
Norsia is a technology-driven wealth management firm that specializes in integrating clients' personal values and sustainability goals into their investment portfolios. The company provides fintech tools designed to assist financial advisors in aligning investments with clients' environmental, social, and governance (ESG) preferences, enabling the creation of personalized sustainable alternatives and relevant insights.

Abroaden

Pre Seed Round in 2021
Abroaden is a pioneering wealth-building platform designed for individuals living abroad. The company provides financial advisory and investment management services tailored to the unique needs of expatriates. Utilizing advanced data analytics, Abroaden assesses customers' financial goals, investment preferences, and risk tolerance to develop personalized investment strategies. This approach not only facilitates wealth creation while living anywhere in the world but also allows for the potential relocation of investments in the future. By focusing on the financial well-being of its users, Abroaden aims to empower expatriates to achieve their financial objectives effectively and efficiently.

AAZZUR

Seed Round in 2021
AAZZUR Ltd, established in 2017 and headquartered in London, specializes in developing a fintech orchestration platform. This platform enables businesses to embed tailored financial services into their offerings, such as banking, wealth management, and insurance, without the need for significant tech investment or multiple contracts. AAZZUR's solution aggregates and curates best-of-class suppliers, simplifying customer experiences, driving business growth, and reducing time to market. The company formerly operated under the name BEEONE TECHNOLOGY LIMITED until December 2017 when it rebranded as AAZZUR Ltd.

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.

ff.next (previously Family Finances)

Non Equity Assistance in 2019
ff.next offers design-driven mobile banking solutions for financial innovators with a special focus on younger customers, including off-the-shelf, boxed solutions that are all easy-to-customise, design-driven and white-label as well as an end-to-end service from UX research, through UX/UI design to implementation. These solutions enable banks and fintech companies to engage younger generations, Millennials & GenZ customers with design-oriented digital interfaces. The company has two flagship products called Flint and RocketMoney. Flint is a mobile-first, end-to-end remote lending solution, which is capable of executing credit scoring through a mobile platform, therefore loan application can take only 20 minutes. The solution uses public registers, therefore most of the user data is automatically filled in and its cleanliness is also guaranteed. RocketMoney is a family banking solution we offer together with GoSave, a Californian fintech startup. We together cover the whole youth banking lifecycle by serving the 6-12 years old with a next generation piggy bank and the 12-18 years old with an allowance management application helping youngsters manage, save and also make money in a smart way. Our vision is to conquer the youth banking space with our GoSave and provide financial innovators with the right solutions to increase financial consciousness and literacy.

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.

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.

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.

Rapid Data

Non Equity Assistance in 2017
Rapid Data creates solutions for wealth management & helps managers to research and communicate client portfolios. The company serves like a personal assistant and researcher ready to analyse assets and create portfolios easily, while displaying everything in a simple and visual manner.
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