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Descartes Finance AG

Descartes Finance AG

Private

Last Round

Early Funding

Sep 29, 2020

Company Overview

Descartes Finance AG is a Swiss WealthTech company that provides digital wealth management, investment advisory, and pension solutions through a B2C app and a B2B software-as-a-service platform.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance, Platform-as-a-Service

Business Model

B2B2C

Customer Profile

Subscription SaaS, Usage-Based SaaS, Services & Consulting

AI Layer

Application

Keywords

wealthtechdigital wealth managementpension-as-a-servicewhite-label investment platformrobo-advisorbanking-as-a-serviceBaaSautomated investmentpillar 3avested benefitsAPI-based financial servicesB2B2Cembedded financeportfolio managementassets under managementAUM

Historical Pricing

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Caplight Momentum Score

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Descartes Finance AG Comparables

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Descartes Finance AG comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
True Wealth AG
84%
finpension AG
79%
clevercircles
77%

Descartes Finance AG Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Early FundingSep 29, 2020

Key People

Founding team and executive leadership

Adriano Lucatelli

Founder & CEO

Founding Team

Descartes Finance AG Investors

Notable investors and investment history

Descartes Finance AG investors
InvestorRounds
Spicehaus PartnersEarly Funding

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 5, 2025

    Grew 50% QoQ from 6 to 9 employees.

  • Jan 21, 2025

    Monthly visitors increased 77% MoM, reaching 8.5K.

Descartes Finance AG Filings

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Descartes Finance AG filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Descartes Finance AG's valuation, stock price, and market status.

Is Descartes Finance AG a public or private company?

Descartes Finance AG is a private company.

What is the current stock price of Descartes Finance AG?

Descartes Finance AG is a private company with no public stock price. No recent secondary market data is available.

How much is Descartes Finance AG worth (valuation)?

Valuation information for Descartes Finance AG is not publicly available.

Can I buy Descartes Finance AG stock?

Descartes Finance AG shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Descartes Finance AG's last funding round?

Descartes Finance AG's most recent funding round was Early Funding on September 29, 2020.

Who are the main investors in Descartes Finance AG?

Key investors in Descartes Finance AG include Spicehaus Partners.

Will Descartes Finance AG IPO soon?

No public IPO plans have been announced for Descartes Finance AG.

How can I track Descartes Finance AG secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Descartes Finance AG's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersZurich
Employee Range5
Year Founded2015
Last FundingSep 29, 2020

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