UBS Next
Overview
UBS Next is the venture and innovation unit of UBS Group, launched in October 2020 with a USD 200 million portfolio. It functions as a corporate venture capital arm, making direct, minority investments in early-stage (Series A and B) fintech and other technology companies. The fund's strategic priorities include co-developing digital innovation, modernizing technical infrastructure with technologies like cloud and AI, and finding new ways to engage with clients. It has a strategic collaboration with venture capital firm Anthemis to accelerate deal flow. Its investment areas include distributed ledger technology, digital wealth advisory, and impact analytics.
Portfolio Companies
10
Website
ubs.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| BigPanda | Aug 2022 | Series E Extension | Lead |
| Doconomy | May 2024 | Series B | Lead |
| Endowus | Aug 2023 | Series B | Co-investor |
| GIST Impact | Jun 2024 | VC Round | Lead |
| Shield | Dec 2022 | Series B | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is UBS Next based?
UBS Next is headquartered in Switzerland.
When was UBS Next founded?
Founding year information for UBS Next is not publicly available.
How many portfolio companies does UBS Next have?
UBS Next has 10 portfolio companies in Caplight's dataset.
What are some companies in UBS Next's portfolio?
Portfolio companies visible on Caplight include BigPanda, Doconomy, Endowus, GIST Impact, Shield.
What was UBS Next's most recent investment shown here?
UBS Next's most recent investment in this portfolio sample was in GIST Impact in 2024.
What sectors does UBS Next focus on?
UBS Next focuses on FinTech, FinTech, FinTech, FinTech, FinTech, Energy & Sustainability, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, FinTech, Enterprise Software, Enterprise Software, FinTech, Energy & Sustainability, Enterprise Software, Enterprise Software, Enterprise Software.
What company stages does UBS Next focus on?
UBS Next typically invests at the Mid stage.
What is UBS Next's AUM?
UBS Next's assets under management are estimated between $200.0M and $200.0M.