What Wille Finance does

Wille Finance is a privately held Swiss multi-family office founded in 2007 and headquartered in Zug (Wille Finance AG), with additional offices in Zurich and Madrid. The firm invests across three asset classes: private equity (venture capital at Series A/B with CHF 1-6M initial tickets and buyouts of small/mid-cap companies with EBITDA of CHF 2-10M via CHF 5-20M tickets), real estate via a value-add strategy (CHF 5-100M tickets across European main cities, with a portfolio exceeding CHF 250M and over 400 opportunities screened annually), and a net-long listed assets portfolio. Geographic focus is the DACH region with opportunistic European exposure.

The firm differentiates itself through a family-office structure that provides patient, long-term capital without forced exit pressure, allowing it to serve as an anchor investor across multiple funding rounds. The team comprises former founders and managers with domain expertise spanning industrial management, ICT, Life-Sciences, and banking, enabling operational support alongside capital deployment. Disclosed portfolio companies span radiology AI (Mediaire, Incepto), experience economy AI (Convious), antibody-drug conjugates (Araris), employee engagement (Alaya), digital asset banking (Sygnum), security services (Secusuisse, exited via Prosero), compliance outsourcing (SwissComply), and B2B SaaS/consulting (:em Engineering Methods). Strategic activity in 2024 included the acquisition of SwissComply AG and participation in Mediaire's EUR 12M financing round led by LBO France.

The business model is investment-return-driven rather than fee-based: revenue derives from rental yields on the real estate book, capital appreciation, dividends, and exit proceeds from private equity holdings. Deal sourcing relies on the team's professional network, direct outreach, and email-based deal submission channels ([email protected] and [email protected]). The firm does not publish financials, AUM, fee schedules, or pricing, consistent with the discretionary, private nature of family-office capital.

Name

Wille Finance

Legal name

Wille Finance AG

Website

https://www.willefinance.com/

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Wille Finance is a Swiss multi-family office investing in private equity (VC and buyout), European real estate, and listed assets, primarily in the DACH region, with patient long-term capital and direct deployment across a thesis-driven portfolio.

Ownership category

akta.pro rank

Product category

Family Office Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Real Estate Transaction Advisory & Due Diligence (FSAEAJAJ)

Keywords

• Venture capital investment
• Private equity buyout
• Value-add real estate
• Family office wealth management
• Listed assets portfolio

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Private Equity Returns: Returns generated through capital appreciation, dividend distributions, and exit proceeds from portfolio companies in venture capital and buyout investments. Revenue derived from successful realization of investments over a long-term horizon.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Wille Finance is a family office that deploys capital across three pillars: (1) Private Equity, comprising Venture Capital at Series A & B (CHF 1-6M tickets) and Buyout of Small & Mid Cap companies with EBITDA of CHF 2-10M (CHF 5-20M tickets), focused on ICT B2B, Biotech & Medtech, and Buy & Build opportunities in DACH and Europe; (2) Value-Add Real Estate in main European cities with investment tickets of CHF 5-100M; and (3) Listed Assets managed as a Net-Long Portfolio. The firm also originated in 2007 as a dedicated wealth management service for a family.

Product overview

Wille Finance is a family office offering wealth management and investment services, not a product company. Its core offerings consist of private equity (venture capital and buyout investments), real estate investment with a value-add strategy, and listed assets management. The company screens over 400 real estate opportunities annually and focuses on main European cities with investment tickets ranging from CHF 5,000,000 to CHF 100,000,000. For private equity, the firm invests in ICT (B2B), Biotech & Medtech companies, and sector-agnostic buy-and-build strategies, with venture capital tickets of CHF 1-6 million and buyout tickets of CHF 5-20 million. No distinct branded products, modules, or technology offerings were identified in the source material.

Differentiator

Problem solved

Functional benefit

Products and services

• Venture Capital (Series A & B) Equity investments in growth-stage B2B technology, Biotech, and Medtech companies at Series A and Series B in Europe, with initial investment tickets of CHF 1-6M. Targets founders and management teams seeking a long-term anchor investor.
• Buyout (Small & Mid Cap) Buyout investments in small and mid cap companies with EBITDA of CHF 2-10M, primarily in DACH and Europe, with initial equity tickets of CHF 5-20M. Targets owners and management pursuing ownership transition, growth capital, or buy-and-build strategies.
• Value-Add Real Estate Direct acquisitions and value-add repositioning of commercial, residential, hotel, logistics, and retail properties in main European cities, with investment tickets of CHF 5M to CHF 100M. The firm screens over 400 opportunities annually and manages a real estate portfolio valued at over CHF 250M.
• Listed Assets (Net-Long Portfolio) Management of a Net-Long portfolio of listed securities, integrated with the firm's wealth management origin and ongoing investment platform.
• Family Wealth Management Original dedicated and tailored wealth management service for the founding family, established in 2007, providing personalized portfolio oversight and asset allocation.

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• HQ Trust: Germany-based multi-family office providing wealth structuring, direct investments, and real estate exposure to entrepreneur families. Closely comparable as a DACH multi-family office with cross-asset investment platform and direct PE/VC participation.
• Industrifonden: Swedish venture and growth capital investor backing Nordic and European technology and life-sciences companies. Comparable through European growth-stage investing with life-sciences and tech sector focus.
• Seventure Partners: Paris-based venture capital firm active across Europe with sector-focused funds including healthcare, digital, and fintech. Comparable as a European VC investor with comparable ticket-size profile and cross-sector exposure.
• Acton Capital Partners: Munich-based growth equity firm investing in European consumer/technology companies with Series A and B focus. Comparable through DACH growth-investing approach and similar B2B/tech sector focus.
• Earlybird Venture Capital: European (Berlin-based) venture capital firm investing across Series A and later stages with technology and sector focus. Comparable as a European VC investor with similar ticket sizes and ICT/life-sciences orientation.

Broad incumbents

• EFG International: Swiss private banking group with wealth management, asset management, and investment services for UHNW clients. Comparable through Swiss-rooted private banking and wealth management platform serving entrepreneur families.
• Partners Group: Swiss-headquartered global private markets firm offering private equity, real estate, infrastructure, and debt strategies. Comparable in multi-strategy alternative-asset platform and DACH roots, but operates at vastly larger AUM scale with institutional fund structures.
• Lombard Odier: Swiss private bank offering wealth management, asset management, and direct investment capabilities. Comparable through Swiss-based private wealth and investment platform serving entrepreneur/family clients.
• Pictet Group: Swiss private bank and asset manager with wealth management, asset servicing, and alternative investment capabilities including direct private equity and real estate. Comparable through Swiss family-office-style wealth management with PE/real estate overlay.

Regional players

• Creadd: Swiss investment platform offering venture capital and private equity exposure to qualified investors. Comparable as a Swiss-rooted PE/VC investment platform serving private wealth clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/willefinance

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments39 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wille Finance