UBS Next

What UBS Next does

UBS Next is the strategic venture investment arm of UBS Group AG, a Swiss-domiciled global financial services conglomerate publicly traded on the NYSE under ticker UBS. The broader UBS platform that supports UBS Next is structured around three core divisions: Wealth Management, serving high-net-worth and ultra-high-net-worth individuals and families with $1 million or more in investable assets through dedicated Financial Advisors and the proprietary UBS Wealth Way framework organized around Liquidity, Longevity, and Legacy strategies; Asset Management, offering traditional and alternative investment capabilities across equities, fixed income, multi-asset, hedge funds, infrastructure, private equity, private credit, and real estate to institutional investors and intermediaries; and Investment Bank, providing advisory, underwriting, and execution services to corporates, institutional, and professional investors. UBS Group AG maintains $7 trillion in invested assets, $73.3 billion in CET1 capital, an A- long-term credit rating from Standard & Poor's, and a 160-year operating history in financial services.

The technology infrastructure spans proprietary digital platforms: UBS Online Services for wealth management client account access and document management; UBS One Source for corporate stock plan administration; UBS KeyLink, a professional e-banking platform supporting multibanking functionality across payments, cash management, FX trading, CLS settlement, and securities banking; UBS Neo, a client platform for corporate and institutional access to investment banking and asset management services; and a mobile application deployed across iOS and Android. These platforms operate alongside the traditional human-advisor distribution network and are supported by the Chief Investment Office research engine, which produces market commentary, the Global Family Office Report, and the 250 Years of US Innovation series.

UBS generates revenue through a hybrid of subscription-style recurring streams (advisory and management fees), transaction-based streams (underwriting, trading commissions, banking service fees), and professional services (workplace wealth solutions). Customer acquisition is primarily field-based through Financial Advisors deployed across 49 US states, augmented by digital self-service channels, an extensive content marketing program spanning podcasts, video, conferences, and email newsletters, and dedicated portals for corporate and institutional clients. The 2023 acquisition of Credit Suisse is driving an ongoing integration that is expanding combined service capabilities and client footprint.

Name

UBS Next

Legal name

UBS Group AG

Website

https://ubs.com

Company type

Public

Founded year

1998

Operating status

Operating

Short description

UBS Next is UBS Group AG's strategic venture investment unit, investing in fintech and enterprise technology companies. It leverages UBS's $7-trillion-asset platform spanning wealth management, asset management, and investment banking serving HNW and institutional clients globally.

Ownership category

akta.pro rank

Product category

Corporate Venture Capital

NAICS

All Other Financial Investment Activities (52399)

akta.pro primary industry

Corporate Strategic Real Assets & Infrastructure Venture Investing (FSANAHAN)

Keywords

• Venture capital investments
• Fintech venture capital
• Enterprise tech investing
• Corporate venture capital
• Strategic technology investing

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Wealth Management: Comprehensive financial services including investment advisory, financial planning, and wealth management for high net worth individuals and families. Revenue derived from advisory fees, management fees, and commissions on investment products.
2. Asset Management: Investment management services across traditional and alternative asset classes for institutional investors and intermediaries. Revenue from management fees and performance fees on managed funds.
3. Investment Banking: Advisory, underwriting, and trading services for corporate and institutional clients. Revenue from advisory fees, underwriting fees, and trading commissions.
4. Banking Services: Cash management, credit cards, deposits, and commercial financing services for wealth management clients. Revenue from interest income, transaction fees, and banking service charges.
5. Workplace Wealth Solutions: Corporate retirement plan services, employee financial wellness programs, and equity compensation plans for companies and organizations.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels6 records

Core offering

UBS Next is the strategic venture investment arm of UBS Group AG that deploys capital into fintech and enterprise technology companies. Operating within UBS Group AG's broader technology and innovation strategy, UBS Next leverages the parent's $7 trillion in invested assets, 160+ year history, and global footprint to identify, evaluate, and back early- and growth-stage technology companies aligned with UBS's financial services focus areas.

Product overview

UBS is a global wealth management and financial services firm operating as a platform-plus-services architecture. The core offerings include Wealth Management (personalized financial advice and investment solutions), Asset Management (traditional and alternative investment capabilities), and Investment Bank (corporate advisory and execution services). Digital platforms including UBS Online Services, UBS One Source (stock plan management), UBS KeyLink (multibanking e-banking), and UBS Neo (institutional client portal) support these core divisions. UBS Wealth Way serves as the advisory framework integrating planning, investing, banking, and giving services. The firm also offers specialized Private Wealth Management for high-net-worth clients and Workplace Wealth Solutions for corporate retirement and equity compensation needs.

Differentiator

Problem solved

Functional benefit

Brands

• UBS Wealth Way: UBS wealth management framework incorporating Liquidity, Longevity, and Legacy strategies
• UBS KeyLink
• UBS One Source
• UBS Workplace Wealth Solutions
• UBS Neo
• UBS Optimus Foundation
• UBS Wealth Management USA

Products and services

• Strategic Venture Investments Venture capital investments in fintech and enterprise technology companies made as the strategic investment arm of UBS Group AG. UBS Next provides growth-stage funding to portfolio companies with potential for commercial partnerships across UBS's wealth management, asset management, and investment banking businesses.

Quantifiable outcome

• $7 trillion in assets under management demonstrating scale and client trust
• +2 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• Credit SuissecoreOthersIntegration of Credit Suisse into UBS following acquisition. The integration creates opportunities for combined client services and expanded capabilities. UBS and Credit Suisse entities are consolidating operations with unified client relationship management. Fraud awareness campaigns underway warning of bad actors exploiting the integration period.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Google Ventures (GV): Alphabet's corporate venture capital arm investing in enterprise and consumer technology. Directly comparable to UBS Next as a large, well-capitalized CVC backing technology and fintech companies from a strategic parent.
• Salesforce Ventures: Salesforce's CVC arm focused on enterprise cloud and fintech companies. Comparable to UBS Next as a strategic CVC channeling enterprise-tech and fintech investments with parent distribution advantages.
• Comcast Ventures: Comcast's CVC investing in enterprise, consumer, and fintech companies. Comparable to UBS Next as a diversified strategic CVC with both consumer and enterprise fintech exposure.
• Intel Capital: Intel's strategic CVC investing in enterprise, infrastructure, and deep-tech companies. Comparable to UBS Next as a long-running, large-check strategic CVC backing technology platforms.
• Citi Ventures: Citigroup's corporate venture and innovation arm investing in fintech and enterprise technology. Most directly comparable to UBS Next given the shared parent-bank context and fintech/enterprise-tech thesis.
• M12 (Microsoft's CVC): Microsoft's venture fund investing in enterprise software, AI, and fintech. Comparable to UBS Next as a strategic parent-backed CVC with sector overlap in enterprise tech and financial services.

Broad incumbents

• Morgan Stanley: Global wealth and investment management firm with a strong wealth franchise analogous to UBS Wealth Management and active venture/growth investing through its IM unit. Broad incumbent comparable to UBS Next's parent.
• Goldman Sachs: Global investment bank and asset/wealth manager with proprietary strategic investing and growth equity. Broad incumbent comparable to UBS Group AG's wealth and IB franchises supporting the UBS Next CVC.
• JPMorgan Chase: Global universal bank with a major CVC operation and overlapping wealth management, investment banking, and asset management franchises. Relevant incumbent comparable across UBS Group AG's lines of business that host UBS Next.

Emerging players

• BBVA Spark: BBVA's venture arm focused on fintech and enterprise startups. Emerging peer CVC of similar vintage and thesis to UBS Next, with strong overlap in fintech investing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/UBS
• YouTubeyoutube.com/ubs
• Facebookfacebook.com/UBSglobal
• LinkedInlinkedin.com/company/ubs
• Instagraminstagram.com/ubstrending

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries8 records

Funding overview

Funding rounds

Investors

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

M&A

Investments4 records

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

Frequently asked questions about UBS Next