Goldberg
- Company typePrivate
- Founded2013
- HeadquartersZürich, Switzerland
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Goldberg does
Goldberg Capital Partners AG is a privately held Swiss financial services firm founded in Zurich in 2013, specializing in asset management and structured finance for private, institutional, and corporate clients. Its core offering is a Wealth Management division that operates as a multi-family office, delivering advisory and non-discretionary portfolio management on an open-architecture basis, with specialized strategies in private debt instruments designed to deliver uncorrelated, lower-volatility returns relative to traditional fixed income. Supporting services include wealth planning (tax-efficient structuring, family governance, relocation support) and, through a partnership with Waldstein Art Consulting, art advisory for clients who treat art as a wealth asset.
The firm's second line of business is Goldberg Merchant Solutions, which designs, issues, and places financial instruments on the market to deliver corporate finance solutions to companies seeking expansion capital via private markets. Goldberg monetizes primarily through recurring asset management and advisory fees on managed portfolios, with pricing that is quote-based, tailored to mandate size and complexity, and billed on an annual cadence; specific fees are not publicly disclosed. Distribution is direct-advisory only, through the Zurich headquarters (Freischützgasse 3) and a Lugano branch opened in 2021, with no third-party resellers.
The technology stack is intentionally thin: Goldberg does not disclose a proprietary platform and instead leverages relationships with Refinitiv, Vontobel, Bank Julius Baer, Utmost, and a minority stake in AI-fintech MDOTM Ltd. (taken in 2018) to access execution, structuring, and analytics capability. The firm is regulated as a Swiss AG, has been affiliated with the Swiss Association of Asset Managers (VSV-ASG) since 2014, and operates with a lean headcount of 1–10 employees, relying on partner-bank infrastructure and senior practitioner experience rather than scale.
Goldberg firmographics
Firmographics- Name
- Goldberg
- Legal name
- Goldberg Capital Partners AG
- Website
- https://goldberg-capital.ch
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Goldberg industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Asset-Backed Securities (6189)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Corporate Finance & Capital Advisory (BPAHADAB), Comprehensive Financial Planning (FSAEAAAA), Corporate & Institutional Trust Services (FSAAANAB)
Keywords
Where Goldberg is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
Goldberg business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Asset Management and Advisory Fees: Goldberg generates revenue through asset management fees charged on client portfolios under management. The company offers advisory and non-discretionary portfolio management services, involving clients in the decision-making process. Fee structures are designed to encourage achievement of investment goals and performance outcomes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized advisory and management services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Goldberg product offering
Product offeringCore offering
Goldberg Capital Partners is a Swiss financial services firm offering integrated wealth management and corporate finance solutions. Its core offering is a multi-family office wealth management service featuring customized advisory and non-discretionary portfolio management with an open-architecture approach, complemented by specialized private debt strategies, wealth planning, and relocation advisory. The firm also operates a Merchant Solutions division that designs, issues, and places structured financial instruments for corporate clients.
Product overview
Goldberg Capital Partners is a Swiss financial services company offering an integrated suite of wealth management and corporate finance services. Its core offering is the Wealth Management division, which provides multi-family office services including customized investment management, private debt strategies, wealth planning, and relocation services. The company also operates a Merchant Solutions division for corporate finance instrument issuance, and maintains a partnership with Waldstein Art Consulting for art advisory services. The portfolio is anchored by advisory-based asset management with open architecture, supplemented by ancillary financial advisory services.
Differentiator
Problem solved
Functional benefit
Brands
- Goldberg Merchant Solutions: Designs, issues and places financial instruments on the market to deliver corporate finance solutions to companies seeking to expand their business by relying on private capital.
- Goldberg Wealth Management
Products and services
- Wealth Management Multi-family office service providing customized asset management and investment advisory aligned with the client's risk profile and financial objectives. Includes advisory and non-discretionary portfolio management with an open-architecture approach, targeting private high-net-worth clients.
- Goldberg Merchant Solutions Corporate finance division that designs, issues, and places financial instruments in the market to deliver corporate finance solutions to companies seeking to expand their business through private capital.
- Private Debt Management Specialized asset management service investing in private debt instruments offering a more efficient risk/reward ratio than traditional fixed income, characterized by high uncorrelation and low volatility.
- Wealth Planning Advisory service helping family assets achieve a tax-efficient structure while being protected and preserved over time, covering family governance matters with support from legal and international tax experts.
- Relocation Services Advisory support for clients relocating abroad, covering analysis of tax impacts, bureaucratic and administrative formalities, and fulfillment of disclosure obligations.
Quantifiable outcome
- Risk/reward ratio significantly more efficient compared to traditional fixed income strategies
Companies that use Goldberg
Customer profileSegments3 records
Ideal customer profiles3 records
Goldberg technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Goldberg partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- MDOTM Ltd.coreGoldberg Capital Partners holds an equity stake in MDOTM Ltd., a fintech company that applies artificial intelligence to financial investments. This strategic investment provides Goldberg with technological capabilities in AI-driven investment analysis and decision support.
- Bank Julius Baer & Co. AGcoreGoldberg issued its first actively managed certificate with Bank Julius Baer in 2018, establishing a key partnership with one of Switzerland's leading private banks for structured financial instruments.
- Waldstein Art ConsultingminorGoldberg collaborates with Waldstein Art Consulting, an art advisory firm that supports both private and institutional clients, particularly financial market operators who recognize art as an important wealth asset. The partnership enables Goldberg to offer comprehensive services independent of traditional market players.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Goldberg competitors and assessment
Company assessmentDirect peers
- Aravis Family Office: Independent Zurich-based multi-family office providing tailored wealth structuring, investment advisory, and family governance services. Comparable to Goldberg's multi-family office focus on Swiss-based HNW and family clients.
- Marcuard Heritage: Swiss multi-family office offering independent wealth management, advisory, and investment solutions to HNW families. Highly comparable to Goldberg in target client (HNW families), independence positioning, and multi-family office service model.
Broad incumbents
- Vontobel: Swiss private banking and asset management firm, also a listed Goldberg execution partner. Comparable as a Swiss wealth manager and structured-products issuer active in the same client pool.
- Lombard Odier: Swiss private bank with strong wealth management and family-office offerings for private and institutional clients. Direct overlap with Goldberg's wealth management, advisory, and structured solutions target segments.
- J. Safra Sarasin: Swiss private banking group providing wealth management, investment advisory, and structured products to private and institutional clients. Comparable in service breadth and Swiss private-banking positioning.
- EFG International: Swiss-listed global private banking group serving HNW and UHNW clients with wealth management and investment solutions. Overlaps with Goldberg's HNW wealth management focus at much larger scale.
- Mirabaud & Cie: Swiss private bank offering wealth management, asset management, and corporate finance advisory. Comparable on the corporate finance / Merchant Solutions side and on Swiss private wealth management.
- Pictet Group: One of Switzerland's largest private banks and asset managers, offering wealth management, asset management, and asset services. Comparable because it serves the same Swiss HNW/institutional market that Goldberg targets, but at vastly greater scale and with broader product capabilities.
Others
- MDOTM Ltd. Fintech applying AI to investment decisions, in which Goldberg holds a minority equity stake. Adjacent/ecosystem peer — not a competitor but an enabling partner that informs Goldberg's investment process and technology positioning.
- Waldstein Art Consulting: Art advisory partner that supports Goldberg's private and institutional clients with wealth-asset diversification into art. Adjacent/ecosystem peer rather than a competitor, complementing Goldberg's wealth offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Goldberg social profiles
Digital presenceGoldberg financial estimates
Financial estimateRevenue estimate
Valuation estimate
Goldberg leadership team
Management profileNumber of profiles
Goldberg subsidiaries and ownership
Company hierarchySubsidiaries1 record
Goldberg funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Goldberg M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Goldberg
What does Goldberg do?
Goldberg Capital Partners is a Swiss financial services firm offering integrated wealth management and corporate finance solutions. Its core offering is a multi-family office wealth management service featuring customized advisory and non-discretionary portfolio management with an open-architecture approach, complemented by specialized private debt strategies, wealth planning, and relocation advisory. The firm also operates a Merchant Solutions division that designs, issues, and places structured financial instruments for corporate clients.
Is Goldberg a public or private company?
Goldberg is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Goldberg founded?
Goldberg was founded in 2013. It employs 1 to 10 people.
Where is Goldberg based?
Goldberg is headquartered in Zürich, Switzerland, in the Europe region.
How does Goldberg make money?
One revenue line is on record: asset Management and Advisory Fees.
Who are Goldberg's main competitors?
Direct peers on record are Aravis Family Office and Marcuard Heritage. Broad incumbents are Vontobel, Lombard Odier, J. Safra Sarasin, EFG International, Mirabaud & Cie and Pictet Group. Others are MDOTM Ltd. and Waldstein Art Consulting.
Does Goldberg have an API?
No public API is recorded for Goldberg.
What industry is Goldberg in?
Goldberg's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.