swiss impact office
Swiss Impact Office is a Zurich-based OCIO and multi-family office founded in 2020 that allocates private and institutional capital into diversified impact investments. It serves family offices, pension funds, sovereign wealth funds, and endowments through bespoke portfolio management and strategic advisory.
- Company typePrivate
- Founded2020
- HeadquartersZurich, Switzerland
- Headcount1–10
- GTM typeB2B
- OfferingServices
What swiss impact office does
Swiss Impact Office is a Zurich-based Outsourced Chief Investment Officer (OCIO) and multi-family office founded in 2020 that allocates private and institutional capital into impact investments. The firm operates with a five-person core team supplemented by a distributed network of senior advisors across more than sixteen countries spanning Europe, the United States, Asia, and India. It builds and manages diversified impact portfolios on behalf of family offices, pension funds, sovereign wealth funds, endowments, and other institutional investors, while also operating SIO Ventures, an invitation-only investor club targeting private investors and next-generation family-office members.
The firm's offerings center on bespoke investment management services and strategic advisory, with direct participation and club-deal coordination in private rounds such as Brite Solar's EUR 8.6 million Series A (2024) and a planned EUR 4-6 million Series A+. It also provides access to a curated set of impact funds across verticals including food transition, trade finance, SME lending, and fintech loans, and partners with firms such as INOKS Capital and other foundations and institutional allocators. Activity extends to co-hosting industry events including the INOKS Impact Gathering, with public positioning at WEF 2026, SuperReturn, and Climate Week Zurich.
Revenue is generated through bespoke, undisclosed fee structures on managed portfolios and strategic advisory mandates. The firm reports three decades of accumulated team experience and "hundreds of millions" allocated into balanced diversified portfolios across six years of operation, and is now entering an explicit scale phase in 2026 with stated plans to add mandates, scale existing relationships, and strengthen senior management.
swiss impact office firmographics
Firmographics- Name
- swiss impact office
- Legal name
- SIO – Swiss Impact Office
- Website
- https://impactoffice.ch
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Swiss Impact Office is a Zurich-based OCIO and multi-family office founded in 2020 that allocates private and institutional capital into diversified impact investments. It serves family offices, pension funds, sovereign wealth funds, and endowments through bespoke portfolio management and strategic advisory.
- Ownership category
- akta.pro rank
swiss impact office industry classification
Industry- Product category
- Impact Investing / Multi-Family Office Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- OCIO Providers (Outsourced CIO) (FSAAAGAH)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)
Keywords
Where swiss impact office is headquartered
LocationHeadquarters
- HQ city
- Zurich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
swiss impact office business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Management Services: Comprehensive A-Z investment management from sourcing to due diligence, structuring, execution, and portfolio monitoring and reporting for private and institutional capital allocated to exceptional direct investments and specialized funds in private markets
- Strategic Advisory: Bespoke strategic advisory services paired with investment management including vision/mission alignment, thematic priorities, and portfolio construction
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
swiss impact office product offering
Product offeringCore offering
Swiss Impact Office is a Zurich-based OCIO and multi-family office providing bespoke strategic advisory paired with comprehensive A-Z investment management for private and institutional capital allocated to exceptional direct investments and specialized funds in private markets. Services span sourcing, due diligence, structuring, execution, portfolio monitoring, and reporting, with a focus on impact-aligned opportunities across energy transition, food transition, circular economy, nature finance, and climate tech. The SIO Ventures sub-brand serves as an invitation-only investor club and co-investment platform for private investors and families seeking access to institutional-quality opportunities.
Product overview
Swiss Impact Office (SIO) is a Zurich-based OCIO/multi-family office offering a comprehensive suite of investment services rather than a unified software product. The core offering consists of strategic advisory paired with A-Z investment management for private and institutional capital allocation in impact investments. The main sub-brand is SIO Ventures, an invitation-only investor club and co-investment platform. The investment portfolio spans fund investments (Food Transition Impact Fund, Impact Trade Finance Fund, SME Lending Impact Fund, Fintech Loans Impact Fund) and direct investments in agrivoltaics/solar technology, solar infrastructure, reforestation/carbon, and ethical cosmetics. Services include investment readiness support, portfolio monitoring, and reporting.
Differentiator
Problem solved
Functional benefit
Brands
- SIO Ventures: An invitation-only investor club and co-investment platform for private investors, families, and next-generation members seeking access to institutional-quality opportunities typically reserved for larger funds. Provides curated high-growth, innovation-driven investment opportunities combining strong financial performance with measurable societal and environmental impact. Investments are structured under secure, transparent, and well-governed Swiss vehicles.
Products and services
- SIO Ventures Invitation-only investor club and co-investment platform providing access to institutional-quality private investment opportunities for private investors, families, and next-generation members. Each investment is structured under secure, transparent, and well-governed Swiss vehicles, with due diligence, co-investment options, and community networking through private gatherings, educational programmes, and exclusive retreats.
- Strategic Advisory Bespoke strategic advisory services including impact DNA assessment, vision/mission alignment, thematic priorities, and portfolio construction for family offices, institutional investors, and private banking clients.
- A-Z Investment Management Comprehensive investment management covering sourcing, due diligence, structuring, execution, and portfolio monitoring and reporting for private and institutional capital allocated to direct investments and specialized funds in private markets.
- Investment Readiness Services Services for financial products and companies including compliance to frameworks, impact marketing, and fundraising support to prepare ventures for institutional capital.
- Food Transition Impact Fund Luxembourg/Europe-based evergreen impact fund investing in innovative ventures throughout the European food value chain to facilitate the long-term transition to sustainable food and agriculture.
- Impact Trade Finance Fund Trade finance fund with global operations and strong impact focus, concentrating on short-term financings with commodity trading and import/export credit facilities.
- SME Lending Impact Fund Impact fund focusing on providing factoring and short- to medium-term credit products to underserved micro- and small enterprises in peripheral Europe and emerging markets.
- Fintech Loans Impact Fund High-performing impact fund focusing on access to finance by providing smart loans and fintech solutions to innovative, growth companies in selected, stable emerging markets.
- Brite Solar Direct Investment Direct investment opportunity in Brite Solar, a Greece/Netherlands-based agrivoltaics company using proprietary semi-transparent solar glass panels for greenhouses and Agri-PV installations, backed by patented UV spectrum-shifting nanomaterials and light-enhancing coatings.
- Solar Infrastructure Bond UK/SE Europe primary issue of short-maturity green bond to bridge finance advancement of existing GW pipeline with development, construction, and operation of solar parks in Eastern Europe.
- Reforestation & Carbon Direct Investment Netherlands/Panama proven innovative forestry concept combining climate protection and economic returns through biodiverse reforestation and carbon sequestration in the tropics.
- Ethical Cosmetics Direct Investment Greece/Cyprus pioneering 10-year impact venture focusing on sustainable, ethical, and professional personal care products with distribution in online B2C platforms and specialized B2B channels.
Quantifiable outcome
- Hundreds of millions allocated into balanced diversified portfolios combining funds and direct investments
- +3 more outcomes
Companies that use swiss impact office
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
swiss impact office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
swiss impact office partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- BayWacoreBayWa has a supply agreement with Brite Solar for European distribution of agrivoltaics products. This strategic partnership enables Brite Solar to leverage BayWa's established distribution network across Europe.
- Fondation Prince Albert II de MonacominorSIO participated in the Blue Economy & Finance Forum hosted by Fondation Prince Albert II de Monaco. SIO Managing Partner co-moderated the asset owner session 'Unlocking Capital for the Blue Economy' at this invitation-only event.
- Hellenic Impact Investing NetworkminorSIO was a Main Sponsor of the 3rd Hellenic Impact Investing Conference 2025 (HIIC25) 'Scaling Impact' in Athens. SIO's mission aligns with supporting this international transformational ImpactEvent.
Scale indicators9 records
Recent moves5 records
Expansion highlights5 records
swiss impact office competitors and assessment
Company assessmentDirect peers
- responsAbility Investments: Zurich-headquartered impact asset manager focused on private debt, private equity, and listed strategies in emerging and frontier markets. Comparable Swiss-anchored footprint and thematic alignment (access to finance, SME lending, food, climate), though operating at significantly larger AUM scale.
- ClearlySo: UK-based impact investment advisory and deal origination platform connecting institutional investors and family offices with high-impact private market opportunities. Comparable to SIO in boutique impact advisory scope, A-Z investment management, and curated deal flow for private capital.
- Anthos Family Office: Dutch multi-family office providing bespoke investment management and strategic advisory to high-net-worth families across private markets. Comparable multi-family office service model including discretionary mandates, co-investment access, and next-generation engagement.
- Phenix Capital Group: Amsterdam-based impact investing platform and advisor helping institutional and private investors access private market impact funds. Highly comparable to SIO's role as an OCIO curating fund and direct investment opportunities with measurable impact across private markets.
- KOIS: Brussels-based impact investment advisory firm offering bespoke investment advisory and impact investing solutions to foundations, family offices, and institutional investors. Closely comparable to SIO's OCIO/impact advisory model, including thematic private market exposure and co-invest platform.
Broad incumbents
- Symbiotics Group: Geneva-headquartered impact investment platform focused on financial inclusion, microfinance, and emerging market private debt. Comparable impact private markets focus, especially access-to-finance themes that overlap with SIO's SME Lending and Fintech Loans Impact Fund mandates.
- BlueOrchard Finance: Geneva-based leading impact investment manager (Schroders-owned) with global private debt and private equity strategies. Directly overlaps with SIO's emerging markets access-to-finance, SME lending, and food transition themes, but operates at materially larger scale and broader institutional reach.
Others
- Toniic: Global impact investor network and platform for family offices and high-net-worth individuals deploying capital toward impact. Comparable member-based ecosystem and curated deal access for private impact investors, complementing SIO Ventures' invitation-only co-invest club.
Emerging players
- TriLinc Global: US-based impact investment management firm offering private debt and private equity funds for institutional and private investors. Comparable bespoke impact investing model targeting private capital allocators seeking measurable social and environmental outcomes alongside financial returns.
- Impact Bridge Asset Management: Spanish/European impact private debt and private equity manager focused on social and environmental outcomes. Comparable private markets impact model and European footprint, with overlapping thematic focus on sustainability and access to finance.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
swiss impact office social profiles
Digital presenceswiss impact office financial estimates
Financial estimateRevenue estimate
Valuation estimate
swiss impact office leadership team
Management profileNumber of profiles
Profiles12 records
swiss impact office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
swiss impact office 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 swiss impact office
What does swiss impact office do?
Swiss Impact Office is a Zurich-based OCIO and multi-family office providing bespoke strategic advisory paired with comprehensive A-Z investment management for private and institutional capital allocated to exceptional direct investments and specialized funds in private markets. Services span sourcing, due diligence, structuring, execution, portfolio monitoring, and reporting, with a focus on impact-aligned opportunities across energy transition, food transition, circular economy, nature finance, and climate tech. The SIO Ventures sub-brand serves as an invitation-only investor club and co-investment platform for private investors and families seeking access to institutional-quality opportunities.
Is swiss impact office a public or private company?
swiss impact office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was swiss impact office founded?
swiss impact office was founded in 2020. It employs 1 to 10 people.
Where is swiss impact office based?
swiss impact office is headquartered in Zurich, Switzerland, in the Europe region.
How does swiss impact office make money?
Two revenue lines are on record. Investment Management Services are the primary driver. The others are strategic Advisory.
Who are swiss impact office's main competitors?
Direct peers on record are responsAbility Investments, ClearlySo, Anthos Family Office, Phenix Capital Group and KOIS. Broad incumbents are Symbiotics Group and BlueOrchard Finance. Toniic is listed as an others. Emerging players are TriLinc Global and Impact Bridge Asset Management.
Does swiss impact office have an API?
No public API is recorded for swiss impact office.
What industry is swiss impact office in?
swiss impact office's product category is Impact Investing / Multi-Family Office Asset Management. Its primary akta.pro industry code is FSAAAGAH, OCIO Providers (Outsourced CIO), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 52394 and its SIC code is 6282.