Descartes Finance Overview

  • Founded
  • 2015
  • Status
  • Private
  • Employees
  • 7
  • Latest Deal Type
  • Early Stage VC
  • Latest Deal Amount
  • $1.1M
Latest Deal Amount
  • Investors
  • 3

Descartes Finance General Information


Provider of investment advisory services intended to help in achieving financial goals using knowledge and technology. The company invests in line with the needs and preferences of clients according to scientifically-based investment strategies and offers portfolio management services, enabling individuals, charitable organizations, and wealth managers to manage their assets in an efficient and secure way while saving cost.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Asset Management
Other Industries
Financial Software
Other Financial Services
Primary Office
  • Stockerstrasse 54
  • 8002 Zurich
  • Switzerland
+41 044 000 00 00
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Descartes Finance Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC 15-Sep-2020 $1.1M 00.000 00.00 Completed Generating Revenue
2. Angel (individual) 01-Jan-2017 00000 00000 Completed Generating Revenue
1. Accelerator/Incubator Completed Startup
To view Descartes Finance’s complete valuation and funding history, request access »

Descartes Finance Cap Table

Stock # of Shares
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Ordinary 0,000 0000.000000 0000.00 0000.00 00 0000.00 00.000
To view Descartes Finance’s complete cap table history, request access »

Descartes Finance Executive Team (1)

Name Title Board Seat Contact Info
Adriano Lucatelli Co-Founder, Chief Executive Officer, Managing Director & Board Member
To view Descartes Finance’s complete executive team members history, request access »

Descartes Finance Board Members (2)

Name Representing Role Since
Eric Gisiger Self Board Member 000 0000
Rino Borini Self Chairman 000 0000
To view Descartes Finance’s complete board members history, request access »

Descartes Finance Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Descartes Finance Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Eric Gisiger Angel (individual) Minority 000 0000 000000 0
Spicehaus Partners Venture Capital Minority 000 0000 000000 0
Swiss Finance Startups Accelerator/Incubator 000 0000 000000 0
To view Descartes Finance’s complete investors history, request access »