UBS SmartWealth Overview
- Year Founded
-
2016
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
UBS SmartWealth General Information
Description
Operator of online wealth management platform. The company's service include online investment advisory service like investment recommendations to users after assessing their investment objectives, financial situation, risk profile and their knowledge and experience, and only provide options to invest in regulated investment funds managed by them, charging a fee for managing their portfolio.
Contact Information
Website
www.smartwealth.ubs.comCorporate Office
- PO Box 8098
- 8098 Zurich
- Switzerland
Corporate Office
- PO Box 8098
- 8098 Zurich
- Switzerland
UBS SmartWealth Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
UBS SmartWealth Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
UBS SmartWealth FAQs
-
When was UBS SmartWealth founded?
UBS SmartWealth was founded in 2016.
-
Where is UBS SmartWealth headquartered?
UBS SmartWealth is headquartered in Zurich, Switzerland.
-
What industry is UBS SmartWealth in?
UBS SmartWealth’s primary industry is Other Financial Services.
-
Is UBS SmartWealth a private or public company?
UBS SmartWealth is a Private company.
-
What is UBS SmartWealth’s current revenue?
The current revenue for UBS SmartWealth is .
-
Who are UBS SmartWealth’s investors?
UBS Group has invested in UBS SmartWealth.
-
When was UBS SmartWealth acquired?
UBS SmartWealth was acquired on 29-Aug-2018.
-
Who acquired UBS SmartWealth?
UBS SmartWealth was acquired by SigFig.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process