UBS SmartWealth Overview

  • Year Founded
  • 2016

Year Founded

  • 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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • PO Box 8098
  • 8098 Zurich
  • Switzerland
Primary Industry
Other Financial Services
Other Industries
Financial Software
Acquirer
Corporate Office
  • PO Box 8098
  • 8098 Zurich
  • Switzerland

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UBS SmartWealth Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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UBS SmartWealth Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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.

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