Descartes Finance AG
PrivateLast Round
Early Funding
Sep 29, 2020
Company Overview
Descartes Finance AG is a Swiss WealthTech company that provides digital wealth management, investment advisory, and pension solutions through a B2C app and a B2B software-as-a-service platform.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Platform-as-a-Service
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Descartes Finance AG Comparables
Compare Descartes Finance AG with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| True Wealth AG | 84% | |
| finpension AG | 79% | |
| clevercircles | 77% | |
Descartes Finance AG Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Sep 29, 2020 |
Descartes Finance AG Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Spicehaus Partners | Early Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 5, 2025
Grew 50% QoQ from 6 to 9 employees.
- Jan 21, 2025
Monthly visitors increased 77% MoM, reaching 8.5K.
Descartes Finance AG Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Descartes Finance AG's valuation, stock price, and market status.