About Universal Investment
Universal Investment is a company based in Frankfurt Am Main (Germany) founded in 1968 was acquired by Montagu in September 2016. It operates as a Professional Services, and Managed Services. Universal Investment has completed 1 acquisition, including CAPinside. Universal Investment offers products and services including Fund Services, ManCo Services, and Portfolio Management. Universal Investment operates in a competitive market with competitors including Value Holdings, ARB Investment Partners, Dejima and Veritas Investment, among others.
- Headquarter Frankfurt Am Main, Germany
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Universal-Investment-Gesellschaft Mbh
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
CPP Investments
& 2 more
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Employee Count
Employee Count
- Investments & Acquisitions
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Acquired by
Montagu
(Sep 15, 2016)
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Products & Services of Universal Investment
Universal Investment offers a comprehensive portfolio of products and services, including Fund Services, ManCo Services, and Portfolio Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Comprehensive fund services are provided for asset managers.
Management company services are offered to institutional investors.
Portfolio management solutions are delivered for various assets.
Funding Insights of Universal Investment
- Total Funding Total Funding
- Total Rounds 9
- Last Round Last Round
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First Round
First Round
(01 Jun 2015)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2022 | Amount | Unspecified - Universal Investment | Valuation |
investors |
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| Dec, 2021 | Amount | Grant - Universal Investment | Valuation |
investors |
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| Dec, 2020 | Amount | Grant - Universal Investment | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Universal Investment
Universal Investment has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include CPP Investments, European Union and Montagu Private Equity. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Montagu Private Equity is engaged in mid-market business investments.
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Founded Year | Domain | Location | |
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Pension fund assets are managed for sustainable long-term growth.
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Founded Year | Domain | Location | |
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Government entites focused on freedom, democracy, equality and the rule of law, promoting peace and stability
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Universal Investment
Universal Investment has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include CAPinside. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Private funds are detailed and analyzed in a financial database.
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2017 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Universal Investment
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Universal Investment Comparisons
Competitors of Universal Investment
Universal Investment operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Value Holdings, ARB Investment Partners, Dejima and Veritas Investment, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Investment management services are provided by Value Holdings in Germany.
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| domain | founded_year | HQ Location |
Offers real estate investment advisory, asset management, and project development services.
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| domain | founded_year | HQ Location |
Investment management is handled via funds for clients.
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| domain | founded_year | HQ Location |
Funds investment management services are provided by Veritas Investment.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Universal Investment
Frequently Asked Questions about Universal Investment
When was Universal Investment founded?
Universal Investment was founded in 1968 and raised its 1st funding round 47 years after it was founded.
Where is Universal Investment located?
Universal Investment is headquartered in Frankfurt Am Main, Germany. It is registered at Frankfurt Am Main, Hesse, Germany.
What does Universal Investment do?
Universal Investment is established as one of Europes foremost fund service platforms and Super ManCos, with over 55 years of industry experience. Services are provided to asset managers, wealth managers, fintechs, and institutional investors, including custom-fit fund vehicles, fund accounting, regulatory expertise, and fund distribution in Germany and abroad. Comprehensive middle and front office solutions are offered, alongside support for investor reporting and rule-based portfolio management. The company operates across key fund domiciles in Frankfurt, Luxembourg, and Dublin, managing securities, real estate, and alternative investments. Innovative solutions in ESG and digital assets are also developed to shape the future of the fund industry.
Who are the top competitors of Universal Investment?
Universal Investment's top competitors include Value Holdings, Veritas Investment and Dejima.
What products or services does Universal Investment offer?
Universal Investment offers Fund Services, ManCo Services, and Portfolio Management.
How many acquisitions has Universal Investment made?
Universal Investment has made 1 acquisition, including CAPinside.
Who are Universal Investment's investors?
Universal Investment has 3 investors. Key investors include CPP Investments, European Union, and Montagu Private Equity.
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