ETH Zurich spin-off Aisot Technologies bags €2.13 million to bring agentic AI to portfolio management

Aisot Technologies, a Zurich-based AI startup specializing in portfolio intelligence for institutional investors, has secured €2.13 million (CHF 2 million) in a Seed extension round. The investment round included participation from existing investors and new backers, such as family offices and seasoned angel investors, as well as Felix Haldner, a former Partners Group partner and Swiss Funds & Asset Management Association (SFAMA) president.

Stefan Klauser, co-founder and CEO of Aisot Technologies, expressed confidence in the company's growth, noting that the new investment round and the addition of experienced investors reinforce their path towards helping wealth managers integrate AI into their investment processes effectively and transparently.

Aisot Technologies, a spin-off of ETH Zurich founded in 2021, provides AI-driven solutions for portfolio optimization and risk management to asset, wealth managers, and family offices. The company's platform integrates quantitative financial analysis, machine learning, and LLM-based news sentiment analysis into institutionally deployable forecasting and decision-making models.

By utilizing its agentic AI, Aisot helps large asset managers identify additional signals and provides smaller investment firms access to professional data, AI, and quant infrastructure for portfolio construction and personalization, without the need to develop and operate these systems independently.

The company claims that its agentic AI delivers data-driven decision support throughout the entire portfolio management lifecycle, from strategy and backtesting to rebalancing, optimization, and monitoring. Felix Haldner, co-founder and investor, expressed belief in Aisot's solutions' potential to generate significant efficiency gains for asset and wealth managers in analysis, portfolio management, and product development.

In March 2023, the company reported securing €1.91 million (CHF 1.8 million) in Seed funding led by Haute Capital Partners. Aisot Technologies launched a pre-Seed round worth €246.9k ($285k) in March 2021, which was led by Zurich-based startup incubator and accelerator F10 and supplemented by family and friends investors. The company boasts a network of partners and employees across Europe, Asia, and the US, and its team comprises seasoned experts in artificial intelligence, natural language processing, and financial mathematics.