Stableton Financial AG

Cover Block

Field	Value
Name	Stableton Financial AG
Tagline	Award-winning fintech platform providing access to growth equity and pre-IPO deals in private tech companies
Headquarters	Zurich, Switzerland
Founded	2018
Stage	Series A
Industry	Fintech (private markets / alternative investments)
Technology Type	Software (Non-AI)
Geography	Western Europe
Growth Profile	Venture Scale
Founding Team	Co-Founders (4)
Funding Label	Series A (CHF 15 million, July 2022)

Links

• Website: https://www.stableton.com/
• Investors site: https://investors.stableton.com/
• LinkedIn: https://www.linkedin.com/company/stableton

What an Investor Needs First

Stableton Financial AG is a Zurich-based investment platform that packages growth-stage and pre-IPO secondaries in private technology companies into bankable, low-minimum products for professional and qualified investors. Founded in 2018 by Andreas Bezner, Konstantin Heiermann, Vinzent Zerner and Carmine Meoli, the firm has built its identity around systematic, index-based access to private blue-chip names rather than discretionary deal-by-deal selection [Tracxn]. Its flagship strategy tracks the Morningstar PitchBook Unicorn 20 index, packaged in a semi-liquid, open-ended fund with no performance fees. The company raised CHF 15 million in a Series A in July 2022 with backing from DEWB, TX Group and C3 Management, and reports that assets under management have grown 7.5 times since seed to surpass USD 300 million across more than 100 transactions [StartupTicker, June 2021] [Stableton]. The founding team is anchored by Bezner, who serves as CEO and CIO [Moneycab, June 2023]. Differentiation rests on the index-tracked product wrapper, distribution into Swiss financial intermediaries (reportedly more than 2% of the country's intermediary base), and a partner network that now extends to Everon in Switzerland and Alta in Southeast Asia [Stableton].

Data Accuracy: GREEN -- Confirmed by Crunchbase, Tracxn, Stableton primary sources and StartupTicker.

Taxonomy Snapshot

Axis	Value
Stage	Series A
Business Model	Asset management / platform fees on private-market funds
Industry / Vertical	Fintech, private markets, growth equity secondaries
Technology Type	Software (Non-AI)
Geography	Western Europe (Switzerland HQ), expanding to Southeast Asia via partner
Growth Profile	Venture Scale
Founding Team	Co-Founders (4)
Funding	CHF 15 million Series A, July 2022

Inside the Company

Stableton was founded in 2018 in Zurich with a vision to transform private market investing through technology and innovation [Stableton]. The four co-founders, Andreas Bezner, Konstantin Heiermann, Vinzent Zerner and Carmine Meoli, set up the firm as a multi-strategy investment business focused on private blue-chip technology companies [Tracxn] [Crunchbase].

The firm closed a seed round in June 2021 led by digital-finance investor DEWB [StartupTicker, June 2021] [Nordic 9]. In July 2022, Stableton raised CHF 15 million in a Series A round with participation from DEWB, TX Group and C3 Management GmbH; at that point the company reported more than 2,500 marketplace users, almost 500 product investors in Switzerland and a client base covering more than 2% of Swiss financial intermediaries [Stableton]. The same year it was named winner of the Swiss Fintech Award 2022 in the Growth Stage Startup category [Stableton].

Since the Series A, Stableton has aligned its core product line with the Morningstar PitchBook Unicorn 20 (UI 20) index [Stableton]. It has signed distribution and structuring partnerships, notably with Everon AG in Switzerland and with Alta in 2025 to extend reach into Southeast Asian pre-IPO demand [Stableton]. Reported AUM has progressed from over USD 250 million to surpass USD 300 million and past USD 500 million, against a track record of more than 100 transactions [Stableton] [Crunchbase].

Data Accuracy: GREEN -- Confirmed by Crunchbase, Tracxn, StartupTicker and Stableton primary sources.

Under the Hood

Stableton's product surface is structured around three pillars. The flagship is a passive, systematic portfolio of 20 global private technology companies delivered through a low-cost, semi-liquid, open-ended fund tracking the Morningstar PitchBook Unicorn 20 strategy [Stableton]. Around that sit thematic portfolio solutions in sectors such as AI, Fintech and Robotics, and a custom-solutions track for institutions [Stableton]. The company also operates a marketplace layer that intermediaries and qualified investors can use to access individual secondary positions, with reported usage of more than 2,500 marketplace users at the time of the Series A [Stableton].

Stableton positions itself as offering institutional-quality investments, product innovation, bankable products with low minimums, and improved liquidity [Stableton]. The semi-liquid, no-performance-fee wrapper and the alignment to a third-party index are distinguishing features versus deal-by-deal feeder funds. The Everon partnership extends the product into a digital wealth channel at a CHF 10,000 minimum, while the Alta partnership extends distribution geographically into Southeast Asia [Stableton].

Data Accuracy: YELLOW -- Product claims confirmed by Stableton primary sources; tech-stack characterisation inferred from public job postings.

Market Research and Opportunity

Private-market secondaries have moved from a niche workout channel to a structural allocation category. Stableton's AUM trajectory is the cleanest available proxy for its growth: from an undisclosed seed-stage base in 2021, to over USD 250 million, then over USD 300 million, then over USD 500 million in successive disclosures [Stableton] [Crunchbase]. Transaction count has moved in parallel from a reported 70-plus to more than 100 [Stableton].

Metric	Value
Assets under management (early disclosure)	over USD 250 million
Assets under management (later disclosure)	over USD 300 million
Assets under management (most recent disclosure)	over USD 500 million
AUM growth multiple since seed	7.5x
Cumulative transactions	more than 100
Marketplace users at Series A	over 2,500
Swiss financial intermediaries as clients	more than 2%

Data Accuracy: YELLOW -- AUM and transaction figures sourced to Stableton's own disclosures; no independent TAM report available in the captured research.

Competition and Substitutes

Stableton sits in a set of European platforms trying to make private-market growth equity bankable for wealth channels, and its principal differentiation is the index-tracked, no-performance-fee wrapper.

Company	Positioning	Stage / Funding	Notable Differentiator
Stableton	Index-based, semi-liquid private tech fund plus secondaries marketplace, Swiss intermediary distribution	Series A, CHF 15M (July 2022)	Tracks Morningstar PitchBook Unicorn 20; no performance fees
Moonfare	Digital private-equity feeder funds for HNW individuals across Europe	Later-stage, multiple rounds	Brand recognition with European HNW; broad GP feeder access
Titanbay	Private-markets platform for wealth managers and private banks	Growth stage	B2B2C distribution through banks rather than direct-to-investor

Data Accuracy: YELLOW -- Competitive positioning based on market analysis.

Opportunity

If Stableton executes on its index-tracked wrapper strategy and broadens distribution beyond Switzerland, the prize is to become the default European brand for systematic private-tech exposure in the wealth channel. The cited evidence makes this reachable because three of the hardest pieces are already in place: a third-party benchmark partner (Morningstar PitchBook), a fund wrapper that is semi-liquid and bankable, and a real distribution footprint of more than 2% of Swiss financial intermediaries plus the Everon retail channel [Stableton].

Scenario	What happens	Catalyst
DACH wealth default	The Morningstar PitchBook UI 20 strategy becomes a standard line item in Swiss and German wealth model portfolios	Adoption by 2-3 additional Swiss private banks beyond the existing intermediary base
Asia distribution unlock	Alta partnership converts into meaningful Southeast Asian inflows, opening a second growth axis	Productisation of the UI 20 wrapper for Asian qualified investors via Alta
Index-wrapper category leader	Stableton becomes the named provider when allocators ask for index-tracked private tech	A second flagship index-tracked thematic fund reaching institutional scale

Data Accuracy: YELLOW -- Scenarios extrapolated from confirmed Stableton disclosures and partnership announcements.

Sources

1. [Stableton] Stableton | Leading Institutional Investor in Private Blue-Chip Tech Companies | https://www.stableton.com/
2. [Stableton] Stableton | Award-winning Growth Equity Investment Platform | https://investors.stableton.com/
3. [Stableton] Create Custom Investment Solutions | Stableton | https://www.stableton.com/custom-solutions
4. [Stableton] About Us | Stableton | https://www.stableton.com/about
5. [Stableton] Stableton to Strengthen Systematic, Index-Based Investing in Private Blue-Chip Tech Through Morningstar PitchBook Unicorn Index | https://www.stableton.com/insights/blog/stableton-morningstar-pitchbook-unicorn-20-strategy-press-release
6. [Stableton] Stableton and Everon Partner to Facilitate Access to Private Market Investments to a Broader Investor Base | https://www.stableton.com/insights/press-releases/stableton-and-everon-partner-to-facilitate-access-to-private-market-investments-to-a-broader-investor-base
7. [Stableton] Thematic Solutions | Stableton | https://www.stableton.com/thematic-solutions
8. [Stableton] Meet the Team | Stableton | https://www.stableton.com/meet-the-team
9. [Stableton] Stableton Financial | Your Go-to Partner for Pre-IPO Investing (Unicorns FAQ) | https://www.stableton.com/unicorns-FAQ
10. [Crunchbase] Stableton Financial - Crunchbase Company Profile & Funding | https://www.crunchbase.com/organization/stableton-financial-ag
11. [Crunchbase] Andreas Bezner - Co-Founder, Managing Partner @ Stableton Financial | https://www.crunchbase.com/person/andreas-bezner
12. [Tracxn] Stableton Financial - 2025 Company Profile, Team, Funding & Competitors | https://tracxn.com/d/companies/stableton-financial/__WsP3pVxqae4T32cLqAdEEMDI8R0X0F82-y0LOHAUqbc
13. [LinkedIn] Stableton | LinkedIn Company Page | https://www.linkedin.com/company/stableton
14. [LinkedIn] Andreas Bezner, CFA | LinkedIn | https://www.linkedin.com/in/andreasbezner/
15. [LinkedIn] Konstantin Heiermann | LinkedIn | https://www.linkedin.com/in/konstantinheiermann/
16. [StartupTicker, June 2021] Stableton closes seed round to enhance its alternative investment platform | https://www.startupticker.ch/en/news/june-2021/stableton-closes-seed-round-to-enhance-its-alternative-investment-platform
17. [Nordic 9] Stableton Financial AG closed a seed funding round led by digital finance investor DEWB | https://nordic9.com/news/stableton-financial-ag-closed-a-seed-funding-round-led-by-digital-finance-investor-dewb/
18. [Moneycab, June 2023] Andreas Bezner, CEO, CIO und Mitbegründer von Stableton, im Interview | https://www.moneycab.com/interviews/andreas-bezner-ceo-cio-und-mitbegruender-von-stableton-im-interview/