Aisot Technologies Raises €2.13 Million to Expand AI-Powered Investment Portfolio Solutions

The funding round was supported by both existing and new investors. These included family offices and experienced angel investors who are backing the company’s growth.

Felix Haldner also joined the round as a new investor. He is a former Partner at Partners Group and previously served as President of the Swiss Funds & Asset Management Association (SFAMA).

“The fact that our existing investors continue to expand their trust, while we’ve also gained experienced figures like Felix Haldner as new supporters, confirms we’re on the right path. We want to help wealth managers in Switzerland and internationally to integrate AI into their investment processes in a way that is well-founded, transparent and impactful,” said Stefan Klauser, co-founder and CEO of Aisot Technologies.

“We are convinced that Aisot’s solutions can generate significant efficiency gains for asset and wealth managers, including in analysis, portfolio management and product development. Aisot Technologies’ models also deliver signals across different investment strategies, with the aim of contributing to return optimisation,” said Felix Haldner.

Founded in 2021 as an official ETH Zurich spin-off, Aisot provides AI-powered tools that help asset managers, wealth managers, and family offices manage portfolios, reduce risks, and make better investment decisions.

The company combines financial data, machine learning, and AI-powered news analysis to help investment teams understand markets and identify potential opportunities.

Aisot’s platform helps large investment firms find new market signals. It also gives smaller firms access to professional investment data, AI tools, and quantitative technology without having to build these systems themselves.

Its agentic AI supports investment teams throughout the portfolio management process, including planning strategies, testing ideas, rebalancing portfolios, optimising investments, and monitoring performance.