# Kaspar&

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/kaspar

- Industry: Financial Services
- Headquarters: St. Gallen, Switzerland
- Website: www.kasparund.ch/
- Total disclosed funding: $2.8M
- Latest round: Seed (Jun 7, 2024)
- Investors on record: 2

## About

Based in St. Gallen, Switzerland, and founded in 2020 by co-founders Jan-Philip Schade Ph.D. (CEO), Sebastian Buechler Ph.D., Lukas Plachel Ph.D., and Lauro Boeni, Kasparund AG, doing business as Kaspar&, operates as a provider of a digital investment platform, offering customized savings plans and automated portfolio management solutions to users focusing on achieving personal financial targets. In June 2024, Kaspar& raised CHF 2.5 million in seed funding led by FiveT Fintech, with participation from BLKB.

The company provides a digital investment platform that offers professional asset management to shareholders. The platform's services include automated investment strategies, savings plans, and diversified portfolios. Moreover, the firm offers solutions such as ETF-based investments, CO2 tracking, and financial planning tools. Additionally, the company also provides services such as a free bank account and a Mastercard with global fee-free transactions.

The company generates revenue through subscriptions to its platform, which includes various investment packages. The management fee is set at 0.45% annually, while other investment-related costs add an additional 0.40%, leading to a capped total fee of 0.85% per year. For larger investments, the company offers a fee cap of CHF 34.95 per month.

## Funding rounds

- Seed, Jun 7, 2024, $2.8M — Avaloq, BLKB

## Investors

- Avaloq (https://capitalatlas.ai/funds/avaloq) — Seed
- BLKB — Seed