Unique
“Can a Swiss vertical AI platform become the agentic AI infrastructure layer for global financial services?”
Founded2021
HQZurich, Switzerland
FoundersManuel Grenacher, Andreas Hauri, Michelle Heppler
Total raised$53M
Latest roundSeries A, 2025
IndustryVertical SaaS / Financial Services AI
The story
Founded 2021 in Zurich as an AI-powered sales conversation intelligence platform (recording, transcribing, analyzing sales calls). Pivoted to become a vertical AI platform for financial services — specifically agentic AI for wealth management, hedge funds, retail banking, private equity, and insurance. Now serves clients like Pictet, LGT, Julius Bär, Standard Chartered, and UBP with financial AI agents, secure RAG, and an MCP Hub. Not an embedded finance company itself — an AI infrastructure vendor TO financial institutions.
Product timeline
2021
Founded in Zurich as an AI-driven sales conversation intelligence platform for video calls.· pivot
2021
Closed $6M seed round for AI video call analytics targeting sales teams.· funding
2025
Raised $30M Series A to build agentic AI platform for financial services (wealth, banking, PE, insurance).· pivot
2025
Achieved SOC 2 Type 2 certification (February 2025).· compliance
The stack
1 layer disclosed in Unique’s embedded-finance stack
Accounting
HubSpot
Accounting gap: none