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J. Safra Group

Elisabethenstrasse 62, Basel, Basel-Stadt, 4002, Switzerland

Overview

J. Safra Sarasin is a private bank that specializes in wealth and asset management. The bank offers services including discretionary portfolio management, investment advisory, and sustainable private banking. It also provides corporate banking services such as lending, financial market hedging, and debt capital markets.

Total investments
6
Lead investments
0
Investments · 12mo
2
Active investors
3

Sector focus

  • Banking
  • Finance
  • Financial Services
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Investment portfolio

  • CloudWalk

    Participated · Debt Financing · Apr 2026

    CloudWalk, which owns the InfinitePay payments platform, focuses heavily on financing credit-card receivables for micro and small entrepreneurs. The company says its receivables financing is a core growth pillar and reported revenue of R$5,440 million last year (up 104%) and net income of R$602 million (up 90%). CloudWalk has deployed FIDC financing at scale, raising about R$20 billion since 2021 and allocating prior issuances in full; its CloudWalk Bela fund held R$7.94 billion in net assets with no delinquency at the end of March. The firm reported that more than 6 million clients had used the service by October and had previously stated it had extended over R$2 billion in loans to more than 400,000 customers in two years. In June the company obtained a new central bank license enabling an expanded range of credit products, and leadership expects the active entrepreneur base to grow from roughly 3 million to about 6.3 million by 2025.

  • Flexjet

    Participated · Equity · Jul 2025

    Flexjet operates in private aviation, delivering personalized travel experiences and access to exclusive destinations and luxury products. The company emphasizes control over service elements, including the largest in-house maintenance network in private aviation, private terminals, and a Cabin Attendant Academy. Flexjet currently operates 11 terminals and has plans for another 11, including a London Farnborough terminal slated to open next year. The firm is leveraging partnerships with luxury brands such as Riva Yachts and Bentley Motors to expand luxury offerings. The company is strengthening its workforce, infrastructure, and fleet to meet growing demand for larger aircraft and international flights. Flexjet is celebrating its 30th anniversary and has just secured a major equity investment to support these initiatives.

  • Tala

    Participated · Series E · Oct 2021

    Tala builds vertically integrated financial infrastructure powered by a proprietary data warehouse to deliver accessible financial services. The company has delivered more than US$6 billion in credit to over 10 million customers across Latin America, Southeast Asia and East Africa. Led by CEO and Founder Shivani Siroya, Tala provides products that help customers start and expand small businesses, manage day-to-day needs, and pursue financial goals. The company raised a US$150M debt facility with Neuberger Berman and plans to use the funds to accelerate its reach, innovate further, and deepen impact in markets like Mexico and beyond. Tala has previously raised nearly half a billion dollars in equity and debt from investors including Upstart, IVP, Revolution Growth, Kindred Ventures, Lowercase Capital and PayPal Ventures. Tala offers mobile, collateral-free loans ranging from $10 to $500 and uses users’ phone data and activity to build credit scores. The company launched its Android app in 2014 and now serves customers in Kenya, the Philippines, Mexico and India. More than 6 million customers use Tala and it has disbursed over $2.7 billion in credit; roughly 12,000 new users sign up daily. Tala says it is transitioning from a credit product to a broader financial account offering — enabling customers to borrow, save, manage, protect and grow money. The PayPal-backed company plans to build mass-market crypto and blockchain-enabled products to support its capital markets strategy and connect investors and borrowers. With the new capital Tala will grow its team across its four markets and the U.S., and accelerate unspecified plans for further geographic expansion. Tala uses an Android app and machine learning to build credit profiles from users' texts, call logs, merchant transactions and app behavior, then issues instant, uncollateralized loans typically between $10 and $500. Its algorithms evaluate individual risk and Tala approves and disburses loans within minutes via mobile payment platforms. To date the company has lent over $1 billion to more than 4 million customers (up from $300 million to 1.3 million customers last year) and employs more than 550 people; it charges a one-time fee as low as 5% per loan. Tala forwards positive credit history to local credit bureaus and reports that more than 90% of users repay within 20–30 days, driving repeat usage. The startup will use new capital to enter India after a 12-month pilot, has set up a technology hub in Bangalore, and plans to expand teams and products in its existing markets. It is also eyeing additional countries in South Asia and Latin America. Tala provides financial services for underserved consumers using their mobile phones. The company is based in Santa Monica and is led by CEO Shivani Siroya. Tala disclosed it has received new funding from PayPal. The size of the new funding was not announced in the article. Tala previously raised funding from Revolution Growth, IVP, Data Collective, Lowercase Capital and Ribb. No financial metrics or product specifics beyond mobile-based financial services were provided in the article. Tala has built a smartphone app that provides instant credit scoring, lending, and personalized financial services in emerging markets using proprietary machine‑learning credit scoring that analyzes alternative data from customers' mobile devices. Its models process signals such as texts and calls, merchant transactions, app usage, and personal identifiers to extend credit to people with little or no formal financial history. Tala issues unsecured loans ranging from $10 to $500 USD and disburses funds to mobile wallets or other payment rails chosen by customers. The company launched Kenya’s first smartphone‑based lending app in 2014 and has since expanded to Tanzania, the Philippines, Mexico and plans to bring its consumer lending app to India. Through its platform Tala has delivered more than 6 million loans to nearly 1.3 million customers and has originated over $300 million globally. The company maintains offices in Santa Monica, Nairobi, Manila, Dar Es Salaam, Mexico City, Mumbai, and Bangalore.

  • ElectReon

    Participated · Equity · Jul 2020

    ElectReon develops a wireless electrification system that charges electric vehicles in full motion via copper coils embedded under the road and receivers installed under vehicles. The system places coils under the middle lane, covered by pavement and powered by an underground system, with charging performed by one or more receivers under the car. ElectReon is running pilot programs in Israel and Sweden with buses and trucks and expects to complete them later this year. The company plans commercial projects including a 10 km shared deployment for public transportation in Tel Aviv and a 25–30 km deployment to charge heavy-duty trucks in Sweden, and has an MoU with German energy company EnBW to demonstrate its technology. It says the funds will be used to extend compatibility beyond buses and heavy-duty trucks to shuttles, taxis, light trucks, vans, and autonomous vehicles and to expand into the US, Italy, France, India, and Latin America. Founded in 2013 and public since late 2017, ElectReon raised USD 50 million in an equity offering.

Team

  • Marvin Cartwright

    CEO

    LinkedIn
  • Johannes Riggenbach-Huber

    Founder

  • Agada Nameri

    Executive Director, Global Key Clients

    LinkedIn