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Felix Haldner

AI angel investor
Felix Haldner is a former Partners Group partner and ex-president of the Swiss fund association. He joined Aisot Technologies' 2026 seed extension, an AI portfolio intelligence startup, as an angel investor.
Artificial IntelligenceFinancial ServicesAsset ManagementFintech
Focus: Seed · AI for financial services · Wealth management technology · Asset management AI

About Felix Haldner

Background

Felix Haldner is a Swiss finance executive with more than three decades in private markets, financial services and industry governance. He studied law at the University of St. Gallen. Before joining Partners Group in 2001, he was a partner at PwC, where he advised asset managers and insurers on M&A and tax planning.

At Partners Group he was a partner and Executive Board member and headed the Investment Structures department. There he structured private markets client programmes and worked on acquisitions and investment sales. Partners Group later said he would focus on strategic client development in Europe. He later served as president of the Swiss Funds & Asset Management Association (SFAMA), also referred to as the Asset Management Association Switzerland (AMAS).

He now holds board roles. Tenity, a fintech venture platform, appointed him to its Board of Directors. He is also a board member of the materials company noriware and, per Crunchbase, of the thermal sensor company GreenTEG (listed from December 2022).

Angel investing track record

Public records show one angel investment: Aisot Technologies, in August 2026. Crunchbase lists him as an individual investor with one portfolio company. No other angel investments with dates were found in public sources, so none are listed here.

AI investments

Haldner joined Aisot Technologies' seed extension, announced on 13 August 2026. The round was CHF 2 million, reported as €2.13 million. It was backed by existing investors, family offices and experienced angel investors, and Haldner joined as a new investor.

In the announcement he said he was convinced Aisot's solutions can generate significant efficiency gains for asset and wealth managers, including in analysis, portfolio management and product development. He also said the company's models deliver signals across different investment strategies.

Investment focus

The only public data point on his investing is Aisot, a Zurich-based seed-stage company that sells AI tools to institutional investors. His own background is in private markets and asset management. In the Tenity announcement he said AI and digital assets are reshaping global markets now. Typical check size, stage preferences and geographic focus beyond this are not public.

Notable portfolio companies
  • Aisot Technologies: Zurich-based ETH Zurich spin-off, founded in 2021, building agentic AI portfolio intelligence for institutional investors, wealth managers and family offices. Haldner joined its seed extension in August 2026.
Sources

Investing activity

Felix Haldner appears in 1 AI deal tracked by the Lounge deals desk. The rounds are mostly Seed, with a median round size of $2M. The most recent is Aisot Technologies (Seed, €2.13M, Aug 2026).

Deals

1
AI rounds and acquisitions Felix Haldner took part in, newest first.

Frequently asked questions about Felix Haldner

Who is Felix Haldner?

Felix Haldner is a Swiss finance executive and a former Partner at Partners Group, where he headed Investment Structures. He is a former president of the Swiss Funds & Asset Management Association and now invests as an angel.

Has Felix Haldner invested in AI startups?

Yes. He joined the August 2026 seed extension of Aisot Technologies, a Zurich startup building AI portfolio intelligence for institutional investors. The round was CHF 2 million (about €2.13 million).

What is Felix Haldner's angel check size?

His check size is not public. Press coverage of the Aisot round gives the total round size only, not individual investor amounts.

What does Felix Haldner look for in startups?

He has no published investment thesis. On Aisot he pointed to efficiency gains for asset and wealth managers, and to models that produce signals across investment strategies.

Should founders pitch Felix Haldner for fintech or asset management AI?

His background and his one known angel investment both sit in asset management and wealth tech. Founders building AI for institutional finance have the closest fit with what is public. He has not stated whether he takes cold pitches.

What boards does Felix Haldner sit on?

He has been appointed to the board of Tenity, and he sits on the board of noriware. Crunchbase also lists him as a board member of GreenTEG.

Is Felix Haldner an angel investor?

Yes. Felix Haldner invests personally as an angel.

What AI companies has Felix Haldner invested in?

Felix Haldner's AI investments include Aisot Technologies. The 1 round on Lounge are listed on this page with amounts, dates and co-investors.

What stage does Felix Haldner invest at?

In the rounds tracked on Lounge, Felix Haldner has invested at Seed, with a median round of $2M.

How can founders reach Felix Haldner?

Founders on Lounge can see Felix Haldner's contact details in AI Investor Contacts (paid plans), check for a warm introduction through members who worked with them under Warm Paths, and add Felix Haldner to their Investor Pipeline to track the conversation.

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