Agenda Invest
Agenda Invest is a multi-family office headquartered in Lugano, Switzerland. Founded in 2010, the firm manages and preserves the fortunes generated by entrepreneurs and their families, offering investment advisory, corporate finance and governance services.
Agenda Invest
Agenda Invest is a multi-family office headquartered in Lugano, Switzerland. Founded in 2010, the firm manages and preserves the fortunes generated by entrepreneurs and their families, offering investment advisory, corporate finance and governance services. It allocates capital across liquid markets, private equity and direct company stakes, coordinates tax and estate planning, and consolidates multi-bank reporting—delivering disciplined, long-term wealth stewardship.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
—
Location
Region
Europe
Country
—
City
Lugano
Corporate office
—
Frequently asked questions
What is Agenda Invest?
Agenda Invest is a multi family office headquartered in Lugano.
When was Agenda Invest founded?
Agenda Invest was founded in 2010.
Where is Agenda Invest headquartered?
Agenda Invest is headquartered in Lugano, in the Europe region.
What does Altss track for Agenda Invest?
Altss maintains an OSINT-verified profile of Agenda Invest covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Agenda Invest's website?
Agenda Invest's public website is www.agendainvest.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Agenda Invest?
Agenda Invest is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Agenda Invest?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Agenda Invest?
Agenda Invest's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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