Caveo AG logo โ€” ๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—ฟ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—ฒ๐—ป๐˜€๐—ถ๐—ผ๐—ป ๐—ถ๐—ป๐˜€๐—ฑ๐˜‚๐˜€๐˜๐—ฟ...

Caveo AG

๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—ฟ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—ฒ๐—ป๐˜€๐—ถ๐—ผ๐—ป ๐—ถ๐—ป๐˜€๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜†?๐Ÿš€

Founded 2019 Switzerland Schlieren, Switzerland 16 employees Seed Financial Services, Mobile

General Information

Company Name Caveo AG
Founded Year 2019
Location Switzerland Schlieren, Switzerland
Founders / Decision Makers
Team member
Employees 16
Industries Financial Services, Mobile
Funding Stage Seed
Social

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About Caveo AG

Caveo AG, founded in 2019, is positioned as a transformative force in the Financial Services industry, with a focus on mobile solutions. Headquartered in Switzerland, the company is set on revolutionizing the insurance and pension industries with its innovative platform aimed at enhancing financial wellbeing and literacy for all socioeconomic backgrounds.

The platform provides two key features: InsureRating and the Risk Cockpit. InsureRating facilitates real-time insurance option evaluation, enhancing decision-making processes. The Risk Cockpit offers financial risk analysis and easy access for economically disadvantaged individuals, supporting Caveoโ€™s mission to democratize financial education and empowerment.

Caveo AG recently secured a Seed Round investment from Eagle Venture Fund on 31 October 2023, marking a significant milestone and a vote of confidence in its mission-driven business model. This investment will further propel the companyโ€™s goal of making financial planning transparent and stress-free, positioning it for sustainable growth and impact.

Business keywords: Financial Wellbeing, Financial Literacy, Insurance Platform, Pension Solutions, InsureRating, Risk Cockpit, Financial Education, Economic Empowerment, Financial Planning Tools, Insurance Comparison, Financial Inclusion, Multilingual Support, Conflict-free Consulting, Long-term Financial Commitment

Services & Products

pension provision analysis
insurance comparison
tax savings consultation
financial planning
document management
mortgage advisory
digital client consultation

Target Customers

individuals planning for retirement homebuyers seeking mortgage advice people looking to optimize their insurance those interested in tax efficiency individuals seeking transparent financial advice tech-savvy individuals preferring digital solutions

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 1
Eagle Venture Fund
31 Oct 2023

Caveo AG Alternatives & Competitors

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FAQ About Caveo AG

๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—ฟ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ถ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—ฒ๐—ป๐˜€๐—ถ๐—ผ๐—ป ๐—ถ๐—ป๐˜€๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜†?๐Ÿš€
Caveo AG was founded in 2019.
Caveo AG is headquartered in Schlieren, Switzerland.
Caveo AG operates in Financial Services and Mobile. Its work centres on Financial Wellbeing, Financial Literacy, Insurance Platform and Pension Solutions. Its customers include individuals planning for retirement, homebuyers seeking mortgage advice and people looking to optimize their insurance.
Caveo AG has approximately 16 employees.
Caveo AG has completed 1 funding round. The latest funding stage is Seed.
Caveo AG offers: pension provision analysis, insurance comparison, tax savings consultation, financial planning, document management, mortgage advisory, digital client consultation.
Top alternatives and competitors to Caveo AG include Cashalo, Hastee - A Zellis Company, Fern Software, Payflow (YC S21), Tiaxa. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Caveo AG and Cashalo are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Caveo AG, https://bouncewatch.com/company/caveo-ag, updated 11 September 2025. When citing, please name BounceWatch and link this page.

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