True Wealth logo — Online Wealth Management from Switzerland. 0% management fee...

True Wealth

Online Wealth Management from Switzerland. 0% management fee on Pillar 3a assets.

Founded 2013 Switzerland Zurich, Switzerland 34 employees Finance, Financial Services +1

General Information

Company Name True Wealth
Founded Year 2013
Location Switzerland Zurich, Switzerland
Employees 34
Industries Finance, Financial Services, Wealth Management
Social

BounceWatch is an independent company data service, not affiliated with True Wealth. To contact True Wealth, visit truewealth.ch.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does True Wealth compare?

A PDF of True Wealth and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting True Wealth soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About True Wealth

True Wealth is a digital wealth management platform based in Zurich, Switzerland. Founded in 2013, it offers transparent and cost-effective investment strategies primarily for private investors domiciled in Switzerland. The company's standout feature is its offer of 0% management fee on Pillar 3a assets, setting it apart in the industry. True Wealth caters to individuals seeking a state-of-the-art digital wealth management solution. While the company is independent and does not offer tax or investment advice, it provides services to Swiss investors intending to enter into a discretionary wealth management contract. Operating in the finance and wealth management sectors, True Wealth emphasizes its commitment to providing innovative investment solutions in an increasingly digital age. With its headquarters located in Switzerland, the platform has garnered attention for its forward-thinking approach and continues to solidify its presence in the market.

Business keywords: Digital wealth management, Switzerland, Robo advisor, Financial services, Pillar 3a, Asset management, Investment, SaaS solution, B2C, White label, Discretionary wealth management, Tax implications, Risk management

No funding data available for True Wealth yet.

True Wealth Alternatives & Competitors

View All Alternatives
True Wealth vs

Delta Financial Advisors, Inc. is a Kensington, MD based financial planning and wealth management fi...

23 employees
Finance, Financial Services
True Wealth vs

Your trusted financial advisor and global wealth planner in Switzerland (Licensed in Canada as a Por...

40 employees
Finance, Financial Services
True Wealth vs
Persium Group
Persium Group United States

Strategic Wealth Advisory for business owners, retirement plan committees, and individual investors.

14 employees
Financial Services, Wealth Management

FAQ About True Wealth

Online Wealth Management from Switzerland. 0% management fee on Pillar 3a assets.
True Wealth was founded in 2013.
True Wealth is headquartered in Zurich, Switzerland.
True Wealth operates in Finance, Financial Services and Wealth Management. Its work centres on Digital wealth management, Switzerland, Robo advisor and Financial services.
True Wealth has approximately 34 employees.
Top alternatives and competitors to True Wealth include Delta Financial Advisors, Inc., Alpen Partners AG | Switzerland, Persium Group, Catalyst Private Wealth, Shepherd Wealth & Retirement. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
True Wealth and Delta Financial Advisors, Inc. 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 True Wealth, https://bouncewatch.com/company/true-wealth, updated 2 January 2025. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes