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truewealth.ch

Online wealth management with ETF portfolios, pillar 3a and child portfolios for private investors in Switzerland

Switzerlandtruewealth.chWebsite technologies

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Highlights

  • Hiring1 open role
  • New on EvolcAdded 2026-11-03

About truewealth.ch

True Wealth AG provides online wealth management in Switzerland. Its core offer is ETF-based investing for free assets, tax-optimised pillar 3a retirement provision integrated into the same wealth management, and child portfolios. It also offers its digital investment management solution as SaaS, which Erste Group and Basellandschaftliche Kantonalbank (BLKB) have used.

Customers are individual investors in Switzerland. Revenue comes from management fees of 0.25% to 0.50% per year on untied assets and child portfolios, with no management fee on pillar 3a; the company states that it does not charge retrocessions, front-end loads, redemption fees or custody fees.

True Wealth was founded in 2013 by Oliver Herren and Felix Niederer and is licensed by FINMA to manage collective assets. It reported CHF 3 billion in assets under management as of May 2026, and its Zurich office hosts its team. The company is currently recruiting a tax and financial-planning expert for a digital financial and retirement planning service within its app.

Product: ETF-based online wealth management, pillar 3a retirement accounts and child portfolios, plus a SaaS digital investment management solution for banks.

Jobs at truewealth.ch (1)

truewealth.ch is hiring for one role in finance, based in Zurich.

Leadership

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Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

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Frontend frameworks

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Hosting

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  • VercelHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.