About True Wealth
True Wealth was founded in 2013 by Oliver Herren, co-founder of digitec Galaxus, and Felix Niederer, physicist and portfolio manager, with the aim of revolutionizing wealth management. The company offers simple, transparent, and highly cost-efficient online wealth management that enables a diversified yet personalized investment strategy regardless of the investment amount.
We believe that everyone should have access to market-wide, transparent, and cost-effective investment and pension options. To this end, we combine in-depth financial knowledge with the insights of modern portfolio theory, enabling professional and convenient investing.
True Wealth is an independent wealth manager licensed by FINMA to manage collective assets and is subject to its direct supervision.
Management team
Felix Niederer
Co-founder and CEO
Elisabeth Pollner
CFO
Dr. Ralf Gautschi
CTO
Dr. Sebastian Gerigk
CRO
Our story
CHF 3 billion in assets under management
True Wealth continues its successful trajectory with accelerated growth. As of May 2026, assets under management have reached CHF 3 billion.
CHF 2 billion in assets under management
True Wealth has reached another milestone: in July 2025, client assets under management reached CHF 2 billion, spread across 35'000 client relationships.
Give a child portfolio as a gift as a third party
Godparents, grandparents and friends of a child can now initiate the opening of an ETF children's portfolio. The legal guardians complete the process – and the investments can begin.
Even more transparency with the ETF-Lookthrough
True Wealth clients can now view a clear list of all the securities held via ETFs, including companies and sovereign bonds.
Investment strategies with and without currency hedging
Our investment strategies now include currency-hedged instruments and index funds that are exempt from withholding tax for pillar 3a. If desired, FX hedging can be deactivated.
Our very own video podcast is here
The first episode of True Wealth Coffee Break has been released. The goal is to promote financial literacy. Felix Niederer clearly and concisely explains the most important topics related to investing.
ETF portfolios for children and teenagers
True Wealth is the first provider in Switzerland to offer this type of portfolio. The securities are held in an account in the child's name. Children can receive their own login details and learn about finance.
CHF 1 billion in assets under management
Client assets under management exceeded the billion mark for the first time in July 2023.
Simply activate Pillar 3a
True Wealth offers pillar 3a investing as part of its integrated wealth management services.
FINMA license
True Wealth has been granted a FINMA license to manage collective assets.
Ten thousand clients
True Wealth has reached a ten-thousand-customer milestone.
Market launch in French
The complete offer is available in German, English, and French.
Biometric authentication
Secure and convenient login with Face ID or fingerprint identification.
New design
True Wealth has a new web appearance, including multilingual blog posts.
True Wealth App
The True Wealth App is now available for iOS and Android.
Real-time digital account opening
True Wealth's online client identification now encompasses digital contracts and real-time account opening.
Switzerland's leading robo advisor
True Wealth is now the largest robo-advisor in Switzerland, surpassing Swissquote's robo-advisor in terms of both clients and AUM.
Erste Group SaaS launched
Erste Group successfully launched True Wealth's digital investment management solution.
BLKB as custodian bank
The Basellandschaftliche Kantonalbank, a Swiss cantonal bank with state guarantees, is added as a second custodian bank.
Sustainable and socially responsible investing (SRI)
True Wealth incorporates sustainable and socially responsible investment strategies.
100% growth in assets under management
True Wealth doubled assets under management, growing from CHF 50 million to CHF 100 million.
SaaS robo advisory
BLKB launches Digifolio, which is powered by True Wealth's SaaS solution.
Digital client identification
The first clients were identified digitally on the day that FINMA published its new guidelines.
One thousand clients
True Wealth has hit its first milestone, successfully managing 50 million CHF in assets for a thousand clients.
Best of Swiss Web Award
True Wealth wins the Best of Swiss Web award in the Business and Usability category.
Go-live
True Wealth launched the first version of its platform on November 23, 2014.
Founding
On February 19, 2013, Oliver Herren, co-founder of Digitec Galaxus, and Felix Niederer, physicist and portfolio manager, founded True Wealth.
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