About True Wealth

Founded in 2013 by Oliver Herren, founder of digitec Galaxus, and Felix Niederer, physicist and portfolio manager, True Wealth revolutionized wealth management by introducing a scalable, easy-to-use and affordable online wealth management platform (aka robo advisor) that offers outstanding diversification and global participation even for smaller portfolios.

Our vision is to combine our asset and wealth management expertise with scientific methods of modern portfolio theory, offering an online wealth management platform that is easy to use, transparent and cost-efficient.

True Wealth is an independent wealth manager licensed by FINMA to manage occupational pension schemes and is also subject to its direct supervision.

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The team is everything

We are a close knit team aligned with the core mission of True Wealth

At True Wealth we are intrinsically driven to foster an open, transparent, and ever more accessible platform for our investing clients.

Making diversified and automated investment accessible at fair rates and with a fully digitized approach is at the core of everything we do.

And we work as a team in white water as well!

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Our Story


Portfolios for Children and Teens

True Wealth is the first provider in Switzerland to launch ETF-based child portfolios. The securities are held in an account in the child's name.


CHF 1 billion in assets under management

True Wealth has reached an important milestone: In July 2023, client assets under management exceeded the billion mark for the first time.


Simply activate Pillar 3a

True Wealth offers Pillar 3a investing as an integrated part of its wealth management services


FINMA License

True Wealth is granted a FINMA license as a manager of collective assets


Ten Thousand Customers

True Wealth reaches the milestone of ten thousand customers


Market Launch in French

The complete offer is available in German, English and French


Biometric Authentication

Secure and convenient login with faceID or fingerprint identification


New Design

True Wealth allows itself a refreshed web appearance, with a CMS including multi-lingual blog posts


True Wealth App

Birth of the True Wealth App for iOS and Android


Digital Account Opening in Real Time

True Wealth expands its proprietary digital onboarding beyond FINMA compliant online client identification to include digital contracts and account opening in real time


Switzerland's Leading Robo Advisor

True Wealth becomes Switzerland's largest Robo Advisor, surpassing Swissquote's Robo Advisor in number of clients and AUM


Erste Group SaaS Launched

Erste Group successfully launched True Wealth's digital investment management solution


BLKB as Custodian Bank

Basellandschaftliche Kantonalbank (Swiss cantonal bank with state guarantee) added as second custodian bank


Sustainable and Responsible Investing

True Wealth adds Sustainable and Responsible investment strategies


100% Growth in Managed Assets

True Wealth doubles managed assets, growing from 50 to 100 Million CHF


SaaS Robo Advisory

BLKB launches Digifolio, powered by True Wealth's SaaS solution


Digital Client Identification

First clients identified digitally on the day FINMA publishes its new guidelines


One Thousand Clients

True Wealth reaches its first milestone, managing 50 Million CHF in assets for one thousand clients


Best of Swiss Web Award

True Wealth wins Best of Swiss Web award in the category Business and Usability



True Wealth goes live with its first version of the platform on November 23, 2014



True Wealth is founded on February 19, 2013 by Oliver Herren and Felix Niederer


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