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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 and a member of the Swiss Association of Wealth Managers (SAM).

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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

2013

Founded

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

2014

Go-live

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

2015

Best of Swiss Web Award

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

2016

One Thousand Clients

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

2016

Digital Client Identification

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

2017

SaaS Robo Advisory

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

2017

100% Growth in Managed Assets

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

2018

Sustainable and Responsible Investing

True Wealth adds Sustainable and Responsible investment strategies

2019

BLKB as Custodian Bank

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

2019

Erste Group SaaS Launched

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

2019

Switzerland's Leading Robo Advisor

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

2020

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

2020

True Wealth App

Birth of the True Wealth App for iOS and Android

2020

New Design

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

2021

Biometric Authentication

Secure and convenient login with faceID or fingerprint identification.

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Ready to invest?

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Not sure how to start? Open a test account and upgrade to a full account later.

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