PricingBlog & News

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.

Section image

Management Team

Profile picture of Felix Niederer

Felix Niederer

Co-founder and CEO

Profile picture of Dr. Ralf Gautschi

Dr. Ralf Gautschi


Profile picture of Susan Liu

Susan Liu


Profile picture of Elisabeth Pollner

Elisabeth Pollner


Our Story


Investment strategies with and without currency hedging

Our investment strategies now also include currency-hedged instruments and index funds exempt from withholding tax for Pillar 3a. FX hedging can be deactivated if desired.


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 clients

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


Real-time digital account opening

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


Switzerland's leading robo advisor

True Wealth becomes the largest robo-advisor in Switzerland, surpassing Swissquote's robo-advisor in terms 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 socially responsible investing (SRI)

True Wealth adds sustainable and socially responsible investing strategies.


100% growth in assets under management

True Wealth doubles assets under management, growing from CHF 50 million to CHF 100 million.


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


Ready to invest?

Open account

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

Open test account