The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth

Press release

Zurich, July 28, 2025

True Wealth continues to record strong and steady growth and has reached another milestone: as of July 28, 2025, the pioneer in digital wealth management had over CHF 2 billion in client assets under management in its direct business. This represents growth of 38 percent within 12 months. The development is also encouraging in terms of customer growth. The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.

True Wealth has reached another important milestone: assets under management in direct business (B2C) now total 2 billion Swiss francs. «This success is both a significant incentive for us and a moment of appreciation – for the trusting cooperation with our customers, our entire team, and our external partners,» says CEO Felix Niederer.

The inflows were driven by continued strong demand for exchange-traded funds (ETFs) and the convenience of a cost-efficient digital wealth management solution. It is particularly encouraging that the inflows were steady, into free assets and, moreover, into newer True Wealth offerings such as Pillar 3a and ETF-based children's portfolios.

True Wealth has managed to grow steadily in a demanding market environment. This is the result of its solid business model and clear, innovation- and customer-focused strategy.

The company manages all client portfolios using its own IT platform and is therefore independent of external banking software providers. The platform is continuously developed by True Wealth's Swiss-based development team.

In addition, True Wealth provides ongoing educational content to improve financial literacy and measures the population's level of knowledge in this area with the «True Wealth Financial Literacy Index.»

The «True Wealth Coffee Break» podcast with Felix Niederer can be subscribed to on YouTube, Spotify, and Apple Podcasts.

About True Wealth

True Wealth was founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager. The online platform has consistently automated all modern wealth management processes and offers clients domiciled in Switzerland a cost-effective wealth management solution starting at an investment amount of 8’500 Swiss francs or 1’000 Swiss francs for ETF children's portfolios and investments in Pillar 3a.

The annual all-in wealth management fee is 0.25-0.50%, depending on the investment amount. The management fee for Pillar 3a is 0%.

Press and interview requests

Please contact True Wealth at press@truewealth.ch for press and interview inquiries. Press photos, logos, and other documents are available for download here.