True Wealth exceeds the 3 billion Swiss franc mark in assets under management

Zurich, June 11, 2026 – True Wealth, the pioneer of digital wealth management, marks a significant milestone in its corporate history: assets under management have surpassed the three-billion-Swiss-franc mark. With over 45’000 clients, the company is solidifying its position as one of Switzerland’s leading digital wealth managers after more than a decade in the market.

What began in 2013 with the vision of a transparent and user-centric investment platform has established itself as a fixture in the Swiss financial ecosystem. Crossing the threshold of three billion in assets under management underscores the trend toward digitalization in wealth management as well as investors’ growing confidence in technology-driven investment and retirement solutions. While it took several years to reach the first billion, the third billion was achieved in just ten months. Growth in tied pension provision is also a key driver: assets under management in pillar 3a have surpassed the 500 million Swiss franc mark.

Focus on Efficiency and Transparency

For CEO and co-founder Felix Niederer, the steady and accelerating growth is proof of the sustainability of True Wealth’s business model:

«The fact that 45’000 clients have entrusted us with assets totaling over three billion Swiss francs sends a strong signal. It shows that our promise – professional wealth management at a fraction of the costs typically charged by banks – has won lasting acceptance in the market.»

True Wealth manages all client portfolios using its own IT platform, making it independent of external banking software providers. The platform is continuously developed by True Wealth through a development team based in Switzerland. The company’s focus on efficiency and transparency has been a central element of its strategy since its founding. Clients thus benefit from very low costs and fees.

True Wealth’s philosophy is also that clients can implement personal preferences within their strategic allocation. Full transparency regarding what happens to their invested capital facilitates this. True Wealth also views this as a contribution to the democratization of investment decisions – a development made possible by the pioneer of online wealth management.

To strengthen this socially relevant cause, True Wealth continuously creates educational content to improve financial literacy and measures the public’s level of knowledge in this area with the «True Wealth Financial Literacy Index.»

The «True Wealth Coffee Break» podcast with Felix Niederer is available for subscription on YouTube, Spotify, and Apple Podcasts.

Strong Collaboration for Continuous Growth

In addition to technological innovation, long-term support from renowned investors is a key component of the company’s success. Oliver Herren, co-founder of Digitec Galaxus and a key early-stage investor, has been guiding the company’s strategic expansion since its inception.

True Wealth has consistently expanded its portfolio in recent years – from untied investing and pillar 3a to specialized offerings for children and teenagers who want to strengthen their financial independence. Building on an expanded product range and the redesigned app, True Wealth plans to further optimize its platform and lower the barriers to long-term wealth building.

About True Wealth

True Wealth was founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG, and Felix Niederer, a physicist and portfolio manager. The online platform has consistently automated all processes of modern wealth management 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 child portfolios and investments in pillar 3a.

The annual all-in wealth management fee ranges from 0.25% to 0.50%, depending on the investment amount. For pillar 3a, the management fee is 0%.

Press and Interview Inquiries

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