About True Wealth
True Wealth is a Technology company based in Zurich (Switzerland) founded in 2013. Automated ETF portfolio investments are managed based on risk tolerance. Its website truewealth.ch draws about 313 thousand monthly visits. True Wealth offers products and services including Investment Platform, Sustainable Investing, and ETF Portfolios for Children. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its competitors include Whitebox, Werthstein and Acebanker.
Company details
TrueWealth was established in 2013 in Zurich, Switzerland, as an online platform in the wealth management sector. Client funds are invested automatically into diversified ETF portfolios tailored to individual risk profiles, with a minimum account size of CHF 8,500 required. Assets are custodied by Saxo Bank (Schweiz) AG, and an annual management fee of 0.50 is applied to managed assets.
- Headquarters Zurich, Switzerland
- SectorsTechnology
- Website category Finance · Investing
- Website truewealth.ch
- Social LinkedIn X
- Investors
Products & Services of True Wealth
True Wealth offers a comprehensive portfolio of products and services, including Investment Platform, Sustainable Investing, and ETF Portfolios for Children.
Automated system for personalized strategies and efficient portfolio handling.
Platform for eco-socially responsible investments with attractive returns.
Service for managing child-focused investment portfolios with low fees.
Funding Insights of True Wealth
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of True Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2016 | Series A | – | Basellandschaftliche Kantonalbank | – |
1 investors in total: 1 institutional.
Investors in True Wealth
True Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Basellandschaftliche Kantonalbank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided in Switzerland. | 1864 | blkb.ch | Liestal, Switzerland |
Investor details for True Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of True Wealth
2 dated milestones of True Wealth across 3 years, from founding to its latest funding, stage changes and deals.
- Founded True Wealth is founded.
- Funding First funding round.
Competitors of True Wealth
True Wealth has 3 listed competitors in our database. They include Whitebox, Werthstein and Acebanker.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| whitebox.eu | 2014 | Zurich, Switzerland | Whitebox is engaged in digital wealth management services. | |||
| werthstein.com | 2016 | Zurich, Switzerland | Robo-advisory platform for theme-based portfolios is provided. | |||
| acebanker.com | 2015 | Geneva, Switzerland | Wealth management portfolios are customized algorithmically with machine-learning optimization. |
Detailed competitors of True Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of True Wealth
The website of True Wealth (truewealth.ch) receives about 312.6K visits a month and ranks #198,789 among all websites worldwide, #2,122 in Investing.
- Monthly visits312.6K
▲ 79.6% vs previous month
- Unique visitors60K
per month
- Global rank#198,789
among all websites
- Category rank#2,122
Finance · Investing
- Bounce rate37%
- Pages per visit4.5
- Average visit2 min 11 sec
- DevicesDesktop 32% · Mobile 68%
Websites whose visitors overlap most with True Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
sparkojote.ch | sparkojote.ch | 100% | #999,190 | – | |
finanzdepot.ch | finanzdepot.ch | 99% | #2,768,326 | – | |
| tradingview.com | 93% | 248.1M | #118 | View details | |
thepoorswiss.com | thepoorswiss.com | 91% | #272,694 | – | |
| pictet.com | 88% | 243.9K | #161,642 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for True Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about True Wealth
True Wealth was founded in 2013 and raised its 1st funding round 3 years after it was founded.
True Wealth is headquartered in Zurich, Switzerland.
TrueWealth was established in 2013 in Zurich, Switzerland, as an online platform in the wealth management sector. Client funds are invested automatically into diversified ETF portfolios tailored to individual risk profiles, with a minimum account size of CHF 8,500 required. Assets are custodied by Saxo Bank (Schweiz) AG, and an annual management fee of 0.50 is applied to managed assets.
True Wealth's top competitors include Whitebox, Acebanker and Werthstein.
True Wealth offers Investment Platform, Sustainable Investing, and ETF Portfolios for Children.
True Wealth has 1 investor. Key investors include Basellandschaftliche Kantonalbank.
The website of True Wealth receives about 313 thousand visits a month and ranks #198,789 among all websites worldwide.