About ZWEI Wealth
ZWEI Wealth is a company based in Zurich (Switzerland) founded in 2014 was acquired by Swiss Life in February 2025. It operates as a Professional Services, and Commission-Based. ZWEI Wealth offers products and services including Wealth Office, Asset Planning, Provider Selection, and Performance Control. ZWEI Wealth operates in a competitive market with competitors including Investec, UBS, FNZ, S&P Global and Bank of America, among others.
- Headquarter Zurich, Switzerland
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Swiss Life
(Feb 13, 2025)
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Products & Services of ZWEI Wealth
ZWEI Wealth offers a comprehensive portfolio of products and services, including Wealth Office, Asset Planning, Provider Selection, and Performance Control. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth management services are coordinated for clients comprehensively.
Personalized asset strategies are developed for individual clients.
Suitable financial providers are identified for client needs.
Ongoing asset performance is monitored on client behalf.
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Funding Insights of ZWEI Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in ZWEI Wealth
ZWEI Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Swiss Life. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Provider of asset management, pensions, financial planning, health insurance, and mortgages
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by ZWEI Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - ZWEI Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Zwei Wealth Comparisons
Competitors of ZWEI Wealth
ZWEI Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, UBS, FNZ, S&P Global and Bank of America, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided globally by UBS for wealth management.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Zwei Wealth
Frequently Asked Questions about ZWEI Wealth
When was ZWEI Wealth founded?
ZWEI Wealth was founded in 2014.
Where is ZWEI Wealth located?
ZWEI Wealth is headquartered in Zurich, Switzerland.
What does ZWEI Wealth do?
Comprehensive wealth management solutions are offered by ZWEI Wealth through its innovative Wealth Office model. Services including asset planning, provider selection, and performance monitoring are coordinated for individuals, groups, or institutions. Operations are based in Switzerland, with a focus on transparency and personalized financial strategies. The needs of clients are addressed by ensuring their interests are represented with banks and asset managers. A team of over 50 Wealth Officers supports clients, while a network of more than 450 providers is leveraged to deliver tailored solutions in the financial sector.
Who are the top competitors of ZWEI Wealth?
ZWEI Wealth's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does ZWEI Wealth offer?
ZWEI Wealth offers Wealth Office, Asset Planning, Provider Selection, and Performance Control.
Who are ZWEI Wealth's investors?
ZWEI Wealth has 1 investor. Key investors include Swiss Life.
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