About ZWEI Wealth
ZWEI Wealth is a Financial Services company based in Zurich (Switzerland) founded in 2014, and was acquired by Swiss Life in February 2025. Wealth management services are provided through a centralized Wealth Office. It operates on a Professional Services and Commission-Based model. ZWEI Wealth offers products and services including Wealth Office, Asset Planning, Provider Selection, and Performance Control. Its focus areas include Financials, Asset Management and Wealth Management. Its competitors include UBS, Credit Suisse and Swiss Life.
Company details
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.
- Headquarters Zurich, Switzerland
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website zwei-wealth.ch
- Acquired by Swiss Life (Feb 2025)
- Investors
- Acquired bySwiss Life
(Feb 2025)
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.
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.
Investors in ZWEI Wealth
ZWEI Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Swiss Life.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of asset management, pensions, financial planning, health insurance, and mortgages | 1857 | swisslife.com | Zurich, Switzerland |
Investor details for ZWEI 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.
People of ZWEI Wealth
2 people are tracked at ZWEI Wealth (2 in leadership).
| Name | Role | Group |
|---|---|---|
Patrick Müller | CEO | Leadership |
Andrea Schlapbach | COO | Leadership |
Complete people profiles for ZWEI Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of ZWEI Wealth
2 dated milestones of ZWEI Wealth across 11 years, from founding to its latest funding, stage changes and deals.
- Founded ZWEI Wealth is founded.
- Exit Acquired by Swiss Life.
Competitors of ZWEI Wealth
ZWEI Wealth has 3 listed competitors in our database. They include UBS, Credit Suisse and Swiss Life.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ubs.com | 1862 | Zurich, Switzerland | 62,537 | Financial services are provided globally by UBS for wealth management. | ||
| credit-suisse.com | 1856 | Zurich, Switzerland | 37 | Wealth management, asset management, and investment banking services are offered. | ||
| swisslife.com | 1857 | Zurich, Switzerland | 8,000 | Provider of asset management, pensions, financial planning, health insurance, and mortgages |
Detailed competitors of ZWEI 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 ZWEI Wealth
The website of ZWEI Wealth (zwei-wealth.ch) receives about 7.6K visits a month.
- Monthly visits7.6K
▲ 8.4% vs previous month
Websites whose visitors overlap most with ZWEI Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ppcmetrics.ch | 100% | #2,986,910 | View details |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Zwei Wealth
Complete news archive for ZWEI Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about ZWEI Wealth
ZWEI Wealth was founded in 2014.
ZWEI Wealth is headquartered in Zurich, Switzerland.
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.
ZWEI Wealth's top competitors include UBS, Credit Suisse and Swiss Life.
ZWEI Wealth offers Wealth Office, Asset Planning, Provider Selection, and Performance Control.
ZWEI Wealth has 1 investor. Key investors include Swiss Life.
Yes. ZWEI Wealth was acquired by Swiss Life in February 2025.