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True Wealth AG

True Wealth AG

Private

Last Round

Series A

Aug 18, 2016

Company Overview

True Wealth AG is a financial technology company that provides an online wealth management platform and robo-advisor services for individual investors.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance, Vertical SaaS

Business Model

B2C

Customer Profile

Payment Processing Fee

AI Layer

Application

Keywords

robo-advisorautomated investment managementwealth management softwarewhite-label investment platformdigital wealth managementassets under managementAUMportfolio rebalancingtax optimizationETF investingfintechwealthtechB2B fintechautomated portfolio constructioninvestment engine

Historical Pricing

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Caplight Momentum Score

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True Wealth AG Comparables

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True Wealth AG comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Selma Finance
87%
Descartes Finance AG
85%
finpension AG
82%

True Wealth AG Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AAug 18, 2016
SeedFeb 19, 2013

Key People

Founding team and executive leadership

Felix Niederer

CEO

Executive Team

Ralf Gautschi

Chief Technology Officer

Executive Team

Elisabeth Pollner

CFO

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 1, 2026

    Monthly visitors increased 80% MoM, reaching 312.6K.

  • Feb 5, 2026

    Grew 32% QoQ, from 25 to 33 employees.

True Wealth AG Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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True Wealth AG Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about True Wealth AG's valuation, stock price, and market status.

Firmographic Details

HeadquartersZurich
Employee Range36
Year Founded2013
Last FundingAug 18, 2016

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