Founded in 2017 and based in Geneva, MonCoachFinance SA positions itself as a "phygital" (physical + digital) financial coach. Its mission is to democratize access to independent and transparent financial advice. The company provides services such as investment portfolio management, retirement planning, real estate financing advice, and tax optimization for individuals in Switzerland. It leverages a digital platform for analysis and client interaction while maintaining a team of human advisors for personalized guidance, aiming to make expert financial coaching accessible and affordable.

Founded in

Switzerland