True Wealth Management
Information by Research TrustFinance
Founded in 2013 by Felix Niederer and Oliver Herren in Zurich, True Wealth AG is a leading digital wealth management company in Switzerland. The company's mission is to provide professional, transparent, and cost-effective wealth management services to a broader audience, which were traditionally reserved for high-net-worth individuals. True Wealth utilizes a technology-driven, rules-based investment approach, primarily constructing globally diversified portfolios using low-cost Exchange Traded Funds (ETFs) and index funds. It is an independent wealth manager and is regulated as a manager of collective assets by the Swiss Financial Market Supervisory Authority (FINMA).
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial