Founded in 2021, ValuesAdvisor SA is an independent financial services company based in Geneva, Switzerland. The firm's mission is to provide bespoke financial advisory, wealth management, and investment solutions to a clientele of private and institutional investors. They emphasize a personalized approach, focusing on long-term value creation and aligning investment strategies with their clients' specific goals and values. The company is an affiliate of the Organisme de Surveillance pour Intermédiaires Financiers & Trustees (SO-FIT), a self-regulatory organization recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

United States