Simple-Wealth

Swiss
digitalized asset
management
services

Simplewealth makes investment easy, with our professional automated investment service.

How your assets can
grow?

Starting amount

100 000 CHF

Monthly deposit

250 CHF

Risk level

MID

Get the forecast

What we're doing as
Robo-advisor

Low-cost investing portfolios built and managed based on your priorities

Instead of waiting, hour-long meetings, and liters of tea or coffee, you can build up a personal securities portfolio and evaluate its perspectives absolutely confidentially.

We have been developing and improving our mathematical models since 2015. This allows us to preserve and grow client assets.

Create personal investment portfolio

Americans & Europeans
are welcome!

We also work with citizens of the European Union and even with citizens of America, if they are registered in Switzerland and have tax residency.

Have you already invested before?

Then we not only save you time. Portfolio creation, the ability to select a more risky profile, rebalancing and much more for just:

For accounts of CHF 50'000 to more our fee is 0.5% per year! This 0.5% annual fee is based on the value of your account and is charged monthly.

For accounts under CHF 50’000 our fee is CHF 20 per month and your first calendar month is free. Minimum account level is CHF 10’000.

We do not charge you additional trading fees, commissions, performance fees, administration fees, entry or exit fees! All your investments are insured. Up to USD500’000

Get Started

Our fees include

Low-cost investing portfolios built and managed based on your priorities

Automatic features like portfolio rebalancing, dividend reinvestment, and auto-adjust

Option to invest in socially responsible business

All onboarding and AML procedures

How to start invest
with us

Step 01

Registartion

The second part is the survey itself. We will ask 10-15 questions online about you, your life, goals and finances.

Go to Registration

Step 02

Verification

Complete the online verification. You will see a pop-up window — take a picture of the QR code and take a selfie + upload your utility bill or any document with your address confirmation. It is also a requirement by law and our financial regulator (FINMA).

Start now

Step 03

Get a preview

To understand your goals, investment expectations and investment horizon, we ask you to answer roughly 15 questions. Answers are used by our unique algorithm that calculates the risks and gives you an approximate investment outcome.

The questionnaire may feel long and too personal to you, but at the end, our team can view only the result - the calculated risk level (1-2-3-4-5). It is all without any human involvement.

You can also change this level by yourself and get more risk and potentially more return.

Try now

Step 04

Consent to the terms and conditions

At the end, you need to agree to the terms of service and the contract's digital version.

What happens then?
The data we have collected will be sent to our Swiss Custody bank to open an account.

The account will be opened under your name, and you will also receive access by separate email directly from the bankers.

Get start

Completely safe & confidential

You are the only one who can deposit and withdrawal funds from your account.

Your money is held in a custodial account in your name and belongs to you at all times.

You will hold low-cost ETFs which track the market. You won’t be taking bets on single companies.

All your data is stored in Switzerland, governed by Swiss law.

We are in the rankings and reviews of specialized media:

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