Zurich-based robo-adviser known for low all-in fees.
- Headquarters
Switzerland- Founded
- 2013
- Type
- Robo-advisers & fund platforms
- Licences on record
- 1 (1 European)
- Platforms
- Own platform
- Products
- ETFs
- Website
- truewealth.ch
Licences on record
Brands often operate several companies. The one that onboards you depends on where you live, and that company's regulator decides your protection. Confirm the entity on the official register before you deposit.
| Regulator | Jurisdiction | Type | Check it |
|---|---|---|---|
| FINMA Swiss Financial Market Supervisory Authority | Switzerland |
Switzerland | Regulator website |
What protection would you get?
If you are a retail client of True Wealth's European entity, these safeguards apply by law. Which one applies to you depends on the entity you sign with.
- Investor compensation: Securities are separated from the bank's own assets; cash is covered by deposit protection – No investor compensation scheme – securities in custody are segregated and returned in a bank failure
- Custody: securities held for clients are segregated from the bank's own assets.
- Complaints: Swiss Banking Ombudsman
- Best forex brokers in Switzerland
Verify True Wealth yourself
- Find the exact company name in the footer of the website and in the client agreement you are asked to sign.
- Search that name on the register of the regulator listed for your country (links above). Make sure the register shows the same website domain.
- Check warning lists for look-alike names: IOSCO I-SCAN covers alerts from regulators worldwide.
- Never download remote-access software or move money because someone "from the broker" phoned you. How clone-firm scams work.
Protection Score breakdown
| Factor | Points |
|---|---|
| Holds at least one European licence (EU/EEA, UK or Swiss) | +40 |
| Swiss banking-law protections (segregated custody, deposit protection) | +12 |
| Operating for 13 years | +7 |
| Total | 59/100 |
The score measures structural protection from licences and corporate facts, not costs, service or platform quality. A high score does not mean a firm is right for you. Methodology.
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About this data
Profile type: register listing. Licence data is from our research and has not yet been re-checked against every register; confirm it on the official register before relying on it. Last updated 30 September 2026.