Partners and expert network

Need more? In line with our values of being independent, smart and pragmatic, selected partners and experts from our network offer you further information, advice, product solutions and a professional service. We show transparently that we earn some money with some partner offers to cover the costs of the platform. You can find a current list here:

  • Pillar 3a partner: up to CHF 100 per contract
  • Investment partner: Up to CHF 100 per deal
  • Asset management: Different amounts depending on the partner.

Connected Financial Planning is a fee-based financial advisory firm. It specializes in US citizens and US Green Card holders living in Switzerland and Europe, helping them navigate the complexities of cross-border tax and financial planning.

finpension offers digital, transparent and independent pension solutions for the second and third pillar. finpension is a private limited company with no links to banks or insurance companies.

frankly is a second and third pillar pension solution for the whole of Switzerland that was developed by Zürcher Kantonalbank. frankly is based on Swisscanto’s investment products and the experience of the Sparen 3 pension foundation and the vested benefits foundation of Zürcher Kantonalbank.

Inyova is the leading digital platform for sustainability-oriented investments. Inyova customers invest in pillar 3a or with free assets directly in companies that contribute to solving global problems.

findependent is an investment app to make more of your savings in free assets. Your money is invested in low-cost exchange-traded funds (ETFs) and managed automatically. findependent is one of the most affordable investment solutions on the Swiss market.

Survista provides comprehensive and proactive support in all areas of the financial and investment world. Survista is Romansh and means “overview”, which Survista provides as an independent asset manager and financial advisor.

Corinne works every day to ensure that women talk more openly and frequently about money in the future. Investing money has to become as natural for women as it already is for many men. With Corinne, you will become a portfolio heroine.

ch.ch offers simple answers about life in Switzerland. It makes information from the federal, cantonal and communal administrations available to you objectively and in understandable language in all national languages and English. The portal is supported by the Federal Chancellery.

Selma is a Swiss robo-advisor that supports you with your first investments or in pillar 3a and creates a personalized investment strategy for you. Selma uses a chatbot with artificial intelligence to do this. Selma also supports you with a learning platform and expert advice on your investment plan.

In addition to the partner offers, we mainly earn money with our own coaching offers. We don’t have any other income. But we are flexible and manage with a small team without overheads. That’s why we don’t need to earn that much. Because we want everyone to be able to make their own financial decisions and benefit from the financial market.