FinGuide registers customer's needs regarding the investment of their assets in an online questionnaire. We maintain a database with all relevant aspects of the offers of the best private banks and independent wealth managers. We use this data to match our customer's needs with the offers and find the perfect financial partner.
The result of the matching algorithm is being reviewed in a personal or online meeting. FinGuide's consulting is free of charge for customers with a minimum of CHF 500'000 in bankable assets. If a customer decides to invest with one of FinGuide's partners we receive a commission from this provider. The commissions are exactly the same with all banks and independent wealth managers. Therefore, FinGuide's advice is always 100% neutral and independent.
25.08.2022
"Innovation needs diversity" — Interview with Maria Olivares of the Innovation Hub at the University of Zürich (venturelab.swiss)
31.12.2020
first year ending with a profit
21.09.2017
18.05.2017
FinGuide founded and officially registered
No Jobs
FinGuide einfach erklärt
No Awards
Website:
www.finguide.ch/
Headquarter:
Horgen
Foundation Date:
May 2017
Sectors: