FinGuide AG

FinGuide helps wealthy persons finding the right partner for the investment of their assets

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.

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Milestone

31.12.2020

first year ending with a profit

Milestone

18.05.2017

FinGuide founded and officially registered

No Jobs

Videos

FinGuide einfach erklärt

https://www.youtube.com/watch?v=QOrL843BHnk

No Awards

FinGuide AG

FinGuide helps wealthy persons finding the right partner for the investment of their assets

Headquarter:
Horgen

Foundation Date:
May 2017

Sectors:

  • Consulting services
  • Consumer
  • Fintech
  • Marketplace
  • Services for consumers