True Wealth has reached a new milestone in its direct client business.

As of 28 July 2025, the Swiss digital wealth management firm reported more than CHF 2 billion in client assets under management.

This marks an increase of 38% over the past year.

The number of clients has also risen by a similar rate, reaching approximately 35,000.

“This success is both a significant incentive for us and a moment of appreciation, for the trusting cooperation with our customers, our entire team, and our external partners,”

said CEO Felix Niederer.

The company attributes the growth to continued demand for exchange traded funds and the accessibility of its cost efficient digital wealth management service.

Inflows were steady and included contributions to newer offerings such as the Pillar 3a pension product and investment portfolios for children.

True Wealth has continued to expand despite a challenging market environment.

The firm points to its business model and focus on customer needs and technology development as key factors.

Its IT platform is developed and maintained by a team based in Switzerland and operates independently of external banking software.

The platform is regularly updated to support its services.

In addition to its investment offering, True Wealth produces financial education content and monitors public knowledge levels through the True Wealth Financial Literacy Index.

The company also publishes a podcast, True Wealth Coffee Break, hosted by Felix Niederer and available on YouTube, Spotify and Apple Podcasts.

 

Featured image credit: Edited by Fintech News Switzerland, based on image by Freepik