True Wealth Hits CHF 3 Billion Milestone in Assets Under Management

True Wealth has surpassed CHF 3 billion in assets under management. The milestone indicates an accelerating shift towards digital investment solutions and automation within the Swiss financial ecosystem.

The digital wealth manager experienced rapid growth over the past year. While accumulating its initial asset base took several years, the growth trajectory has steepened significantly since 2023.

The company launched in 2013 with a focus on creating a transparent, user-centric investment platform. It reached its first billion francs in August 2023.

Growth continued steadily, with the platform crossing the CHF 1.5 billion mark by August 2024. This acceleration persisted as the company surpassed CHF 2 billion in client assets by July 2025.

Securing the third billion required only 10 months, reflecting expanding investor confidence in technology-driven wealth management.

True Wealth currently manages more than 45,000 client relationships.

“Because I am a customer myself, I am very close to the product and can help improve the solutions,”

said Oliver Herren, Co-founder of True Wealth, in a LinkedIn post.

“We are only at the beginning. Let’s keep going.”

The company originally launched the platform to make professional wealth management accessible to a broad audience by offering wealth accumulation solutions at a low cost.

Featured image credit: Edited by Fintech News Switzerland, based on image by lifeforstock via Magnific

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