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  • Photo of Nadine

    Adviser, Wädenswil

    Switzerland

    Nadine

    I have worked in the banking and insurance industry for more than 20 years and have seen many cases where missing information or lack of empathy and understanding from the advisor ...
    Investing
    Pensions
    Insurance
  • Photo of Urs

    Coach, Glattpark (Opfikon)

    Switzerland

    Urs

    You have savings in your bank account, but it generates minimal returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your fina...
    General advice
    Pensions
    Loans & Debt
  • Severin Leuzinger

    Adviser, Küsnacht, Zürich

    Switzerland

    Severin

    With my extensive experience as a financial advisor in private banking and the insurance industry, I bring a wealth of knowledge that I can tailor to your financial goals. My exper...
    General advice
    Pensions
    Tax
  • Image of Elaine

    Coach, Wallisellen

    Switzerland

    Elaine

    I am a woman who is deeply passionate to empower individuals towards financial independence and freedom. With over three decades of experience in the financial industry, having wor...
    General advice
    Investing
    Pensions
  • Alpian

    Bank, Genève

    Switzerland

    Alpian SA

    Alpian unifies everyday banking with accessible investment and private banking services in a hassle-free mobile app so that your financial life fits comfortably in the palm of your...
    General advice
    Investing
  • Splint Invest Team 2

    Trading Platform, Zug

    Switzerland

    Splint Invest

    Diversify your portfolio with handbags, diamonds and art - in 2min and from 50€
    Investing
  • Melina Scheuber

    Adviser, Zürich

    Switzerland

    Melina

    The good feeling of being financially secure in every respect, be it today or even in old age, is very important to me. Financial issues are always with us, because goals and needs...
    General advice
    Investing
    Pensions
  • Désirée Dosch - SmartPurse

    Coach, Zürich

    Switzerland

    Désirée

    I worked in the financial industry for over 15 years in various international management positions. As a financial services expert and former Head of Women Segment EMEA in a Swiss...
    General advice
    Investing
    Pensions
  • Angela Choi

    Coach, Geneva

    Switzerland

    Angela

    I am a Financial Coach who loves to share my expertise and experience to help you to achieve your financial goals. I am based in Geneva and speak English and Chinese. Originall...
    General advice
    Investing
  • Philipp Wüst - SmartPurse Experte

    Adviser, Kloten

    Switzerland

    Philipp

    I'm an FCA-authorised financial advisor based in Zurich. I speak English and German. I can help to support and encourage you towards a more autonomous and self-determined life. ...
    General advice
    Investing
    Pensions
  • Stephanie - SmartPurse Expert

    Adviser, Bern

    Switzerland

    Stephanie

    I'm a Financial Planner focused on supporting women in building pensions. I speak English, German and French. I have gained experience in the financial sector over many years, ...
    General advice
    Pensions
    Tax
  • Alexander Troschel - SmartPurse Experte

    Adviser, Zürich

    Switzerland

    Alexander

    I am a financial advisor based in Zurich and offer comprehensive advice as a trustee and entrepreneur. I speak English and German. I am an experienced generalist with a broad n...
    General advice
    Investing
    Tax
  • Christine

    Coach, Lachen

    Switzerland

    Christine

    I am a private investor looking to share my financial know-how, based in Zurich. I speak German, English & French. I am a Financial Controller in diverse International Corporati...
    Real Estate
    Business & Entrepreneurship
  • Sarah Headshot

    Adviser, Genève

    Switzerland

    Sarah

    I'm an advisor with over 15 years of financial experience. I speak English and French. Helping women to get started on their investing journey is what inspires and motivates me....
    General advice
    Investing
    Estate Planning
  • Ilana Jankowitz

    Coach, Zurich

    UK

    Ilana

    I'm a certified Mindset Money Coach and NLP Practitioner based in Zurich. I speak English & German. I'm a happily married mum of two young adults, who are now both pursuing thei...
    General advice

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