Company Performance Metrics
FinGuide has set itself the goal of empowering wealthy individuals to actively select the right financial partner . Swiss Private Banking is the world leader. Nevertheless, so far there was no way for wealthy individuals to easily and free to get an overview of the different providers and to select the one that best suits the individual needs.
FinGuide intends to close this gap in the market.
FinGuide AG is a Swiss stock corporation. The company was founded in May 2017 and the service has been available since September 2017. The share capital is 100% owned by the company founder.
FinGuide pursues a hybrid consulting approach: the data collection and the quantitative comparison of needs and supply data are digitized, but the results are personally verified and discussed with the users. Thus, modern technology is used where it has the highest value, yet users have access to a contact person who accompanies them.
