ZWEI Wealth Experts is a new wealth management. Wealth management is among the least transparent industries. ZWEI Wealth makes it possible for the first time to significantly increase the transparency of services, offers and costs for investors and creates an environment in which investors have more information at their disposal than banks and asset managers. By doing so, ZWEI Wealth has established itself as a partner and independent authority for investors, banks and wealth managers alike. Chairman of the Board: Prof. Dr. Klaus Wellershoff CEO: Patrick Müller Offices in Zurich, Geneva, Lugano, Milano, Tel Aviv
| Website | http://www.zwei-wealth.ch |
| Revenue | $6.1 million |
| Employees | 49 (37 on RocketReach) |
| Founded | 2014 |
| Technologies |
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| Industry | Investment Management |
| Keywords | Wealth Management, Financial Advisor, Investment Management, Portfolio Management, Financial Planning, Retirement Planning, Estate Planning, Wealth Planning, Investment Advisory, Financial Consultant, Tax Planning, Insurance Planning, Risk Management, Asset Allocation, Investment Strategies, Financial Services, Wealth Preservation, Long Term Investing, Retirement Solutions, Financial Security |
| Competitors | Credit Suisse, UBS, Lombard Odier Group, J.P. Morgan, Rothschild & Co, Eurazeo, Wealthsimple, Pictet Group, Syz Group, Vontobel +42 more (view full list) |
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The ZWEI Wealth annual revenue was $6.1 million in 2026.
Andrea Schlapbach is the COO of ZWEI Wealth.
37 people are employed at ZWEI Wealth.