Investor
Descartes
Switzerland
Swiss digital wealth manager focusing on rule-based pension and investment solutions.
Stage
Not confirmed
Sectors
Fintech
Cheque
Not confirmed
Invests in
Switzerland
Sectors
Fintech
About
This firm operates as a digital wealth management provider in Switzerland. It offers rule-based investment strategies across pension and private wealth sectors. The provider maintains independence from large banks and insurance companies to avoid product-specific bias. Services include digital portfolio management alongside personal advisory options for long-term financial planning.
How to approach
Book a consultation or open a digital account through their website portal.
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