True Wealth
True Wealth: Customizable ETF portfolios with automated rebalancing and Swiss Pillar 3a investing. Ranked #13 of 24 in Robo-Advisor Apps by our editors (6.0/10); pricing: Paid; best for swiss investors seeking sustainable multi-asset portfolios.
At a glance
- Editor score6.0 / 10
- PricingPaid
- Best forSwiss investors seeking sustainable multi-asset portfolios
- Free planNo
- Minimum investment8500 $
- Founded2013 · Zurich, Switzerland
- Facts checked29 Sep 2026
Where it wins
- Choose global or sustainable investment universes and adjust strategies online
- Automates portfolio monitoring and rebalancing across diversified ETF portfolios
- Offers Pillar 3a retirement investing and ETF portfolios for children
Where it doesn't
- Requires a minimum investment of 8,500
- Untied asset and child portfolio fees start at 0.25% of assets annually
- Available only to clients in Switzerland
Our verdict on True Wealth
True Wealth is a Swiss online wealth manager for people who want professionally managed ETF and index-fund portfolios rather than choosing and maintaining investments themselves. An online risk-tolerance assessment informs a personalized strategy, which can span equities, bonds, real estate and commodities. Investors can select a global or sustainable investment universe and adjust their strategy online. The service is intended for clients in Switzerland and is available on the web, iOS and Android.
For untied assets and child portfolios, the advertised management-fee rate starts at 0.25% per year of assets under management; this is a percentage, not a fixed CHF charge. The minimum investment is 8,500. Untied assets include professional portfolio management and automatic rebalancing, while the child option provides an ETF portfolio. Pillar 3a is a separate retirement-investing option with a 0% management fee, not a general free plan. It includes automatic account staggering. These distinct options make the service relevant to investors weighing both taxable investing and Swiss retirement saving, but the entry minimum may put it out of reach for those starting with a smaller amount.
The appeal is its combination of portfolio customization, global or sustainable investment choices, and ongoing automated monitoring, with an online Swiss eTax statement for tax reporting. It also has optional human-advisor access and support by email or phone, alongside documentation; support is not available around the clock. True Wealth suits Swiss investors who want automated multi-asset management, a sustainability choice, or Pillar 3a investing in one service. It is a weaker fit for people outside Switzerland, those seeking a general-purpose free account, or investors unwilling to meet the minimum investment.
True Wealth pricing
All 3 True Wealth plans and prices →
True Wealth fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Minimum investment | 8500 $ |
| Tax-loss harvesting | Not verified |
| Human advisor access | Optional |
| Goal-based portfolios | Yes |
| Retirement accounts | Yes |
| Socially responsible option | Yes |
| Portfolio customization | High |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, 2FA |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | Paid (source) |
| Website | truewealth.ch |
| Facts checked | 29 Sep 2026 |
Alternatives to True Wealth
- WealthfrontAutomates investing and rebalancing, with customization and tax-loss harvesting for eligible accounts.9.4
- E*TRADE Core PortfoliosA managed ETF portfolio with daily monitoring, rebalancing, and optional tax-loss harvesting.8.8
- Questwealth PortfoliosManaged, actively overseen ETF portfolios with a $250 starting minimum.8.1
See all True Wealth alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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