Simplewealth

Merry Christmas and Happy New Year 2023! 🎄🎅🎁

As we end another year, we want to thank you for your trust and support. It has been a challenging year for all of us, but we are grateful to have had the opportunity to work with such wonderful clients like you.

We hope this holiday season brings you joy, laughter, and time spent with loved ones. May the new year bring you prosperity, good health, and all the blessings you deserve.

From all of us at Simplewealth, we wish you a Merry Christmas and a Happy New Year!

Thanks to everyone who tested the new features! 👍

We have launched fully online onboarding - you take a survey, get identified, and immediately transfer your details to Interactive Brokers to open an account.

Try it now: https://onboarding.simplewealth.ch

We'd love your feedback!

We have updated the algorithm for US citizens, so you don't have any worries about Passive Foreign Investment Companies.

Your citizenship (sole or second) is automatically taken into account during onboarding, and only US papers will be in your portfolio.

Swiss Robo-Advisor for automated investment strategies. Swiss Robo-Advisor, proud to serve since 2015. Simplewealth is a digitalized asset management service, made with ❤️ in beautiful🇨🇭.