True Wealth AG
PrivateLast Round
Series A
Aug 18, 2016
Company Overview
True Wealth AG operates in FinTech and is based in Zurich. Its latest recorded funding round was a Series A round in August 2016.
True Wealth AG is a financial technology company that provides an online wealth management platform and robo-advisor services for individual investors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, Vertical SaaS
Business Model
B2C
Customer Profile
Payment Processing Fee
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
True Wealth AG Comparables
Compare True Wealth AG with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Selma Finance | 87% | |
| Descartes Finance AG | 85% | |
| finpension AG | 82% |
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True Wealth AG Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Aug 18, 2016 | ||||
| Seed | Feb 19, 2013 |
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 1, 2026
Monthly visitors increased 80% MoM, reaching 312.6K.
- Feb 5, 2026
Grew 32% QoQ, from 25 to 33 employees.
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True Wealth AG Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about True Wealth AG's valuation, stock price, and market status.
Is True Wealth AG a public or private company?
True Wealth AG is a private company.
What is the current stock price of True Wealth AG?
True Wealth AG is a private company, so its shares have no public market price. Caplight tracks True Wealth AG's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is True Wealth AG worth (valuation)?
Valuation information for True Wealth AG is not publicly available.
Can I buy True Wealth AG stock?
True Wealth AG shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was True Wealth AG's last funding round?
True Wealth AG's most recent funding round was Series A on August 18, 2016.
Who are the main investors in True Wealth AG?
Investor information for True Wealth AG is not publicly disclosed.
Will True Wealth AG IPO soon?
No public IPO plans have been announced for True Wealth AG.
How can I track True Wealth AG secondary market activity?
Caplight tracks bids, offers, and trades in True Wealth AG's shares on secondary markets.