Find Your Perfect Financial Advisor in Minutes
Connect with verified, qualified financial advisors across Switzerland. Get personalized financial advice tailored to your unique goals and situation.
Smart Matching
AI-powered advisor recommendations
Verified Experts
Licensed and vetted professionals
Secure Platform
Protected document sharing
Why Choose Wealthiee?
We've built the most trusted platform for connecting clients with financial advisors. Here's what makes us different.
Verified Expertise
All advisors are licensed, certified, and thoroughly vetted. Connect with professionals who have proven track records and proper credentials.
- Licensed professionals
- Background verified
- Continuous monitoring
- Client reviews
Perfect Matching
Our AI-powered system analyzes your financial goals, risk tolerance, and preferences to recommend the most suitable advisors for your needs.
- AI-powered matching
- Goal-based filtering
- Preference analysis
- Custom recommendations
Transparent Process
Clear information about fees, specializations, experience, and client reviews. No hidden costs or surprises in your advisor selection.
- Transparent fees
- Detailed profiles
- Client testimonials
- Service breakdowns
Get Matched in 4 Simple Steps
Our streamlined process makes it easy to find and connect with the right financial advisor for your needs.
Tell Us Your Goals
Share your financial objectives, risk tolerance, and preferences. Our smart matching system will analyze your needs.
- Financial goals assessment
- Risk tolerance evaluation
- Service preferences
- Location and language needs
Browse Matched Advisors
Review personalized advisor recommendations with detailed profiles, specializations, fees, and client reviews.
- Curated advisor matches
- Detailed profiles & credentials
- Fee transparency
- Client testimonials
Share Documents Securely
Upload and share your financial documents safely through our encrypted platform. Advisors can review before your consultation.
- Secure document upload
- Encrypted file sharing
- OCR processing
- Privacy protection
Connect & Get Advice
Schedule consultations, discuss your situation, and receive personalized financial advice from your chosen advisor.
- Direct advisor contact
- Consultation scheduling
- Personalized advice
- Ongoing support
Meet Our Featured Advisors
Connect with top-rated financial advisors who have helped thousands of clients achieve their financial goals across Switzerland.
Dr. Sarah Mitchell
Wealth Management Specialist
Marc Weber
Investment Advisor
Lisa Andersson
Retirement Planning Expert
Roberto Rossi
Business Financial Advisor
Find Advisors by Specialty
Browse our network of specialized financial advisors across different areas of expertise. Find the right advisor for your specific financial needs.
Tax & Business Planning
Expert guidance on tax optimization, business structure, and corporate financial strategies.
Insurance & Risk Management
Comprehensive insurance planning and risk assessment for personal and business needs.
Personal Finance & Budgeting
Personal financial planning, budgeting strategies, and debt management solutions.
Mortgage & Property Investment
Real estate financing, property investment strategies, and mortgage optimization.
Pension & Retirement Planning
Retirement planning, pension optimization, and long-term financial security.
Investment Management
Portfolio management, investment strategies, and wealth building guidance.
Comprehensive Financial Services
Our advisors offer a full range of financial services to help you achieve your goals.
What Our Clients Say
Join thousands of satisfied clients who found their perfect financial advisor through Wealthiee. Read their success stories and see the results they've achieved.
“Wealthiee helped me find the perfect advisor for my retirement planning. The matching process was incredibly accurate, and my advisor has already helped me optimize my portfolio by 18%. Highly recommended!”
Anna Mueller
Marketing Director
Zurich
“As a business owner, I needed complex tax planning advice. The platform connected me with an expert who saved me over CHF 50,000 in the first year alone. The document sharing feature made everything seamless.”
Thomas Schneider
Business Owner
Geneva
“I was overwhelmed by investment options until I found my advisor through Wealthiee. She explained everything clearly and created a strategy that fits my risk tolerance perfectly. Great platform!”
Maria Rossi
Healthcare Professional
Basel
“The platform made it so easy to compare advisors and find one who speaks my language - literally and figuratively! My advisor helped me structure my finances for buying my first home.”
Pierre Dubois
IT Manager
Lausanne
Trusted by Thousands Across Switzerland
Our platform has facilitated successful connections and delivered real results.
Your Security is Our Priority
We maintain the highest standards of security and compliance to protect your financial information.
FINMA Registered
Regulated by Swiss Financial Market Supervisory Authority
ISO 27001 Certified
International security management standard
256-bit Encryption
Bank-level security for all data
GDPR Compliant
Full compliance with data protection regulations
Are You a Financial Advisor?
Join Switzerland's premier platform for financial advisors. Grow your practice, connect with qualified clients, and expand your professional network.
Expand Your Client Base
Connect with qualified prospects actively seeking financial advice. Our platform brings motivated clients directly to you.
- Pre-qualified leads
- Targeted matching
- Local and national reach
- High conversion rates
Professional Profile Optimization
Showcase your expertise with our optimized advisor profiles that highlight your specializations and client success stories.
- Custom profile pages
- Client testimonials
- Credential verification
- Performance metrics
Advanced Analytics & Insights
Track your performance with detailed analytics on profile views, client inquiries, and conversion rates.
- Performance dashboard
- Client engagement metrics
- Market insights
- Growth tracking
Dedicated Support & Tools
Access professional support and tools designed to help you succeed on our platform and grow your practice.
- Account management
- Marketing support
- Training resources
- Technical assistance
Success Stories from Our Advisor Network
Our advisors consistently achieve exceptional growth and client satisfaction on our platform.
Simple 3-Step Application Process
Join our network of verified financial advisors in just a few steps.
Submit Application
Complete our advisor application with your credentials and experience
Verification Process
We verify your licenses, credentials, and professional background
Profile Activation
Launch your optimized profile and start connecting with clients
Advisor Requirements
We maintain high standards to ensure quality service for our clients.
Professional Requirements
- Valid financial advisor license in Switzerland
- Minimum 3 years of professional experience
- Professional liability insurance
- Clean regulatory record
Platform Standards
- Commitment to client service excellence
- Transparent fee structure
- Regular platform engagement
- Continuous professional development
Ready to Grow Your Practice?
Join hundreds of successful advisors who have grown their client base and practice through Wealthiee.
Ready to Take Control of Your
Financial Future?
Join thousands of clients who found their perfect advisor and achieved their financial goals. Start your journey to financial success today.
✓ No upfront fees • ✓ Verified advisors only • ✓ Secure platform
Get matched in under 5 minutes
Bank-Level Security
Your financial data is protected with military-grade encryption and Swiss privacy standards.
Smart Matching
Our AI analyzes your needs to connect you with the most suitable advisors for your situation.
Ongoing Support
Our team is here to help you every step of the way, from selection to ongoing relationship management.
Have questions? Contact our team ormanage your documents securely.