Company Information

Get to know Swiss Money Coach

Swiss Money Coach GmbH is a financial advisory and coaching firm based in Switzerland. Founded by The Niu, the company's mission is to provide transparent, independent, and fee-based financial guidance. Unlike traditional financial advisors who may earn commissions from selling products, Swiss Money Coach focuses on educating and empowering clients to understand and manage their own finances, covering areas such as budgeting, saving, investing, and pension planning (including the Swiss 3a system). Their services are targeted towards individuals seeking to improve their financial literacy and make informed decisions without product-selling pressure.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Swiss Money Coach

Switzerland

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.