finpension has exceeded CHF 5 billion in assets under management as of the end of February, marking a significant milestone for the company.
At the beginning of September 2025, assets under management stood at CHF 4 billion.
The number of clients has also grown, with around 60,000 now using finpension’s solutions.
The Invest product for discretionary assets has seen strong uptake, particularly among Millennials.
In 2025, finpension recorded operating income of CHF 16.8 million and a net profit of approximately CHF 7.7 million, representing a 27% increase compared with the previous year.
The annual profit raised the company’s equity to CHF 20.4 million.
Over the same period, assets under management increased by CHF 1.4 billion to CHF 4.6 billion, with net new money of CHF 1.1 billion.
Looking ahead, finpension plans to enter the mortgage market.
“Mortgages in particular offer great potential. Banks earn well on the interest margin, without being digital or cost-effective. We believe this can be done better,”
said Beat Bühlmann, Founder and Initiator.
finpension currently manages client portfolios directly through its own pension foundations and FINMA license as a custodian securities firm, providing investment services from a single source.
Featured image credit: finpension
