finpension has surpassed CHF 4 billion in client assets under management as of early September, marking a significant milestone for the independent Swiss fintech.
The company recorded growth of 41% in the past 12 months.
The client base has also expanded considerably, with around 43,000 individuals now using finpension’s services.
This represents an increase of 74% compared with the same month last year.
More than 5,000 clients are already using finpension Invest, the firm’s asset management solution launched in May 2024.
Millennials accounted for the strongest growth, with over 11,000 new clients in the past year.
“Millennials grew up with digital tools. This generation does not want a conversation at the bank counter, nor do they tolerate a lack of transparency. They compare, calculate and research thoroughly, then choose the solution that fits them best,”
said Founder and Initiator Beat Bühlmann.
In the pensions sector, the third pillar remains the main driver of growth.
Client assets in this area increased by 88% within a year, while vested benefits and 1e pension plans for senior employees also continued to grow.
finpension operates independently, without banks or external financing.
With its own pension foundations and a FINMA license as a securities firm with client account management, the company manages client portfolios directly.
“Many people are looking for simple and fair pension and financial solutions. That is exactly what finpension offers, driven by digital innovation,”
added Bühlmann.
Featured image credit: finpension
