About
Who are we?
Our mission
To make financial planning easier for every Swiss resident through simple and accessible tools.
Our team
Made up of IT developers, financial advisors and a project manager, our team brings together the essential skills for financial planning. We have surrounded ourselves with industry professionals to deliver added value at an affordable price, with particular attention to data security and protection.
Our vision
To reinvent the way residents interact with the financial and administrative system by combining digitalisation, simplification and automation. We are not limited to retirement; we aspire to support everyone throughout their lives for a calm and well-managed financial journey.
Our story
In 2022, we were active in two distinct fields. The first was financial planning, and the second was automating processes within a company. The discussion was obvious: how could we automate the work of the financial advisor? That is how the idea of RetirePlan was born. Two years and dozens of prototypes later, we launched the first version of the product. Our primary motivation was to help our loved ones plan their retirement while lowering the cost of such a service. Today our vision goes beyond planning; we imagine products where administrative tasks are automated.
Our values
Precision
Fair and accurate planning.
Security
Compliance with the nFADP for maximum protection and confidentiality of your data.
Fairness
Fair pricing: quality service at a competitive price.
A question?
A reply within one business day, from a human.