Wealthiee
Free to use · No obligation

Find the right financial advisor for you

Answer a few questions and we match you with a qualified advisor in Switzerland — for financial planning, mortgages, accounting or legal support.

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  • Matched to your needs

    Your answers decide which advisor we suggest — not a generic list.

  • Qualified professionals

    Advisors on Wealthiee complete a professional profile before they appear here.

  • Free first meeting

    The first conversation is free and there is no obligation to continue.

What can we help you with?

Pick a topic to start the questionnaire with it preselected — or start from scratch.

How it works

Three steps from your first question to a conversation with an advisor.

  1. 1

    Tell us what you need

    Answer a short questionnaire about your situation and goals. It takes a couple of minutes.

  2. 2

    We find your match

    We pick an advisor based on your answers, language and location, and they get in touch — usually within a few hours.

  3. 3

    Meet your advisor

    Have a free first meeting. You decide whether to continue; there is no obligation.

Start the questionnaire

Advisors on Wealthiee

Public profiles of professionals who work with us.

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For advisors

Are you a financial advisor?

Wealthiee gives you prospecting, campaigns, content and client tools — and sends you the enquiries people submit here.

Learn more

Ready to talk to an advisor?

Tell us what you need and we will connect you with a qualified professional in Switzerland.

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Free for you · No obligation

    Wealthiee — Find your financial advisor