Carefinance
Carefinance is a Basel-based Swiss financial planning firm (founded 2018, 11-50 employees) that provides insurance advice, investment advisory, and wealth management services to clients, primarily within the Swiss market.
- Company typePrivate
- Founded2018
- HeadquartersBasel, Switzerland
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Carefinance does
Carefinance is a private, for-profit financial planning firm headquartered in Basel, Switzerland, founded in 2018. According to its public short description, the firm provides insurance advice, investment, and wealth management services. It operates with a small team of 11-50 employees, consistent with the profile of a boutique or regional Swiss advisory practice. Its geographic footprint is concentrated in Switzerland, anchored by Basel.
The firm's business model is built around traditional financial advisory services across three pillars: insurance advice, investment advisory, and wealth management. Carefinance does not disclose pricing models, fee schedules, or AUM in the available data. The firm has no disclosed parent company, subsidiaries, investor base, or public/private capital structure, and has not raised tracked external funding rounds. It operates as an independent, privately-held entity with no public ticker.
Carefinance's competitive positioning as a Swiss-regulated advisory firm likely subjects it to FINMA oversight and industry licensing requirements. However, the available source material is thin: the firm's own webpage (carefinance.ch) returned only a verification/waiting page ('One moment, please... Please wait while your request is being verified...') with no substantive content, and no product details, technology stack, customer logos, partnerships, management team bios, awards, or marketing channels are documented. As a result, the granularity of technology, go-to-market, and differentiation analysis is limited to what can be inferred from its service-line description and headcount band.
Carefinance firmographics
Firmographics- Name
- Carefinance
- Website
- https://carefinance.ch
- Company type
- Private
- Founded year
- 2018
- Headcount range
- 11–50 employees
- Short description
- Carefinance is a Basel-based Swiss financial planning firm (founded 2018, 11-50 employees) that provides insurance advice, investment advisory, and wealth management services to clients, primarily within the Swiss market.
- Ownership category
- akta.pro rank
Carefinance industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Fee-Only Advisory (FSAEAAAL)
Keywords
Where Carefinance is headquartered
LocationHeadquarters
- HQ city
- Basel
- HQ country
- Switzerland
- HQ region
- Europe
Markets served
Carefinance business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Carefinance product offering
Product offeringCore offering
Carefinance is a Basel-based financial planning firm that delivers insurance advice, investment advisory, and wealth management services to clients. Its offering combines protection planning (insurance), capital growth (investment), and holistic asset stewardship (wealth management) for individuals seeking structured financial guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Insurance Advisory Advisory service that helps clients assess protection needs and select insurance solutions as part of broader financial planning. Targeted at individuals and households in Switzerland seeking guidance on coverage structuring.
- Investment Advisory Advisory service that guides clients on investment decisions, asset allocation, and portfolio structuring within a financial planning context. Aimed at individuals seeking professional direction on capital growth strategies.
- Wealth Management Holistic wealth management service providing ongoing stewardship of client assets alongside broader financial planning. Designed for individuals and households requiring integrated management of accumulated wealth.
Companies that use Carefinance
Customer profileIdeal customer profiles1 record
Carefinance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Carefinance partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
Carefinance competitors and assessment
Company assessmentDirect peers
- VIAC: Swiss digital provider of pillar 3a and wealth management solutions aimed at cost-conscious Swiss savers — competes for the same broad Swiss retail wealth planning customer as Carefinance.
- finpension: Swiss fintech offering low-cost pension and investment products, including pillar 3a and ETFs, targeting affluent Swiss households — comparable Swiss wealth advisory positioning.
- True Wealth: Swiss digital wealth manager providing automated portfolio management and financial planning for retail clients — directly comparable offering and Swiss market focus to Carefinance.
Emerging players
- Findependent: Younger Swiss digital wealth manager offering automated ETF-based investment plans — a smaller-scale emerging competitor in the same Swiss retail wealth advisory category.
Broad incumbents
- Migros Bank: Swiss retail and mortgage bank with wealth advisory and investment services for mass-affluent clients — broader incumbent with banking license offering adjacent planning products.
- Julius Bär: Leading Swiss private banking group offering wealth management and investment advisory — operates in the same Swiss wealth advisory space as Carefinance but targets higher-tier clients with a global footprint.
- VZ VermögensZentrum: Large Swiss independent financial advisory firm offering investment, mortgage, pension, and tax planning — overlapping service set with Carefinance but at materially greater scale.
- Vontobel: Swiss-listed wealth and asset manager with private banking and investment advisory capabilities — broad incumbent serving Swiss clients with a much wider product set than Carefinance.
- Pictet Group: Major Swiss private bank and wealth manager headquartered in Geneva — provides investment advisory and wealth management to Swiss and international clients, overlapping with Carefinance's wealth management offering at much larger scale.
Others
- moneyland.ch: Swiss independent financial comparison and advisory portal covering banking, insurance, and investment products — adjacent ecosystem participant that influences how Swiss consumers select advisors like Carefinance.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Carefinance social profiles
Digital presenceCarefinance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Carefinance leadership team
Management profileNumber of profiles
Carefinance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Carefinance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Carefinance
What does Carefinance do?
Carefinance is a Basel-based financial planning firm that delivers insurance advice, investment advisory, and wealth management services to clients. Its offering combines protection planning (insurance), capital growth (investment), and holistic asset stewardship (wealth management) for individuals seeking structured financial guidance.
When was Carefinance founded?
Carefinance was founded in 2018. It employs 11 to 50 people.
Where is Carefinance based?
Carefinance is headquartered in Basel, Switzerland, in the Europe region.
Who are Carefinance's main competitors?
Direct peers on record are VIAC, finpension and True Wealth. Findependent is listed as an emerging player. Broad incumbents are Migros Bank, Julius Bär, VZ VermögensZentrum, Vontobel and Pictet Group. moneyland.ch is listed as an others.
Does Carefinance have an API?
No public API is recorded for Carefinance.
What industry is Carefinance in?
Carefinance's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.