Marc Steiner Investment Academy

What Marc Steiner Investment Academy does

Marc Steiner Investment Academy GmbH is a private Swiss direct-to-consumer education and coaching business focused on Bitcoin and cryptocurrency portfolio management. It primarily serves individual investors in Switzerland, Germany, and Austria, with emphasis on existing Bitcoin holders seeking structured rules for capital deployment, profit-taking, and capital protection; it also addresses beginners, advanced investors, and holders with inheritance-planning needs. The Academy reports having coached more than 400 investors since founding and operates through a disclosed team of six people, although no active-customer or revenue data are provided.\n\nThe core Academy combines video modules, weekly live coaching, private-community access, and offline events in Zurich. Its proprietary Trinity-Cashflow-Strategie uses market-cycle analysis, on-chain data, and rule-based parameters across liquidity, safety, and yield-capital layers. The broader product surface includes the free Bitcoin Nachlassplan estate-planning tool, webinars, leverage guides, a weekly investor newsletter, a published book, the €49 Finanz-Booster course, and the CHF 497 digital-security masterclass.\n\nIts business model combines an individually priced, multi-session Academy program with lower-priced perpetual digital products, free lead magnets, and community-based retention. The sales funnel moves prospects from website, social, podcast, newsletter, and webinar content through free guides and a questionnaire-led consultation to a quote based on portfolio, goals, and program scope. Marc Steiner is individually subject to FIDLEG and the Swiss advisor register, while the company entity is described as education-only rather than a provider of regulated financial services. Primary.

Name

Marc Steiner Investment Academy

Legal name

Marc Steiner Investment Academy GmbH

Website

https://marcsteiner-consulting.ch

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Marc Steiner Investment Academy is a private Swiss direct-to-consumer education and coaching business serving Bitcoin-focused DACH investors through structured strategy instruction, live calls, community access, digital courses, and estate-planning and digital-security tools. Primary.

Ownership category

akta.pro rank

Product category

Investment Coaching

NAICS

All Other Schools and Instruction (61169), Portfolio Management and Investment Advice (523940)

SIC

Services-Educational Services (8200), Investment Advice (6282)

akta.pro primary industry

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)

akta.pro secondary industry

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH)

Keywords

• Crypto investment coaching
• Bitcoin portfolio strategy
• Cryptocurrency education
• Digital estate planning
• Investment training programs

Headquarters

HQ city

Wollerau

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Investment Academy Coaching Program: The flagship paid coaching program includes video course modules, live weekly coaching calls, access to a private community, and offline events in Zürich. Pricing is individualized based on the prospect's current portfolio size and goals, quoted after a free initial consultation. Revenue is primarily one-time or structured as a multi-session engagement.
2. Finanz-Booster Video Training: A one-time-purchase video training course (120+ minutes, 3 modules, 20 lessons) covering crypto fundamentals, Bitcoin investment basics, and portfolio construction. Sold as a perpetual license with lifetime access for a single upfront payment of €49.
3. Masterclass 'Digital sicher und geschützt': A standalone digital security masterclass sold as a one-time purchase for CHF 497. Includes 7 core modules, two bonus modules, step-by-step guides, checklists, and lifetime access with all future updates. Offered with a 30-day money-back guarantee.
4. Free Webinars & Lead Magnets: Free online webinars (e.g., 'Sparplan auf Steroiden', 'Bitcoin Cashflow Strategie') serve as top-of-funnel lead generation. Free downloadable PDF guides on leverage strategies (Long/Short) capture email addresses for the newsletter and sales funnel.
5. Newsletter (Bitcoin Investoren Brief): A weekly paid or freemium newsletter providing market insights, portfolio positioning updates, and practical investor perspectives. Serves as a recurring touchpoint and brand-reinforcement channel.
6. Book 'Bitcoins verwahren und vererben': A published book on Bitcoin custody and estate planning, sold as a physical or digital publication (approximately 130 pages, CHF 22 / €19.90).

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

Marc Steiner Investment Academy provides structured investment coaching and education focused on Bitcoin and cryptocurrencies, anchored by the proprietary Trinity-Cashflow-Strategy. The offering combines video course modules, live coaching calls, a private investor community, and offline events in Zürich. Supplementary products include a self-paced Finanz-Booster video course, a digital security Masterclass, a free Bitcoin estate-planning tool, a weekly newsletter, and a published book on Bitcoin custody and inheritance.

Product overview

The Marc Steiner Investment Academy operates as a multi-product education platform built around a core coaching program (the Investment Academy) supplemented by standalone digital courses, free webinars, free tools, a newsletter, and a published book. The core Investment Academy provides structured investment coaching for Bitcoin-focused portfolio building using the proprietary Trinity-Cashflow-Strategy, delivered through video modules, live calls, community access, and personal coaching. The product portfolio includes free webinars (Bitcoin-Cashflow-Strategie and Sparplan auf Steroiden), free downloadable leverage strategy guides (Long and Short), a paid Masterclass on digital security (CHF 497), a paid Finanz-Booster video course (€49), a free Bitcoin Nachlassplan Tool for digital estate planning, a weekly Bitcoin Investoren Brief newsletter, and the book 'Bitcoins verwahren und vererben'. The Academy does not provide regulated financial services under FIDLEG; Marc Steiner personally is FIDLEG-regulated as a natural person.

Differentiator

Problem solved

Functional benefit

Products and services

• Marc Steiner Investment Academy (Coaching Program) Structured coaching program for individual Bitcoin-focused investors, providing personalized portfolio guidance through video course content, weekly live coaching calls, community access, and offline events. Built around the proprietary Trinity-Cashflow-Strategy for market-cycle-based capital deployment.
• Finanz-Booster Video Training Self-paced video training course (~120 minutes, 3 modules, 20 lessons) covering cryptocurrency basics, Bitcoin investment potential, and safe portfolio construction. Sold for €49 with lifetime access.
• Masterclass: Digital sicher & geschützt Seven-module masterclass (plus two bonus modules) teaching 7 steps to secure digital accounts, family data, and digital identity; covers cybersecurity fundamentals, password management, device security, phishing detection, privacy, and AI safety. Priced at CHF 497 with lifetime access and a 30-day money-back guarantee.
• Bitcoin Nachlassplan Tool Free interactive online tool (up to 16 steps) for creating a personalized Bitcoin inheritance plan; guides users through wallet types, exchange accounts, 2FA, backup methods, and outputs a downloadable PDF plan.
• Bitcoin Investoren Brief (Newsletter) Weekly email newsletter delivering market insights, portfolio positioning updates, practical investor perspectives, and key market developments to subscribers.
• Bitcoins verwahren und vererben (Book) Book by Marc Steiner covering Bitcoin custody and inheritance planning; explains wallet functionality, digital estate preparation, IT security, and includes checklists and practical templates. Sold as a physical or digital publication (approximately 130 pages, CHF 22 / €19.90).

Quantifiable outcome

• More Bitcoin accumulated compared to standard DCA (Trinity-Cashflow-Strategie, backtested 2018–present)
• +2 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature4 records

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Blocktrainer: German-language Bitcoin education platform offering courses, YouTube content, and community access targeting DACH-region crypto investors. Highly comparable in product format, language, and audience to the Academy's coaching and content stack.
• Bitcoin2Go: DACH-focused German-language crypto education and media brand combining editorial content, courses, and community features. Directly comparable on audience (German-speaking retail Bitcoin investors) and product mix (education + content + community).
• 21 Lectures: German-language crypto investment education provider offering structured courses on Bitcoin and DeFi. Overlaps with the Academy's coaching and content portfolio and targets the same DACH retail-investor segment.
• Coinpanion: Austrian-domiciled crypto education and advisory platform offering courses and personalized coaching for retail investors in the DACH region. Comparable on regulated education/coaching positioning and DACH geographic focus.

Emerging players

• CryptoMatthias: German-language crypto YouTube educator with a sizeable DACH subscriber base focused on Bitcoin investment education and market analysis. Comparable audience but operates primarily through free video content rather than paid coaching.
• Dr. Bitcoin (Florian Dold): German-language Bitcoin educator offering paid courses and content on Bitcoin investing for DACH retail investors. Comparable in niche crypto education positioning and German-language audience, though smaller in scale.

Broad incumbents

• BTC Echo: One of the largest German-language crypto media and education brands, combining news, paid courses, and a broad content library. More diversified and editorial-led than the Academy but targets the same DACH retail-investor audience.
• Binance Academy: Global, multilingual crypto education platform operated by Binance, offering free structured courses on Bitcoin, blockchain, and DeFi. Comparable on educational content delivery but free and exchange-affiliated versus the Academy's paid premium coaching model.
• Finanzfluss: Leading German-language personal finance and investing education platform with courses, YouTube content, and community features. Broader than crypto-only but highly comparable on DACH financial education positioning and content-led GTM.

Regional players

• Just ETF: DACH-focused investment education platform covering ETFs and portfolio construction, with some crypto education content. Adjacent in serving German-speaking investors but with a traditional-finance primary focus rather than crypto coaching.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/_marcsteiner
• YouTubeyoutube.com/@marc-steiner
• LinkedInlinkedin.com/company/marcsteiner-consulting
• Instagraminstagram.com/marcsteiner.official

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marc Steiner Investment Academy