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Welcome to the Future of Open Finance

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Swiss Made
MetaSwiss is a FinTech community platform focused on Education, Learning, Consulting, Planning and Community building in the Finance Industry.

Financial Education

Master Private and Corporate Finances and Investments Like a Pro

Real Estate
Stocks
Bonds
AMC’S
ETF’s
ETP’s
Private Equity
Cryptocurrencies

MetaSwiss Academy

Become an industry expert by using the MetaSwiss app to master new skills in various fields such as corporate finance, investment advisory, equity storytelling, IPO preparation, bond issuance, digital transformation, artificial intelligence business implementation, sales, and marketing.

AI Business Implementation

  • Identify High-Impact Opportunities
  • Develop Data Strategy & Infrastructure
  • Integrate AI Models & Tools
  • Manage Change & Ensure Organizational Readiness
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Prepare for an IPO!

  • Align Financials & Operations
  • Navigate Legal & Regulatory Requirements
  • Strengthen Leadership & Governance
  • Craft a Compelling Equity Story for Investors
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Equity Fundraising

  • Analyze Financial Performance & Growth Potential
  • Target Strategic Investors
  • Define Optimal Deal Structure
  • Communicate a Strong Value Proposition
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Bond Fundraising

  • Assess Credit Profile & Obtain Ratings
  • Design Bond Terms & Framework
  • Evaluate Market Timing & Conditions
  • Reach the Right Investor Audience
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Sales Growth

  • Acquire New Customers
  • Optimize Conversion
  • Enhance Retention & Upsell Strategies
  • Scale Sales Team & Processes
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Discover Worldwide Investment Asset Classes

Join the MetaSwiss app and discover investment asset classes fitting your investment portfolio. Learn how to diversify and interact directly with investment product issuers.

Get a Free Financial Plan

Are you ready to take control of your finances?

The MetaSwiss Financial Plan helps you manage your money on a daily, weekly, monthly, and yearly basis — giving you confidence in your expenses, savings, cashflow, investments, insurance, taxes, and pension planning.

Basic analysis is FREE!

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Basic Analysis
CHF
0
Start of customer relationship
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Fast and easy customer
onboarding at the POS
Suitability test = 100% fulfilled
Pension Analysis
CHF
230
Age 25-45
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Start a pillar 3a
Take out insurance
Open a long-term savings plan
Retirement Prep
CHF
330
From the age of 45
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Make optimal use of the 3 pillars
Optimize taxes and pension funds
Identify and implement cross
selling opportunities
Pension Support
CHF
500
After retirement
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Secure your partner
Review your living situation
Universe of Products
Universe of Products
Share Your Product Strategy for Millions to See
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Discover the Best Insurance Policies Tailored to Your Needs

Use MetaSwiss to explore various insurance practices and learn from industry experts which policies best suit your needs.

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The Best Real Estate Properties to Invest in!

At MetaSwiss, we are building a community of real estate experts where you can learn how to invest in real estate for private or commercial purposes.

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Real Estate
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Swiss Financial Universe. Install the App Now!

MetaSwiss is a Private Community Platform focused on Investment and Financial knowledge.

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