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MetaSwiss Digital Family Office

Private and Corporate Solutions

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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.

For Private Individuals

Your Bank - Our Strategy

Create Portfolio Strategy According to Your Needs

Real Estate

Stocks

Bonds

AMC’S

ETF’s

ETP’s

Private Equity

Cryptocurrencies

Corporate Solutions

MetaSwiss is home of entrepreneurs. Our solutions will help you to scale your  business in your local market, foreign markets, digitalize and improve your business. Or simply use MetaSwiss as your consultant or sparing partner to support or test your ideas

Use MetaSwiss Infrastructure to expand your business in many world wide locations such as

Switzerland (Zürich, Zug, Nidwalden)

UAE (Dubai)

Liechtenstein (Triesen, Vaduz)

USA (New York, Delaware, Miami)

Serbia (Belgrade, Novi Sad)

Use MetaSwiss Infrastructure  to open bank accounts in different  countries such as:

Switzerland

UAE

USA

Liechtenstein

Serbia

Use MetaSwiss Infrastructure to raise corporate funds in different countries such as:

Switzerland

UAE

USA

Liechtenstein

Serbia

MetaSwiss is providing Investor Relations Services on many world wide languages.

English

German

French

Spanish

Dänish

Norwegian

Swedish

Arabic

Italian

Serbian

MetaSwiss is providing you services developing all documents for Fundraising activities such as:

Prospectus

Subscription Agreement

Private Equity Offering

Private Bond Offering

Investor Deck

Termsheet

Executive Summary

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

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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