Caveo

Caveo offers independent, digital financial planning in Switzerland, helping individuals structure investments, plan for retirement, and optimize taxes. It provides personalized financial plans and expert guidance through a mobile app.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is Caveo?

Caveo provides independent and digital financial planning services tailored for individuals in Switzerland. The platform helps users structure investments for transparency and growth, plan for retirement based on their life stage and goals, and identify legal opportunities for tax optimization. Additionally, Caveo offers structured overviews of insurance policies without sales pressure, detailed checks of health insurance tariffs and services, and assessments for real estate financing. Users can access their personalized financial plan through a mobile app, which also provides actionable steps, reminders for important financial tasks, and identifies potential financial gaps. Certified financial planners offer guidance at a fair fixed price, ensuring unbiased advice without product ties or hidden commissions.

Best used for

Ideal for small business owners and startup founders who need to gain clarity on their financial situation, optimize their tax burden, and plan effectively for retirement. Especially valuable for those in Switzerland seeking independent and digital financial advice without product sales pressure.

Common actions

plan finances

optimize taxes

manage investments

plan retirement

assess insurance

iosmobile_app

Capabilities

Key features

Personalized financial plans
Tax optimization strategies
Insurance policy overview
Retirement planning
Investment structuring
Real estate financing assessment
Mobile app with action plans

Target Audience

small business ownerstartup founder

Integrations

Not yet documented

Pricing & Plans

Paid

Free

FAQs

How does Caveo earn money if it's independent?

Caveo operates on a fair fixed-price model for its financial planning services. This means clients pay for the expertise and advice received, rather than through hidden commissions or product sales, ensuring unbiased recommendations.

Can I use Caveo if I already have a broker mandate?

Yes, you can still use Caveo's services even if you have an existing broker mandate. Caveo focuses on independent financial planning and advice, which can complement or provide an alternative perspective to your current arrangements.

What happens after the initial free consultation?

After the free initial consultation, if you decide to proceed, Caveo will create a personalized financial plan based on your situation. This plan is then presented to you by a certified advisor, and you decide how to implement the recommended steps.

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