ZWEI Wealth | Your Personal Wealth Office
Investment Management • 
Genferstrasse 35, Villa zum Mythenstein, Switzerland • 51-100 Employees
Company overview
| Headquarters | Genferstrasse 35, Villa zum Mythenstein, Stadtkreis 2, Zurich 8002, CH |
| Phone number | +41432992222 |
| Websites | |
| NAICS | 5231 |
| SIC | 672 |
| Keywords | Investment Planning, Strategic Financial Planning, Independent Research, Alternative Investments, Financial Empowerment, Family Office Solutions, Independent Financial Consulting, Private Wealth Advisory, Selection Of Best Banks And Asset Managers, Advisor Franchise Model, Asset Manager Comparison, Banking Cost Comparison, Cost And Performance Benchmarking, Global Wealth Network, Independent Wealth Advice, Investment Strategy Evaluation, Wealth Office Network, Wealth Transparency |
| Founded | 2014 |
| Employees | 51-100 |
| Socials |
Key Contact at ZWEI Wealth | Your Personal Wealth Office
James Wood
Partner / Business Owner Member Of Zwei Wealth Network
ZWEI Wealth | Your Personal Wealth Office Email Formats
ZWEI Wealth | Your Personal Wealth Office uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@zwei-wealth.ch), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@zwei-wealth.ch | 75% |
{first name}.{last name} | john.doe@zwei-wealth.ch | 21.4% |
{first initial} | j@zwei-wealth.ch | 3.6% |
About ZWEI Wealth | Your Personal Wealth Office
The Independent Wealth Office – built for clarity, control, and better decisions. Wealth management is one of the most intransparent industries – full of hidden costs, complex structures, and unclear performance. At ZWEI Wealth, we believe that clarity is power. That’s why we have redefined the concept of wealth advice: Independent. Personal. Transparent. With access to over 500 banks and asset managers worldwide, our clients benefit from cost and performance comparisons, strategic investment planning, and a clear overview of all services and fees. Our advisors work exclusively in your interest – we don’t manage money ourselves, we manage your decisions. That’s what makes us truly independent. As a client, advisor, or partner, you gain a neutral platform, a structured decision-making process, and access to smart investment solutions – from curated strategies to alternative investments. As a professional, you can become part of our growing Wealth Office network and build your own business under the ZWEI brand. Looking to build your own Wealth Office? Join our franchise network and leverage the power of ZWEI Wealth to offer your clients superior wealth management services with transparency and control. Start your journey with us today. ZWEI Wealth is a trusted partner for individuals, family offices, entrepreneurs, and financial professionals who expect more from their wealth. We make wealth management work – for you. 🧭 Headquarters in Zurich 📍 Additional offices: Geneva, Lugano, Milano, Tel Aviv 👉 Request your independent wealth comparison now or learn more about joining the ZWEI Wealth franchise network.
ZWEI Wealth | Your Personal Wealth Office revenue & valuation
| Annual revenue | $4,705,525 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $15,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
ZWEI Wealth | Your Personal Wealth Office has 5 employees across 5 departments.
Departments
Number of employees
Funding Data
ZWEI Wealth | Your Personal Wealth Office has never raised funding before.
ZWEI Wealth | Your Personal Wealth Office Tech Stack
Discover the technologies and tools that power ZWEI Wealth | Your Personal Wealth Office's digital infrastructure, from frameworks to analytics platforms.
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Netherlands
Taiwan, Province of China
India
Philippines
United Kingdom
United States
Frequently asked questions
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