The Venture Codex

Participated · Seed · Jan 2023

Everon, founded in 2019, is a Zurich fintech offering an all-in-one app for wealth management, retirement products (Pillar 3a and vested benefits) and access to Private Markets alongside personal advisory. The platform enables fully digital onboarding, a free private account with card, and personalized investment strategies with human experts available. Everon aims to democratize private banking by making services previously reserved for high-net-worth clients accessible to a broader wealthy retail segment. The company plans to expand its activities in Switzerland, grow its Private Markets offering, extend its technological capabilities, and broaden its range of strategies. Financially, Everon closed a seed financing round of around CHF 2.5 million to support these initiatives. Investors in the round include lead investor TX Ventures, Swiss 5 Group, QBIT Capital and private investor Dr. Wolfgang Wienand.