People who rethink financial planning
Behind Caveo is a team with the ambition to make financial advice more human, clearer and more effective. We are developing a platform that thinks along with you - and accompanies you at eye level.
A new approach to financial planning: clear, structured and to the point.
Pension provision, insurance and wealth accumulation are among the most important financial issues in your life - and yet they are often only considered in fragments. Recommendations from the bank, friends or the Internet often lead to a patchwork of individual decisions - but not to a holistic strategy. Caveo provides a remedy.
We are the first Swiss fintech to combine certified financial planners, an app developed in-house and an algorithmically controlled action plan - in an integrated system that is precisely tailored to your life situation.
Independent. Digital. Well thought out. This is how modern financial planning works - the way it should be.
Our founders - a team that means business
(but does not take itself too seriously)
The four of us come from different disciplines in the world of finance - consulting, analysis, technology and corporate management. But we all share a simple, sobering realization: the way financial advice works today no longer suits the people it should be there for.
Philippe
Philippe has provided more than 10,000 consultations and support sessions in over +15 years. He knows the reality: too many individual opinions, too little system. As one of the highest-profile financial planners in Switzerland, it was clear to him that what was needed was a platform that not only protects or invests, but also coordinates your entire life financially - comprehensibly, modularly and effectively.
Chantal
Chantal is the structuring backbone of Caveo. With her eye for processes and figures, she ensures that our consulting services are not only excellent, but also scalable. Whether finances, processes or systems - Chantal thinks in terms of solutions before others recognize problems. Thanks to her, strategy and implementation go hand in hand at Caveo.
Tobias
Tobias thinks in contexts - and brings capital markets, technology and user logic down to a common denominator. As a former investment analyst and strategy consultant, he knows how complex financial markets are - and how little they are made tangible for people in life decisions. He translates complexity into clarity - and strategies into real added value.
Stefan
Stefan is the technical mind behind Caveo - pragmatic, precise, product-focused. He develops the platform that turns rigid PDF plans into a dynamic financial system: intelligent, intuitive and always in the right place at the right time. Thanks to him, our app thinks for itself - and actively guides our customers through their financial planning.
We founded Caveo because we missed exactly this system in our own financial reality. Today, we're proud that it's here for you. And ready to give you back control of your finances.