Caveo
Switzerland, CH · 4 known investors
Find your way into Caveo
16 people in our graph share verified history with the Caveo team — schools, employers, funds. One of them is your warm intro.
Marwan Chahboununlockedknows Philippe Muntwyler · together at ZHAW School of Management and Law (overlapped)
×11knows the team · via ZHAW School of Management and Law
Caveo is a Swiss fintech platform that integrates certified financial planners, a proprietary app, and algorithm-driven action plans to provide holistic financial planning covering savings, insurance, and wealth building. The platform coordinates financial decisions across a customer's life situation rather than treating them as isolated choices.
Founders & leadership
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Philippe MuntwylerinFounderPhilippe Muntwyler is founder and CEO of Caveo AG, a Swiss fintech platform that combines certified financial planning with digital tools to provide integrated wealth, insurance, and retirement planning for entrepreneurs and high-net-worth individuals.
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Chantal
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Tobias
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Stefan
Investors · 4
In the news
Frequently asked questions
- What does Caveo do?
- Caveo is a Swiss fintech platform that integrates certified financial planners, a proprietary app, and algorithm-driven action plans to provide holistic financial planning covering savings, insurance, and wealth building. The platform coordinates financial decisions across a customer's life situation rather than treating them as isolated choices.
- Who founded Caveo?
- Caveo was founded by Philippe Muntwyler.
- Who are Caveo's investors?
- Caveo's investors include Eagle Venture, Onevc Venture Partners Llc, Saison Capital, Zenda.
- Where is Caveo headquartered?
- Caveo is headquartered in Switzerland, CH.