Caveo
Switzerland, CH · 4 known investors
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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

Investors · 4
How we know: open dataset · 5k.vc investor directory · Not right? Tell us
How we know: Onevc Venture Partners Llc's portfolio page · press coverage · Not right? Tell us
How we know: Zenda's portfolio page · funding news · press coverage · Not right? Tell us
How we know: press coverage · open dataset · 5k.vc investor directory · Not right? Tell us
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, Zenda, Saison Capital.
- Where is Caveo headquartered?
- Caveo is headquartered in Switzerland, CH.


