/Companies

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

PMPhilippe Muntwyler
Philippe MuntwylerFounderPhilippe 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.
C
Chantal
T
Tobias
S
Stefan

Investors · 4

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.