Selma transforms the complexity of financial planning into an effortless and empowering experience. With Selma, managing your finances becomes as easy as streaming your favorite show.
Current Status
13500 clients,
+250m CHF managed,
Team of 24 experts combining Nordic Tech and Design with Swiss Wealth Management,
First to offer AI-based Wealth advice,
10.5m Series A raised in 2021 / 2022
Problem or Opportunity
In Switzerland, a staggering 85% of adults face challenges with their finances—not from a lack of interest but because they lack know-how and confidence. The finance world still seems like an exclusive club, mostly accessible only to the wealthy.
Solution (product or service)
Selma manages your money automatically, gives personalized advice & tips about your finances, and offers help from experts at any time. That way you can worry less about your future, feel reassured, and have more time to enjoy your life.
Selma transforms the complexity of financial planning into an effortless and
empowering experience. With Selma, managing your finances becomes as easy as streaming your favorite show. From wealth structuring to investing in 3a pension funds, Selma offers tailored analysis, advice and
recommendations, enabling confident financial decisions from your sofa.
Business model
One yearly fee based on the assets you mange with Selma
0.68% p.a. – under 50’000 CHF
0.55% p.a. – 50’000-150’000 CHF
0.47% p.a. – over 150’000 CHF
0.22% p.a. – over 250’000 CHF
Potential to grow AI advice in the area of mortgage, insurance and pension.