At Fidely, we have made the strategic choice not to charge our clients . Our model is based on remuneration from our institutional partners (pension funds, insurance companies, and provident institutions). This model allows us to offer our services free of charge to all Swiss residents , with no hidden fees or commitments. You never pay anything—our mission is to democratize access to quality wealth management advice for everyone.

Fidely offers comprehensive 360° wealth management support:1. LPP (2nd pillar) search — We search for your forgotten assets with over 1,500 pension funds. 73% of our clients recover an average of CHF 12,800.2. Tax optimization (3rd pillar) — We help you save CHF 2,000 to 5,000 in taxes per year thanks to the 3rd pillar A and even thanks to the LPP buyback.3. Insurance Audit — We compare 50+ insurers to reduce your premiums (average savings: CHF 1,200/year).4. Administrative management — We fill out your forms, manage the paperwork, track your files, research and implement eligible assistance.

The results are quick:LPP search : Contact within 48 hours . If we find assets, the complete transfer takes 1 to 4 months.Tax optimization : Implementation in 1 week . Savings starting with your next tax return.Insurance audit : Immediate report during the interview . Contract changes possible — timeframe depending on the previous contract(s).On average, our customers start to see tangible savings within a month of signing up.

Yes, absolutely. Fidely Group SARL is a Swiss company based in Geneva, subject to Swiss law and financial regulations. We are registered with FINMA and ARIF .Data protection : We are 100% compliant with the Swiss Federal Act on Data Protection (FADP) and the European General Data Protection Regulation (GDPR). Your data is:• Hosted exclusively in Switzerland (Infomaniak, Geneva)• End-to-end encrypted (SSL/TLS + AES-256)• Never sold or shared with third parties without your consent• Backed up daily with limited access (2FA authentication)You retain full control: right to access, rectify and delete your data at any time.

Everyone can benefit from Fidely — whether you are employed, self-employed, retired, or have left Switzerland. Our services are particularly suited to:• People who have changed jobs several times (LPP assets forgotten)• Self-employed workers (tax optimization 3rd pillar up to CHF 35,280/year)• Families (insurance audit, savings of CHF 1,800/year on average)• Future retirees (recovery and optimization before retirement)How to get started?1. Fill out the form in 2 minutes (name, email, phone number)2. We will contact you within 24 hours (business days) for a free initial assessment3. We launch the research and optimizations — you don't have to do anything.No commitment — you can stop at any time.