Fintech Tops 5 Billion Francs in Assets

As Finpension said on Wednesday, assets under management exceeded the 5-billion-franc mark for the first time by the end of February. As recently as early September 2025, the volume had stood at around 4 billion francs (finews reported). The assets include both retirement savings – with a particular focus on occupational 1e pension solutions – as well as freely investable wealth.

In the 2025 financial year, assets under management rose by a total of 1.4 billion to 4.6 billion francs, with net new money inflows of 1.1 billion francs. At the same time, the number of clients grew to around 60,000 users across the company’s various offerings. At the end of 2024, the figure still stood at about 40,000 clients.

Profit Continues to Rise

The Lucerne-based company also expanded operationally: operating revenue increased to 16.8 million francs in 2025. Net profit rose to just under 7.7 million francs – an increase of 27 percent compared with the previous year. Equity reached 20.4 million francs.

Already in the 2024 financial year, Finpension had published detailed figures for the first time. At that time, operating revenue amounted to 13.2 million francs, profit stood at around 6 million francs, while assets under management had grown to 3.2 billion francs, as finews.ch reported.

Mortgages in Focus

For further growth, Finpension is also looking at new business areas. The company continues to pursue a banking license and is also considering entering the mortgage market. «We see significant potential particularly in mortgages,» founder and chairman Beat Bühlmann said in the media release.

The fintech, founded in 2016, positions itself as deliberately independent and operates its own pension foundations. Since 2024, Finpension has also held a Finma license as a custodian securities firm, allowing client portfolios to be held directly on its platform.