Your Marketing Channel for Financial Coaches:

We match individuals seeking financial advice with truly qualified professionals.

Your Marketing Channel for Financial Coaches:

We match individuals seeking financial advice with truly qualified professionals.

Acquire New Customers

We handle your marketing and match your profile with relevant inquiries. You’ll receive contact requests only from clients who select you based on your qualifications and services.

Reach & Visibility

An appealing profile, showcasing your credentials, client references and a link to your website, enhances your visibility to potential clients.

Define Your Target Group

You choose which inquiries you want to receive, e.g., by filtering via topic, location, age, income, or assets.

Independent Platform

All financial advisors operate under the same terms and conditions. Our goal is to ensure the best match for both clients and coaches - free from conflicts of interest.

Fixed Fee

For a set rate (starting at CHF 252 per year), you enjoy platform presence and visibility without extra fees for leads or sales. There’s no minimum contract term and no obligation to renew.

Basic

CHF 252 per year

Included:

  • Personal Consultant Profile
    • no dashboard
    • no links
  • Max. 3 messages per year
Select

Professional

CHF 588 per year

Included:

  • Personal Consultant Profile
    • with dashboard
    • with your own links
    • with company logo
  • Max. 12 messages per year
Select

Premium

CHF 1188 per year

Included:

  • Personal Consultant Profile
    • with dashboard
    • with your own links
    • with company logo
    • quality label
  • Unlimited messages
  • company profile with dashboard
  • company logo on homepage
  • Publish max. 3 scientific articles
  • Max. 2 posts on Linkedin
  • Personal support
Select

What customers say about us

“FinFinder.ch ist ein verlässlicher Partner, den ich gerne weiterempfehle. Die Zusammenarbeit ist sehr positiv, kompetent, transparent und persönlich. Aufgrund einer durchdachten Filterung liefert die Plattform qualitativ hochwertige Leads und das Wichtigste – sie führt zu neuen Kunden!”

Sylvia Raguth, MANDAT-IN Vorsorge- und Finanzlösungen

“Good, clear platform. Highly recommended.”

Matthias Dudler asset managers

The Process

We verify your registration and credentials

You define your target audience (by topic, location or assets)

Your profile is recommended only to relevant clients

The client makes a choice and leaves feedback

Frequently Asked Questions

Here you will find answers to the most frequently asked questions. If you have any further questions, do not hesitate to contact us.

You can choose between three subscription levels with a fixed annual fee. There are no additional costs or commissions for leads and sales. We believe that the visibility and awareness on the platform alone brings great benefits and justifies the low fees. With just one sale, the costs can be recouped within 12 months.

You can expect several hundred profile views from your defined target group and additional contact requests from interested parties. These are current experience values. The popularity and reach of the platform is constantly increasing. Your own values depend on your specialization and the selected region(s).

The platform is available to all qualified financial coaches, whether self-employed or employed by an asset manager, bank or insurance company. To activate the platform, we check the relevant diplomas and certificates (e.g. financial planner with a federal professional certificate, certified financial advisor IAF, SAQ-certified individual customer advisor).

The platform is used by customers of all ages and all wealth groups. Your profile is only suggested to the desired target group. Every financial coach can define their target group according to age, wealth, region and topic.

Our algorithm calculates the most suitable financial coaches based on a match factor and presents the top 9 most suitable profiles to the customer. The algorithm takes into account objective criteria such as the specialization of the advisor, the distance to the customer, and the complexity of the customer's situation.

You can unsubscribe and have your profile deleted at any time. There is no fixed contract period and there are no costs for unsubscribing. Any existing credit cannot be paid out.