Personal
ONE HOUSEHOLDCHF 19 / month
One bank connection and a starting point for your household wealth.
Explore PersonalLIVE MORE. WATCH LESS.
Your wealth.
A clearer picture.
Your investments, property and private holdings, together. See what you own and the changes that matter to it.
Does your portfolio risk fit you?
Compare its modelled fall with the point where you’d want out.
Take the 60-second checkFree · No bank connection · No documents
TIME FOR WHAT MATTERS
Wealth was supposed
to buy you time.
A fuller life. A clearer view.ANTEVO / WEALTH
Core records hosted in Switzerland Your private household view Intelligence, not advice
01 / THE PRIVATE VIEW
Separate accounts.
One financial life.
Go beyond the balance at one bank. Bring investments and the assets around them into a household view, with liabilities and documents alongside.
- 01 Investments & allocation
- 02 Property & private assets
- 03 Risk & concentration
Explore an illustrative household. No client data.
THE MARTIN HOUSEHOLDILLUSTRATIVE
Recorded assets · before liabilities
CHF 8,450,000
One household. A wider perspective.A
02 / START SMALL
You don’t need to connect
a bank to begin.
The free check starts with your comfort with loss and a rough picture of what you hold. See the gap, then save your baseline by email or with a free account.
Take the free checkA modelled estimate, not a forecast or investment recommendation.
03 / WHEN YOU’RE READY
Keep the picture together.
Start free with the check.
Choose a paid plan for your private view.
Wealth
A WIDER PICTURECHF 49 / month
Multiple connections and real assets beyond your listed portfolio.
Explore WealthMore complex arrangements? Wealth+ from CHF 390/month. Family offices by conversation.Discuss your needs
Pricing per household. Review current plan scope and terms on Antevo.
A FEW THINGS TO KNOW
Your questions,
answered.
Is the 60-second check really free?
Yes. Begin without a bank connection or documents. The check compares a modelled portfolio fall with your stated comfort with loss. You can save your baseline by email or through a free account.
Is Antevo giving me financial advice?
No. Antevo brings your financial picture and relevant changes into view. The check is a modelled estimate, not a forecast. Decisions stay with you and your advisers.
Where is my data held?
Core records, documents and their encryption keys are hosted on Microsoft Azure in Switzerland. Some specialist services, including sign-in, payments, connections and AI processing, may handle data outside Switzerland. Read the privacy policy for the full picture.
What can I connect or add?
Brokerage accounts connect through SnapTrade. Property, private holdings, art and other assets can be added directly, with their supporting documents in your vault. Availability depends on your plan.
Can I use Antevo from ChatGPT or Claude?
Yes. Connect Claude, ChatGPT or another compatible assistant to Antevo Wealth over MCP. You sign in with Antevo, the assistant holds a scoped token and never your password, and it reads only your own household. How to connect.
A LITTLE CLARITY GOES A LONG WAY.
Start with 60 seconds.
Take the free check
Free · No bank connection · No documents