# Everon

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/everon

- Industry: Financial Services
- Headquarters: Zurich, Switzerland
- Website: www.everon.swiss
- Total disclosed funding: $2.7M
- Latest round: Seed (Jan 19, 2023)
- Investors on record: 3

## About

Based in Zurich, Switzerland, and founded in 2019, Everon AG operates as a financial services provider firm that offers personalized wealth management services. The company was founded by Lilai's Funk, Brice Zanetti, Jonas Bachinger, and Florian Rummelein. In January 2023, Everon AG raised CHF 2.5 million in seed funding led by TX Ventures, QBIT Capital, and Swiss 5 Group.

The firm offers services that help its clients to improve their financial situations. It helps in personalized investing, building wealth, and buying homes, and optimizes tax and financial independence. The firm offers wealth management services that are digitally accessible and helps clients to invest in assets using various strategies. The services also help clients to increase their retirement savings by investing in idle funds. The firm also offers private pension plan services as pillar 3a services.

The firm generates its revenue by charging an asset management fee of 1.05 percent which includes an administration fee of 0.7 percent and 0.35 percent per annum of custodian fee for wealth management services, 0.8 percent for permissiveness services, and pillar 3a services.

The company plans to use January 2023, funding to expand its business across Switzerland and develop other financial technology products and services.

## Funding rounds

- Seed, Jan 19, 2023, $2.7M — TX Ventures, QBIT Capital, Swiss 5 Group

## Investors

- TX Ventures (https://capitalatlas.ai/funds/tx-ventures) — Seed
- QBIT Capital (https://capitalatlas.ai/funds/qbit-capital) — Seed
- Swiss 5 Group — Seed