FINANCIAL LITERACY · SWITZERLAND
Make smarter decisions with your money.
Your financial lifestyle,
Your financial game plan.
Monetracy brings institutional-grade financial expertise to Swiss private individuals — through education that is clear, practical, and genuinely engaging.
COMING SOON - ETF INSIDER NEWSLETTER
Your weekly Swiss ETF edge.
Free.
Practical ETF insights for Swiss investors every week — savings plans, model portfolios, broker comparisons. Written by two CAIA charterholders.
In Focus
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Bootcamp #1
Personal Finance Basics
From budgeting to investing — learn the essential moves to build a rock-solid financial foundation.
Hit us up to get the module details and claim your spot.
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Bootcamp #2
Investment Basics
From stocks to bonds and beyond — unlock how each asset class behaves and how to invest with confidence and attitude.
The bootcamp for a clearer investment overview.
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Bootcamp #3
Funds & ETFs
Dive into the world of funds and ETFs, crank up your investing skills, and build a portfolio that truly hits the right notes.
Learn straight from a fund and ETF pro who knows how the markets roar.
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E-Learnings
Coming Q2/Q3 2026
You’ll be able to learn anytime, anywhere — no limits, no rules.
Drop your contact details and be first in line when we go live!
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Monetracy Playbook
Coming soon
The first edition of our personal finance mini-handbook is in the making, covering the essentials of personal finance in one concise guide for you.
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Monetracy Partners
Coming soon
We’re currently in discussion with our first batch of partners. Soon, you’ll be able to explore their offerings and discover opportunities designed to help you build a smarter, stronger financial future.
How it works
Empowering every generation with financial literacy
Our financial literacy platform is designed to make money matters clear, practical, and accessible for everyone.
Coming in H1 2026
E-Learnings– Learn Anytime, Anywhere
Perfect for independent learners who want full flexibility. Access structured lessons at your own pace and build your financial knowledge step by step — wherever you are.
Bootcamps – Learn Together, Have Fun
Join engaging virtual or in-person sessions with friends, family, or colleagues. In typically 3 hours (split as 1×3h, 2×1.5h, or 3×1h), you’ll gain hands-on insights and practical skills in an inspiring group setting.
Private Coaching – Personalised & Discreet
Work 1-on-1 with an expert to tackle your individual goals. Sessions are fully tailored to your needs and can take place in person or online.
💡 Bonus
Every E-Learning or Bootcamp booking includes a 1-hour private coaching session — your chance to ask questions, clarify concepts, and apply what you’ve learned to your own financial life.
STILL NOT SURE WHERE TO START?
Get to know us
🚀 Ready to connect? Schedule your virtual chat with one of our two initiators.
Just reach out to us via the contact form.