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Vita Finance

Finance & Insurance
rethought

Compare digitally, analyze independently, and receive personal guidance. For a better overview, greater security, and improved decision-making.

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Market Leaders & Top Performers

Find the highest-rated providers for your pension, insurance, and investments all in one place

cupLegal protection insurance: Rating
  1. Fortuna Top 5.5
  2. Dextra Paket XL 5.2
  3. Emilia Rechtsschutz 5.2
  4. Dextra Paket L 5.1
  5. Proteka Comfort 5.1
cupInvestment solution: Rating
  1. Saxo Bank Online Trading 5.5
  2. Interactive Brokers 5.1
  3. Cornèrtrader online trading including portfolio management. 5.0
  4. VZ Depotbank Ticket Fee 4.9
  5. neon invest 4.8
cupLife Insurance: Projected Capital
  1. TerzaFondsStar CHF 366'844
  2. TerzaLifeStar CHF 358'142
  3. Performanceplan CHF 354'375
  4. SmartFlex CHF 346'779
  5. Oppurtunities Duo CHF 316'105

Vergleichen Sie über 200 Säule 3a Fonds in Sekundenschnelle

Treffen Sie fundierte Entscheidungen für Ihre Vorsorge, mit unserem umfassenden Vergleich von Banken und Versicherungen. Finden Sie die optimale 3a-Fondslösung, die zu Ihren finanziellen Zielen und Ihrer Anlagestrategie passt.

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Trust That Has Substance

We help you make financial and insurance decisions in a clear and transparent way.
Trust is built with us through clear facts and real people.

FINMA Registered

We are registered in the FINMA intermediary register and are subject to the supervision of the Swiss Financial Market Supervisory Authority. Your security is our top priority.

Schweizer Unternehmen, Schweizer Datenschutz

Vita Finance is a Swiss company based in Schenkon. Your data is stored exclusively in Switzerland and protected according to the strictest standards.

Independent and Market-Oriented

We analyze and compare products using a structured and data-driven approach. There are no obligations to individual providers – only your interests matter.

Customers Since 2014
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Average Google Rating
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Digital process with personal contact
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The Team Behind the Platform

Roger

Flamur

René

Thomas

Fabio

John

Francesco

Giulia

Ramona

Larisa

Ledion

Latest news from our blogs

Our advisors

Early retirement can be financially attractive, but it requires careful planning. The amount of wealth needed depends on your desired lifestyle, expected retirement benefits, retirement age and available assets.

Read More

A mortgage can generally continue after retirement, but affordability may change when income decreases. Early planning, partial amortisation and sufficient liquidity reserves are key factors in securing homeownership during retirement.

Read More

AHV works differently for self-employed people than for employees. Learn how contributions work in Switzerland and what to consider when planning for retirement.

Read More

Three Simple Steps

This is how our comparisons work.

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Become Part of Vita Finance

We are looking for dedicated individuals who want to rethink financial and insurance matters with us. In a growing company with clear structures, short decision-making processes, and a high degree of personal responsibility, we will further develop digital comparisons, modern processes, and personalized consulting.

If you think analytically, want to take on responsibility and build something together as a team, we look forward to hearing from you.

What our customers say about us

Real experiences from people who have trusted Vita Finance with their financial and insurance solutions.

Still Have Questions? We’ve Got You Covered.

Das sind die Fragen, die sich die meisten stellen, bevor sie ihre Finanz- und Versicherungslösungen optimieren.

How can Vita Finance help me?

We analyze your current retirement situation and create a personalized retirement plan—tailored to your financial goals and life plans.

When should I start retirement planning?

The earlier, the better—ideally from the start of your career.

Can I retire early?

Yes—it is possible, but it depends on your financial situation. We show you your options and explain the impact on your retirement benefits.

What if I want to continue working after retirement age?

No problem. We advise you on how to optimally structure your AHV contributions and your retirement strategy—even with part-time work.

Should I take my pension as a lump sum or as monthly payments?

It depends on your lifestyle, your goals, and your tax situation. We guide you through the decision-making process—with clear advantages and disadvantages of both options.

What happens if there are contribution gaps?

We help you identify contribution gaps and show you ways to close them—so you can make the most of your future benefits.

Does Vita Finance also support tax optimization?

Yes, of course. A well-thought-out retirement strategy always goes hand in hand with smart tax planning. We show you how you can, for example, save strategically and reduce taxes with the third pillar.

How do I start my retirement planning?

Book an initial consultation with one of our certified financial planners. We guide you step by step—with personal, expert support. Note: Retirement planning advice is a premium service and is charged at CHF 200 per hour.