Shaping the Future of Financial Advisory.

Trusted digital solutions for advisors and clients, backed by more than 60 years of experience.

Key benefits:
60+ Years of Experience
Swiss Expertise
Fully Compliant
Future-Ready Solutions
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Join the community of people who are making financial solutions accessible to everyone.

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FinConTec AG – Swiss Innovation for Finance

Uniting expertise in finance, law, insurance, and software to create powerful solutions.

10,000 Financial Plans Delivered

Our business has already proven successful in the traditional world. We are now on a mission to fully digitalize it and scale further.

FinConTec AG Expansion

Following our success in Switzerland, we are expanding to the EU market.

FinTech, Social Communities and Happy Life

We are committed to bringing digital finance to all.

FinConTec All-in-One Financial Software

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FinConTec AG is a company belonging to the VVK Group in Teufen AR and the developer of FinConPro and MyLifePlan. The software company was founded by the owner of VVK, Vorsorge- und Vermögenskonzepte AG. VVK is an owner-managed SME, a FINMA-approved insurance broker, and an independent asset manager. The company has been advising private individuals, families, associations, SMEs, and their owners on all aspects of pension provision for more than 20 years.

The VVK Group includes:
VVK AG
FinConTec AG
FinCoach AG
Rewardo
Swoffice AG
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FinConTec AG from Teufen (AR) Switzerland

FinConTec AG is transforming the way private individuals and financial intermediaries access client data, collaborate, and integrate it into everyday financial management.Our software solution MyLifePlan, developed by FinConTec AG, has already proven to be one of the leading tools for financial planning in Switzerland. The next step is clear: to scale this product and establish it as a global solution.

All adults have an individual pension, financial, and life plan. They understand it and benefit from it throughout their lives. They can have their current financial situation assessed by an advisor or assess it themselves and optimize it with the help of artificial intelligence. The savings they achieve in this way improve their retirement provision in the long term.

Own your personal financial data and secure your financial future.

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Goal

Everyone benefits from life-stage-appropriate pension, financial, and life counseling.

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Vision

The world's only all-in-one financial advisory tool for financial intermediaries (B2B) and self-planners (B2C).

Mission

FinConTec offers advisors and clients a lifetime solution that complies with new legislation and reforms the way financial advice works.

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FinConTec AG is transforming the way people plan and manage their personal finances.Our software empowers you to retain full ownership of your data while enjoying life with confidence. By letting our intelligent solution assist in managing your financial goals, you can stay in control of both your present and your future.

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Milestones

Here’s what we’ve achieved together so far:

2002
Incorporation
2004
Start of the Software Engineering Phase.
2010
The first 5,000 clients via traditional sales, enhanced with software support.
2012
Kick-off: MyLifePlan B2C software development.
2015
Test pilot and launch of FinConTec Pro.
2020
10,000 private financial plans successfully sold through software-assisted solutions.
2024
50 licenses sold for B2B business solutions.
2025
Launch of B2C mobile business solution with customer onboarding to the platform.
2026-2030
Expanding the business, empowering clients, and strengthening our team.

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Frequently Asked Questions

Have you ever wondered about our practices, investment opportunities, or the benefits of our products? Here are some answers to common questions that might interest you.

What are the benefits of MyLifePlan (FinConTech Software)?
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Can I invest in FinConTec AG?
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Where are my FinConTec AG shares kept?
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Is FinConTec listed on a stock exchange?
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This page concerns a secondary market issue by FinConTec AG,which is directed exclusively at investors who are registered with the issuer pursuant to FIDLEG:

Have been informed about information, documentation, accountability, transparency and due diligence obligations. have passed an appropriateness and suitability test.

Purpose: Information is for educational purposes only, not as a solicitation to buy.

Risk warning: Investments involve risks, including loss of capital.

Data protection: Your data will be treated in accordance with the data protection guidelines.