What will AI and WealthTech actually leave behind for Swiss banks? According to fincite, that was the central question drawing more than 150 decision-makers from over 70 companies to the SOHO Club Zurich on 24 September 2026 for WealthTech Connect 2026.
Across a single day, private banking, wealth management and WealthTech players gathered for six startup pitches, three panels and keynotes covering everything from tokenisation to US politics.
The invitation-only event, co-hosted by fincite and Harvest Groupe, is designed for those actively pushing digital wealth management forward. Now in its fourth edition, it relocated to Zurich for the first time. fincite notes that the founding idea remains intact: a focused day on wealth management that sends attendees back to work with fresh ideas and renewed strategic momentum. Payment & Banking managing director Nicole Nitsche presented the programme.
Six WealthTech startups opened proceedings, each given 15 minutes to make their case. mesoneer CEO Felix Wolfensberger showcased a Digital Trust Platform that steers banks through compliant client onboarding, from identity verification through to qualified electronic signatures, and also referenced the European Digital Identity Wallet. PriceHubble group director enterprise solutions Dr Jasser Kassab used live demonstrations to show how banks can fold real estate into a holistic picture of client wealth.
Aisot Technologies CEO and co-founder Stefan Klauser tackled a question on many minds in the room: can AI agents be trusted to give investment advice? As fincite reports, his answer rested on three conditions, namely precision, reliability and control, with ultimate responsibility remaining with humans.
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