ellexx Financial Planning: Retirement planning becomes an integral part of the service offering
In response to numerous requests from the community, the Swiss women’s finance platform ellexx is now expanding its services to include independent financial and retirement planning. Three proven experts are available to provide personalized consultations to Switzerland’s largest women’s finance community. The platform is thus responding to an ongoing need: Financial and retirement planning has been one of the most frequently requested topics from the very beginning—in courses, within the community, and via email, women have repeatedly asked for independent, trustworthy advisors.
Women in Switzerland are disproportionately affected by poverty in old age. «Financial independence doesn’t end with investing. If you really want to live a self-determined life, you need to be financially secure in old age,» emphasizes ellexx co-founder Nadine Jürgensen. Her business partner, Patrizia Laeri, adds: «We’re now connecting our community with exactly the people we would trust ourselves.»
Three experts with a clear focus on independence
According to ellexx, when selecting its new partners, the company placed particular emphasis on independence, transparency, sustainability, and a proven focus on people facing complex life situations.
Clara Creitz is a financial planner with a Swiss Federal Certificate, a Certified Financial Planner (CFP®), and a registered and licensed investment advisor with more than 14 years of industry experience. As an independent financial planner, she has helped more than 1,300 women since 2018. ’I help women get their finances in order—so that financial independence isn’t a matter of chance, but a plan.«
Davide Zanetti is a certified financial planner with a Swiss Federal Certificate. He advises individuals, families, and couples on independent financial and retirement planning—in a practical way and without technical jargon. «Back then, I would have liked to have had someone to help me make smarter financial decisions and move forward with confidence. That’s exactly what I offer today—on an equal footing.»
Nadine Hunkeler is a financial planner with a Swiss Federal Certificate, a Certified Financial Planner (CFP®), and a licensed investment advisor listed in the advisor registry, with more than 16 years of industry experience. According to her, she is one of only five independent female CFPs® in all of Switzerland and guides women—including English-speaking expats—step by step toward financial independence. «No one will take care of your finances unless you take matters into your own hands—with the right knowledge and the right plan.»
ellexx Financial Planning: Post entries directly in the app
The three experts will be available for booking starting May 26, 2026, via ellexx.com and directly in the ellexx app. Initial consultations are free; advisory services are fee-based, independent, and transparent—with no commissions from banks or hidden interests.
ellexx was founded by Patrizia Laeri, Nadine Jürgensen, and Simone Züger and bills itself as Europe’s largest female investing app. The app offers financial education in six countries and—most recently—direct investing within the app in Switzerland as well. Its offerings include ETF savings plans, financial education, coaching, courses, investment advice, financial planning, legal protection insurance, and a community of 100,000 women.
For more information and to book consultations, please visit https://www.ellexx.com available.
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Since founding her studio in 2015, Züger has stood for a clear yet poetic design language that moves between gallery and everyday life. Her designs - from brand identities and spatial concepts to furniture and objects - are characterized by sensuality, structure and attitude. "I want to create atmospheres that touch and create identity," she says about her approach.
Her clients include institutions and brands such as the Museum für Gestaltung Zürich, Cervo Resort, Adidas, ETH Zürich, Annabelle and Migros. Her most recent works show an increasing turn towards the sculptural - objects that explore function and emotion in equal measure.
Looking back, Züger's work reveals itself as a continuous search for reduction, impact and attitude - as design that thinks both aesthetically and politically. To mark the anniversary, she announces that she will be accepting new commissions again - without giving up the experimental character of her studio.
More information at simonezueger.ch.
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The declared aim of the ellexx financial platform is to empower women financially. 56% of women in German-speaking Switzerland are unable to keep their heads above water financially. The fintech therefore aims to help women close their financial gaps in a meaningful way. In addition to a membership and women-friendly investment and insurance products, it also offers articles and a comprehensive collection of financial knowledge.
Ellexx has already been able to support, inform and educate more than 50,000 women and has become the largest crowdinvesting company run by women to date. This way of doing business with a positive social impact has now earned the young company an award: the globally active Social Enterprise World Forum (SEWF) was the first company in Switzerland to award the "People and Planet First" label to the Ellexx financial platform for women.
The award underlines a trend: many women are founding companies that not only aim to maximize profits, but also to benefit the environment and society. Studies show that 54% of women give these dimensions a high priority, compared to 39% of men. Surveys also show that 63% of female founders state that they primarily set up a start-up because they want to leave the world a better place. Ellexx focuses on the "S" for social within the ESG measures, which stands for more equal opportunities, diversity and inclusion within entrepreneurial structures.
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The business magazine for women Ladies Drive by Sandra-Stella Triebl, the financial media platform for women elleXX, which was founded among others by Patrizia Laeri, advisory board member of the Institute for Digital Business HWZ, and the HWZ are teaming up this year and jointly award a scholarship for an Executive MBA Digital Leadership.
The support project was launched in 2022 by the HWZ together with Sandra-Stella Triebl from Swiss Ladies Drive. It is aimed at future female executives and pursues the goal of encouraging digitally savvy women to become even more involved in the ongoing transformation process of their companies and to help shape it themselves.
The scholarship, which is endowed with 58,000 Swiss francs, was awarded for the first time last year as part of this sponsorship project. The nomination process for this year's scholarship runs from now until the end of October. The winner will be announced at the beginning of December 2023.
Promotion of female leadership
"By awarding the scholarship, we want to give a future 'digital leader' the opportunity to help shape digital transformation," explains Daniela Dunne, Head of Marketing & Communications at HWZ. Sandra-Stella Triebl adds, "We are excited to now offer even more women the opportunity to experience this fantastic education at HWZ through our newly born alliance with elleXX."
For Patrizia Laeri, too, getting involved in such an initiative is a matter close to her heart. "It's essential today, especially for women, to have their finger on the pulse of tech trends and to challenge old ways of thinking and business models."
]]>By 2029, 30,000 more people will retire in Switzerland than young people will enter the labor market. According to studies, Switzerland will already have a shortage of 365,000 skilled workers in 2025. One thing is clear: Without women, there is no economic growth. But only five percent of SMEs have special programs to promote and recruit women.
Recruitment of the next Gen
Fair and progressive employers appeal to potential applicants and retain qualified employees in the long term. elleXX gives responsible companies and their employees access to the extensive financial education offered by elleXX. At the same time, elleXX makes the successes of ethically managed companies visible in Switzerland's largest female finance community. This enables companies to position themselves as attractive players on the market in a new, primarily female target group and to address female professionals in a targeted manner.
Employee:internal satisfaction through education
Studies show that promoting training opportunities strengthens employees' skills and has a positive impact on workplace culture and well-being. In particular, financial education increases employees' well-being and self-confidence. In this way, companies can make an important and measurable contribution to financial inclusion in society.
Already successful cooperations
In addition to the proven product cooperations with Allianz, Vontobel and Migro bank, elleXX has already successfully implemented various programs of the new offering with companies such as Baloise Versicherungen and Swisscom.
elleXX focuses on the "S" within ESG measures, as it says in a statement, and thereby wants to drive social change in society. With its new offering, elleXX therefore helps companies to fulfill their role as an attractive employer, to attract talent, and to do business digitally and fairly. In this way, companies actively improve equal opportunities, diversity and inclusion and strengthen the S of ESG.
Female founders often have a much harder time than male founders. For example, they receive only one percent of venture capital in Europe, with the rest going to founders. Yet women found 21 percent of European startups. This means that they have a disproportionately low access to capital. Now, in May, ElleXX Universe was able to break through the million mark in just two and a half days and, according to the company, has thus achieved the largest crowdfunding ever achieved by female founders in Europe.
The Platform for Women was founded by journalists Patrizia Laeri and Nadine Jürgensen and creative designer Simone Züger. The platform wants to change the structurally caused financial inequality of women and at the same time empower women to financial independence and investment courage.
New chapter for equality
The financial milestone underlines the innovative strength and commitment of female founders in Europe. The success of this campaign opens a new chapter for equality and recognition of women in the corporate world. It is proof that outstanding ideas and innovation know no gender boundaries and that women's success in entrepreneurship is not a
exception, but should be the rule.
1,379 investors have placed their trust in the ElleXX team, betting on the female finance platform. 85 percent of the new ElleXX co-owners are women. Co-founder and Chief Innovation Officer Simone Züger explains, "We are witnessing a bit of the future of finance here. elleXX issued purely digital shares that could only be purchased via a wallet. People are ready for this change, which democratizes the financing of startups to a certain extent. This will make it easier to access capital and enable broader participation."
The newly acquired capital will be invested in new products and technology. The goal is a consumer-friendly finance app with an S-focus. Later, expansion into the DACH region is planned.
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Because financial products and services are too rarely tailored to specific needs, women represent the largest underserved customer group in the financial services industry. This is shown by the study on women in the financial industry "Women in Financial Services.. There are many reasons for this. For one thing, many women do not feel that the banks' product portfolios for savings and investments appeal to them. Secondly, women have different needs and invest differently.
Female Empowerment
Migros Bank now wants to encourage women to take their financial future into their own hands. Under the hashtag #GeldIstFrauensache (#MoneyisWomen's Business), the bank publishes a wide variety of formats on its social media channels in which it allows a wide range of personalities to have their say on the subject. Among them are Stefan Büsser and Yaël Meier.
At Migros Bank, women and men alike are to receive simple instructions on how to invest, clear communication about investment products, and more support in taking their first steps in the financial markets. "Our goal is to provide convincing solutions for people who want to manage their money ideally. Together with ElleXX, we are once again one step closer to this goal," explains Rolf Knöpfel, Head of Innovation & Marketing at Migros Bank.
Cooperation with money platform ElleXX
The new money media platform for women ElleXX was recently founded by the two journalists Patrizia Laeri and Nadine Jürgensen and the creative designer Simone Züger. The platform aims to change the structurally caused financial inequality of women and at the same time empower women to financial independence and investment courage.
The financial product recently launched with Migros Bank is to be followed by other tailored products. "Unfortunately, the truth is that women have large gaps in their private financial lives: they live longer, earn less, do most of the unpaid work for the family and are usually only employed part-time. We want to encourage women to improve their financial situation," says Nadine Jürgensen.
ElleXX offers social and financial topics and focuses on equality and sustainability. A help section shows and explains the various gender financial gaps at a glance, offers checklists and explanatory videos in German and English.
