Professional-grade Swiss financial planning, made for everyone.
SORVA is a Swiss financial planning platform built by an independent Swiss software company, on the belief that a clear view of your money should be within reach, without needing a finance degree.
A few honest facts about us
Only things we can stand behind. No invented metrics.
Founded 2025
Shreevya GmbH, Commercial Register CHE-429.715.642
Swiss company
Registered in the Canton of Aargau
Independent
Not venture-funded
Why we built SORVA
A clear view of your money should be within everyone's reach.
Most people in Switzerland plan their financial future in a fragile spreadsheet, or not at all. SORVA changes that. See your whole financial life for yourself: retirement, financial independence, and the milestones along the way, in your own language. And it runs on a deterministic Swiss engine built from Switzerland's official tax and pension rules, not on generative AI. Same inputs, same result, every time.
Paid for by the people who use it
SORVA is free while it is in beta. There is no card to add and nothing to cancel. When we start charging, it will be a subscription you choose and agree to up front, and we will tell you what it costs well before it applies.
We do not sell your data. Not now, not later, not to anyone.
Our Commitments
Concrete commitments we hold ourselves to.
We show you the reasoning behind the numbers, not just the result.
SORVA is free during the beta and will later be funded by a subscription you agree to up front.
We will never sell or share your personal financial data.
Your data is encrypted on your device before it is stored, and kept in Switzerland. When you run a plan, your inputs are processed only transiently and never stored unencrypted. You choose your privacy level: in Sovereign mode, not even we can open your vault.
We are independent and not venture-funded, so our incentives stay aligned with yours, not with investors chasing growth.
We keep it educational: SORVA gives you estimates and understanding, not individual advice.
We will tell you plainly what SORVA cannot do.
If ownership of SORVA ever changes, we will notify you, and your privacy choices will continue to apply.
Your financial data is yours alone. You can lock it so that not even we can open it.
Data stored in Switzerland
Slow, deliberate, and honest about it
We are still early. Here is what we are working toward, without promising dates.
More of Switzerland
We are working toward covering more cantons, on top of the ones live in the public beta today.
More depth
We are deepening the planning around pensions, property, and decumulation as we go.
Beyond the beta
SORVA is already open to everyone. We keep the public beta label while we refine the numbers and add depth, and we will retire it once SORVA has fully earned that trust.
See your whole Swiss financial picture, clearly.
Live in ZH, BS, BL, AG, LU, SO, SZ, ZG, BE, SG, TG, and GR. More cantons rolling out through 2026.