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.
Only things we can stand behind. No invented metrics.
Founded 2025
Shreevya GmbH, our parent company
Swiss company
Registered in the Canton of Aargau
Data stored in Switzerland
Your account and encrypted vault, in a Zurich data centre
Independent
Not venture-funded
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.
Concrete commitments we hold ourselves to.
SORVA is a product of Shreevya GmbH, an independent Swiss software company founded in 2025. We work the way sharp modern teams do: instead of a large fixed team, we bring in a curated network of independent experts for exactly what they do best. It keeps us lean and focused, puts a genuine specialist on each problem, and keeps that overhead out of the price you pay.
Company details
SORVA and associated marks are unregistered trademarks of Shreevya GmbH.
SORVA is free during the private beta. We have not yet decided how it will be priced later, but it will never be through commissions and never by selling your data. When SORVA points to something, it is because the numbers point there, not because someone paid us.
Your financial data is yours alone. You can lock it so that not even we can open it.
Your data is encrypted on your own device before it ever reaches us. In Sovereign mode, only you hold the key, so not even we can open your vault, not to help, and not if we were asked to. That is not a promise about how we behave, it is how the system is built.
If you lose your Vault recovery key, no one, including us, can restore it.
Choose Sovereign for maximum privacy, where you alone hold the key, or Standard, encrypted the same way, plus a sealed recovery key so we can help you back in if you lose yours.
Your account and your encrypted vault are stored on Swiss infrastructure, in a Zurich data centre.
We are not venture-funded. No investor is pushing us to grow at any cost or to make money from your information. We do not sell or share your data.
We are still early. Here is what we are working toward, without promising dates.
We are working toward covering more cantons, on top of the ones live in the private beta today.
We are deepening the planning around pensions, property, and decumulation as we go.
We are working toward opening SORVA more widely, once it is ready to earn that trust.
Free early access is live in ZH, BS, BL, AG, LU, SO, SZ, and ZG. Public release for all cantons follows in 2026.
