AI-native · Regulated · End-to-end

Withholding tax,
reclaimed by AI.

TriRefund automates the entire recovery chain on dividends and coupons, end-to-end, with zero burden on your teams.

Book a demo → See how it works
0 Md
CHF withheld / year
0%
reclaimable
Built for Private banksIndependent managersEAMsFamily offices
The process

Three steps. Zero friction.

From your data to recovered cash — the AI does the work, you get paid.

01

Connect your data

Dividend and coupon flows imported via API or file. Nothing to install.

02

The AI computes the reclaimable

The engine cross-references 27 markets × 130 residence countries and tax treaties, instantly.

03

We recover and pay out

Digital filing with the authorities, end-to-end tracking, recovered cash credited.

0+
Markets covered
0
Countries of residence
0%
Up to reclaimable
ARIF
Regulated-intermediary status (in progress)
Why TriRefund

The regulated & automated layer of tax recovery.

Agentic engine

An AI-native, end-to-end BPO — a category that didn't exist. Automation, power-of-attorney delegation, direct accounting.

Regulated & secure

Financial-intermediary status in progress (ARIF/SRO), Swiss banking standards, data processed on the fly.

Win-win economics

Near-zero marginal cost: the bank earns, the client recovers, the authority gets the automation it wants.

FASTER-ready

Aligned with the EU 2030 directive and MiKaDiv — tomorrow's standard, available today.

Reclaim what you're owed.

Find out, on your own data, how much your clients can recover.

Book a demo → Launch the simulator