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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,947 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesSt. Gallenad optima revision ag
ad optima revision ag Logo
Verified· 3 sources

ad optima revision ag

Summary

About the company

The core activity of the company "ad optima treuhand ag" encompasses a wide range of services, including: Trust services (accounting, tax consulting, tax optimization, and audit services), Auditing (statutory audit, foundation audits, special audits), Real estate services (real estate brokerage, property management), Business consulting (business succession, acquisition, outsourcing, mediation), and Pension planning (retirement, pension mandate, inheritance, estate administration). The company thus offers a comprehensive range of services for companies and private individuals, focusing on the areas of finance, accounting, taxes, real estate, and corporate management.

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Offering

Products & services

Industry:Fiduciary Offices
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✓ Offered12
Bookkeeping
Financial accounting, accounts receivable, accounts payable and payroll accounting; processing with ad optima or directly on site, including support for cloud solutions.
Tax advisory
Tax advisory for companies and private individuals, complemented by tax optimization and end-of-year advisory.
Audit
Statutory audit office, incorporation audits and special audits for companies.
Real estate brokerage
Real estate brokerage, finding buyers and supporting the sale from start to finish.
Property management
Management and administration of condominium communities for individual buildings and entire developments.
Outsourcing
Outsourcing of fiduciary services and bookkeeping work as required, carried out in-house or at ad optima.
Business consulting
Consulting on operational matters, organization and development in the context of fiduciary and succession topics.
Mediation
Mediation to clarify and resolve conflicts in a business or personal context.
Retirement planning (pension) / care mandate
Planning of retirement provision and pension, as well as drafting and advisory services for the care mandate.
Inheritance / executorship
Advice and support in matters of inheritance, including assuming executorship mandates.
Business succession / acquisition
Support for business succession and acquisitions, including advice on the handover and takeover of companies.
Ad-interim mandates / board mandates
Taking over ad-interim mandates and board mandates in transition or requirement situations.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Zürcher Strasse 232
9014 St. Gallen
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:00
Tue
08:00 - 12:00, 13:00 - 17:00
Wed
08:00 - 12:00, 13:00 - 17:00
Thu
08:00 - 12:00, 13:00 - 17:00
Fri
08:00 - 12:00, 13:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.312.312
Founded
2003 · 23 years
Last commercial register change
February 3, 2025
Employees
1 to 10

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