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DirectoryBusiness & Technical ServicesManagement ConsultingSchindellegiAllfinanz Consulting GmbH
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Allfinanz Consulting GmbH

Summary

About the company

The company aims to provide consulting and management services as well as trade in products of all kinds. The company can take over representations of products and brands, among other things in the areas of cashless payment transactions and customer loyalty programs. It can establish branches and subsidiaries at home and abroad and participate in other companies at home and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company can acquire, encumber, sell and manage real estate at home and abroad. It can also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.

Commercial register, canton of SZ·As of March 9, 2026View on Zefix
Offering

Products & services

Industry:Management Consulting
✓ Offered7
AI-assisted financial planning
AI-supported financial planning, analysis of overcoverage and coverage gaps, data-based recommendations, comparison of premiums and negotiation of better terms.
Insurance consulting and optimisation
Independent advice on insurance, including analysis of protection needs, real-time premium comparison, coverage optimisation and support for private and business insurance.
Tax return
Prepare the tax return, submit documents by e-mail, use a digital checklist and review by the tax team; first filing free of charge, afterwards subject to fees.
Retirement and financial planning
Pension planning, financial planning, savings insurance 3a/3b, unit-linked life insurance, bank solutions 3a/3b, investment funds 3b and individual asset management.
Mortgage and credit advisory
Advice on mortgages, personal loans, construction loans and SME loans, as well as support with financing for housing, construction and businesses.
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Location

Chaltenbodenstrasse 26
8834 Schindellegi

At a glance

Legal form
Limited Liability Company
UID
CHE-203.521.526
Founded
2024 · 2 years
Last commercial register change
March 9, 2026
Employees
11 to 20

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