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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingCourtedouxAM Prévoyance & Patrimoine Sàrl
AM Prévoyance & Patrimoine Sàrl Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of AM Prévoyance Patrimoine Sàrl is patrimonial planning, i.e. wealth planning for private individuals. This includes the conception of individual wealth plans tailored to the specific needs and goals of clients. This encompasses the assessment of the current financial situation, the identification of problems and opportunities, as well as the development of strategies to achieve financial goals. The company provides these services exclusively on the basis of mandate contracts.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered3
Wealth-related financial planning
Wealth financial planning for private individuals, assessment of the socio-economic situation, analysis of needs and opportunities, advice and development of wealth strategies.
Comprehensive financial plan
Development of a comprehensive financial plan in interaction with the various areas of wealth planning, to support clients throughout their life stages.
Wealth advisory on mandate
Wealth advisory services carried out exclusively under a mandate agreement, with hourly rate and flat fee depending on the topics addressed.
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AM Prévoyance & Patrimoine Sàrl

Trust & reputation

ranQ Trust Score of AM Prévoyance & Patrimoine Sàrl

Trust Score

No score yet

x

A published score requires a data basis of at least 50% and data from at least two criteria groups other than identity. Missing evidence: Review quality, Review volume, Review recency, Media authority

Data basis 54% · As of October 2026

AM Prévoyance & Patrimoine Sàrl has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
AM Prévoyance & Patrimoine Sàrl scores 74.1 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.79.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
AM Prévoyance & Patrimoine Sàrl scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
AM Prévoyance & Patrimoine Sàrl scores 0.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 54%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Media authority. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Location

Chantemerle 98T
2905 Courtedoux

At a glance

Legal form
Limited Liability Company
UID
CHE-160.945.413
Founded
2018 · 8 years
Last commercial register change
April 26, 2021
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.88.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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