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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichAM Swiss Finance GmbH
AM Swiss Finance GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of AM Swiss Finance GmbH is the independent and individual consulting of private individuals and self-employed/SMEs in the areas of insurance, finance and pension planning. This includes the analysis and optimization of insurance policies, the creation of asset and pension plans, as well as consulting on the implementation and monitoring of investment strategies.

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Products & services

Industry:Financial Services
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AM Swiss Finance GmbH

✓ Offered12
Financial Advisory
Independent, structured advice for self-employed people, families and professionals; bringing clarity to your finances, assessing your situation, providing clear recommendations for action and supporting implementation.
Insurance Advisory
Insurance and policy review with analysis of existing solutions, gaps and unnecessary costs; comparing offers and support when concluding suitable solutions.
Retirement Planning
Advice on Pillar 3a, the 2nd pillar and retirement provision; analysis of existing retirement solutions, identifying gaps and developing suitable optimization steps.
Financial Planning & Wealth Building
Personal financial planning with budget, structure and strategic wealth building; including an investment and investment strategy as well as guidance for long-term financial security.
Pension Planning
Planning for retirement with an assessment of your financial situation, provision and the steps required for the period after working life.
Mortgage Advisory
Advice on mortgages and affordability; assessment of your financing situation and support in selecting suitable solutions.
Tax Advisory
Support with your tax return and tax-relevant financial and retirement topics; focusing on clarity, overview and potential optimization.
Health Insurance Change
Support when changing basic health insurance, including cancellation; available as an optional add-on module within the annual advisory mandate.
Annual Advisory Mandate
Ongoing support with an annual meeting, reminder service for taxes, Pillar 3a and health insurance, a review every three years and a discount on ad-hoc mandates.
Situation Check Call
Free 15-minute initial call to assess your situation, clarify the need for advice and recommend the next steps.
Onboarding / Initial Consultation
Initial consultation with an insurance, retirement and financial review, structured assessment of the situation and prioritized optimization steps.
Ad-hoc Mandate
Targeted support on specific financial topics such as insurance, retirement provision, taxes, retirement, wealth building or a second opinion on offers.
Trust & reputation

ranQ Trust Score of AM Swiss Finance GmbH

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 Swiss Finance GmbH 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 Swiss Finance GmbH scores 72.3 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.75.012%
  • 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 Swiss Finance GmbH 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 Swiss Finance GmbH 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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Secure profile

Location

Flurstrasse 19
8048 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-171.819.014
Founded
2019 · 7 years
Last commercial register change
July 15, 2026
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.
88.0
6%
  • 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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