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DirectoryFinance & InsuranceExternal Asset ManagementUnterägeriaxessa Finanz AG
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axessa Finanz AG

Summary

About the company

The core activity of Axessa Finanz AG is wealth management and real estate brokerage. The company offers services such as financial planning, wealth management, real estate sales and brokerage, and has a network of experts in tax and legal matters.

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Offering

Products & services

Industry:External Asset ManagementReal Estate Brokerage
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Asset Management
Asset management for private and institutional clients, with independent advice, stable investment strategies and tailored concepts; in partnership with 4e-Capital AG since 2025.
Investment Advisory
Investment advisory on wealth-related matters, portfolio composition and long-term wealth building; with personal, transparent and client-focused support.
Wealth Management Consulting
Wealth management consulting for all matters relating to wealth, including personal support, financial planning and assistance with tax or legal questions through a network of contacts.
Family Office
Family office services in the wealth context, with comprehensive support and coordination of financial, tax and legal matters.
Property Sales
Property sales with advisory, marketing, photo and video preparation, buyer prospect support and handling through to completion; also for condominiums and agricultural properties.
Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle4.25
★TrustpilotSoon
PProvenExpertSoon

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Location

Zugerstrasse 46
6314 Unterägeri

At a glance

Legal form
Corporation
UID
CHE-113.660.577
Founded
2007 · 19 years
Last commercial register change
February 24, 2025
Employees
1 to 10

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