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DirectoryFinance & InsuranceFinancial ServicesPfäffikon SzConsolitech Switzerland AG
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Consolitech Switzerland AG

Summary

About the company

The company Consolitech offers comprehensive financial management for private individuals and families. The core activities include: financial consulting and planning, asset management and protection, investment strategies and investment consulting, insurance consulting and brokerage, mortgage and financing consulting, tax consulting and planning, pension and retirement consulting, and banking and account management. The company provides a wide range of financial services to support customers in managing their finances and securing their financial future.

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Products & services

Industry:Financial Services
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✓ Offered8
Holistic Finance
Holistic financial advice for individuals, including budget planning, retirement provision, insurance, mortgages, investments and banking, plus an individual strategy.
Investment Advisory
Personal investment strategy, selection of suitable investment instruments, ongoing monitoring of performance and risk, and advisory models with regular portfolio reports.
Pillar 3a and Vested Benefits Portability
Retirement and investment solutions for Pillar 3a and vested benefits portability, with a choice of investment funds, a personal strategy and tax savings.
Exclusive Financial and Advisory Services
Personalised wealth report, digital finance cockpit, portfolio analysis with a second opinion, and comprehensive financial support for families and entrepreneurs.
Business Consulting
Advisory on finances, insurance and business development, including structuring the company as a continuous or on-demand strategic sparring partner.

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Location

Hier entsteht die Karte
Churerstrasse 160b
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-302.196.022
Founded
2022 · 4 years
Last commercial register change
December 12, 2025
Employees
11 to 20

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