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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,714 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinTechZurichefficient.capital AG
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efficient.capital AG

Summary

About the company

The core activity of efficient.capital AG is the development and operation of innovative financial applications and platforms for investment and asset management. In particular, the company offers an open wealth platform called guide[dot]capital, which provides a wide range of investment solutions for investors, financial intermediaries and financial planners.

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Offering

Products & services

Industry:FinTech
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Software Development
✓ Offered4
Model Portfolios
Model portfolios based on ETFs, funds or direct investments for personalised investment strategies, including expert portfolios and implementation at the client’s bank.
Strategy Builder for Investment Strategies
Selection and combination of investment building blocks into personalised investment strategies, with risk-tolerance adjustment, a rebalancing tool and a securities shopping list.
Portfolio Check
Analysis of securities portfolios with chartbook, contribution to volatility, sustainability and climate-impact assessment, plus a second opinion on investment alternatives.
OpenWealth Platform
OpenWealth platform for investors, financial intermediaries and asset managers with investment solutions, model portfolios, building blocks and bank-side implementation.

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Secure profile

Location

Gessnerallee 38
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-185.723.805
Founded
2019 · 7 years
Last commercial register change
August 14, 2025
Employees
11 to 20

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