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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,904 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerZurichFinanzbegleitung AG
Finanzbegleitung AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Finanzbegleitung AG is independent wealth management, where the company personally and competently accompanies customers in all phases of life and provides them with advice and support. The services include comprehensive financial support, including wealth management, investment advice and risk management.

AI-generated
Offering

Products & services

Industry:Asset manager
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Finanzbegleitung AG

✓ Offered6
Wealth management
Tailor-made wealth management mandates, fiduciary and independent management of investments and investment strategies aligned with personal goals, with professional monitoring of securities.
Investment advisory
Advisory support to implement an investment strategy jointly defined, assistance with proposals and ideas, sparring to maintain an overview of investments and personal investment solutions.
Mortgages
Financing strategies for fixed-rate mortgages, money-market mortgages or combinations, support with selecting the right mortgage structure, and handling interest-rate negotiations with the mortgage bank.
Financial planning
Preparation and implementation of personal financial plans for retirement, including weighing the pros and cons of different options and guidance during decision-making.
Taxes
Tax optimization as part of the financial plan, support with tax reporting and, if needed, completion of the tax return.
Succession solutions
Advisory support on inheritance law, succession arrangements, advance directives and wills, involvement of specialists from the network, and—upon request—execution of the will and support for family members.
Trust & reputation

ranQ Trust Score of Finanzbegleitung AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of November 2026

Without public customer reviews the score stays capped.

Finanzbegleitung AG 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%
Finanzbegleitung AG scores 89.3 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.100.012%
  • 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.70.07%
Finanzbegleitung AG scores 85.0 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).85.022%
Finanzbegleitung AG scores 5.4 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 35.5.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Finanzbegleitung AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of November 2026.

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

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Location

Löwenstrasse 22
8001 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.699.923
Founded
2010 · 16 years
Last commercial register change
August 18, 2026
Employees
11 to 20
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.
100.0
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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