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DirectoryFinance & InsuranceFinancial ServicesZurichFinelles GmbH
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Verified· 3 sources

Finelles GmbH

Summary

About the company

The core activity of Finelles is the provision of financial services, particularly in providing independent financial planning, investment education and financial wellbeing programs for individuals and companies. The company offers online courses, workshops, coaching and consulting to support customers in achieving their financial goals.

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Offering

Products & services

Industry:Financial Services
✓ Offered
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7
Independent financial planning
Holistic, tailor-made 1:1 financial planning for women over 50, focused on liquidity, insurance, retirement provision, law, taxes, real estate and investments.
Investment Class
12-week program for women in Switzerland with 1:1 support, live calls, workbooks, and help with budgeting, retirement planning, investments, and building a portfolio.
Online Masterclass
Free 90-minute masterclass with a financial plan, ETFs, retirement provision and typical investment mistakes, including recording and a workbook.
Finelles financial boost
Free e-book with a self-check, step-by-step guidance, financial knowledge, and first steps toward budgeting, retirement provision and investing.
Speaker for networks & events
Keynote talks, panels and full-day workshops on financial planning, money mindset, retirement provision, investing and sustainable investing.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle54
★TrustpilotSoon
PProvenExpertSoon

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Location

Gotthardstrasse 55
8002 Zurich
Opening hours
Mon
09:00 - 17:00
Tue
Closed
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-495.254.417
Founded
2023 · 3 years
Last commercial register change
May 23, 2023
Employees
11 to 20

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