ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,924 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesUrtenen-SchönbühlFINEX & Partner GmbH
FINEX & Partner GmbH Logo
Verified· 2 sources

FINEX & Partner GmbH

Summary

About the company

The core activity of FINEX & PARTNER is the provision of financial services, particularly in the areas of wealth management, pension planning, real estate financing, tax optimization, insurance optimization, and estate and succession planning. The company offers individual consulting and solutions for private individuals to achieve their financial goals and optimize their asset situation in the long term.

AI-generated
Offering

Products & services

Industry:Financial Services
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered8
Wealth Advisory
Wealth building, saving for the future, provisions for children and asset investments; including analysis of the financial situation and portfolio diversification.
Provision and Retirement Planning
Individual retirement and provision planning, covering state, occupational and private schemes; strategies for building wealth, financial security and adapting to life circumstances.
Insurance Optimisation
Analysis of existing insurance policies, determination of protection needs and development of tailor-made solutions for transparent and efficient coverage.
Tax Optimisation
Analysis of the tax situation, tailor-made solutions for private and business tax optimisation as well as long-term strategies for wealth building and estate planning.
Pension and Estate Planning
Individual estate planning, drafting of provision directives and wills, and financial protection of relatives.
Comparisons

FINEX & Partner GmbH in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank FINEX & Partner GmbH by reviews, experience and specialisations.

Is this your company?

Claim the company profile of FINEX & Partner GmbH to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Etzmattrain 36
3322 Urtenen-Schönbühl

At a glance

Legal form
Limited Liability Company
UID
CHE-109.569.181
Founded
2002 · 24 years
Last commercial register change
June 15, 2026
Employees
1 to 10

Knowledge

No knowledge articles yet

Once FINEX & Partner GmbH has claimed this profile, we'll publish editorial articles and case studies here together.

Get started

Similar companies

MF
Mauerhofer Finanzplanung
Neuenegg
TF
TH Finanzberatung Timo Haack
Bern
BB
baurassistance Bernhard Baur
Aarberg
SA
Schläppi's Atelier für Finanzen
Oberhofen Am Thunersee
AF
AF Financial Services GmbH
Wichtrach
WS
Wingardium Sàrl
Tramelan
DG
Ditesco GmbH
Oberönz
BW
Benjamin Wüthrich GmbH
Heimberg