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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichInvestor's Dialogue GmbH
Investor's Dialogue GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Investor's Dialogue is independent financial consulting and wealth management for private clients, particularly women, couples and families. The services include financial planning, asset controlling and financial literacy, with the goal of supporting clients in shaping their financial life planning and asset care.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered3
Financial life planning
Financial planning for financial turning points, cross-generational topics, wealth transfer, provision planning and safeguarding assets in the event of incapacity; analysis, scenario options, measures planning and implementation.
Wealth controlling
Independent review of assets and investment implementation, including risk monitoring, quarterly or annual reports, action recommendations, and support during discussions with banks and wealth managers.
Financial Literacy
Kurs und Beratung zur finanziellen Eigenständigkeit, mit individuell anpassbaren Workshops zu Geld- und Vermögensgrundregeln, Behavioural Finance, Banken, Anlagen, Gebühren und persönlichem Controlling.
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4.1/5

Investor's Dialogue GmbH

Trust & reputation

ranQ Trust Score of Investor's Dialogue GmbH: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Investor's Dialogue GmbH 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.
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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%
Investor's Dialogue GmbH scores 83.0 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.55.07%
Investor's Dialogue GmbH 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%
Investor's Dialogue GmbH scores 8.6 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 35.8.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Investor's Dialogue GmbH 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 October 2026.

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

Knowledge

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Secure profile

Location

Forchstrasse 146
8032 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-107.702.078
Founded
1994 · 32 years
Last commercial register change
June 12, 2020
Employees
1 to 10
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.
88.0
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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