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

About the company

InvestSuite SA develops and markets B2B software for digital investing and wealth management. Its products include investment platforms, robo-advisory, portfolio construction tools, and investment insights and reporting for financial institutions.

AI-generated
Offering

Products & services

Industry:Financial services
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InvestSuite SA

✓ Offered8
White-Label Investment Platform (Self Investor)
White-label investment platform for self-directed investing, available as a standalone app or embedded in an existing banking app; supports stocks, ETFs, funds and cryptocurrency.
Robo Advisor
B2B robo-advisory solution for automated, goal-based investing, personalized portfolios, onboarding, risk assessment and integration with existing banking infrastructure.
Narrative Performance Reporting (StoryTeller)
White-label reporting tool for portfolio and fund performance reporting, turning data into narrative reports with financial and sustainability performance insights.
Portfolio Construction Platform (Portfolio Optimizer)
Portfolio construction framework for cost-effective customization at scale, including hyper-personalized portfolios, direct indexing, ESG preferences and API or web-based integration.
Investment Risk Measure (iVaR)
Human-centric risk measure and portfolio construction framework that minimizes drawdowns, frequency and duration of losses, with support for traditional risk measures.
Investment Insight APIs
API suite for investment and portfolio insights, including X-Ray stock scoring, news aggregation, ID card data, ESG analytics, past performance attribution and Monte Carlo simulations.
Conversational Investing AI Agent (Charlie)
Conversational AI agent for regulated investing, connecting portfolio context, guided workflows, documents, news and order execution with compliance guardrails.
Crypto Investing Solution
White-label crypto investing module for self-directed investors, enabling digital assets alongside traditional assets, recurring buys, watchlists and price alerts.
Trust & reputation

ranQ Trust Score of InvestSuite SA: 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.

InvestSuite SA 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%
InvestSuite SA scores 71.3 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.58.012%
  • 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%
InvestSuite SA scores 83.3 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).83.322%
InvestSuite SA scores 100.0 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 35.100.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

InvestSuite SA 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.

Knowledge

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Secure profile

Location

Rue Caroline 2
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-283.964.497
Founded
2022 · 4 years
Last commercial register change
December 14, 2022
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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