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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance CompaniesSiglistorfMargrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH
Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH provides financial planning, retirement planning, asset management and pension planning for private clients. Its services for business clients also include tax optimisation and succession planning.

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Products & services

Industry:Insurance Companies
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Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH

8
Financial planning
Financial planning looks at investments, retirement provision, insurance, taxes and budget as a whole; analysis of the documents, assessment of the current situation, specific optimisation opportunities and support with implementation.
Retirement planning
Retirement planning for disability, death and old age; comprehensive retirement analysis, reduction of overinsurance, closing of gaps and planning of buy-ins as well as staged withdrawal of capital.
Wealth management
Wealth management for investments, taking into account taxes, risk willingness, risk capacity and liquidity needs; analysis of the markets, investment decisions and portfolio monitoring.
Pension planning
Pension planning with decision support for a pension or a capital payout; analysis of the financial situation, tax aspects, retirement strategy and preparation for retirement.
Inheritance planning
Inheritance planning for timely settlement of an estate, tax-optimal structuring, provision for the partner’s benefit, as well as liquidation and division of an estate within the scope of a mandate.
Tax optimisation
Tax optimisation for private and corporate clients; tax planning before the tax return, reduction of the tax burden and consideration of various optimisation aspects.
Business succession planning
Business succession planning for companies and assets; clarification of the legal form, inheritance matters, shareholdings and retirement provision, as well as individual solutions for an orderly transition.
Owner-occupied property
Consulting for owner-occupied property for buying and selling, rent-or-buy, capital gains tax on land, financing, affordability calculations and a financing concept for properties.
Trust & reputation

ranQ Trust Score of Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Margrith Hotz & Partner Finanz- und Versicherungstreuhand 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%
Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH scores 78.5 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.89.612%
  • 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%
Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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%
Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH scores 10.6 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 35.10.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Margrith Hotz & Partner Finanz- und Versicherungstreuhand 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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Location

Büntlistrasse 6
5462 Siglistorf

At a glance

Legal form
Limited Liability Company
UID
CHE-407.903.230
Founded
2015 · 11 years
Last commercial register change
June 21, 2024
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.88.06%
  • 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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