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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,837 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementKönizMontalis Finanz GmbH
Montalis Finanz GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Montalis Finanz GmbH provides tax advisory services and financial advice on saving, retirement planning, investments and insurance. Services include tax return preparation and review, appeal checks, individual training and personalised financial consultations.

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Products & services

Industry:External Asset Management
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Montalis Finanz GmbH

Financial Services
Insurance Brokerage & Consulting
✓ Offered6
Tax advisory
Prepare tax returns, check tax returns that have already been completed, and review submitted assessments; personal training for independently completing tax returns.
Retirement planning
Explain AHV, pension fund and pillar 3a; analyse and close pension provision gaps; plan private provision and tax-optimised retirement solutions.
Retirement
Retirement planning for regular retirement or early retirement; calculate pensions, weigh taking a pension versus a lump sum, and optimise taxes and benefits.
Investing
Get started with investing, find an appropriate investment strategy, review portfolios, diversify risks and build wealth in the long term; advice on platforms and investment solutions.
Insurance advice
Analyse, optimise and arrange suitable coverage for health, household contents, life, motor vehicle, legal protection and travel insurance; review existing policies and avoid coverage gaps.
Saving
Analyse expenses, create a personal savings plan, structure monthly budgets and reserves, build an emergency fund, and save for desired goals, investments or retirement.
Trust & reputation

ranQ Trust Score of Montalis Finanz GmbH

Trust Score

No score yet

x

A published score requires a data basis of at least 50% and data from at least two criteria groups other than identity. Missing evidence: Review quality, Review volume, Review recency, Media authority

Data basis 54% · As of October 2026

Montalis Finanz 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.
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%
Montalis Finanz GmbH scores 50.8 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.25.012%
  • 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%
Montalis Finanz GmbH 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%
Montalis Finanz GmbH scores 0.0 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 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 54%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Media authority. As of October 2026.

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

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Location

Sägestrasse 78
3098 Köniz

At a glance

Legal form
Limited Liability Company
UID
CHE-289.451.546
Founded
2025 · 1 year
Last commercial register change
July 11, 2025
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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