ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
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 · Imprint742,807 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichMONTVALOR PARTNERS AG
MONTVALOR PARTNERS AG Logo
Verified· 2 sources

MONTVALOR PARTNERS AG

Summary

About the company

MONTVALOR PARTNERS AG is an independent wealth management boutique and a multi‑family office. It provides wealth analysis, wealth planning and portfolio management for private clients, and offers advisory services, partnership models and succession support for independent asset managers.

AI-generated
Offering

Products & services

Industry:External Asset ManagementFamily Offices
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
✓ Offered6
Asset Management
Portfolio management with ongoing monitoring and transparent reporting; operational management of assets implemented along a structured investment process.
Wealth Planning
Personal long-term overall wealth strategy based on a thorough wealth analysis; transparent, cost-efficient implementation and selection of suitable custody banks.
Wealth Analysis
Structured analysis of the personal situation, financial parameters and goals as the basis for well-founded financial decisions and the investment strategy.
Advisory for Wealth Managers
Sparring partner for independent wealth managers on strategic, operational and personal questions in a rapidly changing financial and regulatory landscape.
Partnerships for Wealth Managers
Development of individual, flexible cooperation models and integration into the Montvalor community and the Center of Competence.

Knowledge

No knowledge articles yet

Once MONTVALOR PARTNERS AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

MONTVALOR PARTNERS AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank MONTVALOR PARTNERS AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of MONTVALOR PARTNERS AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Bahnhofstrasse 43
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-146.218.030
Founded
2025 · 1 year
Last commercial register change
February 17, 2026
Employees
1 to 10

Similar companies

SR
Swiss Rock Asset Management AG
Zurich
EP
Entrepreneur Partners AG
Zurich
EA
Everon AG
Zurich
G&
Grimaldi & Partners AG
Zurich