ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
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 · Imprint744,924 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaOptifolio SA
Optifolio SA Logo
Verified· 2 sources

Optifolio SA

Summary

About the company

The core activity of Optifolio is independent financial consulting and wealth management for local and international high-net-worth individuals. They offer surveillance, guidance and assistance, positioning themselves as a trusted partner who prioritizes their clients' interests.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered2
Asset management advice
Independent advice on managing global wealth for local and international affluent private clients; analysis of performance, offering and fees of existing financial service providers.
Monitoring, guidance and support in wealth management
Surveillance, guidance and assistance for clients dealing with their wealth; support with data analysis, performance comparisons, fee monitoring and adjustment of asset allocation.
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
Comparisons

Optifolio SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Optifolio SA by reviews, experience and specialisations.

Is this your company?

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

Secure profile

Location

Rue de Saint-Jean 73
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-275.263.783
Founded
2014 · 12 years
Last commercial register change
March 8, 2021
Employees
1 to 10

Knowledge

No knowledge articles yet

Once Optifolio SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started

Similar companies

EC
ELYSTONE CAPITAL SA
Geneva
CC
CdR Capital SA
Geneva
AI
Aliter Invest SA
Geneva
MP
MAP Patrimoine Sàrl
Geneva
PA
Prime Advisors (Suisse) SA
Geneva
GS
GALEO SA
Geneva
AS
Atlanticomnium SA
Geneva
LG
Lake Geneva Investment Partners SA
Geneva