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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesWinterthurOptima Versicherungstreuhand GmbH
Optima Versicherungstreuhand GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of OPTIMA Versicherungstreuhand GmbH is comprehensive financial consulting, including: wealth management and investment advice, pension and insurance consulting, tax consulting and planning, real estate consulting and brokerage, testamentary and inheritance planning, estate planning and estate administration. The company provides independent consulting and supports customers in planning and implementing their financial goals, including retirement planning, risk management and wealth accumulation.

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Products & services

Industry:Financial Services
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Optima Versicherungstreuhand GmbH

✓ Offered7
Financial advisory
Independent advice in financial planning, tailored to needs and goals, with links to specialists in real estate, law, taxes and wealth management.
Retirement planning & insurance
Advice on protection, disability benefits, survivor protection, pillar 3a, retirement pension fund withdrawals as an annuity or as capital, and insurance fiduciary services.
Investing & saving
Advice on building assets systematically, on returns and on flexible, low-risk investment strategies.
Retirement
Advice on pension benefits, early retirement, pension fund withdrawals, asset planning in retirement and closing coverage gaps.
Taxes
Support with tax returns, reducing the tax burden and tax planning related to pension fund purchases and retirement benefits.
Real estate & mortgages
Advice on owner-occupied housing, affordability of desired properties, choosing a mortgage and selling real estate for the best price.
Wills & inheritance
Estate planning, wills, executor’s duties, advance directives (Vorsorgeauftrag), protection of life partners and arrangements for business succession.
Trust & reputation

ranQ Trust Score of Optima Versicherungstreuhand 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

Optima 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.
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%
Optima Versicherungstreuhand GmbH scores 83.0 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.100.012%
  • 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%
Optima 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.
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%
Optima Versicherungstreuhand 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

Sulzerallee 70
8404 Winterthur

At a glance

Legal form
Limited Liability Company
UID
CHE-107.645.664
Founded
1994 · 32 years
Last commercial register change
June 12, 2026
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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