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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichProsperis Sustainable Wealth Management AG
Prosperis Sustainable Wealth Management AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Prosperis encompasses two legally separate areas: 1. Sustainable wealth management: This includes services such as wealth management, consolidation, reporting and securities accounting. 2. Legal advice, tax and financial planning: This includes services such as legal advice, tax advice, financial advice and real estate advice. The company thus offers comprehensive services in the field of wealth management and planning.

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Products & services

Industry:External Asset Management
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4.1/5

Prosperis Sustainable Wealth Management AG

✓ Offered9
Wealth management
Sustainable wealth management with easy-to-understand investment strategies, considering individual risk profiles and investment regulations, as well as protection against losses.
Legal advice
Legal advice on matrimonial property and inheritance law, wills, marriage and inheritance contracts, will execution, personal care mandate and patients' advance directive.
Tax advisory
Tax advisory for tax returns, review of assessments and tax assessments, late declarations, self-disclosures, as well as tax planning and optimization.
Financial planning
Financial planning for major life transitions, assessment of assets and risks, as well as retirement planning with long-term budgeting towards financial independence.
Real estate advisory and property sales
Real estate advisory on transfers of ownership, redevelopment projects, condominium ownership, right of residence and usufruct, as well as sales including valuation, documentation, negotiations and purchase contract.
Sustainable investment strategies
Sustainable investment orientation with exclusion criteria, ESG integration, thematic criteria and shareholder engagement dialogue via Ethos Engagement Pools.
Consolidation
Consolidation of assets from different banks in the portfolio management system with individual and overall analyses, as well as daily reports and checks.
Reporting
Processing of information and documentation tasks with FINMA reporting, sustainability analyses and special accounting reports based on PMS data.
Securities accounting
Securities accounting for companies and organizations with an audited, efficient accounting solution and traceable reports based on a consolidation mandate.
Trust & reputation

ranQ Trust Score of Prosperis Sustainable Wealth Management AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 96% · As of October 2026

Prosperis Sustainable Wealth Management AG scores 65.2 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.70.824%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.27.910%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.95.08%
Prosperis Sustainable Wealth Management AG scores 85.5 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.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%
Prosperis Sustainable Wealth Management AG scores 85.0 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).85.022%
Prosperis Sustainable Wealth Management AG scores 10.3 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 35.10.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Prosperis Sustainable Wealth Management AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 2 customer reviews. The data basis is 96%, 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.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Secure profile

Location

Oberdorfstrasse 8
8001 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.933.714
Founded
2009 · 17 years
Last commercial register change
August 4, 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.100.06%
  • 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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