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 & InsuranceFinancial ServicesZurichSmart Wealth Asset Management AG
Smart Wealth Asset Management AG Logo
Verified· 3 sources

Smart Wealth Asset Management AG

Summary

About the company

The company's core activity is wealth management and the provision of financial products, particularly structured products and managed accounts, for institutional clients and high net worth individuals. The company develops and implements innovative investment strategies and products based on artificial intelligence and predictive models to achieve stable returns and risk minimization.

AI-generated
Offering

Products & services

Industry:Financial Services
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
Wealth Management
Wealth management for private, institutional and B2B clients; personalised portfolios with AI-supported optimisation, risk management and ongoing adjustment to market movements.
Investment Advisory
Investment advisory within FINMA-licensed activities; support in the selection and management of investments and portfolios.
AI-based Portfolio Construction
AI-assisted creation of individually tailored portfolios based on personal needs, preferences, objectives and risk budget.
Fund Management
Launch and management of funds with proprietary technology, including SW Multi Asset AI Flagship Fund and SW Global Equity Plus AI Fund.
Solutions for Institutional Clients
Wealth management solutions for institutional investors with efficiency advantages and personalised management.
Press

Media

July 24, 2026Media
Wie Miró Mitev 570 Millionen Dollar mit KI verwaltet
bilanz.ch
June 4, 2026Media
Smart Wealth expandiert nach Taiwan
finews.ch
April 23, 2026Media
KI-Vermögensverwalter holt Branchen-Star in seinen Beirat
finews.ch
February 4, 2026Media
Roger Bootz heuert bei KI-Asset-Manager an
finews.ch
February 4, 2026Media
Smart Wealth Appoints Roger Bootz as Head of Sales
finews.com

Knowledge

No knowledge articles yet

Once Smart Wealth Asset Management AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Smart Wealth Asset Management AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Smart Wealth Asset Management AG by reviews, experience and specialisations.

Is this your company?

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

Secure profile

Location

Bellerivestrasse 18
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-191.670.666
Founded
2023 · 3 years
Last commercial register change
November 27, 2025
Employees
11 to 20

Similar companies

AS
AIL Structured Finance AG
Zurich
3R
360riskmanagement Roger Eberhardt
Zurich
1G
123Credit GmbH
Bachenbülach
AG
AIX Group AG
Zurich