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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,904 companies indexed · Last updated: today
DirectoryBusiness & Technical ServicesManagement consultantZugSumma Verwaltung AG
Summa Verwaltung AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Summa Verwaltung is to advise and support financial institutions in their digital transformation, particularly in the areas of wealth and asset management. The company offers various services, including strategy development, implementation of digital solutions, interim management, project-related support, and digital asset applications. The core activity also includes consulting in the areas of investment strategies, asset allocation, participation controlling and reporting, as well as support in the implementation of digitalization strategies.

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Service area

Offering

Products & services

Industry:Management consultant
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Summa Verwaltung AG

✓ Offered10
Digital transformation
Support and guidance in identifying, developing and implementing digital transformation in financial institutions, including automation and digitisation potential.
Advisory
Advisory on digital transformation initiatives across various channels, focusing on target setting, scope and implementation approaches.
Interim management
Time-limited operational assumption of leadership responsibilities and an active role in the company on topics related to digital transformation.
Strategic advisory / advisory board
Strategic support as an advisory board member, with experience and vision for digital matters, decisions and sustainable implementation.
Project-based implementation
Project-based support for implementing digitisation strategies, including holistic application and provision of the required functions and modules.
Digital marketing and engagement
Support for internal and external communication, digital marketing and the use of digital channels to increase awareness and reach.
Investment advisory
Analysis and advisory on investment topics and investment strategies, strategic asset allocation, as well as equity/control monitoring and reporting.
Wealth management
Advisory and support in institutional and private wealth management, including traditional and alternative asset classes as well as blockchain and DeFi.
Digital finance
Support for digitisation projects in wealth and asset management, including the digital value chain and digital onboarding.
ADDFINWEALTH
Digital private banking solution with CRM and office management, digital onboarding, portfolio management, financial information, and compliance and investment-compliance features.
Trust & reputation

ranQ Trust Score of Summa Verwaltung AG

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 November 2026

Summa Verwaltung AG 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%
Summa Verwaltung 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%
Summa Verwaltung 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%
Summa Verwaltung AG 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 November 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Location

Sterenweg 7
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-115.438.400
Founded
2010 · 16 years
Last commercial register change
February 11, 2022
Employees
1 to 10

Active in 1 of 26 cantons

  • ZGZug
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.
100.0
6%
  • 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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