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DirectoryFinance & InsuranceExternal Asset ManagementZurichSurvista Financial Advisors AG
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Verified· 3 sources

Survista Financial Advisors AG

Summary

About the company

Survista Financial Advisors AG provides wealth management and independent financial advisory services for private clients and families. Its offerings include systematic portfolio management, risk management, consolidated reporting, family office coordination and access to private market investments.

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Offering

Products & services

Industry:External Asset Management
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Wealth Management
Wealth management and wealth preservation with a systematic investment process, proprietary and independent analyses, tactical and strategic investment decisions, and ongoing risk management.
Financial Advice
Comprehensive and independent financial advice for individuals, with proactive guidance and investment solutions tailored to their respective goals.
Family Office
Services for families across multiple generations, with strategic advice, reporting, coordination of financial, legal and tax matters, and access to private market investments.
Reviews

Aggregated rating

Aggregated rating
4.7
of 5

Aggregated from 13 reviews across all connected sources

Sources
GGoogle4.713
★TrustpilotSoon
PProvenExpertSoon

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Knowledge

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Location

Stockerstrasse 12
8002 Zurich
Opening hours
Mon
07:30 - 18:00
Tue
07:30 - 18:00
Wed
07:30 - 18:00
Thu
07:30 - 18:00
Fri
07:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.084.417
Founded
2008 · 18 years
Last commercial register change
February 21, 2025
Employees
11 to 20

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