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DirectoryFinance & InsuranceFinancial ServicesAdliswilSVAG Schweizer Vermögensberatung Aktiengesellschaft
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SVAG Schweizer Vermögensberatung Aktiengesellschaft

Summary

About the company

SVAG Schweizer Vermögensberatung Aktiengesellschaft provides Allfinanz wealth advisory services and financial coaching, offering cross-sector, individually tailored financial and pension advice. The company operates a network of financial advisors and offers training and career support for advisors. SVAG is part of the DVAG Deutsche Vermögensberatung Group.

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Products & services

Industry:Financial Services
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4
Financial coaching
Financial coaching for protection, retirement provision and wealth accumulation; analysis of the current financial situation, development of an individual financial concept and long-term support.
Comprehensive financial advice
Cross-industry comprehensive financial advice with a single point of contact for finances; individual concepts for retirement planning, wealth accumulation, protection and wealth increase.
Advisory concept
Personal financial analysis with five steps: analysis, planning, advice, implementation and partnership; concepts for retirement planning, protection, wealth accumulation and other financial topics.
Find a wealth advisor
Search for a personal wealth advisor nearby; individual advice based on your place of residence, also at home and on weekends.

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Location

Soodmattenstrasse 4
8134 Adliswil

At a glance

Legal form
Corporation
UID
CHE-112.284.661
Founded
2005 · 21 years
Last commercial register change
July 20, 2026
Employees
101 to 500

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