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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,952 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerZurichSwiss Financial Services AG
Swiss Financial Services AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Swiss Financial Services AG provides fund administration and accounting services for funds and customised portfolios. Its services include fund set-up, investor services, valuation and consolidation, and shadow accounting.

AI-generated
Offering

Products & services

Industry:Asset managerInvestment company
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Swiss Financial Services AG

✓ Offered7
Fund Administration
Fund administration for various fund structures, including ongoing administrative support, interfaces with managers, banks, brokers, custodians, auditors and authorities.
Fund Accounting
Fund accounting for corporations, limited partnerships, fund of funds, single- and multi-advisor funds, as well as master/feeder and single-/multi-class funds, including NAV calculation and reporting.
Investor Services
Support for investors with subscription documentation, transfers, ongoing requests and redemptions; acting as first point of contact for investors and investment managers.
Fund Setup
Fund setup with support for jurisdiction, structure and service providers, as well as administrative guidance for funds in different domiciles.
Shadow Accounting
Shadow accounting for independent re-verification of the NAVs calculated by the fund administrator, with separate bookkeeping to increase the accuracy and integrity of reporting.
Valuation and Consolidation Services
Valuation and consolidation services for client-specific portfolios, as well as accounting services for managed accounts.
TAIC
Invitation-only community for players in the alternative investment space, with boutique manager events, Family Office Circles, Peer Circles and concierge services.
Trust & reputation

ranQ Trust Score of Swiss Financial Services AG: 3.8 out of 5.0

Trust Score3.8/ 5.0

High

x

Data basis 96% · As of November 2026

Swiss Financial Services AG scores 38.5 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.36.724%
  • 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.45.610%
  • 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.35.08%
Swiss Financial Services AG scores 92.3 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.82.07%
Swiss Financial Services 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%
Swiss Financial Services AG scores 40.0 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 35.40.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Swiss Financial Services AG reaches a ranQ Trust Score of 3.8 out of 5.0 — rated «High». The rating draws, among other things, on 2.6 out of 5 stars from 5 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of November 2026.

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

Reviews

Aggregated rating

Aggregated rating
2.6
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle2.65
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

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Comparisons

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Secure profile

Location

Hallenstrasse 10
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-101.417.260
Founded
1998 · 28 years
Last commercial register change
September 16, 2022
Employees
21 to 50
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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