Financial Services in
Zumikon

Wholistic Wealth Solutions, R. Holla

Since 2004 · 1–10 empl.

The core activity of Wholistic Wealth Solutions is the provision of financial services, particularly in the areas of: * Financial advisory and management * Wealth management * Investment management * Family and investment office services * Philanthropy and impact investing * Private equity, private debt, structured investments and structured financing. The company positions itself as a boutique financial services provider, offering independent and client-centric advisory services.

Swiss First Broker Partners AG

Since 2022 · 1–10 empl.·5.0(1)

Swiss First Broker Partners AG is an insurance broker providing brokerage, financial planning and pension planning services to small and medium-sized enterprises and private clients. Services include needs assessments, offer comparisons, risk analyses and claims support, as well as advice on occupational pension (BVG) and other corporate insurance solutions.

EDO Wundram-Müller Consulting

Since 2007 · 1–10 empl.

MMR Consulting GmbH

Since 2014 · 1–10 empl.

Quantoro Technologies AG

Since 2021 · 1–10 empl.