Directory Industries KnowledgeComparisonsSoon

Sign in Check visibility

Recognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product

Pricing
Directory
Industries

Company

About
Contact
Legal

© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today

DirectoryFinance & InsuranceExternal Asset ManagementFribourgAdequaris AG

Verified· 3 sources

Adequaris AG

Summary

About the company

The core activity of Adequaris is independent wealth management and the provision of financial services.

AI-generated

Offering

Products & services

Industry:External Asset Management

✓ Offered5

Outbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub

Asset management mandate

Individual investment strategy based on your risk profile, implementation of wealth management within the mandate, investment decisions on your behalf and custody with partner banks.

Consulting mandate

Portfolio-related investment advice with market analyses, suitability assessment of the recommendations and specific investment proposals; investment decisions remain with the client.

Financial analysis and financial planning

Accurate assessment of your assets and income situation, as well as development of an individual long-term strategy for personal life goals.

Tax and succession planning

Structured approach to inheritance and succession matters, focusing on sustainability and tax optimization.

Mortgage loans

Support in selecting and managing real-estate financing, including analysis of existing mortgages and negotiations with banks.

Reviews

Aggregated rating

Aggregated rating

4.3

of 5

Aggregated from 3 reviews across all connected sources

Sources

GGoogle4.33

★TrustpilotSoon

PProvenExpertSoon

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

Knowledge

No knowledge articles yet

Once Adequaris AG has claimed this profile, we'll publish editorial articles and case studies here together.

Comparisons

Adequaris AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Adequaris AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Adequaris AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Location

Route de Tavel 4

1700 Fribourg

At a glance

Legal form: Corporation
UID: CHE-112.261.720
Founded: 2005 · 21 years
Last commercial register change: December 30, 2025
Employees: 11 to 20

Similar companies

Gestion indépendante de patrimoines GIP SA

Villars-Sur-Glâne

ACTORIA Asset Management SA

Petram Finance SA

HOONEX Management & Services SA