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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceHolding CompaniesAltishofenAllocare Holding AG
Allocare Holding AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Allocare Holding AG develops and implements portfolio management software and complementary modules for wealth and asset management. Its offerings include products such as Allocare AMS and Allocare WEB, a multi‑tenant SaaS platform (Allocare CLOUD) and services for data management, reporting, managed operations and support.

AI-generated
Offering

Products & services

Industry:Holding Companies
✓ Offered9
Portfolio Management Software (Allocare AMS)
Modular portfolio management software for wealth management and asset management, with CRM, portfolio analysis, order workflows, compliance checks, performance and risk measurement, and reporting.
Web Frontend for Portfolio Management (Allocare WEB)
Web frontend as an add-on to Allocare AMS with individual access for employees and clients, dashboards, portfolio analysis, CRM, compliance checks, reporting, and performance/risk measurement.
Cloud Platform for Portfolio Management and Reporting (Allocare CLOUD)
Multi-tenant SaaS platform based on Allocare AMS and Allocare WEB with CRM, order management, performance measurement, compliance, risk and AML checks, and client reporting.
Management Cockpit (Allocare DASH)
Management cockpit based on Allocare AMS data with compact analyses of portfolios, clients, AuM, profitability and performance for management, risk and compliance stakeholders.
Software Services
Development, client services, managed services and support around Allocare AMS and Allocare WEB, including conception, analysis, implementation, system operation and training.
Data Management
Data management with automated custodian bank interfaces, manual entry, reconciliation of transactions and positions, and provision of master, pricing and additional data.
Reporting
Client reporting with standard and individual reports, performance analysis, asset allocations, compliance and risk reports, consolidated reports, and dashboards.
Platform Services (SaaS)
Multi-tenant platform services based on Allocare CLOUD with online access, CRM, order capture, performance measurement, compliance and AML checks, and fund rule checks.
Support
Support for Allocare AMS, Allocare WEB and interfaces with defined support times, second- and third-level support, as well as organised workshops and training.
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4.1/5

Allocare Holding AG

Trust & reputation

ranQ Trust Score of Allocare Holding AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Allocare Holding AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Allocare Holding AG scores 79.8 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.86.512%
  • 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.55.07%
Allocare Holding AG scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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).83.322%
Allocare Holding AG scores 71.4 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 35.71.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Allocare Holding AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

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

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Location

Kantonsstrasse 3
6246 Altishofen

At a glance

Legal form
Corporation
UID
CHE-261.315.037
Founded
2016 · 10 years
Last commercial register change
December 7, 2023
Employees
1 to 10
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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