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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichBrevalia AG
Brevalia AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Brevalia AG is comprehensive financial consulting and wealth management for private individuals in Switzerland. The company offers a wide range of services, including investment, pension planning, financing, taxes, entrepreneurship, and other services. Brevalia AG positions itself as a financial boutique, offering individual and independent consulting and focusing on the implementation of customer-oriented solutions.

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Offering

Products & services

Industry:Financial Services
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4.1/5

Brevalia AG

✓ Offered10
Financial Roadmap
Holistic financial analysis with action items, tailored recommendations, timetable and personal login covering investing, retirement planning, financing, taxes and entrepreneurship.
Discretionary Asset Management
Discretionary asset management mandates with strategic asset allocation, Swiss equities and Swiss reputation; implementation via ETFs, index funds, shares and AMC based on risk profile.
Investment Advice
Investment advice with regular investment ideas, transaction execution on behalf of clients, optimisation solutions for overall assets and tailor-made investment products.
Investment Coaching
Independent support for securities portfolios and new bank proposals with analysis, second opinion, optimisation suggestions and optional attendance at bank meetings.
Retirement and Pension Planning
Financial and retirement planning with situation analysis, coordination of investing, retirement provision, real estate, retirement, estate and taxes, plus topic-specific advice.
Pillar 3a and Vested Benefits Management
Discretionary mandates for pillar 3a and vested benefits accounts with globally diversified investment strategies, index funds or ETFs, and digital account opening.
Mortgage and Financing Advice
Advice on property purchases and restructuring existing mortgages, including property valuation, loan structure, interest hedging and selection of suitable lenders.
Tax Advice
Tax advice for retirement, tax planning, the Swiss tax system, business succession, business sales, property transactions, tax rulings, representation and tax returns.
Business Advisory
Advice on strategy, succession planning, project support, representation towards stakeholders, buyer outreach, transaction handling and bookkeeping.
Financial Education
Knowledge transfer on financial topics and specific questions through one-to-one teaching, group teaching, seminars, lectures and presentations.
Trust & reputation

ranQ Trust Score of Brevalia AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 96% · As of October 2026

Brevalia AG scores 65.9 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.78.124%
  • 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.49.510%
  • 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.50.08%
Brevalia AG scores 84.8 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.89.612%
  • 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.70.07%
Brevalia 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%
Brevalia AG scores 25.7 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 35.25.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Brevalia AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 6 customer reviews. The data basis is 96%, 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.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

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Location

Freigutstrasse 2
8002 Zurich
Opening hours
Mon
24h
Tue
24h
Wed
24h
Thu
24h
Fri
24h
Sat
24h
Sun
24h

At a glance

Legal form
Corporation
UID
CHE-462.784.950
Founded
2015 · 11 years
Last commercial register change
December 17, 2024
Employees
11 to 20
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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