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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,544 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesBaselCarefinance GmbH
Carefinance GmbH Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Carefinance GmbH provides holistic financial planning that integrates banking, insurance and tax advice. The company acts as an intermediary for product partners and serves private and corporate clients with services including insurance advice, retirement/pension planning, investment and asset management, tax assistance, and real-estate and mortgage consulting.

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Offering

Products & services

Industry:Financial Services
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4.6/5

Carefinance GmbH

✓ Offered9
Comprehensive financial planning
Comprehensive financial advice, individual financial strategies, insurance comparisons and solutions, retirement provision solutions, as well as advice on building and investing assets.
Insurance
Insurance advice for private and business clients, including portfolio management, risk assessment, suitable sum insured, waiting periods, periods of forfeiture, and package solutions.
Retirement provision
Advice on Pillar 3a and 3b, loss of earning capacity, early retirement, retirement funds, interest, and the choice between a bank and an insurance solution.
Retirement planning
Pension and retirement planning with questions about taking benefits as a lump sum or as a pension, AHV pension, early retirement, tax optimisation and investing retirement funds.
Real estate consulting
Advice on buying and selling real estate, including costs and taxes, fair valuation, and involving a broker when selling.
Financing for residential property
Financing advice for owner-occupied homes, assessment of affordability, mortgage comparison, indirect amortisation, tax-optimised financing and optimisation of existing financing.
Investment & asset management
Investment advice and asset management with sustainable wealth building, risk minimisation, diversification, ETF themes and suitable investment options.
Tax
Tax advice and completion of the tax return, including declaration of existing and future items, as well as questions about tax burden and withholding tax.
Pension fund
Advice on the pension fund for companies, regarding fully and partially autonomous pension funds, executive solutions, return, underfunding, costs and switching the fund.
Trust & reputation

ranQ Trust Score of Carefinance GmbH: 4.6 out of 5.0

Trust Score4.6/ 5.0

Excellent

x

Data basis 96% · As of October 2026

Carefinance GmbH scores 99.0 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.98.224%
  • 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.100.010%
  • 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.100.08%
Carefinance GmbH scores 80.8 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.79.212%
  • 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%
Carefinance GmbH 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%
Carefinance GmbH scores 57.1 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 35.57.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Carefinance GmbH reaches a ranQ Trust Score of 4.6 out of 5.0 — rated «Excellent». The rating draws, among other things, on 5.0 out of 5 stars from 189 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 189 reviews across all connected sources

Sources
GGoogle5189
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

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Location

Pelikanweg 2
4054 Basel
Opening hours
Mon
08:00 - 19:00
Tue
08:00 - 19:00
Wed
08:00 - 19:00
Thu
08:00 - 19:00
Fri
08:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-270.147.365
Founded
2018 · 8 years
Last commercial register change
March 16, 2023
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.
88.0
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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