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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSchlierenCaveo AG
Caveo AG Logo
Verified· 4 sourcesTrust Score
Summary

About the company

The core activity of Caveo AG is the provision of financial services, particularly in financial planning, asset management and insurance consulting. The company offers its customers free advice on inheritance issues, investment strategies and tax planning, and supports them in optimizing their asset structure. In addition, Caveo has developed an app that provides customers with a simple and independent way to manage their finances.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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Caveo AG

✓ Offered9
Financial and pension planning
Structured, independent financial planning with an analysis of your personal situation, pension planning, tax and protection topics, an investment strategy and a digital action plan.
Wealth management advisory
Structuring investments for more transparency, security and growth, including an assessment of the investment situation in your personal financial plan.
Retirement planning advice
Planning personal retirement provision according to life stage, family and goals, including an analysis of retirement provision and definition of the next steps.
Tax advisory
Analysis of tax options, including references to legal solutions for tax optimisation and how to integrate them into the personal financial plan.
Insurance advice
Structured review of existing policies, independent assessment and clear categorisation, without any sales pressure.
Health insurance advisory
Review of health insurance tariffs and benefits in relation to your personal life situation and needs.
Real estate advisory
Assessment of financing, affordability and next steps when buying or building owner-occupied property.
Inheritance advisory
Financial planning related to inheritances, security and a worry-free retirement, with integration into long-term retirement provision.
Financial wellbeing for companies
Financial coaching for employees with individual advice to relieve strain, increase satisfaction and support long-term retention.
Trust & reputation

ranQ Trust Score of Caveo AG: 4.5 out of 5.0

Trust Score4.5/ 5.0

Excellent

x

Data basis 100% · As of October 2026

Caveo AG scores 95.9 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.92.824%
  • 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%
Caveo AG scores 78.6 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.75.012%
  • 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%
Caveo AG scores 86.7 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).86.722%
Caveo AG scores 45.0 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 35.80.04%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.10.04%
Qualifications+0.00

Caveo AG reaches a ranQ Trust Score of 4.5 out of 5.0 — rated «Excellent». The rating draws, among other things, on 4.9 out of 5 stars from 125 customer reviews. As of October 2026.

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

Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 125 reviews across all connected sources

Sources
GGoogle4.9125
★TrustpilotSoon
PProvenExpertSoon

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

Press

Media

April 12, 2024Media
Caveo lanciert App für umfassende Vorsorge- und Finanzen-Regelung
startupticker.ch

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Location

Wiesenstrasse 10a
8952 Schlieren
Opening hours
Mon
09:00 - 12:00, 13:30 - 17:00
Tue
09:00 - 12:00, 13:30 - 17:00
Wed
09:00 - 12:00, 13:30 - 17:00
Thu
09:00 - 12:00, 13:30 - 17:00
Fri
09:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-221.728.232
Founded
2019 · 7 years
Last commercial register change
April 15, 2026
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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