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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSchlierenCaveo AG
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Caveo AG

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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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.
Reviews

Aggregated rating

Aggregated rating
4.8
of 5

Aggregated from 98 reviews across all connected sources

Sources
GGoogle4.898
★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

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