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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,765 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingHerrlibergCB Consulting AG
CB Consulting AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

CB Consulting AG is an independent asset management and financial planning firm. Its services include asset management, financial planning, tax return preparation and tax advice, insurance and health-insurance brokerage, mortgage comparisons, pension and inheritance advisory, and support for property sales.

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Products & services

Industry:Insurance Brokerage & Consulting
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CB Consulting AG

✓ Offered8
Wealth management
Professional and independent management of significant private and institutional assets across various asset classes, with ongoing monitoring of the investment portfolio.
Financial planning
Preparation of financial plans for private households and businesses, including capital requirements planning, liquidity planning and integrated consideration of taxes, law and retirement/pension provision.
Tax returns, tax consulting and tax planning
Completion of tax returns, tax consulting and tax planning, support with tax optimisation, real estate capital gains tax, and representation before tax authorities.
Insurance & health insurance
Intermediation, administration and support of individually tailored insurance and health insurance solutions, including assistance in the event of a claim or illness.
Mortgage comparisons
Comparison and brokerage of mortgages for owner-occupied housing and rental properties, with selection of suitable financing models and optimisation of the interest burden.
Pension planning
Independent retirement planning focusing on liquidity, security, taxes, the Vorsorgeauftrag (advance directive for incapacity) and the Patientenverfügung (patient directive).
Inheritance consulting
Advice on matrimonial property and inheritance law, drafting of wills and cohabitation, marriage and inheritance agreements, executorship and estate divisions.
Property sale
Advisory and handling for the sale of houses and condominiums, including sales concept, sales documentation, viewings, purchase agreement and financing.
Trust & reputation

ranQ Trust Score of CB Consulting 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.

CB Consulting 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%
CB Consulting AG scores 89.3 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.100.012%
  • 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%
CB Consulting 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%
CB Consulting AG scores 5.4 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 35.5.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

CB Consulting 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.

Knowledge

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Location

Dorf 27
8704 Herrliberg
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:00
Tue
08:00 - 12:00, 13:00 - 17:00
Wed
08:00 - 12:00, 13:00 - 17:00
Thu
08:00 - 12:00, 13:00 - 17:00
Fri
08:00 - 12:00, 13:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-102.028.027
Founded
2001 · 25 years
Last commercial register change
March 25, 2022
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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