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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichFinpact AG
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Verified· 4 sources

Finpact AG

Summary

About the company

The core activity of Finpact AG is the development and management of forward-looking investments for the 50+ generation, particularly in the areas of asset management, investment consulting and financial planning, with a focus on digital investments, climate investments and pension planning.

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Products & services

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Wealth management
Wealth management with personal advice, an online investment plan, implementation of the investment strategy and access via the online cockpit; regulated, with a Swiss custodian bank and clear fees.
Index portfolio
Wealth management mandate with broadly diversified index funds and ETFs, ongoing monitoring, rebalancing, ESG integration, and transparent, cost-efficient implementation of market returns.
All-weather portfolio
Wealth management mandate with an active risk traffic-light that adjusts the equity share in a rules-based way to the level of market stress; broadly diversified and aimed at lower losses during crises.
Pension fund portfolio
Wealth management mandate modelled on Swiss pension funds, with a broadly diversified, crisis-tested investment strategy, a high allocation to real estate, and a long-term stable orientation.
Climate portfolio
Wealth management mandate for sustainable investing in the climate transformation, focused on net zero, climate risks, renewable energies, efficiency and green bonds.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 22 reviews across all connected sources

Sources
GGoogle4.922
★TrustpilotSoon
PProvenExpertSoon

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

Press

Media

July 9, 2026Media
Finpact verlegt Hauptsitz
finews.ch

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Location

Giesshübelstrasse 62d
8045 Zurich
Opening hours
Mon
07:30 - 19:00
Tue
07:30 - 19:00
Wed
07:30 - 19:00
Thu
07:30 - 19:00
Fri
07:30 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-484.993.290
Founded
2018 · 8 years
Last commercial register change
July 3, 2026
Employees
11 to 20

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