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DirectoryFinance & InsuranceFinancial ServicesUekenFinpath GmbH
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Finpath GmbH

Summary

About the company

Finpath GmbH provides digital financial and insurance advisory services, conducting systematic analyses and ongoing monitoring to identify improvements in insurance, pension planning, investments, mortgages and tax matters. The company is registered with FINMA as an independent intermediary.

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Products & services

Industry:Financial ServicesInsurance Brokerage & Consulting
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Financial advisory
Analysis, evaluation, advice and ongoing support on finances, insurance, retirement planning, assets and other topics – digital and for life.
Tax return
Preparation of the tax return, management of the required documents and use of deduction options to achieve the lowest possible tax bill.
Health insurance advice
Selection of suitable health insurers, advice on premium reductions, supplementary insurance, benefit models, deductibles (franchise) and premium subsidies.
Retirement planning
Planning for retirement provision, early retirement, children's provision, life insurance in case of death and income protection, as well as other retirement topics.
Property financing
Financial planning and support for the purchase of property, including budget planning, financing, the contract process and transfer of the property.

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Location

Flaschenbach 21
5028 Ueken

At a glance

Legal form
Limited Liability Company
UID
CHE-355.569.162
Founded
2025 · 1 year
Last commercial register change
June 6, 2025
Employees
1 to 10

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