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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementObfeldenFinPlan GmbH
FinPlan GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

FinPlan GmbH provides independent financial and pension advisory services to private individuals and companies, covering wealth and pension planning, independent investment advice, mortgage solutions and succession planning.

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Offering

Products & services

Industry:External Asset ManagementFinancial Services
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FinPlan GmbH

✓ Offered7
Financial and Pension Planning
Financial and pension planning for private individuals: building assets, early retirement, withdrawing retirement savings, protecting dependents, and long-term tax optimization.
Independent Investment Advisory
Independent investment advisory for private individuals: an appropriate investment strategy, selection of providers, and assessment of existing investment solutions based on costs, risks, and returns.
Mortgage Advisory
Mortgage advisory for private individuals: financing solutions, cost optimization, and alignment with the individual’s tax strategy.
Wealth Office
Wealth Office for private individuals: structuring, coordinating, and optimizing all wealth matters independently of banks and wealth managers.
Retirement Solution / Pension Fund
Retirement solutions and pension fund advisory for companies: an appropriate BVG solution, review of the company’s own pension fund, and design of retirement benefits for employees.
Succession Planning / Business Transfer
Succession planning and business transfer for companies: early planning, taking into account financial and inheritance-law consequences.
Training for Employees
Training for employees on the Swiss retirement system: practical information, clarity, and promoting individual responsibility.
Trust & reputation

ranQ Trust Score of FinPlan GmbH

Trust Score

No score yet

x

A published score requires a data basis of at least 50% and data from at least two criteria groups other than identity. Missing evidence: Review quality, Review volume, Review recency, Media authority

Data basis 54% · As of October 2026

FinPlan GmbH 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%
FinPlan GmbH scores 50.8 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.25.012%
  • 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.55.07%
FinPlan GmbH scores 83.3 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).83.322%
FinPlan GmbH scores 0.0 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 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 54%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Media authority. As of October 2026.

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

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Location

Alte Schulhausstrasse 2a
8912 Obfelden

At a glance

Legal form
Limited Liability Company
UID
CHE-474.462.364
Founded
2025 · 1 year
Last commercial register change
May 12, 2025
Employees
1 to 10
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.
88.0
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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