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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementCarouge GeHerity SA
Herity SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Herity SA is independent wealth management and planning, including: wealth planning, marriage and inheritance planning, financial planning, legal and tax advice, pension and retirement planning, mortgages, international life insurance, specialized investment vehicles, occupational pension provision (LPP) and vested benefits. Herity SA offers a wide range of exclusive services in these areas and has a team of specialists with over 20 years of experience.

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Products & services

Industry:External Asset Management
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Herity SA

10
Wealth planning
Tailored wealth expertise; legal, tax, pension, mortgage, financial and succession analyses to structure assets over time.
Marital and succession planning
Analysis of the marital property regime, succession planning, consideration of divorce or death, coordination with a notary for authentic deeds.
Occupational pension (BVG)
Advice and support for employers and employees: model selection, tenders, annual steering, administrative management, analyses of portability benefits and individual situations.
Financial planning
Financial report in connection with life events, with projections of movable and immovable assets and cash/liquid funds, and adjustments according to the client’s goals.
Legal and tax advisory
Analysis of the tax situation, finding optimisation avenues while complying with the legal framework, support in implementing the chosen decision.
Pension planning
Legal and tax support for implementing occupational and private pension solutions, with comparison of returns after taxes.
Mortgages
Set-up of mortgage solutions tailored to the clients’ asset situation, in particular by optimising mortgage financing.
Portability benefit
Advice on your portability/pension assets, choice of the institution, analysis of the need for invalidity/death coverage, search for assets and tax optimisation upon exit.
International life insurance
Brokerage, search, distribution and advice for international life insurance, with tailored support, asset protection, tax deferral and wealth planning.
Dedicated investment vehicles
Trust services, structuring and management of movable and immovable assets, creation and administration of alternative funds, coordination of Private Equity projects.
Trust & reputation

ranQ Trust Score of Herity SA: 3.8 out of 5.0

Trust Score3.8/ 5.0

High

x

Data basis 96% · As of October 2026

Herity SA scores 52.7 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.68.224%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.17.610%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.50.08%
Herity SA scores 74.1 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.64.612%
  • 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%
Herity SA 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%
Herity SA scores 17.1 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 35.17.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Herity SA reaches a ranQ Trust Score of 3.8 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 1 customer reviews. The data basis is 96%, 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.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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

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Location

Rue des Moraines 19
1227 Carouge Ge

At a glance

Legal form
Corporation
UID
CHE-284.303.826
Founded
2021 · 5 years
Last commercial register change
July 8, 2026
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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