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DirectoryFinance & InsuranceFiduciary OfficesGenevaIngenious Finance SA
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Ingenious Finance SA

Summary

About the company

Ingenious Finance SA provides digital fiduciary and accounting services, including bookkeeping, annual tax filings for individuals, and financial planning such as investment and retirement planning. Services include a fully digitized accounting workflow, integrations with third‑party software, secure cloud storage and advisory/consultation options.

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Products & services

Industry:Fiduciary Offices
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Accounting
Digital accounting with the BEXIO software, document entry, preparation of financial statements, annual tax return and automation.
Tax Advisory
Taxation for residents in Switzerland, annual tax return, tax planning, tax optimization, donations and inheritance.
Retirement Planning
Retirement planning, estimate of the pension and capital, optimization of the 2nd and 3rd pillars, taxation in retirement and early retirement.
Investment Training
Investment training for residents in Switzerland, invest on the stock market, use a bank 3rd pillar, create a budget and optimize your taxes.

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Location

Chemin du Champ-Baron 30
1209 Geneva

At a glance

Legal form
Corporation
UID
CHE-277.634.962
Founded
2024 · 2 years
Last commercial register change
June 17, 2024
Employees
1 to 10

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