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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,544 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesCarouge GePatrimeum Sàrl
Patrimeum Sàrl Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Patrimeum Sàrl develops a B2B API for integrated lifetime and wealth planning. Its solution combines client data such as income, assets, liabilities, goals and risk preferences into a personalised financial plan and is used by banks, wealth managers and digital platforms.

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Offering

Products & services

Industry:Financial ServicesFinTech
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Patrimeum Sàrl

IT Consulting & Services
Software Development
✓ Offered4
Lifetime Wealth Planning API
B2B API for personalised lifetime planning with full balance sheet, human capital, real estate, liabilities, goals and bequest motives; delivers optimisation, Monte Carlo scenarios and auditable outputs.
Modular Wealth Planning Modules
Seven modular endpoints for human capital modelling, balance sheet construction, net worth allocation, wrapper allocation, glide path, goal feasibility and lifecycle projection.
Design Partner Program
Limited pilot programme with live integration, preferred pricing, monthly roadmap sessions and a closed cohort setup for banks, wealth managers and digital platforms.
Security and Compliance Setup
Swiss- and EU-resident processing with no retained personal data, plus MiFID II compatibility, GDPR alignment, SSO, API keys and full audit logs.
Trust & reputation

ranQ Trust Score of Patrimeum Sàrl

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, Website authority, Media authority

Data basis 50% · As of October 2026

Patrimeum Sàrl 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%
Patrimeum Sàrl scores 40.1 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.0.012%
  • 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%
Patrimeum Sàrl 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%
Patrimeum Sàrl has no value in the Visibility area of the ranQ Trust Score because no data is available. The area carries 8% 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
  • Website authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 50%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Website authority, Media authority. As of October 2026.

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

Knowledge

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Location

Route des Acacias 48
1227 Carouge Ge

At a glance

Legal form
Limited Liability Company
UID
CHE-417.392.526
Founded
2026 · 0 years
Last commercial register change
February 19, 2026
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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