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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingChâtel-St-DenisPATRIUM Sàrl
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PATRIUM Sàrl

Summary

About the company

The company's purpose is insurance, social security, LPP, pension and early retirement brokerage, tax optimization and investment advice. It also aims to carry out all real estate operations, sales and mortgages, with the exception of operations prohibited by the LFAIE. The company may also engage in any other activity directly or indirectly related to these purposes; it may, in particular, create branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with identical or similar purposes, or merge with such companies, carry out all operations and conclude all contracts aimed at developing and extending its purpose or directly or indirectly related thereto.

Commercial register, canton of FR·As of March 17, 2026View on Zefix
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered9
Wealth analysis & advisory
Wealth analysis and advisory covering insurance for private individuals and businesses, savings and investments, the 3rd pillar and life insurance, pension funds, retirement, mortgages and real estate.
Insurance for private individuals & businesses
Insurance for private individuals and businesses, integrated into wealth advice and financial planning.
Savings and investments
Savings and investments, with support in managing assets and financial goals.
3rd pillar & life insurance
The 3rd pillar and life insurance, with retirement solutions linked to building up and protecting capital.
Pension funds & BVG solutions
Pension funds, BVG solutions and portability of vested benefits for occupational retirement provision and retirement assets.
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Location

Route de Pra de Plan 3
1618 Châtel-St-Denis

At a glance

Legal form
Limited Liability Company
UID
CHE-245.003.154
Founded
2026 · 0 years
Last commercial register change
March 17, 2026
Employees
1 to 10

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