ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryBusiness & Technical ServicesCoaching & Personal DevelopmentStaad SgPlanningFinance by Alexander Bartl
PlanningFinance by Alexander Bartl Logo
Verified· 2 sourcesTrust Score
Summary

About the company

PlanningFinance by Alexander Bartl provides independent financial advice, pension planning, wealth-building support and comprehensive financial planning. The firm works on a fee basis without commissions and also offers workshops, short consultations and a compound-interest calculator.

AI-generated
Offering

Products & services

Industry:Coaching & Personal DevelopmentFinancial Services
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
No score yet

PlanningFinance by Alexander Bartl

✓ Offered10
Financial Advice
Holistic financial planning, wealth building and ongoing support with analysis of the financial situation, strategy development and implementation guidance.
Retirement Planning
Comprehensive retirement planning with analysis of lump sum versus pension, tax strategy, early retirement, staggered retirement and estate-planning basics.
Pension Provision Analysis
Analysis of the three pillars with retirement-gap calculation, review of existing pension solutions and a concrete action plan to close the gap.
Financial Coaching
Three coaching sessions with a personal financial roadmap, budget optimisation, savings strategy, WhatsApp support and templates for implementation.
Short Consultation
30-minute one-to-one consultation for an urgent financial question with concrete recommendations and focus on one specific topic.
Fee-Based Advisory
Independent hourly advisory for individual matters, second opinions and special questions without hidden commissions.
Life Insurance Review
Review of existing life insurance policies with cost-benefit assessment, written report and concrete optimisation suggestions.
Portfolio and Fee Review
Independent review of the securities portfolio with fee transparency, assessment of all holdings and concrete optimisation suggestions.
Homeownership and Affordability Planning
Support for buying owner-occupied property with affordability calculation, mortgage strategy and analysis of equity including pension fund and pillar 3a.
One-Day Financial Planning Workshop
Full-day live workshop in Zurich with a personal financial plan, work on your own numbers, Q&A, preparation call and action plan.
Trust & reputation

ranQ Trust Score of PlanningFinance by Alexander Bartl

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

PlanningFinance by Alexander Bartl 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%
PlanningFinance by Alexander Bartl scores 46.3 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%
PlanningFinance by Alexander Bartl 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%
PlanningFinance by Alexander Bartl 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

No knowledge articles yet

Once PlanningFinance by Alexander Bartl has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

PlanningFinance by Alexander Bartl in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank PlanningFinance by Alexander Bartl by reviews, experience and specialisations.

Is this your company?

Claim the company profile of PlanningFinance by Alexander Bartl to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Thalerstrasse 24
9422 Staad Sg

At a glance

Legal form
Sole proprietorship
UID
CHE-449.591.308
Founded
2025 · 1 year
Last commercial register change
December 9, 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.67.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

    Similar companies

    MY
    Master your Money Academy - Heike Bauer
    Weesen
    PL
    PBC Leadertools GmbH
    Krinau
    RZ
    Roger Zädow Coaching & Beratung
    Jona
    CA
    Consiro AG
    St. Gallen
    LP
    Life Performance Mentoring Christian Rupp
    Gossau Sg
    KA
    Kuhsignale.ch AG
    Gossau Sg
    SG
    SILACon GmbH
    Gossau Sg
    Y&
    Yoga & Life-Balance GmbH
    Arnegg