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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichPROGREDO AG
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PROGREDO AG

Summary

About the company

The core activity of Progredo is financial planning and wealth management for entrepreneurs, particularly in the areas of tax planning, pension planning, succession planning, estate planning, company sales and wealth consulting.

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Products & services

Industry:Financial Services
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Succession planning
Succession planning for entrepreneurs, including transfer, retirement, estate planning, strategic wealth transfer, and tax and legal protection when selling or transferring within the family.
Financial planning
Financial planning for entrepreneurs with tax planning, pension planning, retirement provision with pillar 3a and optimisation of pension fund arrangements, as well as coordination of company and private assets.
Wealth management
Wealth management for entrepreneurs, with structured investment of freed-up capital, wealth management advice for self-directed investors, wealth management mandates, and a bucket (pot) strategy.
Asset Management
Asset Management for institutional investors and professional treasuries using convertible bonds, managed equity mandates, and mixed strategies, each with monthly reporting.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 16 reviews across all connected sources

Sources
GGoogle516
★TrustpilotSoon
PProvenExpertSoon

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Location

Hohlstrasse 535
8048 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-352.361.926
Founded
2017 · 9 years
Last commercial register change
June 30, 2025
Employees
11 to 20

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