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

Summary

About the company

Satara AG is an independent financial services provider offering holistic financial advice to private and corporate clients, including services in finance & investment, real estate & mortgages, insurance & pension, and legal & tax matters. Services include a 360° check-up, tailored financial planning and support for implementation and ongoing management.

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Products & services

Industry:Financial ServicesInsurance Brokerage & Consulting
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Finance & Investments
Structured wealth accumulation, individual investment strategies, comprehensive wealth planning, optimisation of existing financial solutions as well as support with real estate, law and taxes.
Real Estate & Mortgages
Support with the purchase, new build, renovation or financing of real estate, including independent mortgage comparisons, valuation of market value, market analysis and optimisation of existing financing.
Retirement Planning & Insurance
Analysis and optimisation of existing retirement planning solutions, risk analysis, retirement and pension planning as well as advice on liability, motor vehicle, building and special insurance.
Law & Taxes
Tax returns and tax planning, tax support in connection with real estate and retirement benefits, matters concerning inheritance and gifts, and support with care proxy, wills and estate planning.
Private Client Advisory
360-degree advice for private individuals on wealth building, real estate, insurance, retirement planning as well as tax and legal matters, tailored to life stage and personal situation.

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Location

Hier entsteht die Karte
Badenerstrasse 549
8048 Zurich

At a glance

Legal form
Corporation
UID
CHE-328.756.276
Founded
2025 · 1 year
Last commercial register change
February 6, 2026
Employees
1 to 10

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