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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichThe Wealth Office AG
The Wealth Office AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of the company 'The Wealth Office' is wealth management, i.e. the management of assets for affluent private individuals. This includes individual and independent services such as the development of tailored investment ideas, the solution of specific financial challenges and the creation of comprehensive financial plans.

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Offering

Products & services

Industry:External Asset Management
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3.9/5

The Wealth Office AG

✓ Offered6
Wealth management
Individual wealth management with strategic asset allocation, active management and advisory services, ongoing monitoring and regular, client-specific reporting.
Family-Office-Services
Family-Office-Services for affluent individuals and families, with personal support, discretion and assistance in handling financial matters.
Estate planning and wealth structuring
Estate planning and wealth structuring to simplify financial planning and protect assets for future generations, including solutions via partner organizations such as trusts and foundations.
Asset consolidation and financial reporting
Asset consolidation and financial reporting with a global overview of bankable and non-bankable assets, including liabilities, as well as consolidated analysis in a client-specific report.
Services for entrepreneurs
Services for entrepreneurs for the establishment or structuring of business activities, support in corporate finance and with the setup and administration of companies, private-label funds and other structures.
Real estate investments
Real estate investments directly in land or buildings or indirectly via REITs, as well as listed and unlisted funds, with the selection of suitable investment vehicles through specialized partners.
Trust & reputation

ranQ Trust Score of The Wealth Office AG: 3.9 out of 5.0

Trust Score3.9/ 5.0

High

x

Data basis 96% · As of October 2026

The Wealth Office AG scores 56.5 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.68.224%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.17.610%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.70.08%
The Wealth Office AG scores 85.5 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.100.012%
  • 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%
The Wealth Office AG scores 85.0 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).85.022%
The Wealth Office AG scores 0.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

The Wealth Office AG reaches a ranQ Trust Score of 3.9 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 1 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

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

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

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Comparisons

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Location

Kämbelgasse 6
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.666.111
Founded
2009 · 17 years
Last commercial register change
December 8, 2023
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.
100.0
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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