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DirectoryFinance & InsuranceFinancial ServicesZurichVertex Services GmbH
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Verified· 3 sources

Vertex Services GmbH

Summary

About the company

The core activity of Vertex Services is the provision of financial services, particularly in the areas of investment and savings advice, pension solutions and tax returns, global pension transfer, mortgages, and vested benefit accounts. The company provides consulting and support for optimizing medium- and long-term financial plans, aiming to offer customers a professional and transparent service.

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Offering

Products & services

Industry:Financial Services
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✓ Offered3
Personal Financial Planning
Financial planning, retirement planning, wealth accumulation, Pillar 3a and 3b solutions, tax-efficient financial structures, pension optimisation and long-term capital planning.
Investment and Wealth Management
Investment and savings solutions, active portfolios across risk profiles, ETF and internationally structured solutions, long-term capital growth, wealth preservation and income generation.
Corporate Insurance and Pension Solutions
Company setup support and mandatory pension and insurance solutions, including BVG, UVG and KTG registration, plus review and adaptation of existing structures.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Feldeggstrasse 26
8008 Zurich
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:00
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-393.206.252
Founded
2024 · 2 years
Last commercial register change
November 20, 2024
Employees
1 to 10

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