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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentZugWealthcom AG
Wealthcom AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Wealthcom AG provides a SaaS wealth-management platform that consolidates multi-custodian assets and supports portfolio and order management, automated reporting and AI-enabled features for rebalancing and compliance alerts.

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Offering

Products & services

Industry:Software Development
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Wealthcom AG

✓ Offered8
Wealth Management Platform
AI-native SaaS platform for independent financial advisors, external asset managers and family offices; combines portfolio management, order management, multi-custodian data consolidation, CRM and digital client access.
Multi-Custodian Data Consolidation
Automated reconciliation of accounts, positions and transactions; supports Swiss and international custodians as well as bankable, non-bankable and crypto assets with a consolidated portfolio overview.
Client Portal (White-Label)
White-label client portal for portfolio transparency, performance tracking, secure messaging and document exchange, remote eSignature and an advisor-branding interface.
Advisor Workspace (CRM)
Advisor workspace for client onboarding, risk profiling, compliance documentation, portfolio monitoring and proposal management with validation.
Portfolio Management System (PMS)
Portfolio management for strategy allocation, model portfolios, discretionary and advisory mandates, individual portfolio configuration and AI proposals.
Order Management System (OMS)
Order management with automated rebalancing, pre-trade compliance checks, order workflows across custodians and integrated audit trails.
Digital Client Experience
Digital interaction for clients with portfolio views, document and contract access, investment proposals, secure messaging and remote signature.
Wealth Management Infrastructure for Independent Firms
Digital, scalable infrastructure for IFAs, EAMs, family offices, investment platforms and asset management boutiques with regulation-ready workflows and an API ecosystem.
Trust & reputation

ranQ Trust Score of Wealthcom AG: 4.0 out of 5.0

Trust Score4.0/ 5.0

High

x

Data basis 54% · As of October 2026

Wealthcom AG 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%
Wealthcom AG scores 67.5 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.58.012%
  • 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%
Wealthcom AG 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%
Wealthcom AG scores 12.9 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 35.12.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Wealthcom AG reaches a ranQ Trust Score of 4.0 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, 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.

Knowledge

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Secure profile

Location

Gotthardstrasse 3
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-307.516.625
Founded
2022 · 4 years
Last commercial register change
January 22, 2026
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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