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DirectoryFinance & InsuranceFinancial ServicesZumikonWholistic Wealth Solutions, R. Holla
Wholistic Wealth Solutions, R. Holla Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Wholistic Wealth Solutions is the provision of financial services, particularly in the areas of: * Financial advisory and management * Wealth management * Investment management * Family and investment office services * Philanthropy and impact investing * Private equity, private debt, structured investments and structured financing. The company positions itself as a boutique financial services provider, offering independent and client-centric advisory services.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered8
Financial consulting & advisory
Independent Financial Consulting & Advisory Services, strategic financial advice and best-interest advice for clients.
Investment Office / Family Office
Investment office and family office for monitoring, consolidation, reporting and strategic review of assets, as well as preparation of the Wealth Balance Sheet.
Wealth management and investment management
Wealth management and investment management for qualified, accredited or institutional investors, including private markets, financing, project finance, impact ventures and structured investments.
Fiduciary and company services
Company structuring as well as formation and management of trusts, companies and foundations, including board representation.
Advisory Services
Portfolio strategy & oversight, asset management sowie tax and legal advice und accounting and bookkeeping services.
Strategic business and market consulting
Business & market strategy, business case evaluation and adaptation, identification and launch of new products and trends, marketing tools, white papers, research papers and market studies.
Capital and financial structuring
Wealth planning, financial structuring and private structured investment strategy for the customised solution.
Philanthropy and impact investing solutions
Philanthropic solutions, philanthropy & venture philanthropy as well as impact investing within the framework of the wealth and investment strategy.
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4.1/5

Wholistic Wealth Solutions, R. Holla

Trust & reputation

ranQ Trust Score of Wholistic Wealth Solutions, R. Holla: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Wholistic Wealth Solutions, R. Holla 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%
Wholistic Wealth Solutions, R. Holla scores 78.5 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%
Wholistic Wealth Solutions, R. Holla scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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%
Wholistic Wealth Solutions, R. Holla scores 28.6 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 35.28.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Wholistic Wealth Solutions, R. Holla reaches a ranQ Trust Score of 4.1 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

In der Gandstrasse 9
8126 Zumikon

At a glance

Legal form
Sole proprietorship
UID
CHE-110.566.137
Founded
2004 · 22 years
Last commercial register change
August 8, 2014
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.67.06%
  • 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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