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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,765 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesLucerneXperts Finanz AG
Xperts Finanz AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Xperts Finanz AG encompasses the following areas: Trust services: Support and consulting for important decisions, Pension planning: Consulting on pension planning matters, Taxes: Tax consulting and planning, Real estate: Real estate services, without further specification. The company positions itself as a competent partner for taxes, trust services and pension planning.

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Offering

Products & services

Industry:Fiduciary Offices
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4.1/5

Xperts Finanz AG

Insurance Brokerage & Consulting
✓ Offered4
Fiduciary services
Advice and support for individuals and SMEs with company start-ups, bookkeeping, advice on financial statements, payroll administration and business consulting.
Tax advisory
Preparation of tax returns for natural and legal persons, review of tax bills and assessments, legal representation, objections, appeals and tax apportionments.
Pension planning
Personal pension planning with BVG solutions, purchases into occupational pension provision, solutions for executives, inclusion of the 2nd and 3rd pillars and tax planning.
Real estate
Brokerage and sale as well as purchase support for residential properties such as single-family houses, apartments and villas; presented on the website with properties from the real-estate sector.
Trust & reputation

ranQ Trust Score of Xperts Finanz AG: 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.

Xperts Finanz 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%
Xperts Finanz AG scores 78.2 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.79.212%
  • 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%
Xperts Finanz 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%
Xperts Finanz AG scores 62.9 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 35.62.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Xperts Finanz AG 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.

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Location

Münzgasse 6
6003 Lucerne
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-428.168.789
Founded
2018 · 8 years
Last commercial register change
March 20, 2025
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.85.03%
    • Full methodology

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