ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,544 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZugZugerberg Finanz AG
Zugerberg Finanz AG Logo
Verified· 4 sourcesTrust Score
Summary

About the company

Zugerberg Finanz AG provides active, independent asset management and investment advisory services to private clients, institutional investors, SMEs and pension funds. It manages portfolios and investment funds and offers pension solutions (vested benefits and 3a), life-insurance advisory, and analysis and consultancy services.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
4.5/5

Zugerberg Finanz AG

✓ Offered11
Wealth Management
Active, independent and responsible management of assets for private clients, with solutions for different wealth and life situations.
Wealth Management (Institutional Investors)
Individual wealth management for pension funds, companies, foundations, NPOs and other institutions, with target-oriented, relative and category mandates.
Wealth Management for LPP Funds
Active management of retirement assets for small and medium-sized enterprises, taking into account the company situation and occupational pension provision.
Pension Portability
Investment solution for pension portability funds, based on the Zugerberg Finanz R-solution, with a minimum investment amount from CHF 5'000.
3a Revo
Investment solution for 3a retirement savings, with an entry starting from CHF 5'000 or monthly contributions from CHF 100.
3a DecarbRevo
Impact investing investment solution for 3a retirement savings for the decarbonisation of the planet, with an entry starting from CHF 5'000 or monthly contributions from CHF 100.
Life Insurance
Life insurance solutions in the context of private pension provision and wealth planning.
Investment Funds
Investment funds for institutional investors as a complementary investment solution alongside individual wealth management.
Analysis and Consulting
Analysis and consulting services for institutional investors regarding investments, strategy and market assessment.
Pension Models
Pension models for SMEs to shape occupational pension provision and the associated pension fund solution.
Investment Solutions
Investment solutions for SMEs for asset allocation in line with company needs and the pension provision structure.
Trust & reputation

ranQ Trust Score of Zugerberg Finanz AG: 4.5 out of 5.0

Trust Score4.5/ 5.0

Excellent

x

Data basis 100% · As of October 2026

Zugerberg Finanz AG scores 82.5 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.69.324%
  • 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.100.010%
  • 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.100.08%
Zugerberg Finanz AG scores 94.3 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.90.07%
Zugerberg Finanz AG scores 86.7 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).86.722%
Zugerberg Finanz AG scores 85.0 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 35.100.04%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.70.04%
Qualifications+0.00

Zugerberg Finanz AG reaches a ranQ Trust Score of 4.5 out of 5.0 — rated «Excellent». The rating draws, among other things, on 4.4 out of 5 stars from 64 customer reviews. As of October 2026.

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

Reviews

Aggregated rating

Aggregated rating
4.4
of 5

Aggregated from 64 reviews across all connected sources

Sources
GGoogle4.464
★TrustpilotSoon
PProvenExpertSoon

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

Press

Media

May 27, 2026Media
Timo Dainese, CEO Zugerberg Finanz AG, im Interview
moneycab.com
February 22, 2024Media
Das sind die besten Vermögensverwalter der Schweiz
bilanz.ch
February 15, 2023Media
ZUG: Zugerberg Finanz erweitert Führung
zugerzeitung.ch
July 18, 2022Media
Hochgelobte Zugerberg kassiert 3% „Abschlusskosten“
insideparadeplatz.ch
February 22, 2018Media
Zugerberg Finanz AG: Bester Vermögensverwalter der Schweiz
bilanz.ch
April 13, 2017Media
Zugerberg Finanz engagiert Portfolio Manager
finews.ch

Knowledge

No knowledge articles yet

Once Zugerberg Finanz AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Zugerberg Finanz AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Zugerberg Finanz AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Zugerberg Finanz AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Lüssiweg 47
6300 Zug
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:30
Tue
08:00 - 12:00, 13:00 - 17:30
Wed
08:00 - 12:00, 13:00 - 17:30
Thu
08:00 - 12:00, 13:00 - 17:30
Fri
08:00 - 12:00, 13:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-112.691.606
Founded
2005 · 21 years
Last commercial register change
July 8, 2026
Employees
51 to 100
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

    Similar companies

    RF
    Rieter Fischer Partners AG
    Zug
    TI
    Tramondo Investment Partners AG
    Zug
    SA
    savvytific AG
    Zug
    PL
    Pangaea Life Capital Partners AG
    Zug
    CI
    Corestone Investment Managers AG
    Zug
    PP
    PaLü Partner AG
    Zug
    DD
    Dyson Drake & Co AG
    Zug
    BC
    BALLY CAPITAL ADVISORS AG
    Zug