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DirectoryFinance & InsuranceFinancial ServicesPfäffikon SzConsolite Switzerland AG
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Consolite Switzerland AG

Summary

About the company

The company Consolitech offers comprehensive financial management for private individuals and families. The core activities include: financial consulting and planning, asset management and protection, investment strategies and investment consulting, insurance consulting and brokerage, mortgage and financing consulting, tax consulting and planning, pension and retirement consulting, and banking and account management. The company provides a wide range of financial services to support customers in managing their finances and securing their financial future.

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Products & services

Industry:Financial Services
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✓ Offered8
Holistic Finance
Holistic financial advice for individuals, including budget planning, retirement provision, insurance, mortgages, investments and banking, plus an individual strategy.
Investment Advisory
Personal investment strategy, selection of suitable investment instruments, ongoing monitoring of performance and risk, and advisory models with regular portfolio reports.
Pillar 3a and Vested Benefits Portability
Retirement and investment solutions for Pillar 3a and vested benefits portability, with a choice of investment funds, a personal strategy and tax savings.
Exclusive Financial and Advisory Services
Personalised wealth report, digital finance cockpit, portfolio analysis with a second opinion, and comprehensive financial support for families and entrepreneurs.
Business Consulting
Advisory on finances, insurance and business development, including structuring the company as a continuous or on-demand strategic sparring partner.
Company Formation
Advice on choosing the right company structure and preparing the required incorporation documents for new businesses.
Operations
Support with administration, IT and hosting, as well as website build and tailored digital solutions for products or processes.
Consolitech App
Digital financial overview with dashboard, financial planning, document storage, multilingual support and access to financial information, goals and documents in one place.
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Location

Hier entsteht die Karte
Churerstrasse 160b
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-302.196.022
Founded
2022 · 4 years
Last commercial register change
August 11, 2026
Employees
11 to 20

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