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
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBaselFinanz Team Schweiz AG
Finanz Team Schweiz AG Logo
Verified· 3 sources

Finanz Team Schweiz AG

Summary

About the company

The company provides financial advisory services, including wealth management, insurance consulting and financial planning for private and corporate clients. The core activity includes independent consulting and brokerage of financial products, such as insurance, investments and loans, as well as the development of individual financial strategies for clients.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered
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
12
Independent financial advice
Independent financial advice with individual analysis, personal recommendations and ongoing support; covers insurance, retirement planning, investments and financing solutions.
Insurance advice for private clients
Insurance advice for private clients on health insurance, daily allowance insurance, property and assets insurance, and risk insurance, including questions about benefits.
Retirement planning advice
Retirement planning advice for old-age provision, private Pillar 3 and Pillar 2; including questions about disability, risk of death, inheritance and survivors.
Mortgage advisory
Mortgage advisory on mortgage models and the right financing solution for owner-occupied homes and other real-estate projects.
Investment advice
Investment advice and investment solutions for asset placement, investment strategy and a combination of different investment types tailored to personal needs, values and goals.
Financial planning
Financial planning with analysis of the financial situation, optimization proposals and an individual strategy for private financial goals.
Real-estate advice
Real-estate advice for owner-occupied homes and income-producing properties, with support for real-estate questions in a private financial context.
Insurance advice for business clients
Insurance advice for companies with analysis of corporate risks and the compilation of individual insurance modules.
Occupational pension Pillar 2
Advice on occupational pension provision Pillar 2 for companies and their pension solutions.
Business legal protection
Business legal protection for companies to secure legal risks in business operations.
Business insurance
Business insurance for companies, including individually compiled insurance modules.
Advice for newcomers and young adults
Advice for newcomers to Switzerland and young adults on health insurance, compulsory and voluntary insurance, and other financial topics of this new life stage.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle510
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

No knowledge articles yet

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

Get started
Comparisons

Finanz Team Schweiz AG in comparison

Soon

Industry comparisons are coming soon

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

Is this your company?

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

Secure profile

Location

Weisse Gasse 3
4001 Basel
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
11:00 - 13:00
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-224.546.785
Founded
2017 · 9 years
Last commercial register change
May 24, 2019
Employees
11 to 20

Similar companies

BP
B&F Partner GmbH
Basel
OV
Omnia Versicherungen GmbH
Basel
IS
iN! SA
Basel
CG
Claviant GmbH
Basel
BN
Beo Naiss United GmbH
Bettingen
EG
ECOR GmbH
Riehen
SG
Sturgess GmbH
Basel
CS
CK Solutions AG
Basel