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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,041 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentZurichFINFOX Software and Technology AG
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FINFOX Software and Technology AG

Summary

About the company

FINFOX Software and Technology AG provides independent wealth advisory and institutional investment consulting services. The company develops tailored investment solutions, combining strategy, implementation, reporting and administrative support for private clients, families, foundations and pension funds.

AI-generated
Offering

Products & services

Industry:Software Development
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✓ Offered
5
Wealth Management
Wealth management with individual, robust strategies; core portfolio cost-efficient and indexed, complemented by independently selected specialists for private market investments and alternative investments.
Strategic Investment Advisory
Strategic investment advisory on investment strategy, portfolio structuring, succession planning and governance; including analysis, scenarios, stress tests and independent expertise.
Consolidation and Reporting
Consolidation of assets across banks, managers and asset classes; transparent reporting on costs, positions and performance, as well as a complete overview of complex wealth structures.
Family Office Services
Family office services including administration, consolidation and monitoring, coordination of external specialists, support with philanthropy projects, and assistance with complex matters.
Portfolio Review
Independent analysis of the current wealth structure, including review of allocation, costs and manager selection; including well-founded assessment and specific options for action.
Press

Media

April 1, 2026Media
Finnova ermöglicht Anlage- und Vorsorgelösungen in Banking-Apps
netzwoche.ch
May 14, 2025Media
Xplain-Mutterkonzern übernimmt Finfox
inside-it.ch
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Location

Hier entsteht die Karte
Uetlibergstrasse 134b
8045 Zurich

At a glance

Legal form
Corporation
UID
CHE-264.000.794
Founded
2015 · 11 years
Last commercial register change
May 4, 2026
Employees
51 to 100

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