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 & InsuranceExternal Asset ManagementZurichOCTA WEALTH AG
OCTA WEALTH AG Logo
Verified· 3 sources

OCTA WEALTH AG

Summary

About the company

The core activity of Octa Wealth is the provision of services in the areas of Private Banking, Wealth Management, and Family Office Services. These include: Portfolio Management: development and implementation of individual investment strategies for private clients; Family Office Services: comprehensive management of assets, including investments, financing, reporting, and selection of service providers; Investment Advisory: advice on the selection of investment products and strategies; and Wealth Management: comprehensive asset management, including investment advice, risk management, and estate planning. The company focuses on the needs of private clients and offers individual solutions to achieve their financial goals.

AI-generated
Offering

Products & services

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
Industry:
External Asset Management
✓ Offered5
Asset management
Asset management based on return expectations and risk preferences, implementing the selected specifications with suitable investment products and an appropriate investment strategy.
Portfolio Management
Individual and sustainable investment solutions, selection of investment products, transparent fee structure, as well as setting investment objectives and strategies with clients.
Investment policy and strategy
A long-term investment strategy for safeguarding and managing assets within agreed parameters, analysing market movements and making flexible use of opportunities.
Family office services
Ongoing support for all asset-related topics, including investments and financing, consolidated reporting, as well as assessment of other service providers such as tax and pension advisors.
Smart Strategy Growth Fund
Investment funds focused on sustainable growth, value shares and opportunities in companies with high potential; presented on the website with a specific product reference.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

No knowledge articles yet

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

Get started
Comparisons

OCTA WEALTH AG in comparison

Soon

Industry comparisons are coming soon

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

Is this your company?

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

Secure profile

Location

Talstrasse 62
8001 Zurich
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-229.709.787
Founded
2023 · 3 years
Last commercial register change
September 15, 2025
Employees
11 to 20

Similar companies

PA
PR1ME Aquila Partners AG
Zurich
BC
Blackfort Capital AG
Zurich
FK
Finanz Konzept Asset Management AG
Zurich
AV
Aquila Vermögensverwaltung Zürich AG
Zurich
BP
Bloch Partner Vermögensverwaltungs AG
Zurich
GG
GFA Gesellschaft für Anlageberatung AG
Zurich
TW
The Wealth Office AG
Zurich
F&
Fuchs & Langen AG
Zurich