Directory Industries Places KnowledgeComparisonsSoon

Sign in Check visibility

Recognised by the
HSG Startup Label

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

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 ManagementZurichSequoia Swiss Financial Advisors AG

Verified· 2 sources

Sequoia Swiss Financial Advisors AG

Summary

About the company

The core activity of Sequoia Swiss Financial Advisors AG is the provision of financial advisory services.

AI-generated

Offering

Products & services

Industry:External Asset Management

Outbound 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

✓ Offered3

Asset management for US persons

Asset management for US persons with an account in Switzerland, including active management of financial assets, regular monitoring of securities and risk parameters.

International diversification and multi-currency solutions

International diversification of the portfolio, geographical separation of assets and multi-currency capabilities to access non-US dollar markets.

US tax reporting

US tax reporting with Substitute Form 1099 for the IRS, a customised tax certificate for income as well as capital gains and losses, and information for FBAR filings.

Comparisons

Sequoia Swiss Financial Advisors AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Sequoia Swiss Financial Advisors AG by reviews, experience and specialisations.

Is this your company?

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

Location

Weinplatz 7

8001 Zurich

At a glance

Legal form: Corporation
UID: CHE-172.871.460
Founded: 2011 · 15 years
Last commercial register change: August 30, 2023
Employees: 1 to 10

Knowledge

No knowledge articles yet

Once Sequoia Swiss Financial Advisors AG has claimed this profile, we'll publish editorial articles and case studies here together.

Similar companies

REYL Overseas AG

UBS Asset Management Switzerland AG

PineBridge Investments Switzerland GmbH

Family Partners Switzerland AG

Avalor Investment AG

Lazard Asset Management Schweiz AG

Wellington Management Switzerland GmbH