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Carefinance Logo
Carefinance CB Rank
1718616
Heat Score
57
Carefinance is a financial planning firm that provides insurance advice, investment, and wealth management services.
Founded
obfuscation
Private Basel, Basel-Stadt, Switzerland11-50 carefinance.ch
Advice
Financial Services
Wealth Management
Overview

Carefinance
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Carefinance

CB Rank
1718616
Carefinance is a financial planning firm that provides insurance advice, investment, and wealth management services.
Founded
obfuscation
Private Basel, Basel-Stadt, Switzerland11-50 carefinance.ch
Advice
Financial Services
Wealth Management

Details

Legal Name Carefinance GmbH
Operating Status Active
Company Type For Profit
Phone Number +41 61 691 88 88
Contact Email info@carefinance.ch
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Ganzheitliche Finanzplanung (Comprehensive Financial Planning)
A service that analyzes an individual's financial situation and goals to develop a tailored strategy for wealth building, retirement planning, and tax optimization.
Versicherungsberatung (Insurance Advisory)
Advisory service that helps clients select appropriate insurance policies based on their individual risk profiles and needs.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

Monthly Web Visits

241
-7.66%
 in past month

IT Spend

$125.2KThis year, Carefinance is projected to spend $125.2K on IT, according to Aberdeen.

Active Website Tech Count

4Carefinance is actively using 4 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Person Schema, and  Gravatar Profiles.
Sub-Organizations
Frequently Asked Questions

Where is Carefinance's headquarters? Carefinance is located in Basel, Basel-Stadt, Switzerland.Who are Carefinance's competitors? Alternatives and possible competitors to Carefinance may include UBS, Julius Baer Group, and  1291 Group.
Who We Are
What We Do
Helpful Links
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