37
Growth Score in past quarter
pts
Heat Score 37 in past quarter
-4 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1567039
Swissential is a financial consulting company that provides life cycle planning, investment advice, and pension/tax planning services.
- James O'Brien: Financial Planning Specialist
- Daljit Singh Hoonjan: Financial Planner
About the Company
Swissential SA is a financial services company that offers a range of services to its clients. These services include wealth planning, estate planning, and financial advice for expatriates living in Switzerland. The company provides insights on financial security, investments, and retirement planning. Swissential SA also offers services related to
life cycle planning, helping clients to plan for different stages of their life, from arrival in Switzerland to retirement. The company's services are designed to guide clients through the complexities of financial planning and management in Switzerland.