SSI Wealth Management AG

What SSI Wealth Management AG does

SSI Wealth Management AG is an independent, privately-held asset management firm domiciled in Bach, Switzerland, founded in 2010. The firm positions itself as an independent wealth manager offering advice on real estate issues and alternative investments, suggesting a niche focus on real-asset and non-traditional investment strategies rather than conventional public-market portfolio management. With a headcount in the 11-50 range, it operates at boutique scale, and its leadership disclosed in the source data consists of at least one senior client advisor, Roger Levola, who serves as Director and Senior Client Advisor. The combination of independence, Swiss domicile, and small scale is consistent with a private-client advisory model serving a limited base of high-net-worth individuals, family offices, or institutional clients seeking real estate and alternative investment exposure.

The firm's business model is not disclosed in the available source material: there is no pricing model, no revenue mechanic, no published fee schedule, and no customer roster. Operating geographies, distribution channels, marketing channels, and product/service details are all empty in the source data. The company website (ssi-wm.ch) reportedly renders only a verification/loading page in the source scrape, meaning no proprietary technology stack, digital platform, or product architecture could be observed. No technology partnerships, integrations, APIs, or AI/ML capabilities are documented. Regulatory licensing specifics (e.g., FINMA registration details) are not captured, though the Swiss AG corporate form and the wealth-management label imply operation under Swiss financial services regulation.

For investment analysis purposes, the firm should be regarded as data-thin: the publicly available footprint is limited to corporate identity, founding year, location, headcount band, a one-line service description, and a single named executive. No financial metrics, AUM, customer composition, growth indicators, or strategic activity are verifiable from the supplied sources. Any investment, partnership, or M&A assessment would require direct management outreach and access to regulatory filings (e.g., Swiss commercial register, FINMA public registry) to obtain AUM, fee revenue, and client concentration data before substantive conclusions can be drawn.

Name

SSI Wealth Management AG

Legal name

SSI Wealth Management AG

Website

https://ssi-wm.ch

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

SSI Wealth Management AG is an independent, boutique Swiss asset manager (founded 2010, 11-50 employees) based in Bach, Switzerland, advising clients on real estate and alternative investment strategies.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management services
• Asset management advisory
• Real estate advisory
• Alternative investments
• Portfolio advisory services

Headquarters

HQ city

Bach

HQ country

Switzerland

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

SSI Wealth Management AG is an independent Swiss asset management company that provides advisory services to clients on real estate issues and alternative investments. Operating from Bach, Switzerland, the firm delivers personalized investment guidance through senior client advisors focused on these two specialized asset categories.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate Advisory
• Alternative Investment Advisory

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Vontobel: Established Swiss wealth and asset manager with multi-affluent and UHNW advisory, including alternatives and real estate strategies — broader portfolio but overlapping client segments.
• EFG International: Swiss-listed international private banking group offering wealth management and investment advisory with real estate and alternative product access — broader incumbent competing in similar HNW/UHNW segments.
• Pictet Group: One of Switzerland's largest independent wealth and asset managers with extensive real estate and alternative capabilities — broader incumbent but functionally similar proposition.

Direct peers

• Partners Group: Swiss-headquartered global investment manager specializing in private markets (real estate, infrastructure, private equity) — directly comparable on the alternatives/real estate value proposition, though at materially larger scale.
• Hyposwiss: Swiss private bank focused on independent wealth management for international and domestic clients, with real estate and alternative investment offerings — overlapping niche with SSI.
• Mirabaud: Swiss-headquartered independent private bank and asset manager offering discretionary wealth management with exposure to real estate and alternative strategies for private clients — directly comparable business model and geography to SSI Wealth Management AG.
• Bordier & Cie: Independent Swiss private bank providing tailored asset management to private and institutional clients with a multi-asset approach including alternatives and real estate — closely matches SSI's independent advisor proposition.
• Reichmuth & Co: Boutique Swiss private bank and asset manager serving UHNW clients with independent advisory and discretionary mandates, including direct real estate and alternative investments — strong comparability on size and positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SSI Wealth Management AG