Solidinvest

Private Wealth Managementsolidinvest.ch

Solidinvest AG is a Zurich-based, owner-managed Swiss wealth management firm founded in 1985 providing investment advisory and asset management services to affluent private individuals, FINMA-authorized since 2022 with a team of approximately 15 professionals.

Company typePrivate
Founded1985
HeadquartersZürich, Switzerland
Headcount11–50
GTM typeB2C
OfferingServices

What Solidinvest does

Solidinvest AG is a Zurich-based, owner-managed Swiss wealth management firm founded in 1985 that provides investment advisory (Anlageberatung) and discretionary asset management (Vermögensverwaltung) services to affluent private individuals. The firm operates with a team of approximately 15-16 professionals, including wealth managers, compliance officers and administrative staff, delivering personalized, relationship-based advisory services through direct client meetings at its Zurich headquarters on Mühlebachstrasse 43.

The firm's core offerings comprise two interrelated products: investment advice and comprehensive wealth management, supplemented by periodic "Dear Investor" market publications that serve as client engagement content. No proprietary technology platform is described; the firm relies on standard financial services infrastructure and a sales-led, referral-driven go-to-market motion. Revenue is generated through recurring asset management and advisory fees on client portfolios, with pricing not publicly disclosed and handled on a case-by-case basis.

Solidinvest AG received FINMA authorization as an asset manager under the Financial Institutions Act (FINIG) on May 18, 2022, and holds memberships in OFS Ombud Finanzen Schweiz, VSV-ASG, and AOOS. The firm is privately held with no institutional investors, no subsidiaries, no funding history, and no disclosed revenue. Geographic operations are confined to a single Zurich office serving Swiss private clients only.

Solidinvest firmographics

Firmographics

Name: Solidinvest
Legal name: Solidinvest AG
Website: https://solidinvest.ch
Company type: Private
Founded year: 1985
Operating status: Operating
Headcount range: 11–50 employees
Short description: Solidinvest AG is a Zurich-based, owner-managed Swiss wealth management firm founded in 1985 providing investment advisory and asset management services to affluent private individuals, FINMA-authorized since 2022 with a team of approximately 15 professionals.
Ownership category
akta.pro rank

Solidinvest industry classification

Industry

Product category: Private Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Private Banking & UHNW Wealth Advisory (FSAEABAC)
akta.pro secondary industries: Private Client/High-Net-Worth Advisory (FSAEAAAN), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

Private wealth management
Investment advisory services
Asset management
Portfolio management
Financial planning

Where Solidinvest is headquartered

Location

Headquarters

HQ city: Zürich
HQ country: Switzerland
HQ region: Europe

Offices2 records

Markets served

Solidinvest business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

Asset Management and Advisory Services: Revenue generated through asset management fees and investment advisory services for private clients. As a FINMA-authorized asset manager, Solidinvest AG charges fees for managing client portfolios and providing investment advice.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Solidinvest product offering

Product offering

Core offering

Solidinvest AG provides fee-based investment advisory (Anlageberatung) and discretionary asset management (Vermögensverwaltung) for affluent private individuals in Switzerland. Services are delivered through direct, relationship-driven personal advisory at its Zurich office, with periodic "Dear Investor" market reports supporting ongoing client communication.

Product overview

Solidinvest AG is a Swiss independent, owner-managed wealth management firm offering a unified suite of investment advisory and wealth management services for private clients. The core offering consists of Anlageberatung (investment advice) and Vermögensverwaltung (wealth management), supported by regular "Dear Investor" publications that provide market analysis and investment insights to clients.

Differentiator

Problem solved

Functional benefit

Products and services

Anlageberatung (Investment Advice) Personalized advice on portfolio management and asset allocation for affluent Swiss private clients, delivered through direct personal advisory at the Zurich office.
Vermögensverwaltung (Wealth Management) Comprehensive discretionary wealth management including portfolio administration, investment management and ongoing client advisory for high-net-worth private customers.

Companies that use Solidinvest

Customer profile

Segments1 record

Ideal customer profiles1 record

Solidinvest technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Solidinvest partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered compliance and industry association.

OFS Ombud Finanzen SchweizcomplianceOthers · 5 November 2020Solidinvest AG is a member of OFS Ombud Finanzen Schweiz, the ombudsman service for Swiss financial services. This membership is required under FIDLEG (Financial Services Act) and provides clients with a mediation procedure in case of disputes.
VSV-ASG (Swiss Association of Securities Dealers)industry associationOthersSolidinvest AG is a member of VSV-ASG, the Swiss Association of Securities Dealers, which represents the interests of Swiss financial service providers.
AOOS (Alternative Dispute Resolution)complianceOthersSolidinvest AG is a member of AOOS, an alternative dispute resolution organization for the financial industry in Switzerland.

Scale indicators2 records

Recent moves7 records

Expansion highlights3 records

Solidinvest competitors and assessment

Company assessment

Broad incumbents

Vontobel: Vontobel is a Zurich-based Swiss private bank and asset manager offering wealth management, investment advisory and asset management. Comparable Swiss-regulated competitor in the HNW advisory and discretionary management space, though with a wider product and international footprint.
EFG Bank: EFG International is a Zurich-headquartered Swiss private banking group serving HNW clients globally. Comparable Swiss-regulated wealth manager targeting affluent private clients, though materially larger and with international reach Solidinvest lacks.
Lombard Odier: Lombard Odier is a Geneva-based Swiss private bank offering wealth management and investment advisory to private and institutional clients. Comparable Swiss HNW/UHNW advisory franchise; serves a similar target client profile but at much greater scale and with broader capabilities.
Mirabaud: Mirabaud is a Geneva-based Swiss private bank providing wealth management, asset management and securities services to private clients. Comparable Swiss-domiciled HNW advisory and discretionary management firm with similar boutique character but larger scale.
Hyposwiss (Hyposwiss Private Bank): Hyposwiss is a Zurich-based Swiss private bank offering wealth management and investment advisory services to private clients. Comparable Swiss-domiciled boutique private bank serving HNW clients with similar relationship-driven service model.
Julius Baer: Julius Bär is a leading Zurich-headquartered Swiss private bank specializing in wealth management for HNW and UHNW clients globally. Directly comparable Swiss-domiciled wealth management franchise competing for the same affluent Swiss client segment, but at much larger scale.
Pictet Group: Pictet is a large Geneva-based Swiss private bank and asset manager serving HNW/UHNW clients with discretionary wealth management and advisory. Comparable as a Swiss-domiciled, FINMA-regulated private wealth manager, though significantly larger and broader in scope than Solidinvest.

Regional players

VP Bank: VP Bank is a Liechtenstein-based private bank offering wealth management and investment advisory to HNW/UHNW clients, primarily across Liechtenstein, Switzerland, and the broader DACH region. Comparable in HNW advisory and discretionary management focus, but primarily Liechtenstein-domiciled rather than Swiss.

Direct peers

Zugerberg Finanz AG: Zugerberg Finanz is a Swiss independent, FINMA-authorized asset manager providing investment advisory and wealth management to private clients — a direct comparable peer as a small, owner-managed Swiss EAM serving the same HNW segment.
Arista Finanz AG: Arista Finanz is a Swiss independent asset manager (EAM) offering investment advisory and wealth management to private clients — directly comparable to Solidinvest in business model, scale, regulatory status, and Swiss HNW client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Solidinvest compliance and trust

Trust signal

Compliance3 records

Solidinvest financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Solidinvest leadership team

Management profile

Number of profiles

Profiles9 records

Solidinvest funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Solidinvest M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Solidinvest

What does Solidinvest do?

Is Solidinvest a public or private company?

Solidinvest is a private company. It is classified as management employee owned and is currently operating.

When was Solidinvest founded?

Solidinvest was founded in 1985. It employs 11 to 50 people.

Where is Solidinvest based?

Solidinvest is headquartered in Zürich, Switzerland, in the Europe region.

How does Solidinvest make money?

One revenue line is on record: asset Management and Advisory Services.

Who are Solidinvest's main competitors?

Broad incumbents on record are Vontobel, EFG Bank, Lombard Odier, Mirabaud, Hyposwiss (Hyposwiss Private Bank), Julius Baer and Pictet Group. VP Bank is listed as a regional player. Direct peers are Zugerberg Finanz AG and Arista Finanz AG.

Does Solidinvest have an API?

No public API is recorded for Solidinvest.

What industry is Solidinvest in?

Solidinvest's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 523940 and its SIC code is 6282.