Herity Sa
Herity Sa is a privately held Geneva-based financial advisory firm with 1-10 employees that provides wealth planning, pension, insurance and financial advisory services to private and corporate clients in Switzerland.
- Company typePrivate
- Founded-
- HeadquartersGeneva, Switzerland
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Herity Sa does
Herity Sa is a privately held financial advisory firm headquartered in Geneva, Switzerland, that provides wealth planning, pension, insurance and financial advisory services to private and corporate clients (short_description, firmographics). According to the available firmographic data, the firm operates with a headcount of 1-10 employees and maintains a web presence at herity.ch; no further operational detail could be confirmed because the company's website returned only a verification/loading page rather than substantive content.
The firm's service mix spans four interlocking financial advisory domains — wealth planning, pension advisory, insurance, and broader financial advisory — indicating a holistic private-client and corporate-client offering rather than a single-product specialty. This positioning is typical of small Geneva-based advisory practices that coordinate cross-border wealth structuring, occupational pension considerations, and risk/insurance planning for Swiss-resident private clients and corporate accounts. No product details, pricing model, distribution channels, partnerships, awards, certifications or compliance accreditations are documented in the source data, so the operational depth of each service line cannot be characterized.
On the commercial model, no pricing details, publicly disclosed fees, or revenue mechanics were captured, and no customer logos, customer segments, marketing channels or distribution channels were identified. The firm is private (ipo_status: private) with no disclosed parent company, subsidiaries, funding rounds, ownership commentary, M&A activity, leadership team, regulatory actions or corporate structural moves. As a result, the business model can only be described in functional terms: a small Geneva-based advisory practice serving both private and corporate clients across wealth, pension, insurance and broader financial planning, with the underlying mechanics of fee structure, AUM, client count and advisor productivity unverified.
Herity Sa firmographics
Firmographics- Name
- Herity Sa
- Website
- https://herity.ch
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Herity Sa is a privately held Geneva-based financial advisory firm with 1-10 employees that provides wealth planning, pension, insurance and financial advisory services to private and corporate clients in Switzerland.
- Ownership category
- akta.pro rank
Herity Sa industry classification
Industry- Product category
- Financial Advisory Services
- 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 industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Financial Planning–Led RIAs (FSAAACAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Herity Sa is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Markets served
Herity Sa business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Herity Sa product offering
Product offeringCore offering
Herity Sa provides wealth planning, pension, insurance, and financial advisory services for private and corporate clients. The firm is based in Geneva, Switzerland, and operates as a small (1–10 employees) boutique advisory practice serving both individual/HNW and corporate clients with personal financial planning, retirement, risk protection, and corporate advisory needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning
Companies that use Herity Sa
Customer profileIdeal customer profiles2 records
Herity Sa technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Herity Sa competitors and assessment
Company assessmentDirect peers
- Lombard Odier: Swiss private bank based in Geneva delivering wealth management, financial advisory, and intergenerational planning to HNW/UHNW families — same target clients and advisory-led positioning as Herity.
- Mirabaud: Geneva-headquartered private bank offering wealth planning, asset management, and advisory services to private and corporate clients — directly comparable to Herity's combined wealth/pension/insurance advisory model.
- Bordier & Cie: Independent Geneva private bank focusing on wealth management and advisory for private clients. Closely comparable boutique-style offering to Herity's wealth advisory footprint.
- Reyl & Cie: Geneva-based independent wealth management firm offering private client advisory, asset management, and corporate advisory — same target clientele and multi-discipline advisory approach as Herity.
- Hyposwiss (Hyposwiss Private Bank Genève): Geneva-based private banking boutique providing personalised wealth management and financial advisory to HNW clients in Switzerland — directly comparable boutique competitor to Herity.
- Banque Profil de Gestion: Geneva-based Swiss private bank providing wealth management, asset advisory, and pension services to private and institutional clients — near-identical service mix to Herity at similar boutique scale.
Broad incumbents
- Union Bancaire Privée (UBP): Major Geneva-headquartered private bank with strong wealth management and advisory franchises. Competes for the same private and corporate clients as Herity but with substantially larger AUM and product capabilities.
- EFG Bank: Swiss private banking group headquartered in Zurich with a strong Geneva presence, offering wealth planning and advisory to HNW/UHNW clients — direct overlap with Herity's target segment.
- Vontobel: Swiss wealth and asset manager with wealth advisory, investment planning, and pension-related offerings. Comparable advisory value proposition to Herity but with institutional scale.
- Pictet Group: Geneva-based universal wealth and asset manager serving private clients, institutions, and corporations. Comparable to Herity as a Swiss wealth advisory but operates at vastly greater scale and breadth.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Herity Sa social profiles
Digital presenceHerity Sa financial estimates
Financial estimateRevenue estimate
Valuation estimate
Herity Sa leadership team
Management profileNumber of profiles
Herity Sa funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Herity Sa M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Herity Sa
What does Herity Sa do?
Herity Sa provides wealth planning, pension, insurance, and financial advisory services for private and corporate clients. The firm is based in Geneva, Switzerland, and operates as a small (1–10 employees) boutique advisory practice serving both individual/HNW and corporate clients with personal financial planning, retirement, risk protection, and corporate advisory needs.
When was Herity Sa founded?
Herity Sa was founded in -1. It employs 1 to 10 people.
Where is Herity Sa based?
Herity Sa is headquartered in Geneva, Switzerland, in the Europe region.
Who are Herity Sa's main competitors?
Direct peers on record are Lombard Odier, Mirabaud, Bordier & Cie, Reyl & Cie, Hyposwiss (Hyposwiss Private Bank Genève) and Banque Profil de Gestion. Broad incumbents are Union Bancaire Privée (UBP), EFG Bank, Vontobel and Pictet Group.
Does Herity Sa have an API?
No public API is recorded for Herity Sa.
What industry is Herity Sa in?
Herity Sa's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.