Fincerta AG is an independent financial services company based in Zurich, Switzerland. Founded in 2005, it specializes in wealth and asset management for private clients, families, and foundations. The company's core services include personalized investment advice, discretionary asset management, and comprehensive family office services. Fincerta AG is regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets and is a member of the Swiss Association of Asset Managers (SAAM), emphasizing its commitment to independence, transparency, and a client-centric approach.

Founded in

Switzerland