Insights

Client Diversification SSI Wealth Management AG serves a diverse client base including private individuals, foundations, and corporations, offering opportunities to develop tailored wealth management solutions across different client segments.

Recent Technological Enhancements The company's recent partnership with Adaptivv Financial Technologies to upgrade risk management indicates an openness to adopting advanced financial technology, presenting opportunities to introduce innovative fintech solutions.

Growth and Collaboration Strategic collaborations with impact investors like Carnot Capital demonstrate a focus on sustainable investing, offering potential for expanding ESG product offerings and socially responsible investment services.

Niche Market Position As a small independent firm with an emphasis on personalized service, SSI Wealth Management AG provides a niche market opportunity for bespoke wealth management solutions that can differentiate from larger competitors.

Market Potential Operating in the Swiss financial services sector with a revenue range up to one million dollars and a dedicated team, there is significant upside for growth via digital marketing and strategic partnerships aimed at expanding their client base.

SSI Wealth Management AG Tech Stack

SSI Wealth Management AG uses 8 technology products and services including TYPO3, Open Graph, Google Fonts API, and more. Explore SSI Wealth Management AG's tech stack below.

TYPO3

Content Management System

Open Graph

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

PWA

Miscellaneous

Froala Editor

Rich Text Editors

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

SSI Wealth Management AG Email Formats	Example	Percentage
F.Last@ssi-wm.ch	J.Doe@ssi-wm.ch	46%
First@ssi-wm.ch	John@ssi-wm.ch	4%
FLast@ssi-wm.ch	JDoe@ssi-wm.ch	4%
F.Last@ssi-wm.ch	J.Doe@ssi-wm.ch	46%

SSI Wealth Management AG Email Formats

Example

Percentage

F.Last@ssi-wm.ch

J.Doe@ssi-wm.ch

46%

First@ssi-wm.ch

John@ssi-wm.ch

FLast@ssi-wm.ch

JDoe@ssi-wm.ch

F.Last@ssi-wm.ch

J.Doe@ssi-wm.ch

46%

Frequently Asked Questions

Where is SSI Wealth Management AG's headquarters located?

SSI Wealth Management AG's main headquarters is located at 4 Lindenhofweg Bäch sz, Schwyz 8806 Switzerland. The company has employees across 2 continents, including EuropeAsia.

What is SSI Wealth Management AG's phone number?

You can contact SSI Wealth Management AG's main corporate office by phone at

+41-44-787-6****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SSI Wealth Management AG's official website and social media links?

SSI Wealth Management AG's official website is ssi-wm.ch and has social profiles on LinkedIn.

What is SSI Wealth Management AG's NAICS code?

SSI Wealth Management AG's NAICS code is 52 - Finance and Insurance.

How many employees does SSI Wealth Management AG have currently?

As of February 2026, SSI Wealth Management AG has approximately 23 employees across 2 continents, including EuropeAsia. Key team members include Ceo Ssi Wealth Management Ag: M. I.Chief Investment Officer, Executive Board Member: M. S.Partner: E. N.. Explore SSI Wealth Management AG's employee directory with LeadIQ.

What industry does SSI Wealth Management AG belong to?

SSI Wealth Management AG operates in the Financial Services industry.

What technology does SSI Wealth Management AG use?

SSI Wealth Management AG's tech stack includes TYPO3Open GraphGoogle Fonts APIjQueryPWAFroala EditorGoogle Tag ManagerBootstrap.

What is SSI Wealth Management AG's email format?

SSI Wealth Management AG's email format typically follows the pattern of F.Last@ssi-wm.ch. Find more SSI Wealth Management AG email formats with LeadIQ.

When was SSI Wealth Management AG founded?

SSI Wealth Management AG was founded in 2010.

SSI Wealth Management AG

Q: What is SSI Wealth Management AG's official website and social media links?

SSI Wealth Management AG's official website is ssi-wm.ch. SSI Wealth Management AG has social profiles on LinkedIn.

Q: How many employees does SSI Wealth Management AG have currently?

SSI Wealth Management AG has approximately 23 employees.

Q: What technology does SSI Wealth Management AG use?

SSI Wealth Management AG's tech stack includes Bootstrap, PWA, Google Maps, Font Awesome, Google Fonts API.

Financial ServicesSchwyz, Switzerland11-50 Employees

SSI Wealth Management AG is an independent wealth & asset management company based in Bäch, SZ Switzerland.

We are a member of the Swiss Association of Asset Managers (VSV), and we look after distinguished private clients as well as institutions such as foundations and companies.

SSI Wealth Management AG was founded in 2010 by the former board members of a private bank in Zurich. They continue to act as partners in our company today.

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