Bank Index
Align Private Wealth AG
Financial advisory or accounting · Zürich, Switzerland · overall 2.3 / 10
How this 2.3 is built
Average of 10 scored needs: 2.3. Regulation in Switzerland: 98/100 (World Bank governance indicators). Licence confirmed by a regulator's own list. Scores set by its kind of institution.
Align Private Wealth AG is recorded in the global register as a financial advisory or accounting in Zürich, Switzerland. The register names Swiss Financial Market Supervisory Authority FINMA as its regulator and shows the licence as portfolio manager (finia): authorised by finma. Collected from open registers. We have not checked this company by hand yet.
- Legal name
- Align Private Wealth AG
- Regulated by
- Swiss Financial Market Supervisory Authority FINMA
- Licence confirmed
- yes, on a regulator's own list
Scores, 0 to 10
7.0Licence and supervision
Placed from how well the registers prove the licence: A confirmed on a public register, B a regulator is named, C only listed.
6.0Europe (EU, EEA, Switzerland)
Licensed and operating in its home country per the register entry; the depth of its offer here has not been checked yet.
6.0Tax, audit and deal advice
This is what an institution of this kind does, according to the register that lists it. The actual terms of this company have not been read yet.
4.0Fast digital onboarding
Advisory, audit or tax work for a company, not a place that holds its money.
3.0Lowest fees
Advisory, audit or tax work for a company, not a place that holds its money.
3.0Startups & VC-backed companies
Advisory, audit or tax work for a company, not a place that holds its money.
3.0Financial strength & stability
Advisory, audit or tax work for a company, not a place that holds its money.
2.5Trade, manufacturing & import-export
Advisory, audit or tax work for a company, not a place that holds its money.
2.0Cross-border payments, FX and multi-currency accounts
Advisory, audit or tax work for a company, not a place that holds its money.
2.0High-risk verticals (iGaming, cannabis, adult, forex)
Advisory, audit or tax work for a company, not a place that holds its money.
1.5Crypto-friendly bank
Advisory, audit or tax work for a company, not a place that holds its money.
1.0Best interest on business balances
Advisory, audit or tax work for a company, not a place that holds its money.
1.0Online businesses: e-commerce and SaaS
Advisory, audit or tax work for a company, not a place that holds its money.
1.0Business cards (Visa, Mastercard)
Advisory, audit or tax work for a company, not a place that holds its money.
Sources
Built on public information and the BankStore team's own aggregated experience; no confidential client or partner data. Bank Index and BankStore are not banks. This is information, not financial advice.