Wealth Planning Center - Crunchbase Company Profile & Funding

Overview

Wealth Planning Center

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Wealth Planning Center

CB Rank

3533231

Wealth Planning Center is a financial consulting firm that offers wealth, financial, investment, and tax advice.

Founded

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Private

Kloten, Zurich, Switzerland

11-50

vpz.ch

Advice

Consulting

Financial Services

Details

Legal Name

Vermögens Planungs Zentrum AG

Also Known As

VPZ

Operating Status

Active

Company Type

For Profit

Phone Number

+41 44 880 11 11

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Vermögensberatung (Wealth Consulting)

Provides comprehensive, independent wealth and financial consulting tailored to individual life situations, focusing on asset analysis, optimization, pension planning, and tax advice.

Pensionsplanung (Pension Planning)

Offers individualized pension planning to help clients prepare for retirement, including budget planning, tax optimization, and decisions on pension fund withdrawals.