SUM Finanz AG
Asset Management / Wealth Management · Malters, Lucerne
SUM Finanz AG is a Swiss asset management / wealth management company based in Malters, Canton of Lucerne (UID CHE-109.880.058).
Registered purpose
Bereitstellung von Dienstleistungen im Zusammenhang mit Handels- und Finanzgeschäften sowie Ausführung von Logistik- und Marketingaufträgen; kann andere Unternehmungen, Beteiligungen, Wertschriften und Schutzrechte erwerben, verwalten und veräussern sowie Handel mit Waren aller Art, Treuhandgeschäfte und damit zusammenhängende Dienstleistungen tätigen.…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What SUM Finanz does
OFFERING
Sum Finanz AG provides financial advisory services focused on wealth management, including investment strategies, retirement planning, and savings plans for education. They emphasize personalized financial solutions and risk management, with a commitment to transparency and client satisfaction.
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