What Does Trio Do?

Total employees508
HeadquartersZurich
Founded2013

Trio Advisory AG, headquartered in Zurich, Switzerland, is an independent financial advisory firm established in 2014. They specialize in providing bespoke wealth management and family office services tailored to the needs of private clients and entrepreneurs. Their core offerings include financial advisory, investment management, and strategic asset allocation, focusing on long-term value creation and preservation. As an independent entity, Trio Advisory emphasizes objective advice and personalized solutions, building strong, trust-based relationships with their clientele.

Where Is Trio's Headquarters?

Trio officeTrio officeTrio officeTrio office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for client consultations, investment strategy development, wealth management operations, and administrative functions for Trio Advisory AG.

Notable Features:

Located in a professional office building within Zurich's renowned financial district, offering a discreet, secure, and highly accessible environment for high-net-worth clients. Facilities are designed for confidential meetings and sophisticated financial planning.

Work Culture:

Characterized by a client-centric, collaborative, and highly professional environment. Emphasizes discretion, precision, expertise, and personalized service, aligning with Swiss private banking traditions and a boutique firm's agility.

HQ Significance:

Zurich is a leading global center for private banking and wealth management. The headquarters' location provides Trio Advisory AG with direct access to a deep talent pool, a sophisticated financial infrastructure, an international clientele, and a network of financial institutions.

Values Reflected in HQ: The headquarters' prime location, professional setup, and discreet environment reflect Trio Advisory AG's core values of professionalism, client confidentiality, stability, excellence, and a commitment to providing high-quality, personalized financial services.

Location:

While Trio Advisory AG's physical office is centralized in Zurich, Switzerland, the firm serves an international clientele. They provide wealth management and family office services to clients based in various countries, leveraging their expertise in cross-border financial planning and international investment landscapes. Their global service capability is supported by strong international networks and partnerships, rather than multiple physical branch offices.

Street Address:

Stockerstrasse 43

City:

Zurich

State/Province:

Zurich

Country:

Switzerland

Where Else Does Trio Operate Around the World?

No additional office locations available.

Buying Intent Signals for Trio

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Trio? Meet the Executive Team

As of April 2025, Trio' leadership includes:

Patrik Kauffmann - Managing Partner & Founder
Marco Hausammann - Managing Partner & Founder
Philippe Widmer - Managing Partner & Founder

Who's Investing in Trio?

Trio has been backed by several prominent investors over the years, including:

Privately Held

What Leadership Changes Has Trio Seen Recently?

Hire0
Exits0

Based on publicly available information and the firm's current leadership structure, there have been no major announced executive hires or departures at Trio Advisory AG in the last 12 months. The founding partners continue to lead the firm, ensuring stability and continuity in its strategic direction and client service.

What Technology (Tech Stack) Is Used byTrio?

Discover the tools Trio uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Trio Email Formats and Examples

Trio Advisory AG likely utilizes standard professional email formats for communication. Common patterns for Swiss financial firms include [first_initial][lastname]@[companydomain] or [firstname].[lastname]@[companydomain]. These formats ensure professionalism and easy identification.

[first_initial][lastname]@trio-advisory.com (e.g., pkauffmann@trio-advisory.com) and [firstname].[lastname]@trio-advisory.com (e.g., patrik.kauffmann@trio-advisory.com) are highly probable.

Format

pkauffmann@trio-advisory.com

Example

90%

Success rate

What's the Latest News About Trio?

No recent news available.

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