stars 1 stars 2 stars 3

As a client of Catey, we make sure your portfolio is compliant according to your company's investment rules and regulations at all times. This is achieved by maintaining a direct line of communication with your employer's compliance department. We report your holdings and take the necessary steps should any investment become restricted. Your advantage: Once your risk profile and possible investment restrictions are established, we create your portfolio in line with our market expectations and tuned to your personal strategy. We provide you with a monthly report of your account and performance of your assets which you can view at any time via our online services. Finally, we do the compliance reporting on your behalf, so you can focus on your work.

Catey Questions

The Catey annual revenue was $6 million in 2026.

Catey is based in Zürich, Zurich.

The NAICS codes for Catey are [53131, 5313, 53, 531].

The SIC codes for Catey are [65, 653].

G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users