Companies in
Financial Services

AFB Real AG

Financial Services · Freienbach · Since 2024

AFB Real AG focuses on the purchase, sale, holding and development of real estate. Its activities include residential and commercial buildings as well as building land and building land with a development project.

AF Financial Services GmbH

Financial Services · Wichtrach · Since 2023

AF Financial Services GmbH is a financial and insurance advisory firm offering pension planning, investment advice, health insurance consultancy, residential mortgage financing and various property insurance services. The firm operates as an independent broker and, through Union Swiss Brokers, works with providers across the Swiss market.

AFI Allgemeine Finanz & Investment AG

Financial Services · Zurich · Since 2024

The core activity of AFI Allgemeine Finanz- und Investment AG is the consulting and financing of companies, particularly in the planning and implementation of projects. This includes supporting financing, planning and implementing projects, as well as advising companies on scaling and expansion. The company operates independently of banks and offers solutions for small and medium-sized enterprises (SMEs) as well as corporations.

Africa Wealth Partners AG

Financial Services · Zurich · Since 2018

The company's core activity is advising and supporting African entrepreneurs and international investors in designing and implementing business strategies, particularly in the areas of wealth planning, wealth management and corporate finance. The company operates as an independent Multi-Family-Office and provides its clients with access to a global network of partners and specialists to support their business and private affairs.

ahfast gmbh

Management Consulting · Bad Zurzach · Since 2021

The core activity of ahfast gmbh is Financial Interim Management, i.e. the temporary assumption of financial functions for companies, in particular through the CFO (Chief Financial Officer) Marcel von Ah.

AICO Alternative Investments Company AG

Financial Services · Zug · Since 1998

The core activity of AICO Partners is capital raising for investment managers and funds, particularly in the area of alternative investments such as hedge funds, real estate, infrastructure, private equity, private debt, blockchain and digital investments, as well as actively managed long-only strategies. To this end, the company maintains an extensive network of institutional investors and qualified investors in Europe and offers services such as private placement, third-party marketing and fundraising.

Aircash CH GmbH

Financial Services · Zug · Since 2024

Aircash CH GmbH operates the Aircash mobile wallet that enables instant deposits, withdrawals, payments and money transfers, a one‑click prepaid Mastercard via the app, and printed cash vouchers (A‑bon). The platform also includes a marketplace for various service payments (parking, transport, utilities, entertainment) and offers solutions for business partners.

Airol Assets AG

Financial Services · Zurich · Since 2002

The core activity of Airol Assets AG is the provision of individual wealth management services for families, including investment advice and recommendations, with a focus on preserving family wealth for current and future generations.

Airon1 AG

Financial Services · Glattpark (Opfikon) · Since 2024

AIX Group AG

Financial Services · Zurich · Since 2022

The core activity of AIX Investment Group is the provision of financial services, particularly in the areas of investment consulting, asset management, risk management and financial planning. The company offers its clients individual investment strategies and solutions and positions itself as a reliable and innovative partner for comprehensive financial solutions.

AKREUM SA

Financial Services · Baar · Since 1977

The core activity of Akreum SA encompasses two main areas: 1. **Corporate Division**: Here, Akreum SA offers services in the fields of Corporate Advisory, Corporate Finance, Direct Investments, and Corporate Taxes. 2. **Private Division**: In this area, Akreum SA provides luxurious services, including Bespoke Jewellery, Travel & Lifestyle, Swiss Residency, Private Taxes, and Health & Wellness. Overall, the core activity of Akreum SA can be described as a combination of financial services, corporate consulting, and luxurious services for private individuals.

AKV Allfinanz GmbH

Financial Services · Wittnau · Since 2024

AKV Allfinanz GmbH is a brokerage firm for insurance and financial services. It provides insurance and pension advice, financial planning and intermediary services via a network of co-brokers and is registered with FINMA.

Algofin AG

Financial Services · Zurich · Since 2004

The core activity of Algofin AG is to provide consulting services in the field of quantitative finance and institutional investment consulting, particularly in the areas of: Investment Consulting, Corporate Consulting, Expert opinions and research activities, Asset Liability Management (ALM), Strategic Asset Allocation (SAA), and Financial mathematical valuations. The company supports clients in developing investment strategies, modeling complex financial mathematical relationships, and implementing solutions to generate sustainable added value.

ALGORDANZA Vorsorge GmbH

Financial Services · S-Chanf · Since 2022

ALKA GROUP SA

Management Consulting · Roveredo Gr · Since 2014

ALKA GROUP SA is an advisory firm serving institutional and retail clients and aims to create industrial value for its clients and partners. Its services include investor and project introductions and presentations, alliance and partnership development, commodity facilitation, alternative and structured funding (debt and equity, MTNs, bank guarantees, SBLCs), infrastructure and international business development, and contract management.

Allevo Capital AG

Financial Services · Zug · Since 2023

The core activity of Allevo Capital AG is Wealth Advisory, i.e. wealth management.

Allfunds Bank S.A., Madrid, Zurich Branch

Financial Services · Zurich · Since 2022

Allfunds is a provider of WealthTech solutions and services that specializes in intermediating financial products and services between financial institutions and asset managers. The company's core activity is providing a platform for the distribution of funds, ETFs, and alternative investment products, as well as offering services such as data analysis, reporting, portfolio management, and ESG consulting. The company's goal is to create a comprehensive ecosystem for the financial industry that offers all necessary functions, services, and tools for asset management and intermediation.

Allianz Pension Services AG

Financial Services · Wallisellen · Since 1973

Allpack Finanz AG

Financial Services · Reinach Bl · Since 2012

allswiss AG

Financial Services · Schaffhausen · Since 2024

The core activity of allswiss Group is the issuance of financial products in the capital markets, particularly for qualified investors, with a focus on Real Assets, including Real Estate, Maritime, Transport and Aviation.

Alond AG

Management Consulting · Zug · Since 2020

Alond AG provides advisory and service offerings in the real estate sector, focusing on comprehensive financing advice including the structuring of traditional debt, mezzanine capital and equity. Services include preparing financing memoranda, selecting and liaising with financing partners, reviewing and negotiating term sheets and loan agreements, and monitoring disbursements and credit controlling/reporting.

Alpadis Group Holding AG

Financial Services · Zurich · Since 1998

Alpadis Group Holding AG provides trust and corporate services to private, institutional and corporate clients. Its services include company formation, corporate secretarial, accounting and financial reporting, tax compliance, HR and payroll, visa and immigration support, family office, trust and foundation administration, and regulatory and escrow solutions.

Alpen Partners International AG

Financial Services · Freienbach · Since 2017

Alpen Partners International AG provides wealth management and advisory services to high-net-worth clients. Services include investment management (listed and private investments, alternative assets), wealth planning and family-office services, tailored financing solutions, and citizenship and residency advisory; the firm operates independently from banks and intermediaries.

Alpha Blue Sky Management SA

Financial Services · Geneva · Since 2022

The company's core activity is the provision of financial services, in particular: investment advice and portfolio management, investment analysis and due diligence, asset management and investment strategy, risk management and compliance, market analysis and market research, business development and customer service. The company acts as a financial intermediary and offers its customers a wide range of investment products and solutions.

Alpha Kappa Financial Services SA

Financial Services · Lausanne · Since 2015

The core activity of ALPHA KAPPA Financial Services SA is the provision of financial services.

Alpha Leonis Partners AG

Financial Services · Zurich · Since 2017

The core activity of Alpha Leonis Partners is the provision of investment services, particularly the development and implementation of investment strategies as well as the management of assets for its clients. The company also offers advisory services in the areas of strategic investing and asset management.

alpha-optimum GmbH

Management Consulting · Hedingen · Since 2020

The core activity of alpha-optimum is strategic consulting in asset management, particularly in the areas of: leading investment committees, developing advisory processes, developing investment products, and integrating sustainability into the investment process. The company supports decision-making bodies and institutions in the implementation and monitoring of asset investments and helps develop successful investment solutions.

Alphen Asset Management AG

Financial Services · Zurich · Since 2010

Alphen Asset Management AG is a licensed independent investment advisory and asset management firm offering bespoke portfolio management, investment advisory services and related banking and administrative support.

Alphen Trust Company AG

Financial Services · Zurich · Since 2014

Alphen Trust Company AG is an independent investment advisory and asset management firm providing investment advice and portfolio management services. Its services include portfolio management, placement with private banks, account administration, and trustee/corporate and family-office related services.

Alprimo AG

Financial Services · Rheineck · Since 1998

The core activity of ALPRIMO AG is alternative project financing. The company offers an unconventional form of financing for projects and positions itself as a joint venture partner for companies that want to develop projects. ALPRIMO AG focuses on mitigating investment risks and offers a partnership approach, rather than a traditional customer-seller relationship.

ALSO Financial Services Schweiz AG

Financial Services · Zug · Since 2019

ALTA BUSINESS SARL

Financial Services · Chêne-Bougeries · Since 2013

ALTA BUSINESS SARL is a destination management and concierge firm offering bespoke luxury travel and event services. Its services include exclusive accommodation, private and corporate events, ski and wellness programmes, yacht charters and on‑demand problem solving, provided for travel advisors, luxury property hosts and corporate clients.

Alta Group AG

Financial Services · Zug · Since 1998

The core activity of ALTA GROUP AG is economic consulting.

AltCap Management AG

Financial Services · Cham · Since 2016

The core activity of AltCap Management AG is the consulting and brokerage of alternative financing solutions for small and medium-sized enterprises (SMEs) as well as start-ups in Switzerland. This includes, in particular, the brokerage of private debt and private equity investments, as well as the creation of financing strategies tailored to the needs of the clients.

ALTCOINOMY SA

Financial Services · Geneva · Since 2017

The core activity of alt.co is to provide services in the field of digital assets, particularly in the areas of: Due Diligence and Compliance expertise (KYC/AML), Brokerage services, including Paymastering, OTC trading and Clearing services, Regulation of Crowdsales for Token Issuers, Support for financial institutions in introducing digital assets as a new business line, and Bridging the gap between traditional banks and digital assets for private clients. The company positions itself as an expert in digital assets and compliance, with the goal of clarifying the complexity of digital transactions and ensuring customer security.

Alternative Investment Solutions SA

Financial Services · Geneva · Since 2024

The core activity of AIS Financial Group is the provision of financial services, particularly in the area of structured financial products. The company offers tailored advisory and investment solutions to its clients, covering all aspects of financial investments.

ALTITUDE INVESTMENT SOLUTIONS SA

Financial Services · Geneva · Since 2017

The core activity of Altitude Investment Solutions (Altitude IS) is the conception and distribution of structured products for professional and institutional investors. The company provides advisory services and solutions for the development of structured products tailored to the specific needs of its clients.

Alto Groupe Fribourg SA

Financial Services · Fribourg · Since 2010

Alto Groupe Fribourg SA provides insurance brokerage, fiduciary services, real-estate advisory and financial planning.

Alto International Sàrl

Financial Services · Geneva · Since 2019

Alvista Investment AG

Financial Services · Pfäffikon Sz · Since 2023

The core activity of ALVISTA Investment AG is financial consulting and the promotion of renewable energies. The company offers innovative solutions and comprehensive consulting services to its customers to support a sustainable future.

AMAG Corporate Services AG

Financial Services · Cham · Since 2024

AMCO Trade & Finance AG

Financial Services · Zug · Since 1997

AMCO Trade & Finance AG is a trade and finance company that provides structuring, procurement, trade execution and project-specific financing for complex B2B scenarios and implements IoT solutions from pilot to rollout and operations. Services include temperature monitoring (Frigo.online), multi-site IoT rollouts, device management, and contract/compliance support.

AMEOS Seeklinikum Brunnen AG

Financial Services · Brunnen · Since 2013

AMEOS Seeklinikum Brunnen AG is a clinic providing inpatient psychiatric and psychotherapeutic care based on a holistic treatment concept. Services include specialist psychiatry, psychotherapy and sleep medicine, supplemented by complementary therapies (for example art, music and body therapies) and outpatient appointments for adults.

Ametrin Finanz, Romano Wyss

Financial Services · Bäretswil · Since 2021

The core activity of Ametrin Finanz is independent financial and pension planning, tax declaration, asset consulting, investment consulting, provision and insurance consulting, as well as the creation of contracts and mandates. The company also offers training and consulting on topics that influence financial and pension planning, and arranges properties and financing.

AMFC SA

Financial Services · St. Moritz · Since 2012

The core activity of AMFC SA is divided into two main areas: 1. **Investments**: The company invests its own capital in various financial instruments, both listed (stocks, bonds, funds, ETFs, hedge funds) and unlisted (private equity, venture capital, real estate). The goal is to achieve above-average financial returns through long-term investments. 2. **Strategic Consulting**: AMFC SA provides consulting services in the areas of private equity, venture capital, general corporate management and strategic positioning for financial service providers, as well as strategic support and consulting for like-minded investors.

AMF Vision SARL

Financial Services · Geneva · Since 2021

AMF Vision SARL provides brokerage services in insurance and real estate. Its services include advice on liability, home, health, life and accident, motor and pension insurance, private credit, real-estate brokerage for off-plan sales, existing residences, luxury and income properties, and assistance with mortgage application processes.

Amicorp Group AG

Financial Services · Zurich · Since 2005

Amicorp Group AG provides specialised corporate management, capital markets and fund administration services. Its offerings include corporate governance and fiduciary support, compliance services, bank and trust solutions, and assistance with cross‑border structuring.