Companies in
Financial Services

Dietschiberg Finanz AG

Financial Services · Lucerne · Since 2020

The core activity of Dietschiberg Finanz AG is independent financial consulting for private individuals, foundations and companies in the areas of financial planning, investments, financing and real estate.

Dilife & Co SA

Financial Services · Nyon · Since 2019

The core activity of DiLife is financial consulting, particularly in the areas of tax consulting, investment, pension planning and retirement provision. The company offers individual solutions for customers to achieve their financial goals and secure their future.

Dipeka AG

Financial Services · Zurich · Since 2006

The core activity of Dipeka AG is consulting and supporting pension funds and companies in the field of occupational pension provision in Switzerland. They provide decision-making aids and planning security for foundation boards and company representatives and support the alignment of occupational pension provision. Their services include, among other things, the creation of actuarial reports, the design of regulations, accompaniment in special projects and support in risk-oriented asset management.

Ditesco GmbH

Financial Services · Oberönz · Since 2006

Ditesco GmbH is an independent insurance and financial services provider offering advisory and intermediary services for insurance, pension and financial products. The company cooperates with various insurers and financial firms as well as external specialists (fiduciary, banking, real estate, notaries, lawyers) and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Divitias AG

Financial Services · Baar · Since 2021

The company Divitias AG is a network of Family Offices offering services in various areas, including: asset management and wealth management, corporate finance and M&A, private equity, real estate and facility management, succession planning, trust and estate planning, and philanthropy. The core activity of the company is to provide a platform for collaboration and exchange of expertise and resources as a network of Family Offices, in order to meet the needs of wealthy families and companies.

Dixcart Trustees (Switzerland) SA

Financial Services · Geneva · Since 2008

Dixcart Trustees (Switzerland) SA provides trustee and trust services, including trust formation and administration and trustee functions for private client structures. The company is a member of the Swiss Association of Trust Companies (SATC) and is registered with the Organisme de Surveillance des Instituts Financiers (OSIF).

DMI ADMINISTRATIVE SERVICES SA

Financial Services · Cointrin · Since 1981

The core activity of Dar Al-Maal Al-Islami Trust (DMI) is the provision of Islamic financial services, including: Islamic banking services (commercial and private banking services), Islamic investments (fund management and financial services), Islamic insurance services, and asset management. DMI offers these services through various subsidiaries and associated companies in different countries, including Bahrain, Egypt, Pakistan, Luxembourg, Jersey, and Switzerland.

DNC Group AG

Financial Services · Rotkreuz · Since 2024

DNC Group AG is a corporate group that invests in companies and develops their operations. Its portfolio includes IT, software, gastronomy, marketing and finance, with a focus on digitizing processes through in-house software and on-site services.

Documenta Sion Gmbh

Financial Services · Sion · Since 1993

The core activity of Documenta-Sion GmbH is the independent and transparent analysis and consulting of customers in the areas of financial planning, tax optimization, tax-free self-disclosure and relocation of domicile or residence. The company offers individual solutions for the financial situation of its customers and supports them in optimizing their financial planning and control.

Dolder Corporate Finance GmbH

Financial Services · Pfäffikon Sz · Since 1998

Dolder Corporate Finance GmbH is an independent advisory boutique providing Mergers & Acquisitions, project and interim management, performance improvement, and business planning & financing services. Its offer includes lead advisory, due diligence, valuation, turnaround and crisis management, and interim executive mandates.

Domus Administra SA

Financial Services · Paradiso · Since 2024

Domus Administra SA is a real estate agency providing sales and rental brokerage for apartments, villas, plots and income properties, along with property management and administration services. Its offerings also include development support, sales and marketing services for builders and developers, market research, feasibility studies, financial advisory, property appraisals and home staging.

Doppelplus Consulting GmbH

Management Consulting · Goldau · Since 2011

The core activity of doppelplus consulting GmbH is advising companies in the areas of finance, management and IT, particularly in business accelerations, turnarounds and investments. The company provides expert knowledge and support in optimizing business processes, developing strategies for sustainable growth and implementing projects at management level.

Doral Financial Advisors Sàrl

Financial Services · Geneva · Since 2013

The core activity of DORAL Financial Advisors Sàrl is the provision of financial services, particularly in the areas of wealth management and asset management. Specifically, this includes investment advice and management for private clients, including the creation of individual investment profiles and the monitoring of assets. In addition, the company also offers services in the field of real estate buying and selling, including the brokerage of real estate and support in the implementation of real estate projects.

Dreyfus Partners GmbH

Financial Services · Zurich · Since 2018

Dreyfus Partners GmbH provides wealth management and private banking services for private and institutional clients, and advises on family organisations, trusts and foundations. Services focus on long-term preservation and risk-controlled growth of entrusted assets and are tailored to individual client needs.

Dreyfus Söhne & Cie. Mandata AG

Financial Services · Basel · Since 1976

Dreyfus Söhne & Cie. Mandata AG is a private bank offering wealth management and asset-management services, investment products, e-banking access and a secure digital document storage service (DataSafe).

DR-RH AG

Financial Services · Zollikerberg · Since 2020

The core activity of DR-RH AG is to provide services to private bankers and independent asset managers (IAM), including external asset managers (EAM) and financial intermediaries (FIM). The services include, among others, investment advisory, asset management and consulting for private client advisors, relationship managers and investment advisors.

dsz-consulting Daniel Sven Zingg

Financial Services · Frauenfeld · Since 2019

The core activity of the company "dsz-consulting" is independent financial consulting, including: tax returns, portfolio analysis, investment advice, pension advice, mortgage advice, debt advice, budget advice, withdrawal planning with capital consumption, and competitor comparisons for bank and insurance conditions.

Dubach Advisory

Financial Services · Obfelden · Since 2011

Dubach Advisory provides advisory services to pension funds and institutional investors, including active participation in foundation boards, investment committees and boards of directors, strategic advice, second opinions and portfolio reviews, and the preparation of specialist financial communications and texts.

Dubach Advisory GmbH

Financial Services · Obfelden · Since 2014

Dubach Advisory GmbH provides advisory services to pension funds and institutional investors through active participation in boards, investment committees and supervisory bodies, and by supporting executive teams on specific tasks and projects. Services include strategic governance and guidance for pension schemes, strategic advice and second‑opinion or portfolio reviews for financial service providers and institutional investors, and specialist drafting of technical financial communications.

Dubris AG

Financial Services · Zurich · Since 2013

The core activity of Dubris AG is the provision of backoffice services for portfolio management manufacturers, particularly in the areas of data management, databases, reporting, compliance and portfolio management. This also includes the management and settlement of securities, the administration of portfolios and the execution of transactions. The company offers tailored solutions for asset management and supports customers in optimizing their data quality and management.

DUFOUR CAPITAL AG

External Asset Management · Zurich · Since 2011

The core activity of Dufour Capital AG is rule-based asset management, which combines modern information technology with personal consulting to support both private investors and institutional partners in achieving their investment goals. This includes the management of portfolios that dynamically adapt to the market environment to limit losses and ensure effective risk management.

DU RHONE PARTNERS SA

Financial Services · Geneva · Since 2012

The core activity of du Rhône Partners includes: Wealth Advice: Long-term wealth management for private and corporate clients; Financial Products: Advisory and selection of investment products and banking services; Venture Capital: Support in capital raising for companies in the fields of renewable energy, real estate financing and other specific industries; Investment Banking Advisory: Advisory on capital raising, particularly for projects in the fields of renewable energy, energy efficiency and real estate financing. The company positions itself as an independent wealth advisor and investment banker, supporting its clients in achieving their long-term financial goals.

DX Consulting GmbH

Financial Services · Pfäffikon Sz · Since 2017

The core activity of DX Consulting GmbH encompasses Financial Advisory, Education & Relocation, Wealth Planning, Art Asset Management, and additional services in the field of financial consulting and asset management. The company provides its clients with individual solutions for their financial, professional, and personal concerns, including the management of artworks and other valuable assets.

Eagle Eye Finance Sàrl

Financial Services · Gland · Since 2013

Earl Fiduciary AG

Financial Services · Zurich · Since 2003

EBG Capital AG

Financial Services · Zurich · Since 2008

The core activity of EBG Capital AG is investment consulting and asset management in the agricultural sector, particularly in investing in agricultural projects and companies, with a focus on sustainable and ecological agriculture. The company provides specialized consulting services for institutional investors, family offices and asset managers, supporting them in identifying and managing investment opportunities in agriculture, particularly in the areas of sheep breeding, dairy farming, and fruit and nut cultivation.

ECG Euro Consult Group (Switzerland) AG

Financial Services · Basel · Since 1999

The core activity of ECG Euro Consult Group AG is advising and supporting owners of small and medium-sized enterprises (SMEs) in succession planning and the sale of their companies, particularly in the context of Mergers & Acquisitions.

ECOFIN Portfolio Solutions AG

Financial Services · Zurich · Since 2010

ECOFIN Portfolio Solutions AG provides independent investment advice and designs tailored investment solutions for institutional investors and private clients. Services include asset management, investment advisory, family‑office services, consolidation and portfolio analysis, implemented with a scientific, independent and efficiency‑focused approach.

Ecopetrol Capital AG

Financial Services · Schaffhausen · Since 2010

The core activity of Ecopetrol Capital AG is the management of financial resources within the Ecopetrol Group. Specifically, this includes the transfer of financial resources in foreign currencies between group companies through the acceptance of funds and the granting of loans to optimize the liquidity of the Ecopetrol Group. This also includes the management of the Ecopetrol Group's financial assets and liabilities, as well as the provision of intra-group time deposits and loans.

ECOR GmbH

Financial Services · Riehen · Since 2023

ECOR GmbH is a financial advisory and asset-management company serving private and corporate clients with independent insurance advice, retirement and 3rd-pillar planning, mortgage and real-estate financing support, and investment/wealth-building guidance.

Edelmetallhandel Schweiz AG

Financial Services · Bassersdorf · Since 2024

The core activity of Edelmetallhandel Schweiz AG is the handling of precious metals, particularly the purchase, sale, transportation and secure storage of gold, silver, platinum and palladium for institutional and private clients. This also includes advisory services for clients in selecting and managing their precious metal investments, as well as the safekeeping of these assets in high-security storage facilities within and outside of Switzerland.

Edelweiss M&A Partners SA

Financial Services · Geneva · Since 2006

Edilcentro Wullschleger SA

Financial Services · Lugano · Since 2014

Edwin Arpagaus Steuer- & Wirtschaftsexperten

Financial Services · Chur · Since 2004

Edwin Arpagaus Steuer- & Wirtschaftsexperten provides tax advisory, audit (revision) and business consulting services. The team assumes mandate responsibility and can act as auditor, board member, managing director or executor, cooperating with specialist partners when required. The firm is a member of EXPERTsuisse and other professional associations.

Edwin Arpagaus Steuer- & Wirtschaftsexperten

Financial Services · Zurich · Since 2007

Edwin Arpagaus Steuer- & Wirtschaftsexperten provides tax, audit and business advisory services, including tax planning, restructurings, due diligence, statutory and special audits, valuations and expert reports.

Eenhoorn Partners AG

Financial Services · Wollerau · Since 2021

The core activity of Eenhoorn Partners AG is the management of investments as an investment office.

EFIAG - Emissions- und Finanz AG

Financial Services · Basel · Since 2014

The core activity of efiag Emissions und Finanz AG consists of issuing bonds in Swiss francs on the domestic capital market and granting loans to selected, smaller and medium-sized Swiss banks for refinancing purposes.

efino GmbH

Financial Services · Zurich · Since 2009

The core activity of efino is providing services in the field of startup financing and investing, including: * Consulting and training for startups and investors * Angel network and early-stage fund management * Ecosystem building and development * Utilizing artificial intelligence (AI) to support educational and mentoring programs * Sparring partner services for startups and investors * Learning and development services for startups and investors The company positions itself as a global partner for startups and investors, with a focus on providing world-class expertise and AI-driven solutions to improve startup financing.

EF Invest International AG

Financial Services · Zurich · Since 2017

EFIS European Financial Services AG

Financial Services · Goldach · Since 2001

The core activity of EFIS (European Financial Services AG) is the provision of financial services, particularly in the areas of central regulation, delcredere (payment guarantee) and factoring. The company supports its customers in managing their working capital and offers solutions for payment processing and the reduction of trade risks.

EFS European Financial Services AG

Financial Services · Baar · Since 1979

EFS European Financial Services AG provides factoring, central payment processing, delcredere/guarantee of payment services and related financial solutions.

E-Gestion Léman SA

Financial Services · Crissier · Since 2008

E-Gestion Léman SA provides insurance brokerage, fiduciary services and real estate advisory services.

Egidas AG

Financial Services · Since 2017

Egidas AG provides security and protection services, offering tailored security solutions and qualified security personnel to public clients, institutions, event organisers and companies.

Egon Zehnder Finanz AG

Financial Services · Zug · Since 1971

Egon Zehnder Finanz AG provides executive search and leadership advisory services, including succession planning, board and executive development, and executive assessment. Its consultants serve clients across industries — including financial services — and design leadership development and transformation programs to support governance and organisational change.

Ehrensberger Finanzen & Beratung

Financial Services · Nürensdorf · Since 2022

Ehrensberger Finanzen & Beratung provides independent financial advice and investment-related services to institutional clients and private individuals. Services include evaluation of investment performance and proposals, development of strategic and tactical asset allocations, second opinions, negotiation support, guest lectures and participation in investment committees; fees are agreed with clients and no commissions from product providers are accepted.

Eight Advisory Switzerland AG

Management Consulting · Zurich · Since 2020

The company provides consulting services in the areas of finance, strategy, technology, and transformation. The core activities include: Financial Consulting: Support for mergers and acquisitions, restructuring, financing, and capital market transactions; Strategic Consulting: Development of growth and restructuring strategies, support for the implementation of operational strategies; Technology Consulting: Consulting on digital transformation, IT strategy, and implementation; Transformation: Support for the implementation of change processes, including the development of value enhancement plans and the execution of turnarounds; Interim Management: Provision of interim managers for finance departments and other areas; Economic and Regulatory Consulting: Consulting on economic and regulatory issues, including competition and antitrust law. The company offers its services to companies from various industries, including financial services, energy, infrastructure, healthcare, technology, and private equity.

Elfina GmbH

Fiduciary Offices · Steinhausen · Since 2023

Elfina GmbH provides independent financial and retirement planning advice and bookkeeping services. Services include personalised financial and pension plans and guidance on pension funds, pillar 3a savings, tax aspects, home financing and inheritance matters.

Elijan GmbH

Management Consulting · Zurich · Since 2021

Elijan GmbH advises startups and emerging companies on launching and developing new ventures and on product positioning. The firm provides consultancy on product development, market positioning and strategic guidance, and offers advisory services for alternative investment managers.