Companies in
Financial Services

Money & Com SA

Financial Services · Geneva · Since 2005

Money & Com SA offers a range of services focused on international payment transactions and communication. The company's core activities include: foreign exchange (currency exchange), money transfers and remittances to over 100 countries, international telephone services (calls abroad), internet services (internet access), and the sale of prepaid cards for telephone services (Lebara and Yallo). The company operates several branches in Switzerland, including Geneva and Lausanne, and provides its customers with a variety of services tailored to the needs of travelers, foreigners, and businesses.

Foscaldi Consulting GmbH

Financial Services · Dübendorf · Since 2018

The core activity of Foscaldi Consulting is the provision of financial services, particularly in the areas of: Financial and pension planning, Asset management, Tax consulting, Insurance services (property and liability insurance, health insurance), Mortgages and real estate financing, Cryptocurrency and investments, Company formation and accounting. The company also offers consulting and services for private clients, business clients and expats.

Hoxy Sàrl

Financial Services · Geneva · Since 2022

The company HOXY offers consulting services in the areas of finance, taxes, real estate, insurance, and pension planning. The core activity of the company is to support private individuals and companies in managing their administrative tasks in order to optimize their financial situation and reduce stress. This includes, among other things, the analysis and optimization of finances, the preparation of tax returns, the brokerage of insurance and pension products, as well as support in real estate transactions.

Smart Léman Sàrl

Financial Services · Le Grand-Saconnex · Since 2023

The core activity of Smart Léman is consulting and expertise in the field of Swiss pension planning and prevention, particularly in the analysis and optimization of LPP plans (Federal Law on Occupational Pensions) and the management of pension capital. The company provides personal consulting and support in planning and implementing pension strategies, including reviewing and consolidating pension capital, securing succession and informing about current reforms and their impact.

Avaloq Group AG

Financial Services · Zurich · Since 2000

Avaloq Group AG provides software platforms and services for banks, wealth managers and other financial institutions. Its offering includes an end‑to‑end banking and wealth management platform (delivered as SaaS, PaaS or on‑premises), managed services and BPaaS for automated back‑office operations, plus integrations with third‑party partners.

SMART VALOR AG

Financial Services · Zug · Since 2017

The core activity of SMART VALOR is the development and provision of services in the field of digital assets, particularly the development of blockchain-based technologies and the operation of a digital asset exchange. The company also offers development services for complex software platforms and has a subsidiary specialized in the development of artificial intelligence (AI) for investment purposes.

Firetum Real Estate AG

Financial Services · Oberdiessbach · Since 1970

Kala Swiss SA

Financial Services · Delémont · Since 2018

The core activity of Kala Swiss SA is the digital management and recovery of 2nd pillar pension funds (vested benefits) for private individuals in Switzerland. The company offers a 100% digital platform that enables the location and recovery of lost 2nd pillar pension funds.

Caisse de prévoyance de l'Etat de Genève

Financial Services · Grand-Lancy · Since 2014

The core activity of CPEG encompasses the areas of real estate, finance, and pension planning. Specifically, the company offers services such as renting and managing properties, granting mortgage loans, investing in sustainable investments, and advising on financial planning and pension planning.

Baris Kredit

Financial Services · Winterthur · Since 2006

The core activity of Baris Kredit is the online brokerage of loans to private individuals. The company offers various types of loans, such as personal loans, consumer loans, car loans, mortgage loans and debt consolidation, and brokers these in cooperation with various banks in Switzerland.

Simon Gürkan AG

Financial Services · Amriswil · Since 2020

The core activity of the company 'Finanz- und Immobilienzentrum' is the comprehensive consulting and support of private individuals and companies in all real estate-related, financial, insurance-related, pension-related and tax-related matters. This includes in particular: real estate consulting and brokerage, financial consulting and planning, tax consulting, pension planning, and insurance consulting. The company thus offers a comprehensive range of services aimed at supporting customers in overcoming financial and real estate-related challenges.

Tectron AG Finanzberatung

Financial Services · Seon · Since 1974

Tectron AG Finanzberatung provides independent financial advice and comprehensive financial planning, covering investments, pension planning, taxes, estate planning and real estate services. For asset management mandates it refers clients to tectron AG vermögensverwaltung and it also offers trustee (Treuhand) services.

VTAG Finanz AG

Financial Services · Flawil · Since 1966

AS Finanz GmbH

Financial Services · Zurich · Since 2006

The core activity of AS Finanz GmbH is the brokerage of private loans, in particular car loans, cash loans and credit cards, as well as the consulting and brokerage of SME loans (loans for small and medium-sized enterprises).

CREDITFINANZ SA

Financial Services · Lugano · Since 2002

The core activity of Credit Finanz SA is the granting of private loans to customers in Switzerland. The company offers online loans at various interest rates and enables customers to calculate their monthly installments and apply for a loan online. In addition, the company also provides consulting services in the areas of mortgages, health insurance, pension planning and life insurance.

dormakaba Finance AG

Financial Services · Rümlang · Since 2000

Loyal Group GmbH

Financial Services · Steinhausen · Since 2018

The core activity of Loyal Group is financial and insurance consulting, particularly in the area of retirement planning and the third pillar of the Swiss social insurance system. The company offers digital consulting services to support customers in planning and securing their financial future. This includes risk analysis, selection of insurance products and asset management.

Freund & Partner GmbH

Financial Services · Dübendorf · Since 2017

The core activity of Freund & Partner is customer-oriented financial consulting, enabled by the combination of human expertise and digital technologies. The company offers comprehensive financial consulting services tailored to the needs of its customers and supported by the use of IT systems.

c&c move GmbH

Financial Services · Baar · Since 2023

The core activity of C&C Move GmbH is the provision of financial services, in particular consulting and brokerage of insurance, financing, pension and investment products for private individuals and companies.

Swin Partners Sàrl

Financial Services · Chavannes-De-Bogis · Since 2021

The company SWIN PARTNERS offers services in the field of finance and insurance. The core activities include: * Consulting and management of pension plans (1st, 2nd and 3rd pillar) * Tax consulting and planning for Swiss and French taxes * Asset management and investment advice * Insurance services (LAMAL, LCA, liability, accident, health insurance) * Support in the search and recovery of unclaimed assets * Administrative and tax support for employees in Switzerland and on the border with France. The company positions itself as a comprehensive financial services provider, offering its customers individual solutions and advice to achieve their financial goals.

SM Finance GmbH

Financial Services · Glattbrugg · Since 2024

The company's core activity is the provision of financial services, particularly: financial consulting and planning, asset management and accumulation, investment consulting, mortgage and real estate financing, tax consulting and declaration, trust and pension services, as well as health and accident insurance. Thus, the company offers a comprehensive range of financial services for private individuals and companies.

eny Finance AG

Financial Services · Zurich · Since 2011

The core activity of Eny Finance AG is to provide financial services and payment solutions to companies and private individuals. In particular, the company offers loans, investment opportunities and insurance. Additionally, Eny develops and distributes specific solutions for various industries, such as the automotive, kitchen, furniture and bicycle industries, as well as for dentists.

Kredifina AG

Financial Services · Glattbrugg · Since 2014

The core activity of Kredifina is debt restructuring and debt counseling for private individuals and companies. They offer a free and non-binding consultation, where they help customers consolidate their debts and receive a single monthly payment. Kredifina operates as a financial intermediary in accordance with the Swiss Anti-Money Laundering Act and provides a secure and straightforward solution for individuals and businesses struggling with high debts or financial difficulties.

VANTROG GmbH

Financial Services · Schwyz · Since 2024

The core activity of VANTROG Financial Services is the provision of independent financial advisory services, including: life insurance solutions, investment advice, pension planning, real estate consulting, and financial planning for expats. The company offers individual and comprehensive financial solutions tailored to the specific needs of its clients.

MCO Real Estate AG

Financial Services · Spreitenbach · Since 2019

MCO Real Estate AG develops, acquires and sells residential and investment properties and land, overseeing project development, planning and sales. The company provides acquisition services for sellers, financing and partnership options for investors, and coordinates construction execution and facility management within the group.

OBA Consulting di Oliver Bachmann

Financial Services · Bioggio · Since 2022

The core activity of OBA Consulting is the provision of financial services, including: financial consulting and planning, insurance consulting and brokerage, pension planning and consulting, as well as financial coaching and management. The company offers individual and personalized solutions for private individuals and companies to achieve their financial goals and improve their financial situation.

Lora finance Sàrl

Financial Services · Bussigny · Since 2021

The core activity of Lora Crédit is the brokerage and management of loans for private clients, including: personal loans, debt consolidation, mortgage loans, and unemployment insurance. The company also provides advice and support for the application and management of loans.

General Moneytrading - GMT SA

Financial Services · Geneva · Since 1997

General Moneytrading - GMT SA is a financial intermediary providing currency exchange, international money transfers, purchase and sale of precious metals, and cryptocurrency services including crypto ATMs.

GMT CHANGE Sàrl

Financial Services · Geneva · Since 2010

GMT CHANGE Sàrl provides currency exchange, buying and selling of precious metals, money transfer services and operates a cryptocurrency ATM.

IBS Insurance Brokers Switzerland AG

Financial Services · Wittenbach · Since 2011

The core activity of IBS AG is the provision of services in the field of finance and insurance, including: financial planning, tax returns, business insurance, private insurance, pension planning, real estate, trust services, and office services. The company positions itself as a trusted partner for financial security and well-being, offering tailored solutions for private and business clients.

ECOFINA SA

Financial Services · Paudex · Since 2003

The core activity of Ecofina is to provide financing solutions for small and medium-sized enterprises (SMEs) in Switzerland, particularly through leasing, asset repurchase and equipment financing. The company also offers services in the field of recycling and reuse of equipment.

GenTwo Digital AG

Financial Services · Zurich · Since 2018

GenTwo Digital AG provides securitization infrastructure to turn investment ideas into bankable securities. The company operates the GenTwo Pro platform (powered by investOS) for product creation, issuance and lifecycle management, and offers issuer frameworks (dedicated SPVs with segregated cells), legal and operational services and expert support for financial institutions and investment professionals.

BTK Conseils SA

Financial Services · Nyon · Since 2023

The core activity of BTK Conseils SA is to provide consulting services in the following areas: Insurance, Pensions, Real Estate, Investments, and Cross-Border Workers (i.e. consulting for individuals who work in Switzerland but live abroad). The company offers personalized advice and solutions to individuals and businesses to optimize their financial situation and achieve their goals.

Finance Assurances Solutions Sàrl

Financial Services · Chêne-Bourg · Since 2013

The core activity of Finance Assurances Solutions is to provide consulting and brokerage services for financial services, particularly in the areas of: * Insurance (Assurance) for private individuals and companies * Tax consulting (Impôts) and support in preparing tax returns * Telecommunications services (Téléphonie), including internet and television * Financial planning and optimization, including investment consulting. The company offers individual and tailored solutions to its customers and supports them in selecting and managing financial products and services.

Finanzberatungen Rubino

Financial Services · Ermatingen · Since 2020

The core activity of Rubino Finanzberatungen is independent and commission-free financial consulting for private individuals and corporate clients, with the goal of supporting customers in achieving their financial objectives and improving their quality of life. The consulting services include the creation of individual financial plans, minimization of risks, reduction of costs and taxes, as well as optimization of investment strategies.

Pfeiffer GmbH

Financial Services · Rheineck · Since 2024

The core activity of Pfeiffer GmbH is the provision of financial services, particularly in the areas of: tax consulting and tax returns, financial consulting and investment consulting, pension planning and provision, accounting and insurance consulting. The company offers individual consulting and support for private individuals and companies in all financial matters, aiming to achieve the financial goals of its customers.

Resolve SA

Financial Services · Geneva · Since 2018

Resolve SA is an independent mortgage brokerage that assists clients in obtaining financing for owner-occupied, secondary and investment properties. The company combines an online platform with specialist advisors to compare lenders, prepare loan applications and provide guidance on pension planning, insurance and tax optimisation.

Resolve Jura Sàrl

Financial Services · Delémont · Since 2023

Resolve Jura Sàrl arranges mortgage financing and provides advice on pension planning and tax optimisation. The company combines an online platform with specialist advisers to support private clients and real‑estate professionals with acquisition, refinancing and related fiscal matters.

Resolve SA succursale Vaudoise

Financial Services · Lausanne · Since 2020

Resolve SA succursale Vaudoise is an independent mortgage brokerage that assists private clients and real estate professionals with purchases, refinancing and comparing financing offers. Services include mortgage advice, pension and amortization planning, tax optimisation and an online platform for simulations and loan applications.

Resolve Valais SA

Financial Services · Sion · Since 2023

Resolve Valais SA offers independent mortgage brokerage and financial advisory services, including brokerage for mortgage acquisition and refinancing as well as pension, insurance and tax optimisation advice.

FINQUEST Finanz AG

Financial Services · Geuensee · Since 2005

FINQUEST Finanz AG provides financial services to private and corporate clients, including wealth management, pension and tax advice, as well as budget and financing counselling. The company also offers corporate fiduciary and insurance-trust services.

Future Search Group GmbH

Recruitment & HR Consulting · Wollerau · Since 2014

The core activity of Future Search Group GmbH is personnel placement, particularly in the areas of IT, healthcare and finance. The company places qualified employees with companies in the D/A/CH region and supports both candidates and clients in their search for suitable employees and career opportunities.

Mission13 GmbH

Financial Services · Oberbüren · Since 2018

The core activity of Mission13 encompasses the provision of financial services and consulting for private clients, SMEs, and financial distributors. This includes, among others: * Mortgage financing and consulting * Tax returns and optimization * Financial strategies for private households * Risk management and insurance solutions * Payroll and personnel administration * Sales coordination for financial service providers * Comprehensive solutions for doctors and dentists The company thus offers a comprehensive range of financial services to support customers in planning and implementing their financial goals.

Émile Schneuwly

Financial Services · Renens Vd · Since 2021

The company provides services and consulting in the field of retirement planning and pension planning in Switzerland, particularly with regard to the 3rd pillar (voluntary retirement savings) and the 2nd pillar (mandatory occupational pension provision). It supports clients in planning and optimizing their retirement savings, including the selection of investment options and the utilization of tax benefits. Additionally, the company also provides information and resources on topics such as mortgages and real estate financing.

Cascais Services GmbH

Financial Services · Basel · Since 2020

The core activity of Cascais Services GmbH is the provision of services in the areas of finance, insurance, and taxes. Specifically, this includes: Insurance brokerage and consulting (e.g. health, accident, liability, property, and motor vehicle insurance); Credit brokerage and consulting; Tax returns and consulting; Accounting and payroll processing for companies; Support with official matters (e.g. RAV, IV, AHV, SUVA); Translation services. The company positions itself as a competent partner for private individuals, families, and companies in all matters related to finance, insurance, and taxes.

DESCARTES FINANCE AG

External Asset Management · Zurich · Since 2015

Descartes offers financial services, particularly in the areas of investment advice and asset management. It enables customers to manage their finances digitally and provides personal advice on their financial matters. The company is independent and does not offer its own products, but advises customers on the selection of investment opportunities. It also offers special services such as pillar 3a freedom of investment and investments for children.

Kühne + Nagel Fin AG

Financial Services · Schindellegi · Since 2024

Kühne + Nagel Fin AG is a company of the Kuehne+Nagel Group providing transport and end-to-end supply chain services. Offerings include sea, air and road freight, fulfilment and warehousing, customs clearance, cargo insurance, project logistics, integrated supply‑chain management and digital services such as the myKN platform and supply‑chain consulting.

CACEIS (Switzerland) SA

Financial Services · Nyon · Since 2006

CACEIS (Switzerland) SA is a financial services provider offering asset servicing including custody, depositary and fund administration, together with execution, clearing, securities lending and middle-office outsourcing. It provides these services to institutional investors, asset managers, pension funds, private equity funds, banks, brokers and corporate issuers.

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz

Financial Services · Zurich · Since 2006

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz is an asset-servicing bank providing custody, depositary and fund administration services as well as execution, clearing, securities lending, FX, fund distribution support and middle-office outsourcing. It serves asset managers, institutional investors, pension funds, banks and corporate clients.