Companies in
Financial Services

Filippini Holding AG

Financial Services · Hergiswil Nw · Since 2011

The core activity of Filippini Holding is the provision of financial services, particularly in the areas of asset management, trust and legal advice. The company offers consulting services in the fields of finance, investments and asset management and has a strong presence in Switzerland, particularly in the Ticino region.

Fin4Good Sàrl

Financial Services · Nyon · Since 2021

Fin4Good Sàrl supports impact ventures in fundraising and in developing long-term impact strategies. Its services include defining extra-financial reporting and KPIs, reviewing business plans and investor presentations, and facilitating access to national and international impact funds and co-investment structures.

finacos GmbH

Financial Services · Schlatt Tg · Since 2023

finacos GmbH provides insurance brokerage and advisory services, including insurance placement and pension planning. Services listed on the website include health, household and liability insurance, legal protection, motor and travel insurance, solutions for SMEs and support for private retirement provision (3rd pillar).

Finadvice AG

Financial Services · Adliswil · Since 1998

Finadvice AG is an independent financial advisory firm focused on the energy, infrastructure and industrial technology sectors. Its services include M&A and corporate finance, strategic advisory, and equity advisory for renewable energy and infrastructure projects.

Finalix AG

Financial Services · Zurich · Since 2002

The company provides advisory services for businesses, particularly in the areas of digitalization, IT, and business process optimization. The core activities include: Consulting on the introduction of new technologies and digital solutions (digitalization, digital assets, smart content management); Optimization of business processes and models (customer lifecycle management, platform transformation, target operating model); Improvement of the efficiency and effectiveness of sales and marketing activities (sales force excellence); Development of strategies to increase portfolio profitability; Consulting on the introduction of new business models; Optimization of processes in the area of health and accident insurance. The company appears to specialize in advising companies in the financial and insurance sectors.

Finance-Doc Multimanagement AG

Financial Services · Zurich · Since 2005

The core activity of Finance-Doc is to provide services in the area of multi-management of investment funds, including the construction and monitoring of funds, the provision of data and analyses for investment and compliance purposes, as well as the creation of fund ratings and the performance of regulatory reporting.

Finance PME Sàrl

Management Consulting · Les Geneveys-Sur-Coffrane · Since 2023

The company Finance PME provides financial services to startups and small to medium-sized enterprises (SMEs) in Switzerland. The core activities include: Financial Management: Support in financial planning, accounting, cost control and profitability analysis; Financing: Assistance in obtaining financial resources, such as loans, investments and public subsidies; Business Transfer: Support in the transfer of businesses, including the preparation of sales documents, business valuation and due diligence reviews; Strategic Consulting: Development of business plans, support in company formation and management, coaching for entrepreneurs and advisory services for boards of directors.

Finance & Property Solution GmbH

Financial Services · Zurich · Since 2024

Finance & Property Solution GmbH provides financing advisory services and real estate services, including sale, acquisition and brokerage of investment properties. The company also mediates vehicle transactions (new, used and import cars) and supports photovoltaic projects with site analysis, subsidy advice and coordination of installation partners.

Finance Sky AG

Financial Services · Spreitenbach · Since 2024

Finance Sky AG is an independent insurance broker offering tailored insurance and pension solutions. Services include health-insurance comparisons, personal insurances, property and asset insurance, and advisory and brokerage services.

Financial Architects Schweiz GmbH

Financial Services · Wil Sg · Since 2003

The core activity of Financial Architects Schweiz GmbH is independent and individual financial consulting for private individuals, particularly in the areas of retirement planning, wealth planning, pension planning, estate planning, and real estate financing. The financial architect provides personal consulting and supports clients in planning and implementing their financial goals, enabling a financially worry-free future.

Financial Dynamics GmbH

Financial Services · Schmerikon · Since 2024

Financial Dynamics GmbH publishes subscription-based financial analyses across asset classes including stocks, ETFs, commodities, currencies and cryptocurrencies. The company provides paid buy/sell recommendations, webinars with live trading and community channels for subscribers.

FINANCIALnews GmbH

Financial Services · Niederhelfenschwil · Since 2009

The core activity of FINANCIALnews is wealth advisory and wealth management for private clients, companies and institutions. They offer investment advice, wealth management and financing solutions, particularly in the areas of stocks, real estate and institutional investments.

Financial Marketing Advisors GmbH

Financial Services · Zug · Since 2011

The core activity of Financial Marketing Advisors is wealth advisory and management, particularly in the area of real estate financing. Specifically, this includes providing high-yield mezzanine capital, arranging high-yield bridge financing, and initiating and advising on certificates that invest in property developer bonds.

Financial Services Ombudsman (FINSOM)

Financial Services · Martigny · Since 2018

The company's core activity is wealth management and the provision of financial services, including investment advice, asset management and risk management. The company also offers mediation and ombudsman services for financial institutions and investors.

Finanzakzent AG

Financial Services · Bern · Since 2019

The core activity of Finanzakzent AG is comprehensive financial and pension consulting, particularly for physicians and dentists in the Bern region. They offer individual solutions in the areas of insurance, trust and financial planning to optimally support their clients.

Finanzatelier GmbH

Financial Services · Langenthal · Since 2021

The core activity of Finanzatelier GmbH is the creation and implementation of independent financial solutions for companies and real estate financing. This includes the analysis of projects, the identification of risks and the development of tailored solutions, particularly in the areas of financing and tax optimization.

Finanzberatung H.P. Strasser

Financial Services · Oberdorf Bl · Since 2004

The core activity of the company 'Finanzberatung Strasser' is the provision of financial advisory services.

Finanzberatungskanzlei Rosenberg GmbH

Financial Services · Arth · Since 2018

The core activity of the company 'Finanzberatungskanzlei Rosenberg' is independent financial consulting and wealth planning for private and corporate clients. This includes, in particular: investment and pension advice, wealth planning and protection, insurance consulting (including health, accident and life insurance), mortgage and financing consulting, tax returns and accounting. The company positions itself as an independent broker, offering neutral and individual solutions for its clients.

Finanzexpert Schweiz GmbH

Financial Services · Buchs Zh · Since 2019

Finanzexpert Schweiz GmbH provides tax, insurance and financial advisory services as well as wealth and pension planning. Services include preparation of tax returns and tax advice (including withholding tax, property gains tax, VAT), insurance consulting, investment and asset advice, mortgage and home financing support, and fiduciary and accounting services for private and corporate clients.

Finanzgesellschaft JFE Hottinger GmbH

Financial Services · Zurich · Since 1992

Finanzgesellschaft JFE Hottinger GmbH offers wealth management, asset management and access to private markets investments. The website presents a long-term, client-goal-oriented investment approach and emphasises independence and a global partner network.

Finanzfokus GmbH

Financial Services · Sitterdorf · Since 2023

The core activity of Finanzfokus GmbH is the provision of services in the areas of financial consulting, insurance and trust. Specifically, this includes the areas of financial consulting, financing (in particular for the acquisition of owner-occupied homes), trust and insurance. The company thus offers comprehensive financial solutions for private individuals and advises them holistically in all the mentioned areas.

Finanzkontrolle der Stadt Chur

Financial Services · Chur · Since 2008

Finanzkontrolle der Stadt Chur is an independent body that audits the municipal financial administration according to recognized auditing principles, assessing regularity, legality, economy and effectiveness. It also carries out external audit mandates under the ordinance on financial control and operates the secretariat of the city’s audit committee (GPK).

Finanzkontrolle des Kantons Obwalden

Financial Services · Sarnen · Since 2007

Finanzkontrolle des Kantons Nidwalden

Financial Services · Stans · Since 2007

Finanzkontrolle des Kantons Nidwalden is the specialist body for financial supervision, carrying out audits of the cantonal administration including non-autonomous cantonal institutions with separate accounting and the administration of justice. It can also act as an audit/control body for organisations or companies when the canton delegates public tasks or provides financial support, and it supports the Landrat and Regierungsrat in their supervisory roles.

Finanzkontrolle des Kantons Solothurn

Financial Services · Solothurn · Since 2007

Finanzkontrolle des Kantons Solothurn is the cantonal body responsible for financial oversight; its tasks and status are defined in the law on results-oriented administrative management. As an independent and autonomous office, it is bound only by the constitution and the law and is administratively attached to the Department of Finance.

Finanzkontrolle von Appenzell Ausserrhoden

Financial Services · Herisau · Since 2023

Finanzkontrolle von Appenzell Ausserrhoden is an independent audit body that verifies whether the financial administration is conducted in accordance with the law. It examines accounting and financial reporting, checks compliance with budgetary principles such as balanced budget, debt limitation, economy, effectiveness and efficiency, and may carry out audit mandates for public institutions.

Finanz-Logistik AG

Financial Services · St. Gallen · Since 1996

Finanz-Logistik AG provides outsourced back-office services for banks, including securities administration, a valor datacentre, payments processing, accounting and reconciliation. The company also executes project work, performs release and functional testing in banking systems and supports implementation of regulatory changes.

Finanz Netz Consulting GmbH

Financial Services · Schindellegi · Since 2002

The core activity of Finanz Netz Consulting GmbH is independent financial services, particularly in advising and supporting clients in the areas of: financial planning and taxes, pension analysis and planning, market comparisons and insurance services, administration and correspondence with banks, insurance companies and authorities, tax returns and tax optimization, health insurance and supplementary insurance. The company offers its clients a comprehensive package of services to support and secure their financial interests.

Finanzplanung G. Pischel

Financial Services · Walenstadt · Since 2002

The company's core activity is financial planning and pension consulting, particularly in the areas of retirement planning, pension funds and vested benefits accounts. The company offers solutions for private individuals and foundations to secure an adequate retirement pension and plan their financial future.

Finanz- und Versicherungsberatung Lorenz Steiner

Financial Services · Riken Ag · Since 2014

The core activity of Lorenz Steiner is independent financial and insurance consulting. The company provides comprehensive consulting services in the areas of finance and insurance, including comparison of insurance areas, asset management and tax optimization.

Finanzweg GmbH

Financial Services · Zurich · Since 2021

The core activity of FinanzWeg GmbH is wealth consulting, particularly for women, with a focus on wealth accumulation, wealth management, pension planning, ETFs and savings plans.

Finarbit AG

Financial Services · Küsnacht Zh · Since 1990

Finarbit AG is a specialised financial broker that provides financial products and services, including dealing, back-office solutions and advisory services.

Finarchitects Sàrl

Financial Services · Tannay · Since 2015

The core activity of FinArchitects is to provide services and investments as a Principal-Owned company based in Switzerland. Specifically, the company focuses on transforming capital in various dimensions, such as financial, talent, innovation, brand and social. This includes, among other things: Executive Advisory: advising boards, executives and founders; Venture Advisory: advising start-ups and young companies; Investment: investing in companies and projects. The company supports its clients in creating sustainable value for shareholders, employees, communities and society as a whole.

Finavant AG

Financial Services · Horgen · Since 2015

The core activity of FinAvant AG is the provision of financial services, particularly in the areas of risk management, derivatives and capital market transactions, specifically for corporations, public institutions and real estate investors.

FINAviva Inhaberin Barbara Sommerhalder

Financial Services · Eich · Since 2019

The core activity of FINAviva is financial planning for private individuals, particularly supporting acute financial transactions and planning for retirement as well as financing newly set goals.

Finaxiom AG

Financial Services · Frauenfeld · Since 2013

The core activity of Finaxiom AG is the assumption of management tasks, particularly in the areas of finance, controlling and administration. This includes: bridging management gaps and capacity bottlenecks, covering qualitative know-how gaps in the finance and controlling areas, taking over project management tasks (finance, controlling, IT, HR, administration projects), and managing accounting, including the preparation of annual accounts, monthly and quarterly financial statements. The company offers temporary deployments tailored to the needs of its clients, also on an hourly and daily basis.

Finazzi Finance GmbH

Financial Services · Lengnau Ag · Since 2009

Finazzi Finance GmbH provides financial and advisory services, including supplier checks, preparation of offers, contract preparation and handling, and the preparation and submission of tax returns.

Finbrix AG

Financial Services · Freienbach · Since 2017

Finbrix AG provides practical training and personal coaching in trading and investing, including courses, webinars, workshops and individual or group coaching. The company also delivers independent analyses and second-opinion reports and offers regulatory consulting, compliance checks and support for licensing processes.

Finbou AG

Financial Services · Thalwil · Since 2014

The core activity of Finbou AG is investment consulting, particularly in the field of alternative investments with a strong focus on the foreign exchange market (FX). The company offers customized investment solutions to institutional clients, including the development and implementation of FX strategies as well as risk assessment and management.

Fincerta AG

Financial Services · Freienbach · Since 2020

Fincerta AG is an independent advisory firm specialising in debt financing, providing tailored transaction structuring, investor outreach and execution for complex financing needs.

Fincerta International GmbH

Financial Services · Freienbach · Since 2009

Fincerta International GmbH is an independent advisory firm specializing in complex debt financing for mid‑market companies. It provides transaction structuring, investor outreach to institutional lenders (including private debt funds, pension funds and banks) and execution services, with a focus on private debt placements and bank financing for mid‑market transactions.

FinCoach AG

Financial Services · Teufen Ar · Since 2010

FinCoach AG offers a diversified range of verified investment products, with a focus on non-exchange-listed bonds (private debt). The company provides these products modularly to other financial service providers, performs product analyses and supports regulatory requirements such as suitability/appropriateness checks, SRO affiliation and adviser‑register entry.

Fincor Finance SA

Family Offices · Zurich · Since 1985

Fincor Finance SA provides independent financial advice to entrepreneurial, institutional and private clients. Its services include corporate finance, institutional consulting and family office services, alongside asset management and private banking activities.

finesco GmbH

Financial Services · Hergiswil Nw · Since 2024

finesco GmbH is a consulting firm offering consulting based on alternative and sustainable approaches for private and institutional clients. As an independent advisor it supports clients across various industries in finding practice-oriented solutions.

Finergy Services GmbH

Financial Services · Forch · Since 2014

The core activity of Finergy Services GmbH is advising clients on strategic capital investments in Private Debt (private debt capital) and Equity (equity capital).

FINEX & Partner GmbH

Financial Services · Urtenen-Schönbühl · Since 2002

The core activity of FINEX & PARTNER is the provision of financial services, particularly in the areas of wealth management, pension planning, real estate financing, tax optimization, insurance optimization, and estate and succession planning. The company offers individual consulting and solutions for private individuals to achieve their financial goals and optimize their asset situation in the long term.

FinGuide AG

Financial Services · Horgen · Since 2017

The core activity of FinGuide AG is wealth management for private individuals and companies, in particular independent and neutral consulting in the selection of asset managers and providing decision-making bases for investment decisions.

Finkoor Financial Solutions, Matthias Prisi

Financial Services · Heimenschwand · Since 2021

The core activity of FINKOOR is the provision of financial services, particularly in the areas of: * Wealth management * Investments * Private and occupational pension provision * Mortgages * Insurance solutions for private and corporate clients * Financial coaching * Pension and insurance coaching. The company operates as a neutral financial and insurance broker and offers sound financial, pension and provision planning.