Companies in
Financial Services

Intuitae (Suisse) Sàrl

Financial Services · Geneva · Since 2002

The company provides consulting and services to wealthy families to manage and preserve their assets. The core activities include: Asset allocation consulting, Wealth planning consulting, Family governance, Exclusive services, Establishment and operation of mono-family offices. The company supports wealthy families in managing and preserving their assets by offering individual solutions and supporting the family in decision-making and implementation.

INVESCAP SA

Financial Services · Geneva · Since 2012

The core activity of Invescap is to provide investment research services to a select group of clients worldwide.

Investa-Group GmbH

Financial Services · Kirchberg Be · Since 2024

The core activity of Investa Group is independent financial planning and consulting, particularly in the areas of real estate, health, tax optimization, financial solutions and pension planning. The company offers transparent and fair services by comparing hundreds of rates and providing fee-only consulting with reimbursement of any compensation from third parties.

InvesTAO Switzerland AG

Management Consulting · Zurich · Since 2021

InvesTAO Switzerland AG is an FCA-regulated investment advisory and placement boutique specialising in China–Europe cross-border markets. It advises institutional investors, asset managers, private banks, wealth managers and family offices on fund selection, capital raising and strategic investor engagement, and provides capital introduction, corporate finance advisory and fund marketing services.

investian GmbH

Financial Services · Mettmenstetten · Since 2023

The core activity of investian GmbH is the provision of independent wealth management services, particularly in the area of the Swiss pension system. This includes: Pension consultancy, Tax optimisation, and Financial advice. The company specifically supports expats leaving Switzerland in optimising their Swiss pension funds and minimising taxes.

INVESTIERA GROUP AG

Financial Services · Muri B. Bern · Since 2024

The core activity of Investiera Group AG is the provision of financial services, particularly in the areas of asset management and investment advice. The company supports its clients in achieving their financial goals by creating individual investment plans and monitoring their investments. Investiera Group AG is authorized by the FINMA and offers its clients access to various financial products and services to protect and increase their assets in the long term.

Investment Associates AG

Financial Services · Altendorf · Since 2017

The core activity of Investment Associates AG is providing advisory services for private markets and alternative investments, particularly in the area of capital raising for institutional investors such as family offices, private banks, pension funds, insurance companies, foundations and endowments. The company offers tailored solutions for asset management and consulting, and facilitates connections between investors and investment managers.

Investment Circle GmbH

Financial Services · Rotkreuz · Since 2023

Investment Circle GmbH is a privately-held investment and advisory firm that connects investors with carefully curated assets and focuses on capital raising and special situations. It provides investor matchmaking and capital-raising support — including investor readiness, due diligence and negotiation assistance — and targets sustainable technologies across agriculture, food, waste and textiles while working with qualified/professional investors, family offices and institutional clients.

INVESTMENT CONNECTIONS - MEYER

Financial Services · Corsier Ge · Since 2005

INVESTMENT CONNECTIONS - MEYER is a specialist investor relations firm. It presents small- and mid-cap companies to targeted investors in major European financial centres and provides services such as roadshow organisation, advice on corporate communication materials, shareholder surveys, press release distribution, translations, research reports, listing support and media exposure.

Investor's Dialogue GmbH

Financial Services · Zurich · Since 1994

The core activity of Investor's Dialogue is independent financial consulting and wealth management for private clients, particularly women, couples and families. The services include financial planning, asset controlling and financial literacy, with the goal of supporting clients in shaping their financial life planning and asset care.

InvestSuite SA

Financial Services · Lausanne · Since 2022

The company InvestSuite develops and offers digital asset management and investment solutions (InvestTech) for financial institutions to support them in their digital transformation and improvement of customer interaction. The solutions include, among other things, portfolio reporting tools and applications for self-managed investors, with the aim of improving the interaction between customers and their assets and opening up new markets.

INVIN GmbH

Financial Services · Kilchberg Zh · Since 2022

The core activity of INVIN GmbH is the provision of corporate finance services, in particular: M&A advisory (sell-side and buy-side) for public and private organizations in Switzerland and Europe; fundraising support for start-ups and established companies; development of business models and value enhancement strategies; and valuation and business planning for companies. INVIN GmbH supports companies in transactions, financing, and strategic decisions, and has extensive experience in various industries, including technology, financial services, cybersecurity, and sustainability.

IN-XTRA Versicherungstreuhand GmbH

Financial Services · Wollerau · Since 2006

IN-XTRA Versicherungstreuhand GmbH is an independent insurance broker that provides risk analyses, pension and financial planning, and review and administration of insurance contracts for corporate and private clients. Services include portfolio management, claims support and representation of clients with insurance companies under a broker mandate.

ISATYS Advisory AG

External Asset Management · Zug · Since 2008

ISATYS Advisory AG is a private investment office. The website identifies the firm as a private investment office and provides contact details (email, telephone) and an imprint.

ISP Securities AG

Financial Services · Zurich · Since 1998

ISP Securities AG is a licensed securities firm supervised by FINMA. It provides financial services including fixed-income and structured products (AMCs), asset solutions (securitisation, paying-agent services, trading and liquidity provision), investment management (wealth and asset management, placement agent) and services related to digital assets such as custody and structured crypto products.

ISS International Sales & Solutions AG

Financial Services · Buochs · Since 2020

The core activity of ISS International Sales & Solutions AG is the placement and distribution of investment funds, in particular long-only strategies from selected investment boutiques, to German-speaking investors. The company acts as a placement agent and supports investment managers in the selection and distribution of their funds, while providing investors with access to outstanding investment managers and strategies.

issuance.swiss AG

Financial Services · Zug · Since 2023

The core activity of issuance.swiss AG is the creation and distribution of financial products, in particular Exchange-Traded Products (ETPs) backed by various assets. The company acts as a special purpose vehicle for the issuance of segregated note series and certificates backed by investment assets. It provides a platform for the creation and distribution of financial products backed by various assets, working with various service providers. The products are offered under the supervision of financial market regulatory authorities such as the Swiss Financial Market Supervisory Authority (FINMA) and the German Federal Financial Supervisory Authority (BaFin).

Istituto per la consulenza e la formazione avanzata Sagl

Financial Services · Cimadera · Since 2020

The core activity of ICFA is the provision of services in the field of financial consulting, including: financial consulting, insurance consulting, tax consulting, marketing consulting, and accounting. The company offers tailored solutions for businesses and individuals, focusing on providing professional services in the area of financial planning and consulting.

ITACA SA

Financial Services · Lugano · Since 2015

ITACA SA is a wealth management company offering asset management and family office services. The website states the firm operates as an independent multi-client family office and is authorised by FINMA as an asset manager, and affiliated with the Swiss Asset Managers Association (ASG) and OmbudFinance.

ITERA Corporate Finance AG

Financial Services · Zurich · Since 2005

ITERA Wirtschaftsprüfung AG

Financial Services · Zug · Since 1999

ITERA Wirtschaftsprüfung AG provides interdisciplinary fiduciary and audit services in accounting, controlling, IT, human resources, finance, legal and tax. It serves manufacturing, trading and service companies and cooperates with sister companies for corporate finance and real estate matters.

ITERA Wirtschaftsprüfung AG

Financial Services · Zurich · Since 2022

ITERA Wirtschaftsprüfung AG provides interdisciplinary fiduciary, tax and audit services, including accounting and financial reporting, controlling, IT, human resources, finance and legal advisory.

ITP Management Holding AG

Financial Services · Freienbach · Since 2016

The core activity of ITP Management Holding AG is to advise and support medium-sized, owner-managed family businesses in the areas of financing, mergers and acquisitions (M&A), corporate structuring and financing. This includes in particular: structuring of corporate financing, growth financing, company acquisitions and takeovers, debt financing, factoring, and M&A consulting in various industries. The company has a network of contacts with private equity companies and family offices in the DACH region and offers tailored finance solutions for its clients.

ITS Research & Finanzdienstleistungs AG

Market Research Institutes · Rapperswil Sg · Since 2018

ITS Research & Finanzdienstleistungs AG is an independent consulting firm that provides research‑led advisory services in finance and corporate strategy. Core offerings include wealth and estate consulting for private clients, corporate finance and strategic project support, cross‑border structuring and setup guidance, independent research and analytics, and governance, risk and compliance advice with hands‑on project delivery.

Jabiru Finance AG

Financial Services · Fribourg · Since 2020

The core activity of Jabiru Finance AG is the provision of financial services to companies.

JAK & Cie Consulting Sàrl

Financial Services · Grand-Lancy · Since 2024

JAK & Cie Consulting Sàrl provides financial advisory services for individuals and businesses, including tax optimisation, pension advice (occupational and private), insurance and real-estate investment guidance, and accounting and administrative support. The firm also assists with company formation, payroll and cross-border tax matters and lists a FINMA accreditation (n° F01501767) on its website.

Jalanbo Wealth Consulting

Financial Services · Chur · Since 2015

The core activity of Jalanbo Wealth Consulting is the provision of services in the field of wealth management, particularly in the consulting and planning of asset investments, as well as in supporting the implementation of relocation processes to Switzerland.

Jansen Schweiz AG

Financial Services · Zug · Since 1964

JBJ Consult GmbH

Management Consulting · Winkel · Since 2011

The core activity of JBJ Consult is to provide independent advisory services in the field of Impact Investing, particularly the development and implementation of sustainable investment strategies, programs and structures for private, institutional and sovereign investors as well as philanthropists.

JD Planification Sàrl

Financial Services · Neuchâtel · Since 2024

JD Planification Sàrl is an independent financial planning firm providing advisory and administrative services to private clients and businesses, including retirement planning, property acquisition support, insurance management and corporate advisory. Services also include a real-estate listings section (“Coin Immo”) and sector-specific solutions for fields such as medical and agricultural professions; the practice is led by Jeremy Della Corte, who holds a Bachelor of Science in business economics and a federal diploma as a financial advisor.

Jeker Finance

Financial Services · Basel · Since 2020

The core activity of Jeker Finance is to provide services in the fields of tax consulting, financial planning, investment, insurance and legal consulting, particularly in the preparation of tax returns and the calculation of personal tax liabilities.

Jetco Aviation Services GmbH

Management Consulting · Baar · Since 2012

The core activity of Jetco Aviation is the brokerage and sale of aircraft, including related services such as financing, consulting, aircraft management and administration. The company offers its customers individual solutions for the purchase, sale and use of aircraft and supports them in all steps of the process, from preliminary examination to financing and aircraft management.

Jochaco SA

Financial Services · Daillon · Since 2022

Tiner Wernow SA

Financial Services · Geneva · Since 1999

The core activity of John Tiner & Partners is the creation and optimization of securities and other financial instruments for banks, asset managers and companies raising capital worldwide. This also includes services such as the securitization of distressed debt, provision of process financing and management, as well as investments in special situations and distressed assets.

Jordan Finance GmbH

Fiduciary Offices · Wangen B. Olten · Since 2021

Jordan Finance GmbH provides accounting, tax advisory, financial advisory and legal advisory services for corporate and individual clients. Services include bookkeeping and payroll, quarterly and annual closings, tax declarations, budgeting and business-plan support, and advice on insurance, pension‑related matters and investments.

José Lorente

Financial Services · Bulle · Since 1992

José Lorente is listed as CEO & Founder on the CHHotel website. CHHotel provides consulting, financing and project implementation in the hospitality and tourism sector and offers services such as restructuring, corporate management, project leadership and hotel management.

Julius Bär Family Office & Trust AG

Financial Services · Zurich · Since 1986

Jürg Gyr - neutrale Finanzdienstleistung GmbH

Financial Services · Hünenberg · Since 2014

The company's core activity is neutral financial services, particularly the brokerage of mortgages, pension orders, inheritance law services, financial planning and insurance. The company provides independent and neutral advice in all financial matters and represents the interests of its clients vis-à-vis financial institutions.

Juris Finanz AG

Financial Services · Zug · Since 2009

Juris Finanz AG provides financial intermediary and related services as part of the Juris group, including incorporation and management of companies, liquidations, board and advisory mandates, and custody/management of securities. It also carries out execution of payment orders, billing and collection services.

KALEPE SA

Financial Services · Castagnola · Since 2010

KALEPE SA operates a currency exchange office providing foreign currency exchange and related services. Offerings include exchange of numerous currencies as well as purchase and trade of used gold, bullion and coins.

Kapitalent Invest AG

Financial Services · Zug · Since 2000

Kapitalent Invest AG is a family-owned investment and advisory company that manages participations and provides fiduciary and consultancy services. Its activities include investments in real estate, securities, participations and start-ups, as well as management, finance and marketing services and the acceptance of board mandates.

KAPRI Holding u. Consulting AG

Financial Services · Appenzell · Since 2013

The core activity of KAPRI Holding & Consulting AG is the provision of financial services, particularly in the areas of financial management, investment consulting, and project financing. The company offers its clients individual solutions for their financial needs, including the procurement of financial instruments such as bank guarantees, letters of credit, and other financial products. Furthermore, KAPRI Holding & Consulting AG supports companies and private individuals in structuring and managing financial transactions and provides consulting services in various financial sectors.

Karl Mahler Financial Solutions GmbH

Financial Services · Basel · Since 2022

The core activity of Karl Mahler Financial Solutions is Financial Risk Management, particularly conducting comprehensive financial risk analyses and developing strategies to minimize risk, in order to ensure the financial stability of its clients.

Kashet Swiss GmbH

Financial Services · Zug · Since 2015

Kashet Swiss GmbH provides multi-currency accounts, foreign-exchange services, local and international payments and Open Banking via an app, enabling transfers between traditional and digital currencies.

KASSER Finanz- und Hypothekenberatung

Financial Services · Dielsdorf · Since 2008

The core activity of Kasser Finanz- und Hypothekenberatung is the independent and holistic consulting of private individuals and small and medium-sized enterprises (SMEs) in the areas of: * Mortgages and loans * Investment assets * Pension and succession planning * Tax-optimized structures (private and business) The company offers neutral and transparent consulting services without contracts with financial institutions and without commissions or "kickbacks".

Katsura Suzuki GmbH

Financial Services · Walchwil · Since 2018

The company's core activity is providing Family Office services, including wealth management, wealth protection, tax consulting and corporate consulting, particularly for Japanese clients in Switzerland and Japan. The company also offers educational and advisory services in the areas of finance, investments and corporate governance.

K Capital AG

Financial Services · Zug · Since 2023

K Capital AG is a venture investor that partners with founders and invests in companies. Its portfolio includes Koywe, a company focused on digital asset trading in Latin America.