Companies in
Financial Services

Paul Stöcklin WEG-Beratung

Financial Services · Oberwil Bl · Since 2023

The company's core activity is the independent consulting and support of private individuals and companies in financial and legal matters, particularly in the areas of: financial planning and consulting, tax consulting, estate planning and wills, pension planning, project management, and mediation. The company also provides analysis and consulting in specific areas such as mortgages and online banking. The founder of the company, Paul Stöcklin, brings over 40 years of experience from the financial industry, particularly from his time at the Basellandschaftliche Kantonalbank.

Pawex AG

Financial Services · Zug · Since 1989

Pawex AG is an independent insurance and financial broker that advises and mediates for private and corporate clients on insurance, pension and asset matters. Its services include pension planning, wealth-management concepts, real-estate financing, corporate and personal insurance solutions, and tax/legal second opinions.

PayFresh AG

Financial Services · Zurich · Since 2023

PayFresh AG provides a digital service that pays outstanding invoices directly (up to CHF 499 per month) and gives customers a 30-day, interest-free repayment period. The service is paperless, charges fees per invoice, and requires identity and credit checks during onboarding.

paysafecard.com Schweiz GmbH

Financial Services · Root D4 · Since 2007

paysafecard.com Schweiz GmbH distributes prepaid payment solutions and provides PaysafeCard prepaid codes and related services such as balance checking, registered accounts, a voucher shop and a mobile app. The company also issues the PaysafeCard Mastercard under a licence from Mastercard International Inc. and is affiliated with SRO TREUHAND | SUISSE as a Swiss financial intermediary.

Pebo AG

Financial Services · Zug · Since 2012

Pebo AG provides digital services including user experience design, website development, content strategy, and digital audits and business consulting to help companies generate leads and revenue.

Pegasos Finance Agentur A. Strässle GmbH

Financial Services · Olten · Since 2022

Pegasos Finance Agentur A. Strässle GmbH is a financial advisory firm offering holistic services such as pension advice, financial optimization, tax consulting, real estate advisory and wealth planning. The website also mentions client support for financial matters and tax-return assistance via videoconference.

Pegasos Finance Agentur Y. Ebnöther GmbH

Financial Services · Kilchberg Zh · Since 2022

Pegasos Finance Agentur Y. Ebnöther GmbH provides comprehensive financial advisory services, including pension planning, financial optimisation, tax advice, real estate support and wealth planning. The firm performs needs and risk analyses, develops tailored financial structures and handles associated administrative tasks.

Pegasus Partners GmbH

Financial Services · Baar · Since 2024

Pegasus Partners GmbH provides insurance and pension advisory services, including analysis, comparison and brokerage of health insurance, life and liability policies, motor and property insurance, as well as pension and investment solutions for private and corporate clients. The firm offers digital processes, online consultations and a client portal alongside personal services.

Pelion Advisors Sarah CAYGILL

External Asset Management · Corsier Ge · Since 2015

The core activity of Pelion Advisors is the independent advisory and management of investment companies, particularly in the area of alternative investment funds, such as hedge funds and private equity funds. The company also provides advisory services to asset management groups, family offices and fund management companies.

Peninda AG

Financial Services · Uitikon Waldegg · Since 1989

The core activity of Peninda Ltd consists of providing investment and financial services, including: * Investment activities in private equity and direct investments in capital markets * Advisory services for clients in the areas of investment banking and asset management * Development of innovative strategies and implementation of projects to support clients in achieving their business and financial goals. Peninda Ltd invests in both Swiss and international capital markets and does not offer investment instruments or vehicles to the public.

PensConcept AG

Financial Services · Sissach · Since 2023

The core activity of PensConcept AG is independent pension consulting for individuals aged 55 and above. The company provides personalized consulting and concepts for retirement, including analysis of AHV, pension funds and private provisions, as well as consideration of life partners, real estate, inheritance and taxes. The goal is to create a customized retirement concept for each client, tailored to their goals and possibilities, and to support them in planning and implementing their retirement.

pensio AG

Financial Services · Forch · Since 2008

The core activity of pensio AG is investment consulting and asset management for private individuals, particularly in the area of retirement planning (pillar 3a) and investing in various financial products such as savings accounts, mortgages, cash bonds and cryptocurrencies. The company also provides consulting services to support customers in planning and implementing their financial goals.

PensionTools GmbH

Financial Services · Gossau Zh · Since 2003

The core activity of PensionTools GmbH is to provide independent financial advisory services to pension funds and other institutional investors, particularly in the areas of: calculation of FER26-compliant value-at-risk and target return, development of investment strategy, asset-liability management, support in investment decisions, and training of decision-makers. Overall, the focus is on supporting pension funds and institutional investors in optimizing their investment strategies and investment decisions.

Perenity Finance Sàrl

Financial Services · Lausanne · Since 2020

The core activity of Perenity Finance Sàrl is the provision of financial services, particularly in the areas of: * Financial optimization * Prevention and provision (e.g. health insurance, accident insurance) * Mortgages and real estate financing * Investments and asset management. The company offers consulting services to support customers in achieving their financial goals. This includes analyzing the current financial situation, developing strategies and implementing measures to optimize finances.

PERPETUUS AG

External Asset Management · Oberdorf Nw · Since 2008

PERPETUUS AG acts as an intermediary for opening brokerage accounts at Interactive Brokers and facilitates access to exchanges and trading platforms. The company provides access to a wide range of financial instruments — including stocks, ETFs, bonds, CFDs, forex, precious metals, funds, futures and options — and publishes information on account conditions and fee transparency.

Personalfürsorgestiftung der Spinnerei an der Lorze in Baar

Financial Services · Zug · Since 1943

The core activity of Lorze AG is the management and administration of real estate as well as the conduct of business activities related to these properties.

Perspective Consulting GmbH

Management Consulting · Winterthur · Since 2003

The core activity of Perspective Consulting GmbH is the consulting and support of companies, particularly medium-sized enterprises, in financial and strategic matters. This includes the evaluation of projects and investments, the procurement of debt and equity capital, the structuring of financing, risk management, the measurement and monitoring of performance, as well as the design of reporting for owners and external financiers.

PFG Equity Partners Limited, Hong Kong, Zweigniederlassung Feusisberg

Financial Services · Schindellegi · Since 2016

The core activity of PFG Equity Partners is the provision of corporate finance services, including financial advisory, strategic corporate financing and private equity opportunities. The company supports businesses in securing capital, optimizing their operations and implementing transformation processes, while simultaneously assisting investors in finding suitable investment opportunities that balance risk and return.

PHILIOS - Ph. Knaus

Financial Services · Zurich · Since 2023

The core activity of PHILIOS is the provision of financial services, particularly in the analysis and consulting of savings plans, corporate consulting and consulting for Family Offices.

PHILIPPE HOTTINGER GROUP SA

Financial Services · Villars-Sur-Glâne · Since 2024

The core activity of Philippe Hottinguer Group is the provision of financial services, particularly in the areas of Corporate Finance and Asset Management. The company supports its clients in national and international financial transactions, such as mergers and acquisitions, capital increases, initial public offerings and restructuring. It also provides advisory services in the areas of financing, fundraising and Mergers & Acquisitions.

Philoro Schweiz AG

Financial Services · St. Gallen · Since 2017

PHOENIX GLOBAL SERVICES SA

Financial Services · Arzier-Le Muids · Since 2002

PI Digital AG

Financial Services · Zug · Since 2022

PI Digital AG provides prime brokerage services for digital assets, covering spot and derivatives trading with access to aggregated liquidity. The firm supplies institutional trading infrastructure and bespoke execution (GUI & OTC), including dedicated account managers, order and position management, support for fiat and crypto deposits, and is a VQF SRO member (no. 101020).

Pierre Parvex, Conseil en Patrimoine et Prévoyance

Financial Services · Gland · Since 2010

The core activity of Pierre Parvex is the provision of services in the field of asset and pension consulting, including: financial planning, pension analysis, real estate financing advice, investment optimization, succession planning, and tax planning. The company thus offers comprehensive consulting services for private individuals and companies in the areas of finance, pension planning, and taxes.

PK Advisory AG

Financial Services · Basel · Since 2019

The core activity of PK Advisory AG is the independent consulting and support of institutional investors, in particular pension funds and foundation boards, in the areas of investment strategy, risk management, compliance and performance reporting. The company supports its clients in decision-making, monitoring of mandates and products, as well as cost control, and offers individual consulting and support by experienced experts.

Planet Payment Switzerland GmbH

Financial Services · Baar · Since 2005

Platinova GmbH

Financial Services · Buttikon Sz · Since 2024

Platinova GmbH offers alternative investment strategies and products, notably life insurance policies and real estate investments described on the website as market‑independent assets with stated guaranteed returns. The site also notes no management fees, options for performance participation, and protection from stock‑market crashes.

Plutos21 GmbH

Financial Services · Zug · Since 2021

The core activity of Plutos21 is advising wealth managers on strategic and financial matters as well as distributing investment solutions across all asset classes, private equity and debt deals.

PM Consulenze SA

Financial Services · Lugano · Since 2009

PM Consulenze SA provides fiduciary, tax and corporate advisory services, including accounting, audit engagements, payroll administration and preparation of tax returns for individuals and legal entities.

PMC Transactions AG

Management Consulting · Oberägeri · Since 2004

The core activity of PMC Transactions AG is advising and supporting companies in Mergers and Acquisitions (M&A) in the pharmaceutical industry and healthcare sector. This includes, in particular, searching for suitable acquisition candidates (Deal Sourcing), identifying strategic opportunities for acquiring or divesting companies or business units, and developing tailored strategies to achieve customer goals.

PM Revisioni Sagl

Financial Services · Lugano · Since 2020

PM Revisioni Sagl provides audit and fiduciary services, including statutory and other audits, accounting and tax services, and support to strengthen internal control systems. The firm advises on national taxation as well as corporate and individual tax matters and operates with a multilingual team serving Swiss and relocated foreign clients.

PNYX Group SA

Financial Services · Coppet · Since 2020

PNYX Group SA provides CIO‑in‑residence, outsourced CIO (OCIO) and investment committee services to asset owners, and offers governance of investments (GOI) practices. The firm applies scenario‑based forward views, top‑down and bottom‑up approaches and proprietary processes to support portfolio construction, transitions and governance‑focused stewardship.

POLAR FINANCE GmbH

Financial Services · Basel · Since 2018

The core activity of Polar Finance GmbH is the provision of financial advisory services, particularly in the areas of: Corporate Finance & Strategy (Mergers & Acquisitions, Joint Venture formations, Carve-outs, Spin-offs, Partnerships, Business disposals and Privatizations), Venture Capital and Financing & Restructuring, and Energy and Renewable Energy consulting. The company acts as an independent financial advisor and offers its clients and partners long-term strategic advice and partnership.

Pooling Solutions AG

Financial Services · Zurich · Since 2012

The core activity of Pooling Solutions AG is to develop solutions for the efficient pooling of cover assets in the context of mortgage-backed covered bond business, in order to meet the requirements of investors and banks and create a liquid and attractive covered bond market.

Porsche Financial Services Schweiz AG

Financial Services · Rotkreuz · Since 2008

Porsche Financial Services Schweiz AG provides finance and mobility services for Porsche customers. Its offerings include leasing, vehicle insurance (Porsche Car Insurance), the Porsche Card, rental services via Porsche Drive, and access to leasing offers through the Porsche Finder and the new-car configurator.

Porta Advisors AG

Financial Services · Zurich · Since 2023

Porta Advisors AG is an independent financial services firm with an international focus that provides advisory and brokerage services to institutional investors, family offices and companies. Services include strategy consulting, transaction management (M&A) and independent board participation; the firm also advises on strategic, financial and operational matters, including mergers, restructurings and recapitalisations.

Portas Capital AG

Financial Services · Zurich · Since 2020

Portas Capital AG is an investment advisor and asset manager serving wealthy families, private clients and institutional investors. The firm provides investment strategies, portfolio implementation and risk management, and offers advisory services across asset classes including hedge funds, private equity, foundations, pensions and financial planning.

Portas Capital AG

Financial Services · Dietikon · Since 2008

Portas Capital AG is an investment adviser and asset manager. It serves wealthy families, private clients and institutional investors with investment strategies, wealth management, hedge fund and private equity solutions, and provides financial planning, pension and foundation services with an emphasis on risk control.

Potentia SA

Financial Services · Geneva · Since 2022

Potentia S.A. is a Family Office specializing in the management and administration of family wealth. The company's core activities encompass a range of services, including: Financial and Estate Planning: Structuring assets to minimize taxes and ensure a smooth transition to the next generation. Legal and Compliance Services: Providing or coordinating legal counsel in various matters, including estate planning, tax planning, and regulatory compliance. Risk Management and Insurance: Assessing risks and organizing suitable insurance coverage, including life, health, property, and liability insurance. Crisis Management: Preparing for and managing crises or emergencies that could impact family wealth or reputation. Philanthropy and Donations: Establishing and managing family foundations or charitable trusts, developing philanthropic strategies, and managing donations. Lifestyle and Concierge Services: Managing everyday needs such as travel planning, household staff, and luxury purchases. Overall, Potentia S.A. offers comprehensive services to manage, protect, and grow family wealth.

Pozzi Conseils Sàrl

Financial Services · Corsier Ge · Since 2024

Pozzi Conseils Sàrl is a fiduciary and advisory firm offering services in compliance and regulation, risk management, Swiss legal and tax advice, and wealth planning; services also include family office support, domiciliation, accounting and tax filings.

PPCmetrics AG

Financial Services · Zurich · Since 1991

The core activity of PPCmetrics AG is to provide consulting services to institutional and private investors in the field of financial and investment strategy. This includes, in particular: Investment controlling, asset management consulting, asset manager selection, actuarial consulting, legal consulting, sustainability integration in the investment process, and training and further education. The company supports its customers in managing assets and liabilities, risk assessment and management, as well as in developing investment strategies. It also offers specialized services such as Asset Liability Management (ALM) and diversification.

P&P Finanz GmbH

Financial Services · Cham · Since 2022

P&P Finanz GmbH advises private individuals and companies on financial and tax matters, offering wealth and pension planning, tax advisory services and real-estate services. Its services include integrated asset management, preparation and review of tax returns, representation before tax authorities and real-estate sales; the firm is registered as an independent asset advisor under FIDLEG.

Prakriti Equity GmbH

Financial Services · Zurich · Since 2022

Prakriti Equity GmbH acts as a partnership architect between projects and strategic investors, sourcing and promoting projects and taking equity positions in selected ventures. Areas of activity include real estate, hospitality, agriculture and private equity.

PREMYSS SA

Financial Services · Veyrier · Since 2017

The core activity of Premyss is to advise and support asset managers, private banks, and pension funds in defining and implementing governance and investment strategies. This includes analyzing portfolios, developing investment policies, and implementing processes to ensure compliance with regulatory requirements. Premyss also offers external CIO services to support clients in optimizing their investment processes.

Prêt Immo Conseils Suisse Sàrl

Financial Services · Satigny · Since 2018

The core activity of Prêt Immo Conseils is the brokerage of real estate financing and loans for private individuals in Switzerland and France. The company acts as an independent financial intermediary and provides its customers with access to various banks and financial institutions to find the best financing solution for their real estate projects. Specific services include creditworthiness assessment, brokerage of mortgages and loans in CHF and euros, credit consolidation, renegotiation of interest rates, and brokerage of loan insurance.

Priora Verwaltung AG

Financial Services · Freienbach · Since 2001

Priora Verwaltung AG is listed on the official Priora group website in the group's contact directory. The Priora group presents its activities as including financial and real-estate investment, hotel operations and facility management services.

PRISM Technologies SA

Financial Services · Geneva · Since 2024

PRISM Technologies SA develops a platform offering quantitative trading and investment tools, including customization of indicators, strategies, investment signals and risk-management functions, as well as automation of trading algorithms.

Prival AG

Financial Services · Ittigen · Since 2001

The core activity of Prival AG consists of Private Value Investments, i.e. investments in non-listed companies or assets to create long-term value.