Companies in
Financial Services

Private Markets Advisors Sàrl

Financial Services · Geneva · Since 2022

The company Private Markets Advisors Sàrl is primarily engaged in financial services, particularly in the areas of Private Debt, Private Equity and Securitization. It provides advisory and intermediation services for financing opportunities for companies and investors, and supports the search for suitable investment opportunities in private markets.

Private Trust of Switzerland AG

Financial Services · Zug · Since 2004

Private Trust of Switzerland AG provides trustee and trust-related services focused on Swiss Private Trust Companies (PTCs), including the establishment and administration of trust structures. Services include asset structuring, confidentiality measures and management of corporate vehicles for fiduciary purposes.

ProConseils Synergies Sàrl

Financial Services · Morges · Since 2008

The core activity of ProConseils Synergies Sàrl is the intermediation of financing solutions for the real estate market, particularly the intermediation of mortgages and the consulting of real estate buyers in their search for individual financing solutions.

Prodomo Strategieberatung AG

Management Consulting · Niederteufen · Since 1989

The core activity of Prodomo Strategieberatung AG is cross-border wealth structuring, particularly in the areas of international wealth structuring, estate planning and alternative investments. The company provides individual consulting and solutions for clients to achieve their personal goals, and complements existing advisors with its specialized knowledge.

Project Asset Management AG

External Asset Management · Erlenbach Zh · Since 2002

Project Asset Management AG develops and manages international industrial projects, providing feasibility studies, site identification, financial engineering and selection of turn‑key EPCC partners. The company also serves as a Swiss business hub for representation and business development of foreign industrial groups and advises on partner searches, trade finance and M&A transactions.

PROMACAP GmbH

Financial Services · Seuzach · Since 2010

PROM AG

Management Consulting · Meggen · Since 1998

PROM AG provides consultancy on project financing and facilitates the formation of joint venture partnerships. The company also operates a property brokerage portal, advises project developers, and markets renewable-energy projects such as large-scale photovoltaic parks to investors.

Promethiem AG

Financial Services · Steinhausen · Since 2020

The company is a financial and risk management service provider specializing in portfolio management, risk management, financial integration and accounting. It offers services such as financial analysis, risk assessment, portfolio optimization and financial reporting, and supports companies in implementing financial standards and processes.

Prop Finanz AG

Financial Services · Baar · Since 2018

The core activity of Prop Finanz AG is independent lending for real estate financing, both in Switzerland and in cross-border business. The company offers individual financing solutions and assumes independent risk management for its clients.

Prosper Professional Services SA

Financial Services · Geneva · Since 2009

The core activity of Prosper is the distribution and placement of investment funds for professional investors and institutions in Switzerland. The company provides administrative, commercial and marketing services to asset managers and wealth managers, enabling investors to access a wide range of investment strategies.

Pro Suisse Allfinance GmbH

Financial Services · Oberbüren · Since 2021

The core activity of ProSuisse Allfinance is the independent and individual consulting of private individuals and companies in the areas of finance and insurance. This includes in particular: retirement planning, tax returns, mortgage financing, capital investments, comprehensive consulting, accounting, insurance consulting, and pension planning. The company also offers a free financial check and non-binding consulting appointments.

Providenzia Wealth Management SA

Financial Services · Geneva · Since 2017

Providenzia Wealth Management SA is a global investment office that oversees assets on behalf of wealthy families and institutional clients. Services include wealth management and family‑office services, access to private investments and real estate, discretionary portfolio management and investment consultancy.

proXXs AG

Financial Services · Basel · Since 2010

proXXs AG provides information and advisory services on Forex trading, cryptocurrencies and asset protection, and assists clients with preparation for investments and transactions.

Proxy Voting Services GmbH

Financial Services · Zurich · Since 2013

Proxy Voting Services GmbH is an independent proxy voting representative that provides personal representation of shareholders at general meetings. Its team of lawyers processes and validates proxy and instruction forms, exercises votes according to shareholder instructions, and advises companies on the design of invitation and proxy documentation.

PRS Capital Solutions AG

Financial Services · Zug · Since 2020

The core activity of PRS Capital Solutions AG is the provision of services in the field of actuarial mathematics, risk management and financial consulting. In particular, the company offers consulting services in the areas of actuarial consulting, risk management, insurance strategy, capital management, Solvency II, reserving and rating, and economic capital. The company supports its clients in the development of insurance strategies, optimization of risks and improvement of their financial situation. The core activity of the company is based on the expertise of its employees, who have extensive experience in actuarial mathematics, financial science and risk management.

psmi AG

Management Consulting · Buonas · Since 2021

psmi AG provides board, coaching and advisory services focused on the financial sector, transformation and M&A. Services include mandates as board member and chair, turnaround and digital transformation projects, M&A support, strategy development and establishment of sales, business development and marketing units; psmi AG also acts as a contact for regulators, media and industry associations.

P- Strategic Financial Allocation SA

Financial Services · Lugano · Since 2009

The core activity of P-Strategic Financial Allocation SA is the development and provision of innovative solutions for investment and wealth management, particularly for family offices and financial institutions. This includes the creation of models for risk and performance analysis, strategic allocation and reporting, as well as the provision of IT solutions and data management services to support customers in their investment decisions.

pure and white Resources AG

External Asset Management · Baar · Since 2008

pure and white Resources AG operates a web-based system for marketing and managing real estate, with a focus on short-term rental of holiday homes. Services include property and client management, web-client communication, website creation and controlling functions to measure performance-relevant factors.

PVI Services AG

Debt Collection Agencies · Eschlikon Tg · Since 2009

Pyrrha Capital AG

External Asset Management · Neuheim · Since 2024

Pyrrha Capital AG is a boutique consultancy for EAMs and family offices offering investment process consulting, alpha vetting, investment setup reviews and optimisation, model portfolio outsourcing, and development of systematic investment models.

QI Quant Investment SA

Financial Services · Roveredo Gr · Since 2021

The core activities of QI QUANT INVESTMENT include: 1. **Investments and Trading**: The company invests in various financial instruments and trades indices and commodities on financial markets. 2. **Development and Distribution of Financial Software**: QI QUANT INVESTMENT develops and sells software used for the analysis and trading of financial instruments. 3. **Financial Consulting and Analysis**: The company provides consulting services and analysis for companies and individuals to support their financial decision-making. 4. **Education and Training**: Through the SWISS CAPITAL SCHOOL, QI QUANT INVESTMENT offers educational and training programs for future traders and financial experts. 5. **Corporate Participations**: The company invests in other companies and holds shares in various corporations.

Bürgi Rechtsanwälte AG

Debt Collection Agencies · Zurich · Since 1997

The core activity of Qualifida AG is consulting in various legal and economic areas. The company offers professional consulting services in thematically structured centers, including investor protection, labor law, construction law, inheritance law, settlement, foundation, trademark law and arbitration. The consulting services cover strategic, tactical, technical, legal, business and tax aspects.

QuantArea AG

Financial Services · Stettlen · Since 2023

The core activity of QuantArea AG is the creation and provision of quantitative investment solutions in the field of asset management, using the latest technologies such as artificial intelligence and cloud computing, as well as advising and supporting investors in managing their investments.

QUANTUM ADVICE AG

Financial Services · Zermatt · Since 1993

QUANTUM ADVICE AG is a fiduciary and investment firm offering wealth management, asset protection and financial advisory services. Its stated services include accounting and preparation of financial statements, audits, tax advice, company administration and domiciliation, financing and business-plan support, and transactions in real estate, gold and digital assets (cryptocurrencies).

RAL Capital SA

Financial Services · Paradiso · Since 2016

RAL Capital SA is a financial consulting boutique that operates as a fixed‑income execution desk trading bonds and structured products. The firm conducts primary and secondary market trading, provides fund selection and advisory services, and develops automated trading software that executes orders based on predefined signals.

RAM Capital SA

Financial Services · Geneva · Since 2002

The core activity of RAM Capital is the provision of financial services, particularly in the areas of asset management and investment consulting. The company offers its clients individual solutions and services to achieve their financial goals, with a focus on independence, objectivity, and transparency.

RAS raus-aus-schulden.ch Inh. R. Sutter

Financial Services · Dübendorf · Since 2020

The core activity of the company 'Raus aus Schulden' is debt counseling and debt restructuring. The company provides services to support individuals in managing their debt by conducting a review of their debt, creating a priority list of creditors, and developing strategies for debt restructuring.

Ratti Stefano

Financial Services · Stabio · Since 2004

Cambio Ratti is a provider of currency exchange services, offering the purchase and sale of foreign currencies. With several branches in Switzerland, particularly in the canton of Ticino, they also provide an online currency exchange service. In addition to exchanging currencies, they also buy gold and offer other services.

Rausch Partners AG

Financial Services · Freienbach · Since 2011

Rausch Partners AG is part of The Rausch Group, which owns and manages a portfolio of companies and investments through direct or institutional fund ownership. The group invests in majority and minority stakes in scalable corporates and provides financial advisory services to enhance stakeholder value.

Ravel Capital SA

Financial Services · Geneva · Since 2006

Ravel Capital SA is an investment firm that manages European equities and serves as portfolio advisor for Actively Managed Certificates (AMCs). The firm applies an investment approach based on fundamental research, valuation discipline and a systematic contrarian perspective, and collaborates with issuers such as UBS and BNP Paribas for AMC issuance.

RCP Radtke Capital Partners GmbH

Management Consulting · Cham · Since 1999

The core activity of RCP Radtke Capital Partners GmbH is the consulting and brokerage of financing for infrastructure, real estate, healthcare and energy projects. They act as a bridge between investors and project developers by preparing complex technical content for investors to accelerate decision-making processes. Their services include structuring non-recourse equity, debt, EPC contracts and M&A transactions.

RCS Trust & Legal AG

Financial Services · Zurich · Since 2019

reach wealth GmbH

Fiduciary Offices · Nottwil · Since 2020

reach wealth GmbH provides consulting and solution services including investment consulting, business management, fiduciary solutions, and IT & engineering solutions. Its offerings also cover process and strategy consulting, project development, procurement for industrial clients, and personnel management services.

RealChange GmbH

Financial Services · St. Moritz · Since 2024

RealChange GmbH provides an online currency exchange service that facilitates electronic exchange of major foreign currencies, for example CHF to EUR. Online transactions are covered by professional liability insurance underwritten at Lloyd's of London (coverage up to CHF 1 million), according to the website.

Real Fund Management AG

Financial Services · Zug · Since 2008

Real Fund Management AG is a FINMA-accredited provider of real estate funds that launches and manages funds for a circle of qualified investors. The company focuses on acquiring, developing and selling properties, managing real estate portfolios and providing investor publications and reporting.

RedcoMet Resources AG

Financial Services · Baar · Since 2004

RedcoMet Resources AG is a Swiss trading and marketing company specializing in the trade of non-ferrous ores, concentrates, refined metals and precious metals as well as related by-products. The company's core activity encompasses the trading and marketing of these products along the entire metal supply chain.

Reformas na Suiça Sàrl

Financial Services · Fribourg · Since 2021

The company offers services in the field of retirement planning and pension, particularly for individuals who have worked or are currently working in Switzerland. The core activities include: * Recovery of funds from the 2nd pillar (BVG, funds, and pensions) for returnees to Portugal * Planning of early retirement and pension * Analysis and calculation of accounts since the beginning of the career * Consulting and support for the restoration of LPP (Libre Passage) and asset management * Creation of digital documents, such as insurance cancellation letters * Mediation of insurance and loans The company supports clients in planning and implementing their retirement provision and offers comprehensive services to ensure their financial security and satisfaction.

REMNEX AG

Financial Services · Pfäffikon Sz · Since 2019

The company is a privately owned asset manager specializing in investments in commercial and industrial real estate. Its core activity is to provide Swiss SMEs with sensibly usable and sustainable rental space, with a particular focus on the sustainability of the properties.

Renault Finance SA

Financial Services · Lausanne · Since 2005

Resalco GmbH

Financial Services · Tübach · Since 2008

Resalco GmbH provides independent, tailored advisory and brokerage services for real estate financing. Its services include financial analysis, preparation of financing proposals and dossiers, sourcing and comparing offers from lenders, negotiating with banks and insurers, and post-closing support.

RES CAP AG

Financial Services · Pfäffikon Sz · Since 2022

The core activity of RES CAP AG is to provide financing and consulting services to investors, particularly in the field of real estate projects.

Swiss Equity Partners AG

Market Research Institutes · Männedorf · Since 2014

The company's core activity is the creation of independent financial analyses and research reports for investors, particularly for asset managers, family offices, fund managers, pension funds and banks. The company produces detailed analyses and reports on companies, including SWOT analyses, financial data, valuations and price targets, and offers these as white-label products.

RESONOR SA

Financial Services · Lugano · Since 2008

The core activity of Resonor SA is investment consulting and trading in gold as an investment opportunity.

Rex change Sàrl

Financial Services · Geneva · Since 2021

The core activity of Rex Change is asset management and trading in foreign currencies, precious metals (gold and silver) and cryptocurrencies. The company offers its customers the opportunity to exchange currencies, buy and sell precious metals and cryptocurrencies, as well as provide MoneyGram services. Rex Change acts as an independent asset manager and financial intermediary, complying with Swiss laws and regulations, including anti-money laundering regulations.

RFW & Partner AG

Financial Services · Zurich · Since 1994

RFW & Partner AG is an independent fiduciary and financial services firm offering accounting, tax services, preparation of annual financial statements, payroll administration and administrative outsourcing. The firm also assists with company formation, corporate administration, mandate management and representation before authorities.

Rhenus AG

Financial Services · Lucerne · Since 2023

RIA Financial Services GmbH

Financial Services · Zurich · Since 2005

The core activity of Ria Money Transfer is the execution of international money transfers. The company enables customers to send money from Germany to recipients in over 190 countries, with transactions possible online, via app, or in person at one of the many locations. The money transfers can be made in over 100 currencies and can be picked up at over 500,000 locations worldwide.