Companies in
Financial Services

SQL Partners SA

Financial Services · Geneva · Since 2022

The core activity of SQL Partners is the intermediation of real estate investments between professional investors and developers. The company offers consulting and management services and also invests itself in selected transactions. It focuses on providing value creation opportunities for investors and private debt and equity solutions for developers.

SRG Schweizerische Revisionsgesellschaft AG

Financial Services · Basel · Since 2020

SRG Schweizerische Revisionsgesellschaft AG provides statutory and other audit and assurance services for small and medium-sized enterprises and public-law entities. The firm’s network delivers statutory and limited audits, group and special audits (for example for capital measures, mergers or liquidations), pension fund audits and reviews of internal controls, and also offers advisory services such as due diligence, company valuations, implementation of accounting standards, internal control systems and risk management.

SRG Schweizerische Revisionsgesellschaft AG

Financial Services · Zurich · Since 2007

SRG Schweizerische Revisionsgesellschaft AG is a network of audit professionals offering statutory and limited audits as well as audit-related services for small and medium-sized enterprises and public entities. Services include consolidated-account audits, special purpose examinations, reviews of internal controls and advisory work on accounting, due diligence and risk management.

SRG Schweizerische Revisionsgesellschaft AG

Financial Services · Engelburg · Since 2008

SRG Schweizerische Revisionsgesellschaft AG is a network of audit professionals providing statutory and limited audits and related advisory services for SMEs, including due diligence, company valuations, reviews of internal controls and pension fund audits. The firm is registered with the Swiss audit supervisory authority and operates through a number of regional offices.

SRG Schweizerische Revisionsgesellschaft AG

Financial Services · Bern · Since 2008

SRG Schweizerische Revisionsgesellschaft AG provides statutory and other audit services for companies and public-law entities, including ordinary and limited audits, group audits and special-purpose examinations as well as reviews of internal controls and related consulting services.

SRG Schweizerische Revisionsgesellschaft AG

Financial Services · Winterthur · Since 2009

SRG Schweizerische Revisionsgesellschaft AG provides statutory audit services and audit‑related professional services for small and medium‑sized enterprises. Services include ordinary and limited audits, consolidated financial statement audits, special audits (formation, capital changes, liquidation), pay equality audits and reviews of processes and internal controls, as well as expert opinions, due diligence, business valuations and advisory work on accounting standards, internal control systems and risk management.

SRG Schweizerische Revisionsgesellschaft AG

Financial Services · Aarau · Since 2014

SRG Schweizerische Revisionsgesellschaft AG provides statutory audit and related assurance services for small and medium-sized enterprises. Services include ordinary and limited audits, audits of consolidated financial statements, audits of public-law entities and pension funds, special examinations (e.g. capital measures, mergers, liquidations) and advisory work such as due diligence, business valuations, implementation of accounting standards and internal control systems.

SSA Swiss Advisors AG

Financial Services · Zurich · Since 2012

The core activity of SSA Wealth Advisors (SSA Swiss Advisors AG) is the provision of financial services, in particular: * Investment Advisory & Discretionary Management Services: The company offers individual investment advice and wealth management tailored to the needs of high-net-worth individuals. * Multi-Family Office Services: The company supports wealthy families in managing their assets, including evaluating investment proposals, analyzing legal changes, and creating solutions for asset structuring. The company combines the benefits of an independent investment advisor with the stability provided by its affiliation with the Santander Group, one of the world's leading financial institutions.

Struki AG

Financial Services · Bäch Sz · Since 2010

The core activity of Struki AG consists of the conception, selection and management of structured financial products, in particular derivatives, as well as the accompaniment of customers throughout the entire product life cycle, including monitoring and individual reporting.

StudioPhi SA

Financial Services · Riva San Vitale · Since 2010

StudioPhi SA provides wealth management, financial and pension advisory services and advisory support for private and institutional clients on currency, commodity, precious metal and international securities markets.

Sucsidia AG

Management Consulting · Ennetbürgen · Since 2022

Sucsidia AG provides business consultancy and manages a network of professional investors; it also facilitates knowledge exchange, education and joint investments.

Suigen Financial Services AG

Financial Services · Cham · Since 2021

The core activity of Suigen Financial Services AG is the recovery of class action securities for institutional investors, particularly in the distribution of compensation funds, including international securities recovery, which encompasses all types of financial instruments.

Sulzer Management AG

Financial Services · Winterthur · Since 1993

SunCo Brokering & Services SA

Financial Services · Geneva · Since 2016

The core activity of SunCo Brokering & Services SA is the provision of brokerage and consulting services for the commodities biofuels, oil and CO2 certificates.

SVAG Schweizer Vermögensberatung Aktiengesellschaft

Financial Services · Adliswil · Since 2005

SVAG Schweizer Vermögensberatung Aktiengesellschaft provides Allfinanz wealth advisory services and financial coaching, offering cross-sector, individually tailored financial and pension advice. The company operates a network of financial advisors and offers training and career support for advisors. SVAG is part of the DVAG Deutsche Vermögensberatung Group.

SVTG Strategische Vermögenstreuhand AG

Financial Services · Zurich · Since 2003

SVTG Strategische Vermögenstreuhand AG provides asset management and family office services and advises clients on private equity, mergers & acquisitions and corporate finance. The firm holds a licence as an asset manager and is subject to Swiss regulatory oversight.

SWA Swiss Auditors AG

Financial Services · Pfäffikon Sz · Since 2004

The core activity of SWA Swiss Auditors AG is the provision of auditing and consulting services for financial service providers, in particular banks, securities dealers, asset managers, family offices and other financial institutions. The company offers specialized services such as audits, consulting and risk management in the field of financial services.

Swicorp Financial Advisory Services SA

Financial Services · Geneva · Since 1994

Swicorp Financial Advisory Services SA is a private investment holding company that focuses on its own investment portfolio, including private equity funds. During its restructuring the company voluntarily returned its CMA investment banking licenses, and senior management has experience in advisory and M&A transactions across the Middle East and North Africa.

SwissAlps Consulting Sàrl

Financial Services · Sion · Since 2024

SwissAlps Consulting Sàrl provides advisory and brokerage services for personal and corporate insurance and wealth management. Services include property, health and corporate insurance, pension solutions, mortgage financing and investment advice.

SwissAlts Consulting GmbH

Financial Services · Pfäffikon Sz · Since 2021

The core activity of SwissAlts Consulting GmbH is to act as an independent advisor and placement agent for alternative investments, particularly in the areas of: alternative yield and private debt funds, including direct investments and co-investments; hedge funds and special situations; private equity funds, including direct investments and co-investments; and venture capital funds. The company supports fund managers and general partners in raising capital, enabling them to focus on their investment activities.

Swiss AMC SA

Financial Services · Villars-Sur-Glâne · Since 2009

The core activity of Swiss AMC is the issuance and management of Actively Managed Certificates (AMCs), which enable the offering of various assets and investment strategies in a flexible and secure framework. Swiss AMC supports clients in structuring and issuing AMCs, which are issued as securities with their own Swiss ISIN code. The AMCs can cover various asset classes, including traditional and non-traditional assets such as art. Through the use of Special Purpose Vehicles (SPVs), the AMCs can be issued without issuer risk, protecting both financial institutions and investors.

Swiss Asia Partner SA

Financial Services · Lausanne · Since 2021

Swiss Asia Partner SA provides strategic and financial advisory services for structuring and financing cross-border transactions, capital raising, and corporate development. Its services include financial engineering, fundraising, private equity, international project support, and wealth & corporate management.

Swiss Audit & Fiduciary Services SA

Financial Services · Geneva · Since 2011

Swiss Audit & Fiduciary Services SA provides audit services (statutory, ordinary and limited audits, Art. 725 CO reviews, internal and consolidated audits), accounting and tax services, and fiduciary administration. The firm’s services also include company domiciliation, secretariat and invoicing services, VAT returns and representation before tax authorities.

Swisscanto Freizügigkeitsstiftung der Kantonalbanken

Financial Services · Basel · Since 1995

Swisscanto FZS provides services in the areas of pension planning and savings, particularly the management of vested benefits accounts and securities savings plans. The core activity is to offer customers the opportunity to invest their pension assets securely and profitably by choosing between different investment groups. The company works with partner cantonal banks and offers fair fees as well as individual consulting.

Swisscard AECS GmbH

Financial Services · Horgen · Since 1998

Swisscard AECS GmbH issues credit cards and provides card services and digital payment solutions for private and corporate customers, while also supporting merchants with card acceptance.

Swisschange Group AG

Financial Services · Basel · Since 2022

Swisschange Group AG is a financial services provider offering mortgage brokerage and asset/wealth management services. The company compares mortgage offers, advises on first‑time buyer, construction and follow‑up financing, and provides tailored investment and wealth‑management solutions.

Swiss China Management Support Boetsch

Management Consulting · Binningen · Since 2006

Swiss China Management Support Boetsch provides consulting and management support for business transactions between Switzerland and China. Services include investment counselling, product evaluation, procurement and import/export assistance, company setup and financing advice, support with licenses and patents, and organisation of promotional events and exhibitions.

Swiss Compliance Management Sagl

Financial Services · Lugano · Since 2015

Swiss Compliance Management Sagl provides outsourced compliance and risk-management services to independent asset managers and other financial service providers. Services include KYC and client-document verification, digitization and secure archiving, client profiling and factsheets, compliance checks on investment management against risk profiles and restrictions, fee and performance calculations, and an online document portal.

swissconsa GmbH

Financial Services · Regensdorf · Since 2018

Swiss Digital Assets AG

Financial Services · Pfäffikon Sz · Since 2021

Swiss Digital Assets AG is a professional training, education and innovation firm providing custom programs on Digital Assets and Decentralized Finance (DeFi) for startups, enterprises and government institutions. Services include executive, corporate and innovation programs, mentorship and the Chartered Digital Assets Professional (CDAP) certification, plus support for developing decentralized applications and tokenization projects in cooperation with DLT networks such as Hedera and access to grant funding.

SwissDirekt Beteiligungen AG

Financial Services · Zug · Since 2007

SwissDirekt Beteiligungen AG is a financial and investment boutique providing wealth management and advisory services to high‑net‑worth individuals and entrepreneurs. Its offerings include investment management, independent advisory services, bridging investment opportunities, and tax and legal structuring for wealth preservation under its Wealth Care Concept.

Swiss Finance Alliance SCM

Financial Services · Geneva · Since 2018

Swiss Finance Alliance SCM provides financial and advisory services, including corporate finance advisory, investment and wealth management, retirement and insurance planning, and payment and online-banking solutions. Its services also cover tax-efficient investing, risk management and real-estate investment advisory.

Swiss FinCo SARL

Financial Services · Geneva · Since 2013

Swiss FinCo SARL provides services to the commodities sector, including operations support, accounting, audit, treasury and financing.

Swiss First Broker Partners AG

Financial Services · Rotkreuz · Since 2014

Swiss First Broker Partners AG is an insurance broker offering brokerage, financial, tax and pension-planning services. The firm serves SMEs and private clients with insurance portfolio analysis, risk assessments, multi-insurer offer comparisons and claims handling.

Swiss First Broker Partners AG

Financial Services · Zumikon · Since 2022

Swiss First Broker Partners AG is an insurance broker providing brokerage, financial planning and pension planning services to small and medium-sized enterprises and private clients. Services include needs assessments, offer comparisons, risk analyses and claims support, as well as advice on occupational pension (BVG) and other corporate insurance solutions.

Swiss Global Investment SA

Financial Services · Geneva · Since 2020

The core activity of Swiss Global Investment is the trading of physical gold for investment purposes, as well as investment consulting and asset management with a focus on precious metals, particularly gold. The company offers solutions for secure asset investment, yield optimization, and wealth transfer to successors.

swissgoldplan SA

Financial Services · Fribourg · Since 2024

The core activity of Swissgoldplan is the brokerage and management of gold investments, particularly in the form of physical gold, as well as the generation of interest income on these investments. The company offers products and services that enable sustainable investment and management of gold, positioning itself as a financial intermediary with a focus on ethical gold.

Swiss International Investment Trust AG

Financial Services · Zug · Since 1973

Swiss Invest Selection Group AG

Financial Services · Stetten Sh · Since 2006

The core activity of Swiss Invest Selection Group AG is the provision of financial services, in particular: financial planning and consulting for private and institutional investors, investment advice and management, asset management and administration, portfolio management and optimization, and investment strategy development and implementation. The company offers its customers individual solutions tailored to their specific needs and goals, and works with a network of partners and asset managers to achieve this.

SWISS KEY ADVISORS Sàrl

Financial Services · Genolier · Since 2010

SWISS KEY ADVISORS Sàrl is a wealth advisory firm that helps international private clients meet investment objectives through vetted introductions to financial institutions. Services include advice on international diversification, creating reserve savings, alternative investments (physical gold, collector’s art, fine wines, real estate), selecting managers and service providers, assisting with account openings, negotiating terms and monitoring service delivery.

Swissleasing AG

Vehicle Rental · Lucerne · Since 2022

Swissleasing AG is a finance and consulting company in the automotive sector providing B2B services for new and nearly-new vehicles in the luxury segment. Services include manufacturer-independent brokerage and sales (including specialist/armoured vehicles), financial services not subject to FINMA, global marketing, import/export and vehicle logistics, plus customs handling, homologation and registration for the EU, UK and Switzerland.

SwissLending SA

Financial Services · Chambésy · Since 2015

The core activity of SwissLending SA is the intermediation of real estate investments through a crowdlending platform. The company enables qualified investors to invest in real estate projects by granting loans to project developers and offering investors a return. The platform offers various investment opportunities, including crowdlending, co-investing, and landbanking, and focuses on real estate projects in Switzerland and other countries.

Swiss Merchant Partners SA

Financial Services · Geneva · Since 2019

Swiss Merchant Partners SA is an independent trading company offering trade finance services and custom-made solutions to manufacturing industries within the global supply-chain finance spectrum. Services include supplier's credit, export credit arrangements, discounting of term trade receivables and back-office support such as cash-flow management and handling of documentary transactions (letters of credit, guarantees, documentary collections).

Swiss OAK Global Consulting Sagl

Financial Services · Lugano · Since 2016

Swiss OAK Global Consulting Sagl provides financial advisory and wealth management services for private clients, focusing on tailored investment strategies and mandates with performance-based fees.

swisspartners Group AG

Financial Services · Zurich · Since 2016

swisspartners Group AG provides wealth management and fiduciary/tax services and also offers real estate, insurance, financial planning and family office services.

swisspartners Charity

Financial Services · Zurich · Since 2009

swisspartners Charity supports charitable projects and partnerships by providing funding and coordinating employee involvement. Supported initiatives include construction of water tanks in Bali, programmes for people with special needs, collaboration with Borneo Orangutan Survival Switzerland (BOS) and support for Incontro Zurich.

swisspartners AG

Financial Services · Zurich · Since 2016

swisspartners AG is a financial services firm offering wealth management and fiduciary and tax services, together with complementary real estate, insurance, financial planning and family office services.