Companies in
Financial Services

Altorium Capital GmbH

Financial Services · Zug · Since 2025

Altorium Capital GmbH is an independent private equity partner that connects strategic capital with innovative business models. The firm arranges private equity investments, provides access to off-market real estate opportunities and supports start-ups and investors in transactions and capital placement.

VITAPURE AG

Financial Services · Kreuzlingen · Since 2025

COLL GmbH

Financial Services · Oberägeri · Since 2025

COLL GmbH is a company specializing in strategic investments in mobility, technology and other high-growth sectors. It provides direct investments and brokerage services, connects partners through a strategic network of contacts, alliances and resources, and offers access to a private, off-market car collection under a confidential mandate.

Strategy Catcher AG

Financial Services · Zurich · Since 2025

Finex Consulting GmbH

Financial Services · Glattbrugg · Since 2025

Finex Consulting GmbH is an independent insurance broker and financial consultancy offering tailored insurance, pension, tax and investment services to private and corporate clients. The firm provides services such as insurance reviews, health insurance advice, pension planning and corporate consulting.

Montalis Finanz GmbH

External Asset Management · Köniz · Since 2025

Montalis Finanz GmbH provides tax advisory services and financial advice on saving, retirement planning, investments and insurance. Services include tax return preparation and review, appeal checks, individual training and personalised financial consultations.

Cura Wealth GmbH

Financial Services · Baar · Since 2025

AERGORIA SA

Financial Services · Cologny · Since 2025

AERGORIA SA provides collateral-backed financing solutions that enable SMEs to monetize commercial assets such as inventory and receivables. The company operates a digital platform offering inventory repo contracts, receivables pooling and flexible financing to improve access to working capital.

FS Interfinia GmbH

Management Consulting · Lachen Sz · Since 2025

Mayan Capital Sàrl

Financial Services · Geneva · Since 2025

Mayan Capital Sàrl is a wealth management and advisory firm providing tailored wealth strategies for expatriates, cross-border workers and cross-border entrepreneurs. Services include locating and recovering vested pension funds, cross-border tax advice, wealth optimization, legal structuring and ongoing client follow-up.

Veritas Finance AG

Financial Services · Schindellegi · Since 2025

Veritas Finance AG provides financial advisory and investment services to private clients and businesses, including individual financial planning, wealth planning, portfolio management, pension and retirement planning, insurance advice and tax planning.

ATARAXIA MANAGEMENT SA

Financial Services · Lugano · Since 2025

ATARAXIA MANAGEMENT SA provides wealth and financial advisory services for family clients, supporting financial, patrimonial and succession planning and the preservation of assets. Services include legal, tax and corporate advice delivered through a network of external professionals.

FinanzFabio AG

Financial Services · Lenzburg · Since 2025

moneyfriends GmbH

Financial Services · Zurich · Since 2026

moneyfriends GmbH provides personal financial advice and a companion app that produces tailored budgeting systems, automates money flows, and supports debt management and investment planning.

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen

External Asset Management · Zofingen · Since 2026

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen provides independent asset management, financial advice and retirement planning. The branch also handles mortgages and real estate services, investment management mandates and offers digital tools such as the VZ Finanzportal.

Ondra Holding AG

Financial Services · Zurich · Since 2026

Ondra Holding AG is an independent, advisory-only firm that provides strategic financial advice and solutions for complex capital-structure issues. Its services include M&A and capital-allocation advice as well as special-situations work such as restructuring and stressed/distressed financing.

MK Finanzpartner AG

Financial Services · Langenthal · Since 2026

MK Finanzpartner AG provides financial advice and serves as a point of contact for financial matters. The website indicates that more information about its services will be published soon.

123Credit GmbH

Credit Institutions · Bachenbülach · Since 2026

123Credit GmbH is a digital financing platform and a licensed credit intermediary under the Swiss Consumer Credit Act (KKG). The company acts as an independent broker working with banks and financing partners to arrange consumer loans such as auto loans, home loans, loan top-ups and loan consolidation. The website provides a loan calculator, representative interest examples, optional credit protection and telephone advice.

Fiducia Trustee (Zurich) GmbH

Financial Services · Zurich · Since 2010

2HF Sàrl

Financial Services · Geneva · Since 2003

360pay AG

Financial Services · Zurich · Since 2024

The core activity of 360pay is the provision of payment services and support for companies in opening business accounts in Switzerland. This includes: Opening business accounts for Swiss and European companies; Conducting due diligence checks and Know-Your-Customer procedures; Providing payment services, including transfers, direct debits, and payment cards; Managing payment risks and conducting transaction monitoring; Providing treasury management services, including cash management and payment administration. The company focuses on the needs of small and medium-sized enterprises (SMEs) and offers a range of services to facilitate and secure payment transactions for these companies.

6S Capital AG

Financial Services · Pfäffikon Sz · Since 2009

Tribe Music Group AG

Financial Services · Baar · Since 2014

BGC Property AG

Financial Services · Zug · Since 2019

AA Plus Finanz und Versicherungsvermittlungen GmbH

Financial Services · Bülach · Since 2021

AB Commodities AG

Financial Services · Geneva · Since 2023

Tradeon SA

Financial Services · Geneva · Since 2024

ACT Capital GmbH

Financial Services · Wollerau · Since 2019

The core activity of ACT Capital GmbH is to support companies in their listing on the stock exchange, particularly on the Luxembourg Stock Exchange. The company offers listing services and has expertise in the field of credit rating and assessment.

A.C.T. Finanz AG

Financial Services · Since 2009

A.D. BRANDS SA

Financial Services · Küssnacht Am Rigi · Since 1992

A.D. BRANDS SA provides financial and advisory services focused on nondepository credit intermediation, real estate brokerage and intermediate investment banking. Its offerings include arranging bespoke credit solutions, commercial and residential real estate brokerage and advisory, and mid-market services for mergers & acquisitions, capital raising and corporate restructuring.

Adegus GmbH

Financial Services · Dättwil Ag · Since 2007

AD Finance & Consulting GmbH

Fiduciary Offices · Reutigen · Since 2021

AD Finance & Consulting GmbH provides independent financial and insurance services and brokerage for private and corporate clients. Services include home and property insurance, vehicle and travel coverage, pension and health products (e.g. pillar 3a/3b) and company solutions such as professional liability and cyber protection.

adnexus AG

Financial Services · Baar · Since 2018

ADN Family Office S.A.

Financial Services · Lausanne · Since 1987

Advactum AG

Financial Services · St. Gallen · Since 2019

The company's core activity is providing services in the field of occupational pension provision, including legal advice, pension concepts, insurance technology, risk analysis, reinsurance, expert opinions, reports, management, restructuring concepts, foundation board training, asset and liability management (ALM) and international accounting standards.

Advaneum AG

Financial Services · Thun · Since 2018

AF Advisory and Finance Ltd

Management Consulting · Wollerau · Since 1997

The core activity of AF Advisory and Finance Ltd. is the provision of financial and management consulting services to leading companies and governments. The services include, among others: Turnaround Consulting, Financial Forecasting, International Business Opportunities, and Advisory on Bonds and Commodities. The company supports its clients in achieving critical financial, technological, and business objectives by bringing in experienced, dedicated professionals to deliver results.

AFC Assurances Finances Comptabilité Sàrl

Financial Services · Bellevue · Since 2019

The core activity of AFC Assurances Finances Comptabilité Sàrl is to provide services in the fields of finance, insurance and accounting. Specifically, this includes: global management of SMEs (small and medium-sized enterprises), including accounting, payroll, tax returns and management of insurance portfolios; consulting and brokerage of insurance for individuals and companies; preparation of tax returns for individuals and companies; and consulting and support for real estate purchases, including mortgages, building insurance and liability insurance. The company is registered with the FINMA (Swiss Financial Market Supervisory Authority) and holds the corresponding license.

AI CAPITAL AG

Financial Services · Zug · Since 2009

AJ Holding AG

Financial Services · Agno · Since 2020

Alfimmob Invest S.A.

Financial Services · Geneva · Since 1990

The core activity of Alfimmob Invest is to provide services in the areas of asset management, real estate investing, corporate finance and private equity.

Alpaca Finance GmbH

Management Consulting · Kloten · Since 2019

Alpha Gestion Group SA

Financial Services · Carouge Ge · Since 2023

Alpinestone Wealth Management AG

Financial Services · Zug · Since 2020

The core activity of Alpinestone Wealth Management AG is the provision of services in the field of wealth management, particularly in asset management, financial planning, property management and development, as well as debt financing. The company also offers family office services and supports clients in managing and growing their wealth.

Alterinvest SA

External Asset Management · Lugano · Since 2002

Alternative Advisory Partners SA

Financial Services · Lugano · Since 1999

Amdocs International GmbH

Financial Services · Zug · Since 2005

Amdocs International GmbH provides software and services for telecommunications and media companies, including BSS/OSS solutions, GenAI-driven platforms, and cloud and network services. Its offerings include customer experience and commerce platforms (MarketONE), Amdocs Networks and ConnectX, together with consulting, systems integration, delivery and managed services.