Companies in
Financial Services

Anglo-Swiss Advisors Sàrl

Financial Services · Aubonne · Since 2024

The core activity of Anglo-Swiss Advisors is to provide consulting services to asset managers, private banks, family offices, and global pension markets. Specifically, this includes: strategic consulting to improve product positioning, evaluation of investment strategies, development of long-term partnerships, market access and introduction for selected fund managers, and development of customized solutions for complex investment environments. The company positions itself as an expert in solving investment complexities and offers its clients access to a network of specialists and decision-makers in the areas of asset management, private banking, and pension markets.

Anjos-Express Imhof

Financial Services · Wettswil · Since 2000

Anjos-Express Imhof

Financial Services · Zurich · Since 2016

Antheia Sippurim Assets AG

Financial Services · Cham · Since 2020

AOM Consulting SA

Management Consulting · Nyon · Since 2019

Aon Insurance Managers (Switzerland) AG

Financial Services · Zug · Since 2002

aqribius ag

Financial Services · Zurich · Since 2023

ARB SA

Management Consulting · Geneva · Since 2009

ARKEFI BAU AG

Financial Services · Zurich · Since 2022

ARKEFI AG operates a digital platform for tokenizing and community-financing real-world assets such as art, cars and watches. The platform provides investment vaults with fractional ownership, AI-powered valuation analysis and settlement on the Avalanche blockchain.

Arrow Capital SA

Financial Services · Geneva · Since 2019

Arrow Capital SA provides shipping and energy brokerage services, including shipbroking for sale & purchase, newbuilding, freight derivatives, dry bulk and tanker chartering, and broking in energy commodity derivatives.

Asconova AG

Management Consulting · Zug · Since 2002

AST-Finanzplanung, Alex Strässle

Financial Services · Mels · Since 2001

The core activity of AST-Finanzplanung AG is individual financial consulting and planning for private and corporate clients. This includes services such as: tax consulting and declaration, financing of properties (mortgages), insurance consulting, bank consulting, pension planning, and retirement optimization. The company offers personal consulting and online consulting, and places emphasis on a needs-oriented, transparent, and reliable service.

AT-EL AG

Management Consulting · Zug · Since 2023

Atrimis AG

Financial Services · Zug · Since 2014

The core activity of Atrimis AG is the provision of financial services, in particular: customized consulting services in the banking and finance sector, financial consulting, asset management, global financial solutions, and real estate management. The company offers these services to companies, private individuals, and organizations both domestically and internationally.

Aurora Partners GmbH

Financial Services · Horgen · Since 2007

The company's core activity is Corporate Finance, particularly: * Advisory and services in the field of corporate financing * Private Equity transactions * Fund management * Accounting and bookkeeping. The company also offers Business Development services to meet customer needs with creative and intelligent solutions.

A. Vaccani & Partner AG

Management Consulting · Zurich · Since 2022

The company's core activity is management consulting with a focus on sustainability, environmental protection, energy and renewable energies, as well as support for growth strategies, corporate spin-offs, succession solutions and financing, particularly in the areas of waste management, water and facility management.

aventxpert GmbH

Management Consulting · Niederhasli · Since 2019

Avering & Partners Sagl

Financial Services · Lugano · Since 2019

AWM Advisers SA

Financial Services · Sion · Since 2015

The core activity of Abbey Wealth is the provision of financial services, particularly in the areas of wealth management and investment advice for expatriate clients living worldwide. This includes, among other things: Pension Advice (advice on retirement planning and pensions), Investment Advice (investment advice), Earnings Advice (advice on income and taxes), asset management and planning, investment of funds and portfolios, and regular review and optimization of investment strategies. The company offers these services as a regulated financial advisor and is subject to the supervision of the Central Bank of Ireland.

Balanced Financial Solutions GmbH

Financial Services · Trimbach · Since 2017

Balerion Capital AG

Financial Services · Urdorf · Since 2024

Balyasny (Switzerland) Sàrl

Financial Services · Geneva · Since 2023

Bancassurances.ch Sàrl

Financial Services · Brignon (Nendaz) · Since 2000

The core activity of the company 'Bancassurances' is to provide services in the field of financial consulting and brokerage of products from the banking and insurance sectors. Specifically, this includes: Financial consulting, Brokerage of banking products (e.g. accounts, bonds, funds), Brokerage of insurance products (e.g. building insurance, liability insurance), Real estate brokerage (mediation of buying and selling of real estate). The company thus offers comprehensive consulting and brokerage services for financial products and services.

B. B. M.'s Financial Planning GmbH

Financial Services · Bern · Since 1997

The core activity of B.B.M.`s Financial Planning GmbH is the provision of financial planning and consulting services.

BE Change SA

Financial Services · Vacallo · Since 2015

The core activity of BeChange primarily involves currency exchange (Cambio valute), safe rental (Cassette di Sicurezza) and the purchase of used gold (Ritiro oro usato).

Beveziers Finance SA

Financial Services · Geneva · Since 2013

Beveziers Finance SA offers a wide range of financial services, including: wealth management and portfolio management, financial planning and consulting, investment consulting and management, tax planning and optimization, real estate financing and management, risk management and insurance solutions, support in finding financing and capital procurement, and strategic consulting and support in implementing business plans. The company's core activity is wealth management and financial consulting for private individuals, companies and institutions. The company provides individual solutions and services to achieve its customers' financial goals and protect and increase their assets.

Blacktower Financial Management (Switzerland) Sàrl

Financial Services · Nyon · Since 2017

The core activity of Blacktower is the provision of financial services, particularly in the area of wealth management, including investments, asset management and financial planning, specifically for expats and international clients in Switzerland and other countries.

Blue Conseil Sàrl

Financial Services · Hauterive Ne · Since 2025

BMW Finanzdienstleistungen (Schweiz) AG

Financial Services · Dielsdorf · Since 1977

BNB Finance GmbH

Financial Services · Zug · Since 2022

BONDSHARE INVESTMENT AG

Financial Services · Binningen · Since 2003

The core activity of Bondshare Investment AG is the provision of investment services, including wealth management, financial advisory and investment strategies. The company offers tailored solutions to customers to achieve their financial goals and sustainably increase their assets. This includes portfolio management, creation of investment strategies and provision of expert analysis and market insights.

Bonterra AG

Management Consulting · Sarnen · Since 2023

Bonversa GmbH

Financial Services · Lugano · Since 2010

The core activity of Bonversa GmbH is the provision of financial services, particularly investment and asset management for private individuals and companies. This includes providing tailored investment solutions, financial consulting, asset management, and the management of investments in various asset classes such as stocks, bonds, real estate, and alternative investments.

BOTA Consulting GmbH

Financial Services · Zurich · Since 2013

Infinity21 AG

Financial Services · Zug · Since 2023

Brotschi Consulting GmbH

Management Consulting · Gränichen · Since 2010

BTG Pactual Commodities (CH) SA

Financial Services · Genève 15 Aéroport · Since 2024

C-Agency Suisse Sàrl

Financial Services · Versoix · Since 2017

Capital Eagle GmbH

Fiduciary Offices · Gattikon · Since 2019

Investec Advisory AG

Financial Services · Zurich · Since 2021

The core activity of Investec is advising and supporting companies in financial transactions, particularly in the sale, acquisition, financing and restructuring of companies. The company offers services such as Mergers & Acquisitions, Leveraged Buyouts, Debt Advisory, Equity Capital and Special Situations, and supports clients from various industries, including Business Services, Consumer, Energy & Infrastructure, Financial Services, Food & Agro, Healthcare, Industrials and TMT.

Cargill TCM Switzerland Sàrl

Financial Services · Grand-Lancy · Since 2012

Cashmoney Swiss AG

Financial Services · Zurich · Since 2010

CBOX Services SA

Financial Services · Neuchâtel · Since 2023

The core activity of CBOX Services SA encompasses three main areas: 1. **Personalized wealth management consulting**: The company provides individual wealth management consulting to support clients in managing their assets. 2. **Tailored currency solutions for private individuals and companies**: CBOX Services SA offers customized currency solutions for private individuals and companies to meet their foreign exchange needs. 3. **Financing and procurement of precious metals**: The company provides financing and procurement of precious metals to support clients in investing in or purchasing precious metals. Additionally, the company also offers research of financing and credit solutions.

CEA Credits Sàrl

Financial Services · La Chaux-De-Fonds · Since 2020

The core activity of CEA Crédits is the brokerage and sale of loans to private individuals and companies in Switzerland. The company offers tailored credit solutions, including private loans and leasing, and has partnerships with Swiss banks to offer its customers the best solution.

Celsion Finance AG

Financial Services · Zurich · Since 2022

The core activity of Wix.com is providing a platform for creating and managing websites, including domain registration and management.

Cerveró Sàrl

Financial Services · Vevey · Since 2023

The core activity of Cerveró Sàrl is the provision of services in the field of financial and real estate consulting. Specifically, this includes: fiduciary and asset management, analysis of customers' financial situation, diversification of assets, tax consulting and planning, real estate purchase and sale, mortgage consulting and brokerage. The company thus offers a comprehensive range of services to support customers in managing their assets and planning their financial future.

CE Services GmbH

Financial Services · Pfäffikon Sz · Since 2003