Companies in
Financial Services

SPS - Switzerland Payroll Services SA

Financial Services · Renens Vd · Since 2019

SPS - Switzerland Payroll Services SA provides payrolling and payroll services, handling contracts and administrative tasks for freelancers and the companies that hire them. Its services include social insurance and work-permit procedures, a secure time-entry and invoicing platform, and the JEM freelance matching platform.

SPS - Switzerland Payroll Services SA, succursale de Genève

Financial Services · Geneva · Since 2019

SPS - Switzerland Payroll Services SA, succursale de Genève provides payroll and payrolling services for freelancers and companies. The firm manages administrative tasks including employment and service contracts, invoicing and payroll, operates a secure timesheet portal, and indicates compliance with Swiss employment and placement legislation (LSE).

Balsintra GmbH

Financial Services · Basel · Since 2018

Balsintra GmbH provides a range of services including insurance services, loan assistance, tax support, administrative correspondence and document services, translation and interpreting, and vehicle rental.

FFCC3 AG

Financial Services · Wallisellen · Since 2003

FFCC3 AG provides fiduciary and financial services, including tax advisory, accounting, corporate consultancy, legal advice, company formation and human resources services.

FFCC 2 GmbH

Financial Services · Wallisellen · Since 1998

FFCC 2 GmbH provides tax advisory, business consulting, legal advisory, company formation, human resources and accounting services. The firm supports corporate and private clients with financial management tasks, including tax planning, bookkeeping and legal assistance.

FTK Finanz-Treuhand-Köchli AG

Financial Services · Bergdietikon · Since 2010

FTK Finanz-Treuhand-Köchli AG is a trustee and financial services provider offering comprehensive management services for businesses and private clients, including insurance consulting, pension advice, risk and claims management, policy comparisons and administration. Its services also cover cost management, fiduciary and tax services, financial consulting and mortgage solutions. The company is authorized as an independent broker (FINMA F01047686), registered as a financial services provider (Registration ID: DK89267) and affiliated with the Swiss Financial Ombudsman (FINOS).

LVCH SA

Financial Services · Enney · Since 1993

Overa Consulting GmbH

Financial Services · Bern · Since 2001

Overa Consulting GmbH provides concrete dismantling and related services, including core drilling, cutting and wire-sawing, demolition-robot operations, tank dismantling and surface preparation.

RichtigAnlegen AG

Financial Services · Romanshorn · Since 2023

The core activity of RichtigAnlegen AG is independent financial consulting, financial education and wealth management for private clients. The company offers individual consulting, coaching, online courses and a financial academy to provide customers with the necessary knowledge and strategies to optimally manage their assets and achieve their financial goals.

FinanceRock GmbH

Financial Services · Cham · Since 2023

The core activity of Financerock encompasses three main areas: 1. **Independent Insurance Solutions**: Financerock offers individual insurance solutions in collaboration with renowned Swiss insurance companies. 2. **Financial Planning**: The company supports clients in planning their financial goals, including retirement provision and guidance throughout the pension process. 3. **Trust and Accounting Services**: Financerock provides trust and accounting services, including tax return preparation and accounting customer support. Overall, Financerock offers comprehensive financial services aimed at supporting clients in managing their finances, insurance, and pensions.

meinTrade GmbH

Financial Services · Zug · Since 2014

The core activity of meinTrade is the online brokerage service, which enables customers to trade on various stock exchanges worldwide. The company offers a trading platform where customers can buy and sell stocks, options, futures, currencies, CFDs, ETFs, and other financial instruments. meinTrade positions itself as a Swiss online broker offering a wide range of tradable instruments, advanced trading platforms, and competitive prices.

Cavendric Peter Leber

Financial Services · Adliswil · Since 2015

Point Capital Group AG

Financial Services · Zug · Since 2024

Point Capital Group AG offers asset management and investment advisory services, including discretionary portfolio management, fund-based investment solutions, pension-asset structuring, portfolio checks and retirement planning.

Point Capital Group AG, Zug, Zweigniederlassung Zürich

Financial Services · Zurich · Since 2019

Point Capital Group AG, Zug, Zweigniederlassung Zürich is an owner-managed independent asset manager offering discretionary wealth management, fund solutions and services for pension assets, portfolio analysis and retirement planning. The firm applies systematic active risk management and invests primarily in quality equities, multi-asset strategies and liquid instruments.

Winnewisser Vermögensplanung AG

Financial Services · Bern · Since 2023

Winnewisser Vermögensplanung AG provides comprehensive wealth planning and financial advisory services, developing personalised financial strategies and advising on retirement, securities, real estate, mortgages, insurance and tax matters. Services include a financial concierge, investment advisory (registered advisors), financing support and pension planning.

Zambra Finanz AG

Financial Services · Dielsdorf · Since 1997

The core activity of ZAMBRA Finanz AG includes providing services in the areas of accounting, trust, tax consulting, pension consulting, and financial consulting. The company primarily advises and supports private individuals and small businesses in these areas.

Beratungszentrum AG

Financial Services · Frauenfeld · Since 2022

The company 'Beratungszentrum' provides independent consulting services in the areas of insurance and asset management. The core activities include individual consulting for private and corporate clients in the selection and management of insurance and assets, as well as the brokerage of insurance products and the creation of asset management plans.

Cercamondi Finanzen

Financial Services · Schlieren · Since 2021

The core activity of CercaMoney is to provide financial education, consulting and coaching. The company offers free financial tips, blog posts, videos and recommendations to help people understand and improve their finances. It focuses on topics such as investing, finance, retirement planning and wealth building. Additionally, CercaMoney also offers specific services such as financial coaching and household budget creation.

COMPAGNIE FINANCIERE RICHEMONT SA

Financial Services · Bellevue · Since 2002

COMPAGNIE FINANCIERE RICHEMONT SA is a luxury goods holding company that owns and manages a portfolio of Maisons specialising in jewellery, watchmaking, fashion and accessories. The group provides central and regional functions to support its Maisons and publishes financial and sustainability reports and related policies.

Finanzberatung Schlaginhaufen

Financial Services · Zurich · Since 2009

The company's core activity is financial consulting, particularly in the areas of: * Retirement planning * Tax optimization * Wealth management * Home ownership (mortgage financing) * Early and pension planning * Gift and inheritance consulting * Insurance * Company formation The company offers individual financial planning and consulting for private individuals and companies, with the goal of creating financial benefits and security.

Howden Schweiz AG

Financial Services · Bern · Since 2024

Howden Schweiz AG

Financial Services · Zurich · Since 2024

Lendora SA

Financial Services · Epalinges · Since 2016

The core activity of Lendora is to offer Crowdlending services, where private investors can directly grant loans to Swiss citizens without the traditional banks acting as intermediaries. The company acts as an intermediary between borrowers and investors, selects the creditworthy borrowers and manages the transactions. It thus provides an alternative financing option for borrowers and a new asset class for investors.

Top assurances et crédits Sàrl

Financial Services · Yverdon-Les-Bains · Since 2013

The core activity of Top Credits is the granting of loans to private individuals and the brokerage of loans for the purchase of vehicles. The company offers various credit options, including personal loans and car loans, with interest rates between 4.9% and 9.9% and loan amounts between CHF 3,000 and CHF 300,000. Top Credits brokers loans in cooperation with various banking partners and offers fast processing of loan applications as well as personal advice.

ZID KMU Capital AG

Financial Services · Stettlen · Since 2023

ZID KMU Capital AG is a centre for innovation and digitalisation that facilitates services for SMEs and startups, providing serviced offices, coworking and workspace options, meeting and event rooms, as well as networked workshops and facilitator services.

Cologny Conseils Sàrl

Financial Services · Cologny · Since 2017

Cologny Conseils offers a wide range of services focusing on finance, insurance, real estate, and fiduciary services. The company's core activities include: Financial consulting for individuals and companies, Insurance services (e.g. health insurance, accident insurance, liability insurance), Real estate brokerage and consulting (e.g. purchase, sale, rental of properties), Fiduciary services (e.g. tax returns, accounting, company formation), and Advisory and support services for finding and managing real estate portfolios. The company positions itself as a comprehensive service provider, supporting its clients in all aspects of their finances, insurance, and real estate.

Demeter Geschäftsstelle GmbH

Financial Services · Olten · Since 2018

Demeter Geschäftsstelle GmbH is the operational and administrative office that supports the Schweizerischer Demeter‑Verband and the Verein für biologisch‑dynamische Landwirtschaft. It coordinates activities in agriculture, processing and trade, communication, bookkeeping and administration, and serves as a contact point for producers and interested parties.

deVere & Partners Switzerland SA, succursale de Genève

Financial Services · Geneva · Since 2013

deVere & Partners Switzerland SA, succursale de Genève provides financial planning and advisory services, including life assurance, Swiss local pension solutions, international retirement and succession planning, trusts and international wills, tax and FATCA advice, pension consolidation and global property investment.

deVere & Partners Switzerland SA

Financial Services · Zurich · Since 2006

deVere & Partners Switzerland SA provides financial advice and planning services for expatriates and international investors. Services include retirement and savings planning, education fee planning, life assurance, Swiss local pension solutions, tax and trust advice, and global property investment; the firm acts as a tied intermediary with Swiss Life AG and AXA Insurance Ltd following the revised Insurance Supervision Act.

GWF Investment GmbH

Financial Services · Lucerne · Since 2023

Kepi Finanz GmbH

Financial Services · St. Gallen · Since 2017

The core activity of Kepi Finanz is the provision of individual financial, insurance and tax services. This includes in particular: the brokerage of insurance solutions with the best price-performance ratio, the consulting and brokerage of loans and financing, the analysis and optimization of tax situations for private individuals and companies, and the provision of independent insurance consulting and individual tax optimization. The company thus offers a comprehensive range of financial services tailored to the individual needs of its customers.

LUGACHANGE SA

Financial Services · Lugano · Since 2005

The core activity of Lugachange SA is to provide services in the field of foreign exchange trading, particularly in exchanging currencies, such as Swiss francs to euros or other currencies. The company offers both physical currency exchange office services and online exchange options. Additionally, it provides other services such as the sale of gold bars and coins, tax-free transactions, and a loyalty card program.

Maerki Baumann Services AG

Financial Services · Zurich · Since 1990

Steininger Salestraining GmbH

Financial Services · Hägendorf · Since 2021

The company offers sales training, corporate seminars, and methods for improving sales strategies and customer acquisition. It supports companies in developing effective sales processes, increasing order intake, and improving communication with customers. The company's core activity is consulting and training companies in the areas of sales, marketing, and customer acquisition.

Wohnbedarf Finanz GmbH

Financial Services · Zurich · Since 2015

Albakos Finanz AG

Financial Services · Wallisellen · Since 2015

The core activity of ALBAKOS finanz AG is the provision of financial services, in particular: * Credit brokerage (private and business loans) * Insurance services (car insurance, health insurance, household contents insurance, legal protection, business insurance) * Tax return services. The company positions itself as a financial services provider offering individual solutions for private and business customers.

BNC Change (Suisse) AG

Financial Services · Zug · Since 1999

BNC Change (Suisse) AG provides currency exchange services and buys and sells physical gold through a network of seven exchange offices. The company applies net buy/sell rates without additional commissions, offers advice to cross‑border workers, travelers and merchants, and provides the TESO app for transfers and conversion to euros.

BNC Change (Suisse) SA, succursale de Meyrin

Financial Services · Meyrin · Since 2023

BNC Change (Suisse) SA, succursale de Meyrin is a currency exchange branch that provides foreign-currency exchange services, gold buying and selling, and money transfer services. The branch is part of a network of seven exchange offices and supports transfers via the TESO app (including transfers from CHF to EUR).

BNC Change (Suisse) AG, succursale de Grand-Saconnex

Financial Services · Le Grand-Saconnex · Since 2011

BNC Change (Suisse) AG, succursale de Grand-Saconnex is a foreign-exchange and precious-metals service provider offering cash currency exchange, gold buying and selling, and money transfer services. The company operates multiple exchange offices and provides a mobile app (TESO) for digital transfers, rate alerts and services for cross-border workers and merchants.

BNC Change (Suisse) SA, succursale de Perly

Financial Services · Perly · Since 2007

BNC Change (Suisse) SA, succursale de Perly provides currency exchange services, buying and selling of gold, and cash-based money transfer services, and offers a mobile transfer solution (TESO) to convert Swiss francs to euros.

BNC Change (Suisse) AG, succursale d'Anières

Financial Services · Anières · Since 2015

BNC Change (Suisse) AG, succursale d'Anières provides currency exchange services and buys and sells gold. The branch also offers money transfer solutions (including the TESO app) and services for cross‑border workers and businesses to convert currencies.

BNC Change (Suisse) SA, Succursale de Chavannes-de-Bogis

Financial Services · Chavannes-De-Bogis · Since 2018

BNC Change (Suisse) SA, Succursale de Chavannes-de-Bogis provides currency exchange services and conducts buying and selling of gold. The branch is part of a network of exchange offices offering services for cross-border workers, merchants and travellers, and the company offers the TESO app for transfers from CHF to EUR.

BNC Change (Suisse) SA, succursale de Thônex

Financial Services · Thônex · Since 2009

BNC Change (Suisse) SA, succursale de Thônex provides currency exchange services and buys and sells gold. The branch serves cross-border workers, merchants and travelers and offers a money-transfer application (TESO) to facilitate transfers from Swiss francs to euros.

Clariant Financial Services AG

Financial Services · Muttenz · Since 2017

Epargne Vision Conseils Sàrl

Financial Services · Moudon · Since 2009

The core activity of Epargne Vision Conseils Sàrl encompasses consulting and brokerage services for financial services, particularly in the areas of: * Insurance (personal, property and asset protection) * Savings (savings and investment advice) * Real Estate (real estate purchase and financing) * Finance (credit advice and brokerage) * Legal (legal advice) * Tax (tax advice) Thus, the company offers comprehensive financial services for individuals and businesses.

Fabjoos finance GmbH

Financial Services · Chur · Since 2022

The core activity of Fabjoos finance GmbH is financial consulting and brokerage, including wealth management, home financing, pension planning, insurance and corporate insurance.

Finastra Switzerland GmbH

Financial Services · Baden · Since 1984

The company provides solutions and services to the financial industry, particularly in the areas of investment banking, securities finance, trading, corporate treasury management and risk & compliance. It develops and offers software solutions and platforms to banks, financial institutions and other companies to optimize their business processes, manage risks and drive digital transformation. The company's core activity is the development and provision of financial technology solutions (FinTech).

HYPO-CENTER AG

Financial Services · Baar · Since 2021

The core activity of HYPO-CENTER AG is the independent consulting and brokerage of mortgages for private and corporate clients. The company offers individual financing solutions by analyzing the customers' needs, comparing various financing providers and selecting the best mortgage solution. The core activities include obtaining and explaining documents, analyzing the customers' financial situation, tendering financing requests to various providers and selecting the best offer. The goal is to find a tailored financing solution with the best possible conditions for the customers.

Roche Kapitalmarkt AG

Financial Services · Basel · Since 1998

Roche Kapitalmarkt AG is an issuer of debt securities within the Roche group, with its obligations guaranteed by Roche Holding Ltd. It issues CHF‑denominated bonds under standalone Swiss documentation that are listed on the SIX Swiss Exchange.