Companies in
Financial Services

CF Commodities GmbH

Management Consulting · Neuhausen Am Rheinfall · Since 2022

CFPro Sàrl

Financial Services · Geneva · Since 2022

The core activity of CFPro Sàrl is to provide financial services and support to companies, particularly in the areas of financial management, strategy development and growth support. The company offers specialized services such as financial consulting, interim management, financial planning and analysis to support companies in their growth and in transactions such as mergers and acquisitions.

CHATILA RAIS INVESTMENTS SA

Financial Services · Geneva · Since 2018

cigaM AG

Financial Services · Zurich · Since 2018

Citadel Securities Switzerland GmbH

Financial Services · Zurich · Since 2019

CLARKE QUAY Sàrl

Financial Services · Jouxtens-Mézery · Since 2012

CLARKE QUAY Sàrl provides risk management and advisory services to small- and medium-sized investment firms, including outsourced risk management, part-time or interim executive roles, project management and coaching.

COLOMBO WEALTH SA, Lugano, succursale de Genève

Financial Services · Geneva · Since 2022

Concorde Industries AG

Financial Services · Zurich · Since 2014

Continental Capital Markets S.A.

Financial Services · Nyon · Since 1998

Continental Capital Markets S.A. acts as an independent intermediary for a broad range of financial products, providing a one-stop solution for fixed income and derivative instruments. Its offering includes private placements, bonds, structured products and money-market instruments, and it serves commercial and investment banks, cantonal banks, institutional investors, local authorities and domestic enterprises.

Convexis (Schweiz) AG

Financial Services · Zürich · Since 2024

The core activity of Convexis Group is the development and offering of structured financial products, particularly in the area of fixed-income investments and money market products, as well as advising and supporting clients in optimizing their balance sheet and asset management. The company also provides platforms and solutions for refinancing and managing assets.

COR One AG

Financial Services · Lucerne · Since 2019

Corpfinance AG

External Asset Management · Zurich · Since 1983

Crowe Horwath Schweiz Verein

Financial Services · Zurich · Since 2013

CROWE GLOBAL

Financial Services · Zurich · Since 1991

Cyberspace Invest GMBH

Financial Services · Zug · Since 2011

DATA LEGAL ADVISORY Sàrl

Financial Services · Bulle · Since 2022

DC Investment GmbH

Financial Services · Wallbach · Since 2012

The core activity of DC Invest AG is the independent analysis, evaluation and recommendation of investment funds, in particular closed-end investment funds, as well as the brokerage of access to these funds for its clients. The company provides professional advisory and brokerage services to support clients in achieving their financial goals.

dein finanzberater gmbh

Financial Services · Rotkreuz · Since 2013

Delfacto AG

Management Consulting · Hergiswil Nw · Since 1992

Depoformance AG

Financial Services · Dietikon · Since 2023

The core activity of Depoformance AG is the optimization and management of rental deposits for tenants and landlords, offering analyses and solutions to increase the value of rental deposits and achieve sustainable returns. The company provides various services and products, such as investment and insurance solutions for rental deposits, moving deposits and renewal funds.

DeriXchange GmbH

Management Consulting · Walchwil · Since 2018

Erste Beteiligung und Beratung Nord AG

Financial Services · Zug · Since 2008

DKFM Switzerland AG provides advisory and financing services for corporate financing needs. The firm arranges tailored solutions including project finance, capital markets and debt financing as well as equity, mezzanine instruments and restructuring support, and assists clients through implementation to completion.

D+L Immobilien AG

Financial Services · Sursee · Since 2020

The company's core activity is the provision of financial services, particularly financial coaching, insurance and financial consulting, as well as the development of customized financial solutions for clients. The company also offers real estate investments in the regions of Lucerne, Aargau, Solothurn and Bern.

DMB Finance SA

Financial Services · Conches · Since 2022

The company CONCHES (DMB Finance SA) is a financial services provider specializing in providing financial solutions for small and medium-sized enterprises (SMEs). The company's core activities include: wealth management and investment advice for private and institutional clients; financial intermediation and lending to SMEs; development of tailored financial solutions for businesses, including loans, investments, and risk management; promoting access to financial services for SMEs and micro-enterprises; and organizing networks and events to foster collaboration between businesses, professionals, and communities. The company positions itself as a partner for intelligent investments and secure loans, offering its clients personalized and professional support.

Dolomites Capital Advisory GmbH

Financial Services · Lucerne · Since 2024

The core activity of Dolomites Capital Advisory GmbH is the procurement of equity replacement for project developers and the brokerage of investment opportunities in Real Estate Private Debt for pension funds, family offices and high net worth individuals in Switzerland.

DSVALUE AG

Financial Services · Mendrisio · Since 2019

DSVALUE AG is a consultancy that provides client advisory services on certificates and operates the Certificate Strategies portal. It advises on short-term certificates with monthly coupon structures, offers strategies to optimize currency risk, supports asset managers and funds with complex strategies, and provides technical training; it is registered in Reg‑Fix (art. 6 LSerfi).

DuPont Services Company B.V., Hoek, succursale de Meyrin

Financial Services · Meyrin · Since 2018

DuPont SP Services Sàrl

Financial Services · Meyrin · Since 2017

DuPont Services Company Sàrl

Financial Services · Meyrin · Since 2024

Dyco Financing GmbH

External Asset Management · Trin · Since 1997

Dyco Financing GmbH provides project preparation and professional implementation across financial and asset-related areas such as finance management, gold management, offshore management, oil management and medical management. The website also lists offerings, for example images supplied with certificates of authenticity.

Dynatrace Global Finance GmbH

Financial Services · Lucerne · Since 2024

Mentor Personal GmbH

Financial Services · Zurich · Since 2000

The core activity of EBB Finanz GmbH is independent financial consulting and planning for private clients and SMEs in Switzerland. The services include, in particular: wealth and financial planning, pension planning (three-pillar system), investment advice, tax optimization, retirement planning, estate planning, mortgage financing and consulting, and insurance consulting. The company provides comprehensive financial services to support customers in achieving their financial goals.

Ecolex AG

External Asset Management · Frasnacht · Since 1990

Economico Platform GmbH

Financial Services · Zurich · Since 2024

Economico offers a platform for comparing and implementing asset management mandates. It enables private and institutional Swiss investors to compare and select competitive offers from leading asset managers and banks. The platform offers various investment styles, including passive and ESG investments, and allows users to optimize their asset management.

EF Confirma AG

Financial Services · Gerlikon · Since 1990

ELP SA

Financial Services · Chiasso · Since 2015

ELP SA is a company of ELP Group that participates in the group's activities, including digital finance and market intelligence, and is associated with brands operating in real estate, media and regulated B2B/B2C financial services.

EP Resources AG

Financial Services · Zug · Since 2019

EP Resources is primarily engaged in commodity trading, particularly in the areas of raw materials and energy. The company's core activity encompasses the trading, procurement and distribution of various commodities, maintaining close relationships with international markets and partners.

Equatex AG

Financial Services · Zurich · Since 2014

ER Erwin Röösli Finanzberatung AG

Financial Services · Lucerne · Since 2010

The core activity of ER Finanzberatung AG is independent financial consulting, where individual solutions are developed and offered to customers in the financial sector.

EU Finanz AG

Financial Services · Gossau Sg · Since 2017

EU Finanz AG offers fixed-term deposit accounts and online deposit services. Its services include an online application and account-opening process for term deposits, managed funds, investor and shareholder services, as well as trustee (Treuhand) and online-depot facilities.

EUROPEAN-EXPERTS AG

Financial Services · Dietlikon · Since 2000

EUROPEAN-EXPERTS AG provides vehicle expertise for casco and liability claims, preparing condition reports and technical expert opinions. Services include calculations, valuations, diminished-value assessments and invoice checks after repairs for passenger cars, motorcycles, motorhomes, caravans and trucks.

Evalueserve AG

Financial Services · Zug · Since 2011

The company provides services and solutions in the field of financial services, particularly in the areas of investment banking, asset management, private equity and investment management & research. The company's core activity includes providing advisory services, research and analysis, as well as developing technologies and products that support customers in their investment decisions and processes.

Exacta AG

Management Consulting · Holzhäusern Zg · Since 2006

Farnoe GmbH

Management Consulting · Zurich · Since 2020

The core activity of Farnoe GmbH encompasses two main areas: 1. **Interior Design**: The company offers personalized interior architecture services, creating elegant and functional spaces tailored to the individual needs and styles of its clients. 2. **Art and Culture**: Farnoe provides guided art tours, workshops, and exhibitions to introduce people to the world of art and promote it. The company also has a passion for exploring art-related topics and publishes essays and articles on this subject. The company appears to specialize in connecting art, design, and culture, offering services that bridge these areas.

Fea Money Switzerland AG

Financial Services · Koblenz · Since 2021

The core activity of Hostpoint AG is the provision of web hosting services, including domain registration, the creation of websites without programming knowledge using simple modular tools, and the provision of flexible, customer-specific packages for e-mail and web projects.

FIALPHA GmbH

Management Consulting · Zurich · Since 2019

FIALPHA GmbH is a service-oriented company offering advisory and brokerage services. Its offerings include company formation advice (domestic and international), accounting and finance support, organizational design and organigrams, marketing strategies, and coaching in presentation and (non-)verbal communication. The company also arranges capital raising, fiduciary and tax experts, and brokerage for real estate, classic cars, art and luxury goods.

Fidfinvest Financial Services AG

Financial Services · Steinhausen · Since 2002