Companies in
Financial Services

Iaro Credit K. Iaropoli

Financial Services · Aarburg · Since 2002

The core activity of Iaro Credit is the brokerage and processing of loans and financing for private individuals, including car loans, cash loans, microloans, online loans, personal loans and installment loans.

Inoks Capital SA

Financial Services · Geneva · Since 2003

Inoks Capital SA is an independent alternative asset manager that provides specialised credit financing and manages investment funds focused on Agri/Food value chains. The firm structures collective and segregated investment vehicles to channel capital to commodity value chain participants in developing economies and applies an impact and ESG framework aligned with international standards.

Inoks Capital SA

Financial Services · Zurich · Since 2024

Inoks Capital SA is an independent asset manager authorised by FINMA that provides specialised financing solutions for companies, primarily in the agriculture and food sectors. It manages collective and segregated investment vehicles (including short‑term working capital facilities, mezzanine private debt and equity strategies) and applies a proprietary impact and ESG framework to structure and monitor investments in commodity value‑chain participants in emerging markets.

MSP Lifechange GmbH

Coaching & Personal Development · Pfaffnau · Since 2018

The core activity of MSP Lifechange GmbH is to provide opportunities to earn money online, particularly through investments in cryptocurrencies, cashback programs and other online business models. The company offers consulting sessions, analyses and information on these topics and also brokers products such as cashback cards and gold.

RMR Handels AG

Financial Services · Zurich · Since 1990

The core activity of RMR Handels AG is credit brokerage. The company holds an official license for credit brokerage, issued by the Office for Economy and Labour, Directorate of Economic Affairs of the Canton of Zurich, and offers consulting and brokerage services for loans.

ROHR MAX MANAGEMENT AG

Financial Services · Grüningen · Since 2000

RV Capital AG

External Asset Management · Schindellegi · Since 2006

RV Capital AG is an investment management company that manages separately managed accounts for institutional clients and advises the Business Owner Fund. It invests worldwide across sectors, selecting companies based on long-term durability, competitive advantage, management quality and attractive price. The firm maintains a concentrated portfolio of roughly ten holdings and engages with investors and portfolio companies through regular meetings and gatherings.

SAG Management International AG

Financial Services · Rotkreuz · Since 2024

SAG Management International AG supplies aftermarket spare parts and accessories for passenger cars and commercial vehicles, including lubricants, chemicals, workshop equipment and consumables, and provides logistics, technical support and training services for workshops and specialist retailers.

Swisschange Financial Services AG

Financial Services · Basel · Since 2003

Swisschange Financial Services AG is a financial services firm offering mortgage comparison and real-estate financing advisory services as well as wealth management and investment advisory. The company arranges mortgages, assists with mortgage renewals, construction financing and buy-to-let financing, and provides portfolio checks and asset management services. As an asset manager the firm holds an authorization under FINIG and is overseen by the supervisory organisation OSFINcontrol AG.

Vontobel Swiss Financial Advisers AG

Financial Services · Zurich · Since 2004

The core activity of Vontobel Swiss Financial Advisers is the provision of financial services, particularly in the areas of asset management, investment advice and brokerage. The company offers its clients a wide range of financial products and services, including investment management, custody services and investment advice.

WeEVE Finance Consulting GmbH

Financial Services · Chur · Since 2022

The core activity of WeEVE is independent financial consulting for private individuals and companies, particularly in the areas of pension planning, financial planning, wealth management and real estate financing. The company provides individual solutions for complex financial issues and supports customers in planning and implementing their financial goals.

21Shares Trading AG

Financial Services · Zurich · Since 2022

21Shares Trading AG issues exchange‑traded products (ETPs) that provide investors with regulated, physically backed exposure to cryptocurrencies; its product range includes single‑asset ETPs, diversified/index ETPs, leveraged products and staking offerings. The company also publishes research and provides product documents and investor resources to support access to crypto investments.

4S Advisory AG

Financial Services · Steinhausen · Since 1990

4S Advisory AG provides fiduciary (treuhand), audit, tax advisory and consulting services. The firm assists clients with accounting and payroll administration, statutory financial statement audits, tax planning and advice on accounting software and financing options.

Alto Groupe SA

Financial Services · Auvernier · Since 1949

The core activity of Alto Groupe SA encompasses the following areas: * Insurance brokerage (Assurances) * Trust services (Services fiduciaires), including: + Accounting (Comptabilité) + Auditing (Révision) + Tax consulting (Fiscalité) + Other services (Autres services) * Real estate consulting (Conseils en immobilier), including: + Property management (Immobilier de rendement) + Financial planning (Planification financière) The company thus offers a wide range of services focusing on insurance, finance, accounting, tax consulting, and real estate.

Avinci Sàrl

Financial Services · Paudex · Since 2021

The core activity of AVINCI is to provide services in the field of finance and insurance. Specifically, this includes: The brokerage of insurance solutions (assurance) for private individuals and companies, including car, motorcycle and other types of insurance. Investment advice and asset management (finance) with the aim of optimizing customer returns while ensuring a high level of security. The brokerage of mortgages (hypothèque) and support for customers in financing real estate. The provision of services in the area of pension planning (prévoyance), including the planning and implementation of pension concepts for private individuals and companies. Overall, AVINCI positions itself as a financial services provider offering comprehensive solutions in the areas of insurance, finance, mortgages and pension planning to its customers.

Bellevue Private Markets AG

Financial Services · Zurich · Since 2019

FD Cambi SA

Financial Services · Ponte Tresa · Since 2019

The core activity of FD Cambi SA is the exchange of currencies, particularly the exchange of Swiss francs into euros and other currencies, without commission fees. Additionally, the company offers further services such as the sale of tobacco products, phone cards, mobile phones and accessories, as well as the registration of SIM cards.

finance4you.ch, bent kjelsberg

Fiduciary Offices · Cudrefin · Since 2009

The company finance4you.ch offers a wide range of services in the fields of finance, taxes, and law. The core activities include: * Accounting and tax consulting for companies and private individuals * Financial consulting and planning * Business consulting and incorporation * Insurance and pension consulting * Trust services and payroll administration * Legal consulting in matters of Swiss private law The company supports clients in the founding and management of companies, provides solutions for financial and tax issues, and helps optimize business processes.

Finelles GmbH

Financial Services · Zurich · Since 2023

The core activity of Finelles is the provision of financial services, particularly in providing independent financial planning, investment education and financial wellbeing programs for individuals and companies. The company offers online courses, workshops, coaching and consulting to support customers in achieving their financial goals.

FinVor Beratungs AG

Financial Services · Dielsdorf · Since 2010

The core activity of FinVor Beratungs AG is neutral and independent financial and pension planning advice for private individuals in all life situations.

Helvtica Clover Financial Sàrl

Financial Services · Geneva · Since 2020

The core activity of Helvtica Clover Financial is the execution of financial transactions, particularly in the area of money transfer and foreign exchange trading (Cambio/Change). The company offers services for transferring money between different countries and currencies.

hfc hofstetter finanzplanung & coaching klg

Financial Services · Rotkreuz · Since 2020

hfc hofstetter finanzplanung & coaching klg provides independent financial planning and coaching, preparing tailored financial, pension and life plans for private clients and businesses. Services include bank-neutral financing, investment options (solar energy, real estate, precious metals), tax and estate planning, and health-related advisory products.

Holdener Invest & Trade GmbH

Financial Services · Rotkreuz · Since 1998

Meleleo Consulting GmbH

Financial Services · Küssnacht Am Rigi · Since 2022

The core activity of Meleleo Consulting GmbH is the advisory and brokerage of financial products, in particular structured products and pension solutions, to financial intermediaries and their clients. The company offers individual solutions and consulting services to meet the needs of its customers.

Monterosa Financial Advisors AG

Financial Services · Zurich · Since 2009

PolyReg Allg. Selbstregulierungs-Verein

Financial Services · Zurich · Since 1999

PolyReg Allg. Selbstregulierungs-Verein is a self-regulatory organization (SRO) recognized under Article 24 of the Anti‑Money Laundering Act (GwG) that supervises financial intermediaries affiliated as association members under Art. 2(3) GwG. The association carries out statutory oversight in accordance with its regulations and supervision concept under FINMA oversight, and provides member services such as membership confirmations and authenticity checks, training courses, a public member search, sanctions lists and an adviser register.

PolyReg Services GmbH

Financial Services · Zurich · Since 2004

PolyReg Services GmbH: The linked website presents SRO PolyReg, a FINMA‑recognized self‑regulatory organisation under Art. 24 of the Swiss Anti‑Money‑Laundering Act (GwG), which supervises member financial intermediaries and provides services such as membership administration, training, sanctions‑list checks and a consultant register.

Refinitiv SA

Financial Services · Geneva · Since 1985

Refinitiv SA provides financial market data, data feeds, analytics and workflow solutions for financial market participants. Its offerings include platforms such as LSEG Workspace, pricing and reference data, trading and post‑trade solutions, and access to Reuters news.

Steiger & Cie Verbier SA

Financial Services · Verbier · Since 2011

Steiger & Cie Verbier SA is a real estate agency offering property sales, property management, project management and development services. The office lists residential properties and chalets, provides client advisory and portfolio management, and notes that some listings are available only by direct contact.

umiker finanz gmbh

Financial Services · Schaffhausen · Since 2021

umiker finanz gmbh is a money broker that provides brokerage services in the money and capital markets, facilitating transactions on these markets.

Varone Promotions S.A.

Financial Services · Savièse · Since 2009

Varone Promotions S.A. is a real estate company that publishes property listings for sale and for rent and includes a section with information for financing enquiries.

Weber Pius Finanzplanung AG

Financial Services · Jens · Since 2007

The core activity of Pius Weber Finanzplanung AG is the provision of financial services, particularly in the areas of: investment advice and asset management, occupational pension planning and pension fund consulting, insurance consulting (health insurance, private insurance), financial planning and asset investment. The company offers individual solutions and consulting services for private individuals and companies in these areas.

Acqua Capital SA

Management Consulting · Geneva · Since 2009

The core activity of Acqua Capital consists of providing advisory services in the field of Mergers and Acquisitions (M&A) as well as strategic consulting, particularly in international transactions between Europe, Africa and China.

AF Leasing AG

Financial Services · Stetten Sh · Since 2009

The company's core activity is the leasing financing of investment goods, vehicles, IT hardware and software, commercial properties and energy systems for commercially structured companies based in Switzerland. This also includes specialized services such as sales financing, refinancing of rental parks and the organization of "cross-border" solutions for companies with international activities.

Alpha Global Wealth SA

Financial Services · Le Grand-Saconnex · Since 2017

The core activity of Alpha Global Wealth is the provision of independent financial advisory services, including wealth management, investment advice, insurance solutions and financial planning, particularly for international expatriates and private individuals in Switzerland and worldwide.

ATON MANAGEMENT SA

Financial Services · St-Légier-La Chiésaz · Since 1998

ATON MANAGEMENT SA is a property development company that promotes and delivers real estate projects, managing processes from land acquisition through development to sale to end users. Its services cover residential units sold in condominium ownership (PPE), administrative and commercial buildings, and tailored services for sales and rentals; the team operates in French-speaking Switzerland.

ATON DEVELOPPEMENT SA

Financial Services · Le Grand-Saconnex · Since 1991

ATON DEVELOPPEMENT SA is a real estate development firm that manages project development and marketing for residential and commercial properties. It handles projects from land acquisition through sale to end users and also provides services related to property sales, rentals and tailored client support.

ATON IMMOBILIER SA

Financial Services · St-Légier-La Chiésaz · Since 2006

ATON IMMOBILIER SA is a company active in property development and real estate promotion. It develops projects from land acquisition through to sale to end users—including condominiums (PPE), administrative buildings and care homes—and provides project management, sales/mandate services and property enhancement.

avenaris Immobilien AG

Financial Services · Basel · Since 2010

The company's core activity encompasses providing services in the areas of real estate, finance, and insurance. Specifically, the company offers the following services: real estate sales and valuation, new construction projects and mortgage consulting, financial planning, mortgage comparison and retirement planning, insurance and pension consulting, risk management, portfolio management and claims management for companies, as well as private financial planning and insurance solutions. The company positions itself as a comprehensive service provider for the financial security and planning of private individuals and companies.

Best-Finance GmbH

Financial Services · Aarau · Since 2004

The core activity of Best-Finance GmbH is the brokerage of loans and the provision of financial services, particularly for private clients. The company offers tailored credit solutions, including car loans, renovation loans, moving loans and other specific types of loans. It cooperates with various financial institutions and credit banks to offer customers the best solution. The services are free of charge for customers.

BNP Paribas Leasing Solutions Suisse SA

Financial Services · Lausanne · Since 1970

BNP Paribas Leasing Solutions Suisse SA provides leasing and equipment finance solutions for mobile assets. The company delivers tailored financing and working‑capital products, vendor/partner finance and related services to manufacturers, equipment suppliers, dealers and corporate customers across sectors such as agriculture, construction, transport, healthcare, ICT and green tech, and incorporates sustainability considerations into its offerings.

Calzascia Brokers SA

Financial Services · Bellinzona · Since 2013

The core activity of Calzascia Brokers is the intermediation of financial services, in particular as a broker for financial products, under the supervision of the Swiss Financial Market Supervisory Authority (FINMA).

CHG-MERIDIAN Schweiz AG

Rental of Machinery & Equipment · Dättwil Ag · Since 2003

The company provides tailored technology solutions for businesses in the IT, industry and healthcare sectors. The core activity is to support customers in financing, implementing and managing technology investments to achieve their goals. This includes providing modern hardware and software, optimizing processes and implementing a digital work culture. The company also offers various services, such as resource relief, data security and sustainability, to offer customers maximum flexibility.

City Change AG

Financial Services · Zurich · Since 2007

The core activity of City Change AG is the exchange of various currencies, particularly CHF, €, $ and £, at favourable conditions and exchange rates.

Contus AG

Financial Services · Wil Sg · Since 2010

The core activity of Contus AG is independent financial planning for private individuals and SMEs, including services such as financial planning, pension planning, retirement planning, mortgage financing, investment advice, insurance consulting, SME consulting, wealth accumulation and tax returns.

Corefinanz AG

Financial Services · Zurich · Since 2018

The core activity of Corefinanz is the development of tailored and optimized financing solutions and strategies for companies, particularly in the area of Debt Advisory. The company provides consulting services in the areas of financing, liquidity planning, risk management, and valuation of collateral.

CROWDLI AG

Financial Services · Frauenfeld · Since 2016

CROWDLI AG operates a crowdfunding platform that offers fractional co‑ownership shares in income‑producing properties, enabling investors to acquire proportional property interests. Transactions use external valuations and an escrow arrangement; investors are recorded by name in the land register, receive quarterly distributions and can invest from CHF 25,000.

Digibook Finance SA

Financial Services · Mendrisio · Since 2020

Digibook Finance SA offers book production machinery and workflow solutions for hardcover and softcover manufacturing, including binders, three‑knife trimmers, casing‑in and casemaking machines, block gluing units, digital foiling/UV coating equipment and cutting machines. The company also provides technical service, commercial support and 3D layout visualizations related to these machines.

Expert24 AG

Financial Services · Zurich · Since 2012

The core activity of Expert24 AG is the brokerage, consulting, trading and sale of insurance, pension and financial products for private individuals and companies. This also includes services such as trust, real estate consulting, advertising agency and financial consulting. The company offers its customers a comprehensive service, including credit brokerage, leasing, mortgages and insurance coverage.