Companies in
Financial Services

Fides Conseils Sàrl

Financial Services · Martigny · Since 2007

The core activity of Fides Conseils Sàrl is to provide financial advisory and planning services, including: financial planning for various life stages (e.g. birth, real estate purchase, inheritance, retirement planning); mortgage and amortization advice; legal advice in the areas of inheritance law and matrimonial law; tax advice and optimization; investment advice and planning; wealth planning and management. The company thus offers comprehensive financial services to private individuals and families to improve their financial situation and achieve their goals.

Finag A.G., Buchhaltungs- und Geschäftsbureau

Financial Services · Lucerne · Since 1937

The core activity of Finag AG includes consulting and services in the following areas: Mergers and acquisitions, financing and investments, research and research assignments (particularly in Private Equity and Advertising), tax mandates, and accounting and annual financial statements. The company offers these services to a select clientele and conducts research and investigations internationally in various language regions.

Forte Broker Financements Sàrl

Financial Services · Ecublens Vd · Since 2020

The core activity of Forte Broker Financements is the brokerage of mortgages and property financing, particularly in the Romandy region (the French-speaking region of Switzerland). The company provides consulting and brokerage services for mortgages to support customers in finding the best mortgage offers on the market.

FX-Consulting AG

Financial Services · Zurich · Since 2014

The core activity of FX-Consulting AG is commercial foreign exchange trading, particularly the purchase and sale of foreign currencies for SMEs, trust companies and private individuals. The company also offers asset management services in the foreign exchange, securities and real estate markets. Additionally, it operates a platform called Better-Change, which enables fast and straightforward currency exchange.

IMPACT FINANCE MANAGEMENT SA

Financial Services · Grand-Lancy · Since 2010

The core activity of Impact Finance is asset management and the provision of financial services to companies in the agricultural and food sector in Latin America, with a focus on sustainable and socially responsible investments. The company offers specialized financing solutions to companies that promote social and environmental sustainability and supports their growth.

Interim Legal AG

Financial Services · Zurich · Since 2024

Interim Legal AG provides flexible legal talent solutions by supplying on‑demand legal and compliance specialists to support in‑house legal teams. Services include project‑based commercial, regulatory and compliance support across sectors such as financial services, technology and life sciences, with multilingual and multi‑jurisdictional expertise.

Kaiser Partner Financial Advisors AG

Financial Services · Zurich · Since 2009

The core activity of Kaiser Partner is Private Banking and Wealth Management, including Trust Services and sustainable investing. The company provides advisory services to clients and has a private bank that offers independent expertise in this field.

LANDERT MEYER & PARTNER GmbH

Financial Services · Steinhausen · Since 2021

The core activity of Landert Meyer & Partner is the brokerage of financing solutions for companies, particularly in German and French-speaking Switzerland. This includes arranging financing for investments, fleet leasing, construction loans, mortgages, and managing existing financing arrangements. The company provides neutral and independent consulting and acts as an intermediary between companies and over 50 national and international financial partners.

Michel Bussard Sàrl

Financial Services · Geneva · Since 2022

Nexi Schweiz AG

Financial Services · Rivera · Since 2022

Nexi Schweiz AG provides payment processing solutions and point-of-sale products for businesses. Services include SoftPOS (Tap to Pay on iPhone), mobile and stationary card terminals, e‑commerce integrations, a SmartPay solution without POS integration, advanced payment/gateway options and additional services such as customer portals and POS accessories.

Limmat Audit AG

Financial Services · Zurich · Since 1992

Limmat Audit AG provides audit, tax and fiduciary services, including statutory and limited audits for AGs, GmbHs, foundations and associations, as well as reviews related to anti‑money‑laundering rules and supervisory organisations. Services also include tax return preparation and representation, bookkeeping and annual financial statements, and corporate advisory such as formation, restructuring and succession planning.

SIASSI LAW Sàrl

Financial Services · Geneva · Since 2023

SIX Interbank Clearing AG

Financial Services · Zurich · Since 1995

SIX Interbank Clearing AG operates the SIC and euroSIC payment systems and provides real‑time processing of interbank and customer payments in Swiss francs and euros. Its services include a 24/7 instant payments capability in Swiss francs and online services for financial institutions.

SIZE CAPITAL SA

Financial Services · Geneva · Since 2021

Square Consulting AG

Financial Services · Zurich · Since 2018

The core activity of Square Consulting is the provision of services in the field of wealth management, including: * Wealth management (Wealth Management) * Investment advice (Investment Services) for private equity, real estate investments, crypto investments and ESG (Environmental, Social and Governance) * Tax and estate planning (Tax & Estate Planning) * Reporting and analysis (Reporting & Analysis) The company offers individually tailored solutions for families and high net worth individuals to preserve and increase their wealth in the long term.

Stiftung Schweizerischer Bankenombudsman

Financial Services · Zurich · Since 2000

The company's core activity is wealth management and investment advice for clients, including account management, execution of client orders and provision of information on held securities. The company also offers services such as verification of payment promises and payment traffic documents. Furthermore, the company acts as an ombudsman for banks and provides a platform for processing complaints and searching for dormant assets (dormant accounts).

TrustPoint AG

Financial Services · Tägerwilen · Since 2019

TrustPoint AG is an independent financial services company offering financial planning, fiduciary (treuhand) services and insurance administration. Its services cover pension and asset planning, mortgage/financing advice and tailored support for medical professionals.

TrustPoint AG, Zweigniederlassung Zürich

Financial Services · Zurich · Since 2021

TrustPoint AG, Zweigniederlassung Zürich is an independent financial services firm offering financial planning, fiduciary (Treuhand) services with a focus on medical professionals, and insurance administration. Its services cover wealth planning, mortgage financing, pension and retirement planning, and it cooperates with external specialist partners as needed.

VIONNET - Gestion plus

Financial Services · Grandvaux · Since 2020

VIONNET - Gestion plus provides accounting and administrative services to small and medium-sized enterprises, individual entrepreneurs and professionals. Services include bookkeeping, payroll administration, tax returns and advice, and administrative secretarial work including official document drafting.

Anteo Partners AG

Management Consulting · Zurich · Since 2003

Anteo Partners AG is an independent, owner-managed advisory firm that advises entrepreneurs and mid-sized companies on mergers & acquisitions, corporate finance, financial modelling and valuations, and transaction services. Services include company sales and acquisitions, succession solutions, integrated financial models, valuations, due diligence and contract support.

Ardelive Sagl

Financial Services · Stabio · Since 2012

The core activity of Ardelive is the buying and selling of foreign currencies (in particular CHF and EUR) as well as trading in precious metals. The company offers its customers the opportunity to buy and sell foreign currencies online, as well as a range of services in the field of foreign exchange trading.

Ashenden Finance SA

Financial Services · Geneva · Since 2000

Ashenden Finance SA, Succursale de Lugano

Financial Services · Lugano · Since 2011

Ashenden Finance SA, Succursale de Lugano provides institutional clients with execution, research, advisory and portfolio analysis services for equity and bond markets, operating as an independent broker without a proprietary trading account (nostro).

BG OST-SÜD Bürgschaftsgenossenschaft für KMU

Financial Services · St. Gallen · Since 1933

The core activity of BG OST-SÜD is the provision of guarantees for small and medium-sized enterprises (SMEs). The company offers guarantees for various purposes, such as succession planning, independence, business investment, business property and liquidity securing. By providing guarantees, BG OST-SÜD supports SMEs in securing loans and other financing, in order to promote their growth and development.

Bonaventura Beratungen

Financial Services · Bern · Since 2005

The core activity of Bonaventura Beratungen is independent financial consulting and planning for private individuals, including pension planning, provision planning, asset planning, insurance, home ownership, tax planning, inheritance and matrimonial law.

BonVesting SNC

Financial Services · Crans-Montana · Since 2024

The core activity of BonVesting encompasses three main areas: 1. **Financial Services**: BonVesting provides a platform for participatory financing, enabling investments in the regional economy or the taking out of loans. 2. **Tax Consulting**: The company offers personalized tax consulting to support clients in optimizing their assets. 3. **Financial Education**: BonVesting provides excellent training for future financial advisors, imparting specialized knowledge in the fields of finance, investments, economics, and taxation.

concept4you ag

Financial Services · Frauenfeld · Since 1980

The company offers a wide range of services related to cryptocurrencies, including cryptocurrency trading, development of innovative technologies, provision of crypto credit cards, supply of POS terminals for crypto payments, KYB and KYC services, as well as the sale of relevant products such as hardware wallets and merchandise items. The core activity of the company is to support customers in using cryptocurrencies and provide secure and simple solutions for buying, selling and managing cryptocurrencies.

DCL Concept GmbH

Financial Services · Winterthur · Since 2006

DKI Schweiz - Benjamin Koch

Financial Services · Steinhausen · Since 2024

The core activity of DKI Switzerland is the consulting and brokerage of financing solutions for companies and private individuals, particularly in the areas of corporate financing, real estate financing, mortgages, leasing (corporate leasing, machine leasing, vehicle leasing) and factoring. The company provides independent and personal consulting to develop individual financial solutions tailored to the needs of its clients.

Ecofinanz.ch GmbH

Financial Services · Zug · Since 2012

The core activity of Ecofinanz encompasses the provision of services in the following areas: Insurance: consulting and brokerage of insurance solutions Mortgages: consulting and brokerage of mortgages and financing for owner-occupied homes Pension planning: consulting and planning of financial security and provision Taxes: tax consulting and handling to avoid delays and save costs. The company positions itself as a credit, insurance and trust office that strives for long-term customer and partner relationships and relies on expertise and connections in the banking and insurance industry.

efficasa GmbH

Financial Services · Bern · Since 2020

The core activity of efficasa GmbH is the brokerage and management of mortgages and loans for homeowners, particularly for retirees, to tap into the capital of their property without having to leave their home. The specific services include: * Pensioner Mortgage: A mortgage tailored to the needs of retirees. * Immo-Loan: A mortgage-backed loan from private Swiss investors. * Equity Release: An option for homeowners to tap into their property's equity and continue living in their home. The company offers consulting, forecasting, and support in applying for these services.

Finanzplanung Katja Lagger GmbH

Financial Services · Oberwil Bl · Since 2020

The core activity of the company "Finanzplanung Katja Lagger GmbH" is investment consulting and insurance brokerage. The company provides consulting services in the field of financial planning, including the analysis of investment opportunities and the brokerage of insurance policies.

Finanz und Bau AG interfinancia

Financial Services · Binningen · Since 1994

Finanz und Bau AG interfinancia leases and manages residential and commercial properties, including apartments, offices and retail spaces. The company provides property management, rental services and property development and advertises available units on real-estate portals.

Finomics AG

Financial Services · Zurich · Since 2007

The core activity of Finomics AG is professional financial consulting, particularly in the areas of impact investment, funds, project financing and sustainable investments. The company supports qualified companies in planning, structuring, financing and investing their projects and commitments, with a strong focus on sustainability and social responsibility.

Franco Consulting - Luis Sousa Franco

Financial Services · Vufflens-Le-Château · Since 2024

Franco Consulting - Luis Sousa Franco provides real-estate financing and mortgage advisory services, including support for property acquisition, mortgage renewal, financial provision (prévoyance) and coordination of real-estate transactions and related financial analyses.

Franco Consulting Sàrl

Financial Services · Vufflens-Le-Château · Since 2024

Franco Consulting Sàrl provides advisory and brokerage services for real estate financing, including acquisition financing, mortgage renewals, pension/financial planning and property-related services. The firm also carries out personalized financial analyses, arranges financing partners and coordinates the process up to contract signing.

Keenvest Sàrl

Financial Services · Eysins · Since 2016

Keenvest is an independent analysis and consulting firm for investments. Its core activity is to support institutional and professional clients in the financial sector, such as pension funds, banks, independent asset managers, family offices, asset managers and portfolio managers, in implementing or strengthening their investment process. To this end, Keenvest offers three modules of services: analysis and research, coaching and portfolio management, as well as strategic consulting and governance of investments.

Olea Florens GmbH

Financial Services · Baar · Since 2007

The core activity of Olea Florens GmbH is the production and distribution of high-quality olive oil, particularly through a participation opportunity in an olive grove in Apulia, Italy. The company offers a unique partnership with a local producer, where customers receive an exclusive olive oil produced according to their individual wishes. Additionally, the company offers tasting events and information seminars to educate customers about the quality and value of high-quality olive oil.

PQ Solutions AG

Financial Services · Zurich · Since 2018

PQ Solutions GmbH provides operational tax compliance, reporting and managed services for financial institutions covering regimes such as Qualified Intermediary (QI), FATCA, CRS and the Crypto Asset Reporting Framework (CARF). The company offers advisory and assurance reviews, compliance and risk-management support, and data preparation and electronic filing services.

PURE Capital AG

Financial Services · Zug · Since 2024

PURE Capital AG designs, manages and distributes investment funds focused on real estate and provides real-estate-related services such as advisory, asset and portfolio management, and transaction management. Its product scope includes funds, debt solutions and club-deal structures (for example PURE Swiss Opportunity REF and PURE Real Estate Debt L-Qif).

Quilvest Services AG

Financial Services · Zurich · Since 2006

Quilvest Services AG is a provider of wealth management and family office services, offering wealth planning, trust and fiduciary services, investment advisory, banking and concierge services. Its services include bespoke investment solutions, private market investments, managed mandates, and client accounting and administration.

Schnider hilft - Beratungen umfassend und persönlich

Financial Services · Kaltbrunn · Since 2020

The core activity of the company "Schnider hilft" is individual and independent consulting in the areas of estate, real estate, finance and provision, including support in communication with authorities.

SLF LITIGATION FINANCE SPV I LTD, Londres, succursale de Genève

Financial Services · Geneva · Since 2024

SLF LITIGATION FINANCE SPV I LTD, Londres, succursale de Genève provides third‑party litigation and arbitration funding, financing legal and external costs in exchange for a share of any recovery and assuming the financial risk if a case is lost. It can intervene at any stage of proceedings and considers funding for individuals and corporations in areas such as commercial disputes, insolvency and asset recovery, IP, contract and financial crime disputes.

S.O.I. - Strategic Opportunity Investment AG

Financial Services · Otelfingen · Since 2021

The core activity of S.O.I. AG (Strategic Opportunity Investment AG) is the brokerage of mortgage financing and the consulting of intermediaries, credit institutions and general and total contractors in the financial sector. The company offers exclusive consultancy services and supports its customers in the professionalization and digitization of their business processes.

Storz-Endoskop GmbH

Financial Services · Schaffhausen · Since 1971

Storz-Endoskop GmbH provides endoscopic instruments, imaging solutions and OR integration systems across multiple medical specialties. The offering includes products for human and veterinary medicine, customer service and repair, training programs, and an online catalog with detailed product documentation.

Studio Fiduciario Pagani SA

Financial Services · Lugano · Since 2001

The core activity of Pagani Group is the provision of services in the fields of finance, real estate, and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, financial planning and analysis; Real estate services: property management, brokerage and investment; Corporate consulting: tax consulting, legal consulting, corporate governance and strategy; Family Office: services for private individuals and families, including asset management, tax planning and optimization. The company offers these services through various subsidiaries, including Studio Fiduciario Pagani SA, Open Partners Asset Management SA, P&M Real Estate SA and SFP Asset Management Pte Ltd.

SwissFay Finance Sàrl

Financial Services · Roche Vd · Since 2020

The core activity of Swissfay Finance Sarl is the provision of financial services, including: investment advice and management, asset management, insurance services (including health insurance and life insurance), tax consulting and planning, corporate consulting and coaching, and financial planning and consulting for individuals and companies. The company offers individual solutions and consulting services to support customers in achieving their financial goals.

Swiss Legal Finance SA

Financial Services · Geneva · Since 2019

Swiss Legal Finance SA provides third‑party funding for litigation and arbitration, financing legal fees and external costs in exchange for a share of any financial recovery. The firm assumes the funding risk and can intervene at any stage of the proceedings.

Swisspath AG

Financial Services · Zurich · Since 2014

Swisspath AG is a multi-family office providing wealth and asset management and related legal, financial and tax advisory services. Its services include consulting, trust services (including via an in-house FINMA-licensed trustee or external partners), capital and investment management for liquid and private markets, and yachting services such as brokerage, charter, vessel management and build supervision.