Companies in
Financial Services

TBO Revisions AG

Financial Services · Zurich · Since 1984

TBO Revisions AG provides statutory and voluntary audit services, carries out special audits and offers specialised advisory and business consulting services. It serves small and medium-sized enterprises as well as non-profit organisations, foundations, associations and housing cooperatives, and cooperates with TBO Treuhand specialists for legal, tax, payroll and social-insurance matters.

theScreener Investor Services AG

Financial Services · Zug · Since 2004

theScreener Investor Services AG provides independent equity research, ratings and data-driven research products for financial platforms, wealth management teams and asset managers. Offerings include an integrable data feed (theScreener Feed), multilingual research reports (theScreener RM) and the CIO web application for portfolio and fund managers.

Tierärztliche Verrechnungsstelle GST AG

Administrative Services · St. Gallen · Since 1981

The company's core activity is the clearing business between Swiss veterinarians and affiliated contract suppliers. The company handles the settlement of payments and invoices between these parties.

TP AG

Financial Services · Muri B. Bern · Since 2021

TP AG is an independent engineering firm for technical planning that provides comprehensive building services engineering, including heating, ventilation, air conditioning/refrigeration, sanitary and sprinkler systems, and offers project planning, specialist coordination and expert reports.

Vitale Group SA

Financial Services · Lausanne · Since 2024

The core activity of Vital Group Assurances SA is the provision of services in the fields of insurance, tax consulting and financial planning. Specifically, this includes: * Mediation of health insurance (Assurance Maladie, 3rd pillar) * Tax consulting and optimization * Real estate consulting * Financial planning and budgeting * Coaching and support in achieving financial goals. The company positions itself as a comprehensive financial services provider, offering its customers individual solutions to achieve their financial goals.

Wominanz by Mandy Schreier

Financial Services · Winterthur · Since 2023

The company's core activity is consulting and brokering financial services, particularly in the areas of retirement planning, wealth accumulation, investments, tax optimization, and financing of home ownership. The company also offers personal pension and insurance strategies for companies, self-employed individuals, and private individuals. Entrepreneur and mentor Mandy Schreier also provides keynotes, specialist lectures, and workshops on topics such as financial education, independence, and future security.

Access Financial International SA

Financial Services · Nyon · Since 2004

Access Financial International SA provides global workforce management services, including Employer of Record (EOR), Agent of Record (AOR), payroll processing and outsourcing solutions. The company serves corporates, recruitment agencies and contractors with onboarding, payroll, tax and social security compliance, contract management and immigration assistance across multiple countries.

Access Financial Sàrl

Financial Services · Nyon · Since 2021

Access Financial Sàrl provides global workforce management services, including Employer of Record (EOR) and Agent of Record (AOR) solutions, payroll processing, tax and legal compliance, contract management and immigration assistance.

AEQUITAX SA

Financial Services · Lugano · Since 2001

The core activity of Aequitax SA is the enforcement of international tax refund claims, particularly in the area of withholding taxes, and offers these services on a success fee basis.

AG für Allfinanzplanung

Financial Services · Zuzwil Sg · Since 2003

AIL Structured Finance AG

Financial Services · Zurich · Since 2002

The core activity of AIL Structured Finance AG is the provision of financial services, particularly in the areas of: Structured Finance, Export Finance, Leasing and Asset-based Financing Solutions, Pre-financing and Risk Hedging, Financial Advisory, Business Advisory, Investment Management, and Lease and Asset Management. The company offers these services primarily to companies in the energy, infrastructure, and capital goods sectors, and has extensive know-how and experience in these areas.

ALLFINANZ Beratung & Planung, Andreas Gauch

Financial Services · Arth · Since 2009

The core activity of Allfinanz Beratung & Planung is comprehensive financial consulting and planning for private individuals and companies. This includes services such as asset management, tax consulting, insurance consulting, succession planning, real estate consulting, legal consulting, marketing and office services. The company provides its customers with a personal contact person who addresses their individual needs and, if necessary, involves specialists for specific topics.

Ärzte-Treuhand Schweiz AG

Financial Services · Zollikon · Since 2022

Ärzte-Treuhand Schweiz AG provides fiduciary, tax and financial advisory services for medical professionals, including accounting, tax planning, practice consulting, practice financing and asset management. Its services also cover pension and retirement planning, mediation of business loans and mortgages, estate execution and a family office offering, and the organisation manages collective pension assets and a Swiss-focused investment fund.

ATW Allfinanz Rubli

Financial Services · Zuzwil Sg · Since 2000

Pemaro Vermögensverwaltung AG

Financial Services · Basel · Since 2022

BIEHLER Stiftungsberatungen und Management

Financial Services · Horriwil · Since 2011

The core activity of BIEHLER Stiftungsberatungen und Management is the provision of services in the areas of occupational pension provision, philanthropy and real estate, particularly in the consulting and management of foundations, pension funds and collective foundations.

blueAUDIT GmbH

Financial Services · Pfäffikon Sz · Since 2018

blueAUDIT GmbH is an audit firm that provides statutory audits and review services under Swiss law. Its services include limited and ordinary audits, reviews according to PS 910, inspections for contributions in kind, VAT and cryptocurrency audits, and it applies automated audit tools in its processes.

Bodensee Holding AG

Financial Services · Baar · Since 2001

The core activity of Bodensee Holding AG is finance consulting, including: project financing, investment advice, marketing concepts, classical trust services, refinancing, private equity, and real estate trust. The company provides individual solutions and consulting in these areas to support customers and promote their success.

Capanalysis S.A.

Financial Services · Geneva · Since 2021

The company Capanalysis offers services in the field of asset management and monitoring. The core activity includes the analysis and monitoring of assets, including the review of fees and taxes, the assessment of risks, and the provision of ESG data (Environmental, Social and Governance). The company also offers a software solution called CAPAct, which enables efficient monitoring and management of assets. The target group of the company are private clients and institutional investors who strive for transparent and secure management of their assets.

Capital Markets Consulting SA

Financial Services · Martigny · Since 2013

The core activity of Capital Markets Consulting is to offer alternative financial services with capital guarantee and fixed interest rates to institutional or qualified clients as an independent financial broker. The company provides professional diversification of products, countries and currencies and works with specialized companies to support tax, insurance and real estate solutions in various countries.

Cartesian AG

Financial Services · Cham · Since 2010

Cartesian AG provides institutional advice across real estate & infrastructure and private equity & venture capital. It offers services including project development, portfolio building, optimization and structuring, as well as private equity and venture capital support for company development. The firm is also developing PrivateMarket, a blockchain-based marketplace for alternative investments enabling online access, analysis and execution of primary and secondary transactions.

CBC Finance AG

Financial Services · Zug · Since 2004

CBC Finance AG provides financial services, in particular asset management, portfolio management and investment advisory.

CMC AG

Financial Services · Walchwil · Since 2006

cm plus sa

Financial Services · Lugano · Since 2019

The core activity of CM Plus SA is wealth management and financial consulting, particularly for Private Banking and Family Office. The company offers individualized solutions for wealth management and provides consulting services in this area.

Consulting Roth

Management Consulting · Uttwil · Since 2019

The company's core activity is providing consulting services in the areas of corporate consulting, corporate finance, asset protection and M&A (Mergers and Acquisitions). The company offers specialized consulting services to companies and private individuals, particularly in the areas of financial transactions, succession planning, asset protection and interim management.

Courtinvest Sàrl

Financial Services · Bulle · Since 1997

The core activity of Courtinvest Sàrl encompasses the financial services sector, specifically: * Brokerage services for mortgages and real estate * Arrangement of capital investments * Insurance services in all branches * Tax consulting and planning * Real estate sales and brokerage * Financial planning and consulting. The company offers its clients a comprehensive range of financial services, from brokerage of mortgages and real estate to planning of capital investments and tax consulting and planning.

Dönni Finanzbutler GmbH

Financial Services · Lachen Sz · Since 2015

The core activity of the company 'Dönni Finanzbutler GmbH' is independent financial planning and consulting for private individuals, including services such as retirement planning, tax consulting, provision planning, mortgage financing, investment and estate planning.

ECEX Group AG

Financial Services · Kriens · Since 2020

The core activity of ECEX Group AG is currency exchange and the operation of currency exchange machines at various locations in Switzerland. The company enables customers to exchange various currencies into Swiss francs (CHF) and vice versa, with the available currencies varying by location. The currency exchange machines are installed at various locations in Switzerland, including cities such as Lausanne, Zurich, Lucerne, and Interlaken.

Entris Holding AG

Financial Services · Gümligen · Since 1994

The core activity of Entris Holding AG is to provide services to smaller and medium-sized banks in Switzerland, particularly in the areas of Business Process Outsourcing (BPO) and transaction banking. This includes the takeover of back-office and support processes, central bank functions, asset liability management, risk and regulatory management, giro organization and banking, trading and treasury, as well as the management of payment instruments and pension products. Entris Holding AG acts as a giro central for Swiss regional banks and savings banks, enabling its customers to access the money and capital markets.

Finex Conseils SA

Financial Services · Neuchâtel · Since 2017

FISA Finanzierungen AG

Financial Services · Wilderswil · Since 2016

The core activity of FISA Finanzierungen AG is the brokerage of financing solutions for private and commercial customers, particularly in the area of object financing for heating systems, mortgages and corporate loans. The company offers individually tailored financing models supported by several banks and advises customers in selecting the best solution for their needs.

FUR Consult GmbH

Financial Services · Stans · Since 2009

The core activity of FUR Consult is the provision of trust and audit services, including accounting, payroll and personnel management, tax declaration and consulting, revision services, business consulting and troubleshooting, as well as domiciliation services and company formations. The company also offers outsourcing services to support customers in managing their business processes.

Galix Investments GmbH

Financial Services · Wangen B. Dübendorf · Since 2018

The core activity of Galix Investments is the consulting and brokerage of alternative investment opportunities, in particular the selection and monitoring of top-class fund managers and the management of alternative portfolios for institutional clients.

GFL Makler- und Beratungsgesellschaft (Schweiz) GmbH

Financial Services · Egg B. Zürich · Since 2015

The company provides financial services and solutions to businesses, particularly in the areas of liquidity procurement, factoring, lending and risk management. It supports customers in improving their financial situation, reducing risks and increasing their competitiveness.

Glanzmann Dreifuss Viesel AG

Financial Services · Meggen · Since 2020

Greenline Invest Swiss SA

Financial Services · Nyon · Since 2018

Greenline Invest Swiss SA is a privately held Swiss investment firm that offers bespoke funding and divestment solutions for businesses active in European markets. It provides capital from its own balance sheet to bridge funding gaps for small and medium-sized enterprises and structures divestment or exit transactions for investors such as venture capital, private equity and family offices.

HBL Finanz AG

Financial Services · Lenzburg · Since 1972

HFS Helvetic Financial Services AG

Financial Services · Pfäffikon Sz · Since 2009

The core activity of HFS Helvetic Financial Services AG is the provision of financial services, particularly in the area of real estate financing, including senior financing and mezzanine financing, as well as the management of real estate bond funds. The company also offers services in the areas of asset management, property management and rental management.

Howden Schweiz AG

Financial Services · Zug · Since 2003

IGT Finanz AG

Financial Services · Allschwil · Since 1989

IGT Finanz AG provides tax advisory services, accounting and financial-statement advisory, and audit services including limited audits, internal audits and special examinations. The company also offers corporate consulting and IT/SME accounting software, including the co-developed online program Pesaris.

i.l. team ag

Financial Services · Rotkreuz · Since 2008

i.l. team ag is an independent financial coach and insurance broker providing private clients with advice on financial planning, retirement provisioning and insurance. Services include pension planning, wealth accumulation, mortgage and home-purchase guidance, health and property insurance, and assistance with tax returns.

i.l. team Zentralschweiz GmbH

Financial Services · Rothenburg · Since 2022

i.l. team Zentralschweiz GmbH provides independent financial coaching and brokerage services for private clients, covering pension planning, health insurance, mortgage advice, wealth accumulation and property and liability insurance.

IMMO-COURTIERS CONSEILS Sàrl

Financial Services · Les Acacias · Since 2012

The core activity of Immo Courtiers is the brokerage of financial services for real estate projects in Switzerland and France. This includes, in particular, the brokerage of mortgages and loans for the purchase of real estate, as well as consulting and brokerage of insurance and pension products. The company provides its customers with comprehensive advice and support in financing and securing their real estate projects.

Investerra AG

Financial Services · St. Gallen · Since 2021

The core activity of Investerra is the financing of renewable energies, particularly for private individuals, companies and municipal institutions in Switzerland. This includes the financing of projects such as photovoltaics, storage, heat pumps and e-charging stations. Investerra also offers a platform for specialist partners to plan, install and implement projects related to renewable energies.

INVESTMENT SOLUTIONS AG

Financial Services · Zug · Since 2024

INVESTMENT SOLUTIONS AG is an independent fund management and asset management boutique that structures, manages, administers and distributes funds and mandate solutions for institutional clients. The firm acts as a “general contractor” across the value chain and provides services such as fund structuring, fund administration and accounting, NAV calculation, portfolio trading and distribution support.

Invethos AG

Financial Services · Bern · Since 2009

Invethos AG provides wealth management, legal, tax and financial advisory services, as well as services for foundations and impact investments. The firm combines financial expertise with independent advice, transparent fees and sustainability-oriented investment strategies.

KayHan Swiss GmbH

Management Consulting · Zurich · Since 2018

KayHan Swiss GmbH provides professional, discreet legal advisory services on citizenship and residency-by-investment programmes and facilitates access to private banking and financial solutions. Its services also include portfolio and wealth management, tax and legal advisory, corporate administration and due diligence, offered in multiple languages.

Knecht Consulting

Financial Services · Wolfhalden · Since 2018

The core activity of Knecht Consulting encompasses the following areas: * Real Estate: Purchase and sale, asset management, renovations and coordination * Financing: Real estate financing * Pensions: Pension consulting * Investment Consulting: Investment consulting and asset management Thus, the company offers a comprehensive range of services in the fields of real estate, finance and pensions.

Kroll Consulting GmbH

Management Consulting · Zurich · Since 2024

Kroll Consulting GmbH provides financial and risk advisory services, including financial advisory, risk advisory, cyber and data resilience, valuation and restructuring support, as well as business services such as claims administration and trustee/agency services.