Financial advisor in
Basel

Von Ehrenberg AG

Since 1976 · 1–10 empl.

Von Ehrenberg AG assists with Swiss tax returns, particularly for people with B permits, and provides financial planning, investment strategy advice and property financing. Its services also address the needs of international clients and expatriates.

Helvetia Consulta Gesellschaft für Vorsorgeberatung AG

Since 1984 · 21–50 empl.

Helvetia Consulta Gesellschaft für Vorsorgeberatung AG is a consultancy specialising in occupational pensions. Its services include actuarial assessments and risk analyses, pension fund administration and management, accounting reports under international standards, and training on pension matters.

Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung

Since 1997 · 11–20 empl.

Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung provides asset management and investment advice to private and professional clients, alongside financial planning covering tax, pension, insurance and estate matters. The company also manages investment funds and incorporates sustainability criteria into its investment approach.

Avestum AG

Since 1998 · 1–10 empl.

Avestum AG provides independent asset management and investment advice. Its services include investment management, monitoring and reporting, as well as risk analysis and risk management.

AIB Aquila Invest Basel AG

Since 1999 · 11–20 empl.

AIB Aquila Invest Basel AG provides wealth management and investment advisory services to private and institutional clients. Its other services include financial and retirement planning, estate and fiduciary services, mortgage and credit advice, and family-office services.

INFIBA Vermögensverwaltungs AG

Since 2001 · 21–50 empl.

INFIBA Vermögensverwaltungs AG is an independent Swiss asset manager offering asset management and investment advice. Its services also include financial and retirement planning, including support with retirement preparation and wealth succession.

BCIT AG

Since 2002 · 1–10 empl.

BCIT AG is an independent Swiss fiduciary, tax and business consulting company. Its services include accounting, tax and business advice, financial planning, support with company formation, payroll and the outsourcing of standardized processes.

DRINI D. Aliu

Since 2005 · 1–10 empl.

DRINI D. Aliu provides financial advice, accounting and fiduciary services, and preparation and filing of tax returns. Its services also include health and life insurance and other insurance products, including travel insurance.

Lugaresi Ness Partner AG

Since 2005 · 1–10 empl.

Lugaresi Ness Partner AG is an independent wealth manager and financial services provider serving affluent individuals and professional clients. Its services include asset management, investment advice and financial planning covering investments, pension provision and financing.

ACADEMIX Consult AG

Since 2009 · 21–50 empl.

ACADEMIX Consult AG provides comprehensive financial planning, tax advice and fiduciary services for private individuals, with a focus on self-employed and employed medical professionals. Its services include retirement and wealth planning, property financing, practice accounting and business consulting.

Aurenum AG

Since 2010 · 1–10 empl.

Aurenum AG is a tax advisory firm focused on private individuals and entrepreneurs. It provides comprehensive advice on legal, tax and financial matters, taking an integrated approach to clients’ questions.

Fairway Finanzberatung GmbH

Since 2012 · 1–10 empl.

Fairway Finanzberatung GmbH provides financial and retirement planning advice, pension planning, asset management and investment advice. Its services include private retirement provision, tax optimisation, and advice on life, property and health insurance.

Gunzenhauser & Partner AG

Since 2012 · 1–10 empl.

Gunzenhauser & Partner AG advises and supports private clients with personal and financial matters. Its services include private office support, financial and tax planning, estate planning, executor services and foundation-related services.

Interdis AG

Since 2012 · 1–10 empl.

Interdis AG advises pension institutions on actuarial and legal matters relating to occupational pensions. It provides independent services in occupational pensions and in social and private insurance, and supports, among others, pension fund boards and companies.

Expat Swiss Tax Return GmbH

Since 2015 · 1–10 empl.

Expat Swiss Tax Return GmbH advises individuals and businesses on tax, financial, insurance and pension matters. Its services also include wealth and home-ownership advice, as well as real estate brokerage.

Clear Minds Investment AG

Since 2016 · 1–10 empl.

BE.ST treuhand Othmar Striby

Since 2016 · 1–10 empl.·5.0(8)

BE.ST treuhand Othmar Striby provides fiduciary services for individuals and businesses. Its services include bookkeeping, tax returns, payroll and personnel administration, property management, and business consulting.

MeBu GmbH

Since 2019 · 1–10 empl.·5.0(7)

MeBu GmbH provides advice and support for older people. Its services include assistance with housing and administration, personal care, fiduciary services, and advance care and estate planning.

CK Solutions AG

Since 2019 · 1–10 empl.·5.0(3)

CK Solutions AG advises clients on mortgages, real estate, taxes and retirement planning. Its services include mortgage financing, property valuation and sales, tax return preparation, and advice on private and occupational pension provision.

Blattner Partner GmbH

Since 1998 · 1–10 empl.·3.7(3)

Blattner Partner GmbH is an independent financial advisory firm serving individuals and businesses. Its services include retirement planning, tax advice, wealth structuring and pension planning, as well as occupational pension consulting for businesses and self-employed people.

Haysen GmbH

Since 2012 · 11–20 empl.·5.0(2)

Haysen GmbH provides independent advice to private and corporate clients on insurance and pension matters and arranges insurance, pension and financial products. Its services include support for cross-border commuters, newcomers and companies, as well as health insurance, pension planning and investment advice.

BentinPartner GmbH

Since 2014 · 1–10 empl.·5.0(1)

BentinPartner GmbH is a research and advisory firm serving institutional investors and other experienced investors. It provides analysis of financial markets, macroeconomic, political and geopolitical developments, and technical market trends, as well as advice on asset allocation and trend-following strategies.

Grether MacGeorge GmbH

Since 1999 · 1–10 empl.·5.0(1)

Grether MacGeorge GmbH provides tax, financial and legal advice, accounting and business services for individuals and companies. Its services include tax returns and planning, bookkeeping, payroll administration, pensions advice, company formation and guidance on property purchases.

Inäbnit-Consulting - Inhaber Werner Inäbnit

Since 2014 · 1–10 empl.·4.8(5)

Inäbnit-Consulting - Inhaber Werner Inäbnit provides independent financial and retirement planning and wealth advice for individuals and families. Its services also include coaching and energy work addressing personal and professional concerns.

Balanz AG

Since 2007 · 11–20 empl.·5.0(1)

Balanz AG provides financial planning, asset management and fiduciary services based on Christian principles. Its services also include tax return preparation and advice on legal and tax matters, including wills and inheritance contracts.

MH Consulting AG

Since 2024 · 1–10 empl.

MH Consulting AG provides advisory services in mortgages, retirement planning and insurance. It manages insurance portfolios and arranges insurance policies and financial investments.

Strafin Holding AG

Since 2011 · 1–10 empl.·2.8(9)

Strafin Holding AG is a holding company that invests in and finances companies of various kinds in Switzerland and abroad. Through affiliated companies, the Strafin Group provides financial, investment and asset management services, as well as consultancy.

Ehinger & Cie.

1–10 empl.·5.0(1)

Ehinger & Cie. provides wealth management, investment advice and family office services. Its services include financial and retirement planning, advice on inheritance, tax and property matters, administrative support, and the establishment and administration of companies and foundations.

Confinio GmbH

Since 2023 · 1–10 empl.·5.0(1)

Confinio GmbH advises Swiss companies and employees on tax and social security matters related to cross-border work between Germany and Switzerland. Its services cover cross-border commuters, weekly residents, people moving to Switzerland and returnees, including tax-optimised transfers of Swiss occupational pension assets to Germany.

H&G Advisory GmbH

Since 2026 · 1–10 empl.

H&G Advisory GmbH advises businesses, start-ups, organisations and private individuals on business structure, organisation, insurance, financing and HR. It coordinates specialists and supports clients with process optimisation, personnel matters, company formation and succession planning.

Hamila Financial Consulting

Since 2026 · 1–10 empl.

Hamila Financial Consulting provides independent financial advice and analysis of investment portfolios and financial instruments. Its services also include analysis of wealth-related projects and tangible assets such as real estate, art, precious metals and collectible vehicles; it does not manage or hold clients’ assets.

Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung

Since 1985 · 1–10 empl.

Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung provides independent asset management and investment advice. Its services include managing securities portfolios according to an agreed investment strategy and advising on other types of investments.

Gemo-Trade AG

Since 2003 · 1–10 empl.

Gemo-Trade AG brokers mortgages and real estate financing for owner-occupied homes, investment properties and commercial real estate. It prepares financing applications, presents them to suitable banks and financing partners, and connects selected property projects with investors.

Boulder Pension GmbH

Since 2017 · 1–10 empl.

The core activity of Boulder Pension GmbH is the management of pension funds, including the investment of funds in financial instruments, the safekeeping of assets and the payment of pensions to fund participants. The company also provides consulting services in the area of private pension planning and supports its customers in planning and securing their financial future.

Raffaello Tondolo, Vermögens- und Strategieberatung GmbH

Since 2018 · 1–10 empl.

Raffaello Tondolo, Vermögens- und Strategieberatung GmbH provides wealth and strategy advisory services.

LiVa Group GmbH

Since 2019 · 1–10 empl.

LiVa Group GmbH provides financial advisory, fiduciary (treuhand) services and mortgage/real-estate financing. Its offerings include accounting, company formation, tax advice, pension and retirement planning, health insurance consultancy and property/asset insurance guidance for private clients and small and medium-sized enterprises.

Jeker Finance

Since 2020 · 1–10 empl.

Jeker Finance provides tax advice to individuals, including expatriates with international tax matters, and assists with tax returns and tax planning. Its services also include investment advice, financial planning and independent insurance consulting.

Socimbal AG

Since 1970 · 1–10 empl.