Financial advisor in
Bern
70 companies in Financial advisor based in Bern — name and year of registration from the commercial register.
50 of 70 companies
Fina Finanzplanung AG
Since 2017 · 21–50 empl.4.8(183)
Fina Finanzplanung AG provides independent financial advice and comprehensive financial planning for businesses and private households. Its services cover retirement and pension planning, insurance, tax advice, property financing, sustainable investments and legal planning for personal affairs.
Bodinvest GmbH
Since 2020 · 1–10 empl.5.0(32)
Bodinvest GmbH provides real estate services, including property valuations, sales and management, as well as advice on purchases and financing. It also advises on investments such as funds, bonds, shares and cryptocurrencies, and on pension products, insurance and tax optimisation.
WINNEWISSER GROUP AG
Since 2022 · 21–50 empl.4.7(16)
WINNEWISSER GROUP AG provides services across the full property lifecycle and in wealth planning. Its activities include client-side construction management, property development, general planning, general contracting, construction management and property services.
Intermakler AG
Since 1989 · 21–50 empl.4.3(6)
Intermakler AG advises businesses on risk analysis and risk management and develops insurance and pension solutions. It brokers, administers and services insurance for businesses and private customers.
Kristall Management AG
Since 1988 · 1–10 empl.
Kristall Management AG provides tax advice for private clients, financial and succession planning, coaching, and training.
MKT Treuhand AG
Since 1989 · 1–10 empl.
MKT Treuhand AG provides fiduciary and accounting services to individuals and businesses. Its services include financial accounting, annual financial statements, payroll, tax returns and tax advice, as well as business and retirement planning advice.
Glauser+Partner Vorsorge AG
Since 1999 · 11–20 empl.
Glauser+Partner Vorsorge AG provides independent financial and pension-planning advice to individuals and businesses. Its services include retirement planning, asset management, guidance for employees and seminars on preparing financially for retirement.
fairsicherungsberatung ag
Since 2001 · 1–10 empl.
fairsicherungsberatung ag advises individuals, SMEs and self-employed people on insurance and retirement provision. Its services include pension analyses and retirement planning, as well as reviewing, managing and administering insurance portfolios.
Rom Treuhand AG
Since 2001 · 11–20 empl.
Rom Treuhand AG provides fiduciary and business services to small and medium-sized companies and individuals. Its services include business and tax consultancy, bookkeeping, payroll accounting, financial statement advice and auditing.
arcasia ag
Since 2001 · 11–20 empl.
arcasia ag advises businesses and individuals on pension funds and retirement provision. Its services include outsourced pension fund administration, organisational and technical support, and individual retirement planning advice.
TaxDesk GmbH
Since 2001 · 1–10 empl.
TaxDesk GmbH advises private individuals on tax matters and provides tax and pension planning as well as assistance with complex tax returns. It also offers accounting and tax planning services for self-employed people.
Gasser Finanzplanung
Since 2003 · 1–10 empl.
Gasser Finanzplanung is an independent financial planning and wealth management firm that also provides tax services. Its services include investment and retirement planning, insurance, tax advice and bookkeeping, as well as mortgages and property management.
Fontaris AG
Since 2004 · 11–20 empl.
Fontaris AG is an independent asset manager that manages individual portfolios and investment funds. Its services also include managing vested benefits capital and providing financial planning.
Külhan & Partner AG
Since 2004 · 1–10 empl.
Külhan & Partner AG provides independent insurance, pension and wealth advice to individuals, companies and institutions. Its services include risk analysis, insurance portfolio management, financial and investment advice, and pension planning.
CTM Treuhand AG
Since 2004 · 1–10 empl.
CTM Treuhand AG provides fiduciary, bookkeeping and tax advisory services for businesses, private individuals and start-ups. Its services also include payroll administration, business consulting, retirement planning and start-up advice.
TFO The Family Office AG
Since 2009 · 1–10 empl.
TFO The Family Office AG provides wealth management and investment advice for families, individuals and other clients. Its services also include pension and financial planning, fiduciary and tax services, and investment approaches tailored to clients’ sustainability requirements.
ACADEMIX Consult AG
Since 2009 · 1–10 empl.
ACADEMIX Consult AG provides individuals with financial planning covering pensions, wealth, taxes and property financing. For medical professionals, it also offers practice-related fiduciary services and business consulting.
Gasser Finanzplanung GmbH
Since 2014 · 1–10 empl.
Gasser Finanzplanung GmbH is an independent financial planning and advisory firm. Its services include investment and retirement planning, insurance, bookkeeping and tax advice, as well as advice on property financing and property management.
be-Terra GmbH
Since 2017 · 1–10 empl.
be-Terra GmbH provides tax advisory, bookkeeping and fiduciary services, as well as advice on company formation and corporate legal matters. Its services also include financing advice for individuals and businesses, including financing plans, structuring and mortgage brokerage.
Academic Alpha AG
Since 2017 · 11–20 empl.
Academic Alpha AG is a consultancy focused on investment and financial matters. It develops research-based investment concepts and financial products with partners in the financial sector, and provides consulting, model-based investment recommendations and AI signals to support investment decisions.
Lehmann & Partner Consulting AG
Since 2019 · 11–20 empl.
Lehmann & Partner Consulting AG advises small and medium-sized businesses and private clients on insurance solutions and insurance strategies. Its services also include investment advice, mortgages, retirement and pension planning, claims support, and risk management.
mmberatung ag
Since 2020 · 11–20 empl.
mmberatung ag provides fiduciary, tax and business development advisory services. Its activities include bookkeeping and annual accounts, payroll and personnel matters, pension and insurance solutions, and wealth advice and portfolio analysis.
Volz Recht AG
Since 2022 · 1–10 empl.
Volz Recht AG is a law firm providing legal advice and representation in disputes, notarial services and tax advice. It advises individuals and businesses on matters including private and public law, and prepares and notarizes documents.
B. B. M.'s Financial Planning GmbH
Since 1997 · 1–10 empl.
The core activity of B.B.M.`s Financial Planning GmbH is the provision of financial planning and consulting services.
Agencia Fonseca GmbH
Since 2019 · 1–10 empl.
Agencia Fonseca GmbH provides financial and insurance advice, including support with personal loans. Its services also cover health, motor, household contents, travel and legal expenses insurance, tax returns, private pension planning and assistance with returning to one’s home country.
VAT-Treuhand, Matthias Eggenberger
Since 2017 · 1–10 empl.
VAT-Treuhand, Matthias Eggenberger provides fiduciary services, including tax advice, wealth planning and insurance advice. The services also include real estate consulting.
1a-Finanzen GmbH
Since 2020 · 1–10 empl.
1a-Finanzen GmbH provides independent financial advice to individuals and SMEs. Its services include investment advice and asset management through partner firms, pension and insurance planning, mortgage advice, and support with property purchases and sales.
Invethos AG
Since 2009 · 21–50 empl.5.0(1)
Invethos AG provides asset management and investment advice to private individuals, companies, foundations and pension funds. Its services also include legal, tax and financial advice, support for foundations, and impact investments, with ethical and sustainability criteria integrated into its investment approach.
Bonaventura Beratungen
Since 2005 · 1–10 empl.4.0(4)
Bonaventura Beratungen provides independent advice and planning for financial matters and insurance. Its services include retirement, pension and asset planning, as well as advice on home ownership, taxes, inheritance and marital law.
Horizont GM Versicherungstreuhand GmbH
Since 2023 · 1–10 empl.
Horizont GM Versicherungstreuhand GmbH provides independent insurance brokerage and advisory services. It advises SMEs, self-employed people and private individuals on insurance, pensions and financial matters, and offers insurance analyses, policy administration, and pension and financial planning.
1a-Immobilien Schweiz GmbH
Since 2020 · 11–20 empl.5.0(2)
1a-Immobilien Schweiz GmbH brokers and supports property purchases and sales, including valuations, setting asking prices and managing the sales process. It also advises on mortgages, property financing, retirement provision, investments and insurance.
AVA Concept AG
Since 1993 · 1–10 empl.5.0(1)
AVA Concept AG provides independent pension, financial and investment advice to individuals. Its services include financial and wealth planning for retirement, investment strategy advice, and assessing options for strengthening retirement provision and optimizing tax situations.
Finture GmbH
Since 2019 · 1–10 empl.5.0(2)
Finture GmbH provides financial advice and outsourced CFO services for startups and SMEs. Its services include business model development, succession planning and financing support.
Swiss Life, Generalagentur Bern-West, Romero Hess, Generalagent
Since 2025 · 1–10 empl.
Swiss Life, Generalagentur Bern-West, Romero Hess, Generalagent is a Swiss Life general agency providing advice on risk insurance, retirement provision and financial planning. Its services include retirement planning, investments, mortgages, and analyses and optimisation of clients’ pension and occupational pension arrangements.
Ogi Treuhand AG
Since 2024 · 1–10 empl.
Ogi Treuhand AG provides fiduciary and advisory services to businesses and private individuals. Its services include accounting, payroll administration and tax advice, as well as business consulting, financial planning and retirement planning.
A-B-C Life Antoine Unternährer
Since 1994 · 1–10 empl.3.7(3)
A-B-C Life Antoine Unternährer provides financial advice on investments, home ownership and planning for early retirement. Its services also include help with tax returns and tax planning.
Compando.ch GmbH
Since 2025 · 1–10 empl.
Compando.ch GmbH is an independent online comparison service for health insurance, other types of insurance and pillar 3a. Its platform compares premiums, benefits and rates, and provides calculators, guides and personal financial advice by video.
Haas & Partner GmbH
Since 2025 · 1–10 empl.
Haas & Partner GmbH provides fiduciary and financial services to businesses and individuals. Its services include financial accounting, tax advice, business consulting and budgeting, as well as advice on insurance, retirement provision and investments.
Prime Invest AG
Since 2024 · 1–10 empl.5.0(1)
Prime Invest AG is an independent financial advisory firm that brings together services and products from banks, insurers and other providers. Its services cover wealth building and investments, pensions and insurance, retirement planning, financial planning, real estate and mortgages, and legal arrangements.
Maeder Versicherungen AG
Since 1995 · 1–10 empl.
The company's core activity is the brokerage of insurance solutions, pension plans, mortgage financing and the consulting of private clients and SMEs in these areas.
TH Finanzberatung Timo Haack
Since 2021 · 1–10 empl.
TH Finanzberatung Timo Haack advises individuals on budgeting, retirement planning and investments. Its services include financial analyses, advice on real estate and mortgages, and financial education coaching; advice is provided on a fee basis.
UNIQ swiss SA
Since 2023 · 1–10 empl.
UNIQ swiss SA provides financial advice on investments, real estate, insurance, mortgages, and private and consumer loans. Its services also include support with property purchases and management, and with establishing and developing franchises.
IFS International Financial Services Ltd.
Since 2008 · 1–10 empl.
The core activity of IFS International Financial Services is the provision of financial services, particularly in the field of digital finance, cryptocurrencies and blockchain technologies. The company offers consulting, management and solutions to customers seeking sustainable and environmentally friendly financial products. Specific services include the creation of personalized wallets, tokens and support for the use of cryptocurrencies.
Finliteracy GmbH
Since 2013 · 1–10 empl.
Gito AG
Since 1971 · 1–10 empl.
Ideal, Aktiengesellschaft für Immobilien und Steuerberatung
Since 1984 · 1–10 empl.
Giesbrecht + Partner AG
Since 1990 · 1–10 empl.
Peter Ammann Finanzberatung
Since 1992 · 1–10 empl.
Eichmann Consulting
Since 1999 · 1–10 empl.
Züllig Finanzplanungs GmbH
Since 1999 · 1–10 empl.
Financial advisor in Bern
Financial advisor in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of November 15, 2026
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