Financial advisor in
Dietikon

Portas Capital AG

Since 2008 · 11–20 empl.

Portas Capital AG is an independent, FINMA-authorised asset manager. It provides wealth management and investment advice to individuals, families and institutional clients, alongside financial planning and support with pension and foundation assets.

InsuraFair Aiello & Audia KLG

Since 2024 · 1–10 empl.·5.0(17)

InsuraFair Aiello & Audia KLG is an independent insurance intermediary registered with FINMA. It compares and reviews health, motor, household, liability, legal protection, pension and SME insurance, and provides personal advice.

NOVATRA Vermögensberatung AG

Since 2026 · 1–10 empl.

NOVATRA Vermögensberatung AG advises individuals and businesses on insurance, pension provision and wealth planning. Its services include individual investment strategies and solutions for health, liability, property, occupational pensions and legal risks.

Finsion GmbH

Since 2025 · 1–10 empl.

Finsion GmbH advises individuals and businesses on insurance, retirement planning and mortgages, and assists with tax returns. Its services include comparing insurance and mortgage offers and supporting clients in selecting and implementing suitable solutions.

Marcos Manjon Celestino, Beratungen

Since 1996 · 1–10 empl.

Arno Greter

Since 2000 · 1–10 empl.

Prometheus Beratungs-, Immobilien- und Beteiligungs AG

Since 2005 · 1–10 empl.

AJM Versicherung & Treuhand GmbH

Since 2008 · 1–10 empl.

Amstad - integral business solutions

Since 2009 · 1–10 empl.

Are Bau AG

Since 2015 · 1–10 empl.

Swiss Database GmbH

Since 2019 · 1–10 empl.

My Smart Solution GmbH

Since 2021 · 1–10 empl.