Financial advisor in
Freienbach

Alpen Partners AG

Since 2008 · 21–50 empl.

Alpen Partners AG provides independent wealth management and financial advice to individuals and families. Its services include investment and portfolio management, financial and succession planning, family office services, and financing solutions.

Finbrix AG

Since 2017 · 1–10 empl.

Finbrix AG provides financial and compliance consulting, along with training on investing, trading and regulatory requirements. Its services include coaching and workshops, independent analyses and risk assessments, and support with authorisations and compliance strategy implementation.

Alpen Partners International AG

Since 2017 · 21–50 empl.

Alpen Partners International AG provides wealth management and advisory services to high-net-worth clients. Its services include investment strategies, financial and wealth planning, financing solutions, and support with residency and citizenship matters.

Dey Capital GmbH

Since 2018 · 1–10 empl.

Dey Capital GmbH is an independent private investment adviser. It advises families, institutions and professional investors on allocations to traditional and digital assets.

Bergeot Paoli Associés SCM

Since 2024 · 1–10 empl.

Bergeot Paoli Associés SCM advises businesses, entrepreneurs, families and private clients on tax, legal and wealth matters. Its work includes French-Swiss and international taxation, personal and business tax advice, and wealth and estate planning.

Relcore Swiss Advisory GmbH

Since 2026 · 1–10 empl.

Relcore Swiss Advisory GmbH is an independent wealth advisory practice. It provides portfolio reviews and advice, supports clients with custodian bank selection and onboarding, and advises on wealth structuring and multi-generational wealth planning.

Huber Associates AG

Since 1986 · 1–10 empl.

CapPro GmbH

Since 2007 · 1–10 empl.

OKAL Consulting AG

Since 2009 · 1–10 empl.

Regotis Advisory AG

Since 2012 · 1–10 empl.

Schmidt Consulting

Since 2013 · 1–10 empl.

Swiss Nexus S.à r.l.

Since 2015 · 1–10 empl.