Financial advisor in
Lausanne
99 companies in Financial advisor based in Lausanne — name and year of registration from the commercial register.
50 of 99 companies
Proxi Conseils et Courtages Sàrl
Since 2013 · 1–10 empl.5.0(172)
Proxi Conseils et Courtages Sàrl is an insurance brokerage and advisory firm specialising in tax and pension planning. It assists individuals, families, self-employed people and businesses with personal and professional insurance, tax returns, pension arrangements and business matters such as accounting and VAT.
Resolve SA succursale Vaudoise
Since 2020 · 1–10 empl.5.0(52)
Resolve SA succursale Vaudoise works in mortgage financing and advises private clients and real estate professionals. Its services include mortgage support, pension planning advice and guidance on real estate taxation.
ProBudget Christophe Brodard
Since 2013 · 1–10 empl.5.0(36)
ProBudget Christophe Brodard provides independent advice on taxation, insurance and real estate. Services include tax returns and tax planning, mortgage financing, real estate brokerage, and insurance analysis and provision planning.
VP conseils Sàrl
Since 2013 · 1–10 empl.4.9(28)
VP conseils Sàrl advises clients on real estate financing and mortgages. Its services include comparing financing options, supporting clients through property purchases, advising on pension provision and arranging mortgage renewals.
Art Gestion et Finances SA
Since 2014 · 1–10 empl.5.0(8)
Art Gestion et Finances SA provides services and advice in accounting, finance and business management. It handles administrative tasks, bookkeeping, and supplier and debtor follow-up, and supports businesses with their development.
BCD Financial Group Sàrl
Since 2018 · 1–10 empl.4.5(30)
BCD Financial Group Sàrl provides financial and pension advice and independent insurance brokerage for individuals and businesses. Its services include tax returns and tax advice, company formation and accounting, as well as mortgage brokerage and property sales.
ELG partners S.A.
Since 1985 · 1–10 empl.
ELG partners S.A. advises individuals and businesses on insurance, finance, wealth management and pension planning. It also arranges mortgage financing and real estate transactions, and offers fiduciary services such as accounting and tax support through a partner.
MULTI GROUP FINANCE SA
Since 1999 · 1–10 empl.
MULTI GROUP FINANCE SA provides wealth management and financial advisory services. Its activities include portfolio management and investment advice, as well as services related to bonds, equities and ETFs, tax planning and family advisory.
Pittet Associés SA
Since 2000 · 21–50 empl.
Pittet Associés SA advises pension funds, insurance companies and employers on occupational pensions. Its services include actuarial advice, legal advice and investment consulting.
Gepolis S.A.
Since 2001 · 11–20 empl.
Gepolis S.A. provides wealth management and financial advisory services. Its activities include discretionary portfolio management, wealth structuring and family-office services for the administration of clients’ private and professional affairs.
White Lighthouse Investment Management Sàrl
Since 2006 · 1–10 empl.
White Lighthouse Investment Management Sàrl provides investment management and financial planning services. Its activities include managing client portfolios and cross-border financial planning, particularly for clients with connections to Switzerland and the United States.
TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne
Since 2009 · 101–500 empl.
TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne distributes insurance and provides financial planning for expatriates and foreign residents in Switzerland. Its services include life assurance, investment and pension planning, and other insurance products.
LGH Financial Strategy - Hauswirth
Since 2011 · 1–10 empl.
LGH Financial Strategy - Hauswirth is a consultancy specialised in asset management for medium-sized fortunes. Services include independent investment advice and mandates (analysis/optimization, advisory, discretionary management), financial planning strategies and assistance with voluntary tax regularisation, supported by legal and tax partners.
PORTALIS CONSULTING Sàrl
Since 2015 · 1–10 empl.
PORTALIS CONSULTING Sàrl advises on legal, tax and wealth-related matters involving France and Switzerland. Its services include support with international relocation, wealth transfers and succession planning, as well as cross-border management of assets and property.
Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général
Since 2018 · 21–50 empl.
Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général is a Swiss Life agency providing pension and financial advice. It offers individual pension solutions for individuals and businesses, as well as advice on investments and real estate.
ZZ Courtage en assurances SA
Since 2020 · 11–20 empl.
ZZ Courtage en assurances SA advises individuals and businesses on insurance and pension provision. Its services include risk and portfolio analysis, negotiating and managing insurance contracts, claims support and mortgage advice.
M. Rozanes Consultant en gestion de fortune
Since 2016 · 1–10 empl.
The core activity of Rozanes Fortune is wealth management and consulting for private clients and families, including financial planning, investment advice, risk management, tax optimization and asset protection. The company offers tailored solutions and services to meet the financial goals and needs of its clients and to preserve and increase their assets in the long term.
LEMAN SA
Since 2017 · 1–10 empl.
LEMAN SA is a real estate agency. The website refers to properties for rent and for sale, as well as services related to real estate brokerage and additional property information.
Succession.ch Sàrl
Since 2017 · 1–10 empl.
Succession.ch Sàrl provides services and advice on provision and estate planning, funerals, and estate administration. Its services include preparing wills, compiling estate inventories and valuations, arranging sales, and providing administrative support.
Goumaz & Cie Sàrl
Since 2018 · 1–10 empl.
Goumaz & Cie Sàrl provides advisory and mandate services to businesses, self-employed professionals and private individuals. Its activities include insurance and pension advice, real estate mandates, and administrative family office services such as bookkeeping, invoice management and assistance with meetings and administrative matters.
Groupe Glabs Sàrl
Since 2018 · 1–10 empl.4.4(5)
Groupe Glabs is a full-service advertising agency offering a wide range of services, including: communication strategy and consulting, creation of advertising materials (print, web, video), development of websites and mobile applications, search engine optimization (SEO), social media marketing and community management, influencer marketing and public relations, content creation (text, image, video), and intelligent solutions with artificial intelligence (AI). The company's core activity is to support businesses in developing their brand and communication strategy to achieve their goals.
LGH et Associés SA
Since 2022 · 1–10 empl.5.0(7)
LGH et Associés SA provides wealth management and asset management services, including discretionary mandates, analysis-and-optimization mandates, family office services and support for tax regularization in collaboration with legal and tax partners.
Overall SA
Since 2022 · 1–10 empl.
Overall SA is an independent broker for insurance and financing, with advisory services in pensions and financial planning. It also supports individuals and businesses with company formation and connects clients with specialists, including in real estate.
Retraites Helvétiques SA
Since 2022 · 1–10 empl.
Retraites Helvétiques SA manages pension assets, including second-pillar vested benefits, and provides discretionary wealth management. Its services also include financial advice and planning covering pensions, property and wealth management.
Gonthier & Schneeberger Patrimonial Sàrl
Since 2020 · 21–50 empl.4.3(7)
Gonthier & Schneeberger Patrimonial Sàrl provides insurance brokerage and insurance portfolio management. Its services include advice on occupational and individual pension provision, financial planning and mortgage financing.
DIAS Assurances & Patrimoine Sàrl
Since 2022 · 1–10 empl.5.0(7)
The core activity of DIAS Assurances & Patrimoine Sàrl is the brokerage and distribution of insurance services as well as wealth management. The company acts as an independent insurance broker and offers its customers a wide range of insurance solutions, including individual consulting, wealth management and risk management.
Cabinet Fiscal & Patrimonial BTR SA
Since 2016 · 1–10 empl.5.0(2)
Cabinet Fiscal & Patrimonial BTR SA advises on taxation, pension planning, wealth preservation, and matrimonial and inheritance law. It prepares individual assessments and strategies for income optimisation and long-term wealth preservation, and also provides accounting, payroll, and training services.
SIPA Group SA
Since 2006 · 1–10 empl.3.5(8)
SIPA Group SA is a group of investors and advisers active in real estate, investment advice and maritime transport. Through its divisions, it provides investment opportunities in Swiss income properties, real estate in new and emerging markets, and commercial vessels.
AG Assurance Genevoise SA
Since 2026 · 1–10 empl.
AG Assurance Genevoise SA is an insurance broker serving individuals and businesses. Its services include property, liability, vehicle, health and pension insurance, as well as cover for businesses.
Legrand conseils Sàrl
Since 2025 · 1–10 empl.
Legrand conseils Sàrl is an independent insurance broker advising on health insurance, supplementary cover and private pension provision. Its services also include advice on protecting families and income, comparing insurance options and arranging policy changes.
Nexio Partner SA
Since 2026 · 1–10 empl.
Nexio Partner SA provides financial advice and comprehensive financial planning for individuals, businesses and executives. Its services include insurance, pension planning, investments, property financing, loans and tax optimisation, as well as the distribution of financial and insurance products.
LEONIS CONSEILS Sàrl
Since 2004 · 1–10 empl.
The core activity of Leonis Conseils encompasses advisory services in the areas of insurance, finance, mortgages, and taxation.
hotium Sàrl
Since 2008 · 1–10 empl.
hotium Sàrl provides private-office services in financial, legal, tax and administrative matters for individuals and businesses. Its services include investment and pension advice, real estate support, and assistance with banking, insurance and employee relocation matters.
Kereon Capital SA
Since 2013 · 1–10 empl.
Kereon Capital SA develops systematic trading strategies and provides financial consulting.
C & G Swiss Finance Sàrl
Since 2017 · 1–10 empl.
C & G Swiss Finance Sàrl provides advisory and brokerage services in insurance, financial planning, taxation and real estate. Its services include insurance advice, accounting, tax advice, and assistance with finding mortgage financing and properties.
Caelius Capital SA
Since 2019 · 1–10 empl.
Caelius Capital SA is an international investment advisory and brokerage firm. It provides advisory, sourcing, strategy and structuring services in real estate, private equity and commodities.
Perenity Finance Sàrl
Since 2020 · 1–10 empl.
Perenity Finance Sàrl provides independent financial advice and coaching. Its services cover insurance optimisation, pension planning, mortgage financing, and advice on savings and investment options.
Vision Capital Advisors Sàrl
Since 2026 · 1–10 empl.
Vision Capital Advisors Sàrl designs and monitors investment strategies and models and conducts research in the financial sector. It supports clients with investment decisions and provides market analysis and portfolio monitoring.
Swiss Ethic Advisory, titulaire Hamam
Since 2026 · 1–10 empl.
Swiss Ethic Advisory, titulaire Hamam provides independent wealth and investment advice to private clients and institutions. Its services include wealth and investment strategies, structuring investment projects, advice on Islamic and ethical finance, and training.
GDP gestion de patrimoines SA
Since 1996 · 1–10 empl.
VIRTUS FINANCE S.A.
Since 1998 · 1–10 empl.
VIRTUS FINANCE S.A. is an advisory firm providing M&A advice, corporate finance and portfolio management focused on real estate and private equity. The firm participates in deal scouting, selection and execution, often acts as an investor or co‑investor, and supports projects through acquisition, development and asset management while serving as arranger/introducer for private equity transactions.
MT Private Finance Sàrl
Since 2019 · 1–10 empl.
The core activity of MT Private Finance Sàrl is the provision of financial services, particularly in the field of private banking.
Strageco S.A.
Since 1974 · 1–10 empl.
Nafora SA
Since 1978 · 1–10 empl.
Kessler Prévoyance SA
Since 1983 · 1–10 empl.
Aura Consulting, Dora Erna Barbaz
Since 1999 · 1–10 empl.
Arcad'Services Sàrl
Since 1999 · 1–10 empl.
RS Group S.A.
Since 1999 · 1–10 empl.
MH Management S.à r.l.
Since 2000 · 1–10 empl.
Whiteridge Advisors SA
Since 2000 · 1–10 empl.
Financial advisor in Lausanne
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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