Financial advisor in
Lutry

11 companies in Financial advisor based in Lutry — name and year of registration from the commercial register. The list below shows them all.

Companies

All 11 companies in Lutry

VALAZZA Planification & Gérance de Patrimoines Logo

VALAZZA Planification & Gérance de Patrimoines

Since 2002 · 1–10 empl.

VALAZZA Planification & Gérance de Patrimoines provides financial advice and wealth management. Marc-Antoine Valazza is an asset manager authorised by FINMA.

Asset managerWealth planningWealth management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #1
Kühnel Investment Management Sàrl Logo

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family-office services for private clients and businesses. Its activities include wealth and investment management, financial and tax advice, mortgage guidance, insurance services, accounting and company formation.

Asset managerWealth managementMortgagesInsurance optimization
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
CR

CEP, Robert Züst

Since 1995 · 1–10 empl.

Financial advisor
No score yet
EF

Emel Finance SA

Since 2002 · 1–10 empl.

Financial advisor
No score yet
JC

Jet Consulting, David Whittle

Since 2009 · 1–10 empl.

Financial advisor
No score yet
AC

ANGO Consulting Angel Gomez

Since 2016 · 1–10 empl.

Management consultant
No score yet
MS

MARSANNE Sàrl

Since 2019 · 1–10 empl.

Financial advisor
No score yet
OI

OLKO Investments Sàrl

Since 2020 · 1–10 empl.

Financial advisor
No score yet
CC

C86 Capital SA

Since 2021 · 1–10 empl.

Financial advisor
No score yet
EE

eripé Emmanuelle Rognon Ingénierie patrimoniale

Since 2021 · 1–10 empl.

Financial advisor
No score yet
LS

LiwoP Sàrl

Since 2022 · 1–10 empl.

Financial advisor
No score yet

Financial advisor in Lutry

11Financial advisorCommercial register (Zefix) · as of November 15, 2026
2016Median year of registrationCommercial register (Zefix) · as of November 15, 2026
541in the Canton of VaudCommercial register (Zefix) · as of November 15, 2026
5,401in SwitzerlandCommercial register (Zefix) · as of November 15, 2026
Locations

Financial advisor in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of November 15, 2026