Financial advisor in
Mendrisio

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

Companies

All 7 companies in Mendrisio

DAXA Pianificazione Finanziaria SA Logo

DAXA Pianificazione Finanziaria SA

Since 1999 · 1–10 empl.5.0(7)

DAXA Pianificazione Finanziaria SA brokers financial and insurance products and advises individuals and businesses on insurance and banking solutions. Its services include pension and investment planning, financing, leasing, mortgages and personal loans.

AccountantInsurance intermediation and advice for private individualsInsurance intermediation and advice for businessesPrivate pension provision and insurance investments
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #1
Etra Consulting Sagl Logo

Etra Consulting Sagl

Since 2019 · 1–10 empl.5.0(11)

Etra Consulting Sagl provides insurance brokerage and financial advice. Its services include insurance intermediation and policy administration, as well as investment, risk, wealth, tax and retirement planning.

Asset managerFinancial adviceInsurance brokerageWealth planning
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #2
DSVALUE AG Logo

DSVALUE AG

Since 2019 · 1–10 empl.

DSVALUE AG is a Swiss advisory firm serving clients, with a focus on certificates and other financial instruments. It advises on selecting certificate structures in light of a client’s risk profile, portfolio and objectives, provides technical training, and supports the management of AMCs and funds.

Financial advisorCertificate AdvisoryCurrency Certificate AdvisoryAMC and Fund Management Support
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
ES

EMMGI Services SA

Since 1999 · 1–10 empl.

Financial advisor
No score yet
IS

Intermarket SA

Since 2004 · 1–10 empl.

Financial advisor
No score yet
LA

LTG ADVISORY SA

Since 2017 · 1–10 empl.

Financial advisor
No score yet
AG

Alixor Global Advisory Sagl

Since 2026 · 1–10 empl.

Financial advisor
No score yet

Financial advisor in Mendrisio

7Financial advisorCommercial register (Zefix) · as of November 15, 2026
2017Median year of registrationCommercial register (Zefix) · as of November 15, 2026
210in the Canton of TicinoCommercial 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