Financial advisor in
Pfäffikon SZ
53 companies in Financial advisor based in Pfäffikon SZ — name and year of registration from the commercial register.
50 of 53 companies
Monfort International GmbH
Since 2013 · 11–20 empl.5.0(165)
Monfort International GmbH is an independent financial consultancy and insurance broker. It advises individuals on financial and retirement planning, including investments, insurance, mortgages, asset protection and international accounts.
Beyeler Consulting GmbH
Since 2019 · 11–20 empl.4.9(228)
Beyeler Consulting GmbH provides financial services to private and business clients. Its services include financial and retirement planning, property financing, investment and tax advice, accounting, company formation, and insurance advice and brokerage.
Swiss Group Wealth Management AG
Since 2013 · 11–20 empl.4.5(105)
Swiss Group Wealth Management AG is an independent financial planning firm advising individuals and SMEs on financial and investment matters. Its services include wealth planning and investment advice, as well as insurance, pension and business risk advice.
Kunden Bekommen Werte (KBW) AG
Since 2000 · 11–20 empl.4.7(15)
Kunden Bekommen Werte (KBW) AG provides personal consultation and guidance on long-term financial and asset planning. Discussions address individual questions, goals and possible perspectives.
MIC Invest AG
Since 2007 · 1–10 empl.
MIC Invest AG provides independent wealth and portfolio management, financial planning and wealth advisory services. Its activities also include wealth consolidation, succession planning, real estate management and support for philanthropic initiatives.
AVERAS GmbH
Since 2013 · 1–10 empl.
AVERAS GmbH provides advisory and other services in finance and wealth management. Its services include tax and insurance advice, investments, bookkeeping, business consulting, real estate, and budget and estate planning.
Consolite Switzerland AG
Since 2022 · 11–20 empl.
Consolite Switzerland AG provides financial planning, investment advice and business consulting for individuals and companies. Its services include wealth analysis and digital financial tools, as well as advice on retirement planning, insurance, business strategy, finance and operations.
pfi partners for financial intermediaries AG
Since 2007 · 11–20 empl.
The core activity of pfi partners for financial intermediaries AG is the consulting and support of financial intermediaries in the founding and licensing of Swiss banks and collective investment products. The company offers services such as the development, founding and licensing of financial products as well as the management of these products throughout their entire lifecycle.
Tolomeo Capital AG
Since 2011 · 1–10 empl.5.0(2)
TIGER PARTNERS AG
Since 2019 · 11–20 empl.5.0(1)
VZ Vermögenszentrum AG, Zweigniederlassung Pfäffikon SZ
Since 2026 · 1–10 empl.
VZ Vermögenszentrum AG, Zweigniederlassung Pfäffikon SZ provides independent financial advice and asset management. Its services cover retirement planning, investments, taxes, insurance, real estate financing and estate planning.
Phosphor Asset Management SA
Since 2026 · 1–10 empl.
Phosphor Asset Management SA is an asset manager authorised by FINMA. It provides discretionary portfolio management, financial advice and the forwarding of securities orders, as well as multi-family office services.
Advero GmbH
Since 2017 · 1–10 empl.
Advero GmbH advises private and business clients on insurance and financial matters. Its services include financial and pension planning, investment advice, mortgages, risk analysis, and insurance and claims management.
DX Consulting GmbH
Since 2017 · 1–10 empl.
DX Consulting GmbH provides financial advisory on asset protection, family governance and alternative investments, as well as wealth planning services. It also assists with school and camp placements, visa and residency matters, and the valuation, planning and storage of art collections.
Moser Finance Consulting GmbH
Since 2018 · 1–10 empl.
Moser Finance Consulting GmbH advises individuals and businesses on financial matters and provides comprehensive financial planning. Its services include fiduciary and tax advice, financial and retirement planning, insurance, and financing solutions through banks.
Adralis GmbH
Since 2022 · 1–10 empl.
Adralis GmbH advises on insurance, pension planning, tax, property financing and investments. It reviews existing insurance and pension arrangements and discusses financing and investment questions with clients.
TAMBE Corporate Services GmbH
Since 2023 · 1–10 empl.
TAMBE Corporate Services GmbH is a fiduciary and consulting firm offering wealth planning, Swiss and international tax and legal advice, and services for companies, trusts and family offices. Services include company formation and domiciliation, acting as board members or trustees, trust administration, bookkeeping and preparation of financial statements.
Montalin Capital AG
Since 2011 · 1–10 empl.
Montalin Capital AG primarily provides contact information and a contact form on its website. No specific details about services or business activities are visible on the accessible pages.
Estate Project Finance AG
Since 1989 · 1–10 empl.
Hampton Finance AG
Since 1991 · 1–10 empl.
Taxila Capital GmbH
Since 2000 · 1–10 empl.
aXs Capital AG
Since 2000 · 1–10 empl.
N.I.S. New Investment Solutions AG
Since 2002 · 1–10 empl.
Royal Management + Finanz AG
Since 2002 · 1–10 empl.
Independent Investment Advisors Ltd.
Since 2004 · 1–10 empl.
Kränzlin Finanzmanagement AG
Since 2005 · 1–10 empl.
Sigma Lotus AG
Since 2005 · 1–10 empl.
UIC SA
Since 2005 · 1–10 empl.
CAM Stone Investment AG
Since 2007 · 1–10 empl.
US Tax Services AG
Since 2009 · 1–10 empl.
International Holding Company-G8 GmbH
Since 2012 · 1–10 empl.
OERUM-GAD INVESTMENTS
Since 2012 · 1–10 empl.
Credit Advisory - Fabrice Tischhauser
Since 2015 · 1–10 empl.
Imperial Wealth Planning GmbH
Since 2015 · 1–10 empl.
ConSol AS GmbH
Since 2015 · 1–10 empl.
LIEC Longterm Investments Enhancement Consulting AG
Since 2017 · 1–10 empl.
RH Advisory Partners GmbH
Since 2018 · 1–10 empl.
Jerdyaz Capital GmbH
Since 2018 · 1–10 empl.
SBD AG
Since 2018 · 1–10 empl.
Debtstone Capital AG
Since 2021 · 1–10 empl.
GS Advisory AG
Since 2022 · 1–10 empl.
MLM Investment AG
Since 2022 · 1–10 empl.
Emerald Mason AG
Since 2023 · 1–10 empl.
AMO Eriksen Consulting
Since 2023 · 1–10 empl.
Oya Capital AG
Since 2023 · 1–10 empl.
AFS Financial Consulting GmbH
Since 2023 · 1–10 empl.
Masterson Capital GmbH
Since 2023 · 1–10 empl.
Waterfront Advisory GmbH
Since 2024 · 1–10 empl.
Fabiano Solutions GmbH
Since 2024 · 1–10 empl.
Valvest Advisors (Schweiz) GmbH
Since 2025 · 1–10 empl.
Financial advisor in Pfäffikon SZ
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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