Financial advisor in
Pully

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

Companies

All 14 companies in Pully

FBK Conseils Sàrl Logo

FBK Conseils Sàrl

Since 2019 · 1–10 empl.5.0(105)

FBK Conseils Sàrl is a fiduciary and advisory firm serving individuals, freelancers and small and medium-sized businesses. Its services include accounting, tax returns, business creation, payroll administration, insurance, retirement planning, real estate and investments.

AccountantTax returnSubsequent ordinary taxation (TOU)Retirement and pension planning
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #1
Best Tax For You Sàrl Logo

Best Tax For You Sàrl

Since 2008 · 1–10 empl.

Best Tax For You Sàrl advises wealthy individuals on relocation and on tax, wealth and estate planning. Its services include support with the related procedures in both the former and the new country of residence.

Financial advisorRelocation of affluent individualsTax, wealth and succession planning
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost Logo

Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost

Since 2013 · 1–10 empl.

Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost advises on insurance, bancassurance, real estate, wealth, financial products and investments, and provides management and brokerage services. Its services include insurance and pension solutions, property financing and investment planning for individuals and businesses.

Financial advisorInsurance brokerage and advisoryPrivate and occupational provisionReal estate financing and mortgage loans
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
MG Finance SA Logo

MG Finance SA

Since 1996 · 11–20 empl.3.0(4)

MG Finance SA is a FINMA-regulated wealth manager and an authorised investment fund manager. Its services include wealth management, financial and investment planning, family-office support, and the management of investment funds.

Asset managerWealth planningWealth managementInvestment fund management
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #4
Evora Wealth Experts SA Logo

Evora Wealth Experts SA

Since 2021 · 1–10 empl.

Evora Wealth Experts SA provides fiduciary and advisory services in wealth, estate and cross-border tax planning. Its services include setting up and maintaining companies and other structures, venture capital structuring, and accounting.

AccountantWealth PlanningEstate PlanningFiduciary Services
No score yet
Piliarys Sàrl Logo

Piliarys Sàrl

Since 2025 · 1–10 empl.

Piliarys Sàrl is an independent advisory firm for pensions, taxation, insurance and wealth planning. Its services include occupational and private pension planning, tax returns and tax advice, insurance guidance, and support with property and wealth-related decisions.

Financial advisorTax AdvisoryPension AdvisoryInsurance Advisory
No score yet
BB

Bati, Ben Abdallah, trading and investment

Since 1991 · 1–10 empl.

Financial advisor
No score yet
PN

Pascal Nguyen

Since 2009 · 1–10 empl.

Financial advisor
No score yet
BP

Blue Partner SA

Since 2010 · 1–10 empl.

Financial advisor
No score yet
SC

Systemic Consulting Sàrl

Since 2011 · 1–10 empl.

Accountant
No score yet
NV

Nicolas Vraca Consulting

Since 2014 · 1–10 empl.

Asset manager
No score yet
LA

Lynx Advisory Sàrl

Since 2017 · 1–10 empl.

Financial advisor
No score yet

Financial advisor in Pully

14Financial advisorCommercial register (Zefix) · as of November 15, 2026
2014Median 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