Financial advisor in
Schindellegi

Marc Steiner Investment Academy GmbH

Since 2014 · 1–10 empl.·5.0(27)

Marc Steiner Investment Academy GmbH provides education on Bitcoin and cryptocurrencies. Its training includes video modules, live calls and personal coaching, covering the use of market cycles and data for structured investment decisions and risk management.

Finanz Netz Consulting GmbH

Since 2002 · 11–20 empl.

Finanz Netz Consulting GmbH is an independent financial services provider offering financial and insurance advice. Its services include budget planning, risk and pension planning, portfolio analysis, claims support and help with administrative matters.

Access Concept AG

Since 2005 · 11–20 empl.

Access Concept AG offers investment opportunities in solar energy, hemp cultivation, real estate, agriculture and equestrian tourism projects. It presents and arranges investments in these ventures.

ALWICO GmbH

Since 2017 · 1–10 empl.

ALWICO GmbH provides independent advice and brokerage for insurance and pension solutions for individuals and businesses. Its services include insurance and pension analyses, obtaining and comparing offers, and advice on financing and tax optimisation.

Allfinanz Consulting GmbH

Since 2024 · 11–20 empl.

Allfinanz Consulting GmbH advises individuals and businesses on insurance, pension provision and financial planning, and helps coordinate existing policies. Its allnova app lets clients manage insurance contracts and documents, track deadlines and view available cashback offers.

PENVors GmbH

Since 2004 · 1–10 empl.·5.0(1)

PENVors GmbH advises on insurance and financial services, with a focus on pensions, financial planning, retirement provision and investments. Its services also include occupational pension provision, pillar 3a and advice on various types of insurance.

Valcore Capital AG

Since 2022 · 1–10 empl.

Valcore Capital AG is an independent multi-family office and asset manager. It serves entrepreneurial families, high-net-worth individuals and institutional investors with family office, investment and advisory services, as well as financial planning and wealth management.

Tax & Wealth Structuring AG

Since 2023 · 1–10 empl.

Tax & Wealth Structuring AG advises private clients, entrepreneurs and financial service providers on national and international tax planning, wealth structuring and legal matters. Its services also include relocation advice and succession and wealth planning.

Veritas Finance AG

Since 2025 · 1–10 empl.

Veritas Finance AG provides financial advisory and investment services to private clients and businesses, including individual financial planning, wealth planning, portfolio management, pension and retirement planning, insurance advice and tax planning.

Smarter Invest Swiss AG

Since 2026 · 1–10 empl.

Smarter Invest Swiss AG advises individuals, investors and businesses on wealth protection and structuring with an international perspective. Its services include strategic consulting, physical precious metals, and solutions for businesses and partners.

FOX FINANCE SA

Since 2004 · 1–10 empl.

FOX FINANCE SA advises companies and high-net-worth individuals on cross-border investment strategies. Its advisory work covers acquisitions, disposals and business development involving private equity, listed companies and capital development.

Impact Values Consulting GmbH

Since 2020 · 1–10 empl.

Impact Values Consulting GmbH is an independent advisory firm for sustainable investment solutions and impact-oriented financial management. It advises professional and institutional investors on impact investing, sustainable investments and portfolio strategy.