Financial advisor in
Zumikon
9 companies in Financial advisor based in Zumikon — name and year of registration from the commercial register. The list below shows them all.
All 9 companies in Zumikon
RCR Rechts- & Finanzconsulting Florence Röthlin Hugger
Since 2002 · 1–10 empl.
Wholistic Wealth Solutions, R. Holla
Since 2004 · 1–10 empl.
Wholistic Wealth Solutions, R. Holla provides financial and strategic business consulting, supporting private, qualified and institutional investors with wealth planning, financial structuring and investment management. Its services include investment office and family office support, capital and project finance, and structured and sustainable investments.
Pilet & Partner AG
Since 2019 · 1–10 empl.
Pilet & Partner AG is an independent insurance advisory firm serving businesses and individuals. Its services include insurance portfolio reviews, advice on coverage and pensions, support with claims, and guidance on wealth building.
Swiss First Broker Partners AG
Since 2022 · 1–10 empl.5.0(1)
Swiss First Broker Partners AG is an insurance broker serving businesses and private clients. Its services include insurance advice and ongoing support, assistance with claims, and financial and pension planning.
Stanley E. Katz Financial Consulting
Since 2003 · 1–10 empl.
Stanley E. Katz Financial Consulting provides asset management and investment advice. Its services include advice on equities, bonds, funds and structured products, as well as tailored portfolio management and support with offshore activities.
Liv Wealth GmbH
Since 2005 · 1–10 empl.
EDO Wundram-Müller Consulting
Since 2007 · 1–10 empl.
MMR Consulting GmbH
Since 2014 · 1–10 empl.
Quantoro Technologies AG
Since 2021 · 1–10 empl.
Financial advisor in Zumikon
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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