Financial advisor in
Zurich

397 companies in Financial advisor based in Zurich — name and year of registration from the commercial register.

Companies

50 of 397 companies

MY HYPOTHECA AG

Since 2021 · 11–20 empl.5.0(230)

MY HYPOTHECA AG is an independent intermediary for mortgage and pension products. It compares and negotiates financing options from financial institutions, provides personal advice, and offers pension planning and financial advisory services.

Financial advisorMortgage serviceInterest rate comparison toolFinancial advisory

Simplecare.ch AG

Since 2015 · 11–20 empl.4.9(277)

Simplecare.ch AG advises private individuals and businesses on insurance, pensions, finance and taxes. Its services also include accounting, support with company formation and real estate advice.

Financial advisorInsurance consultingPension consultingFinancial consulting

PVVS Finanzkompetenz AG

Since 2016 · 11–20 empl.5.0(53)

PVVS Finanzkompetenz AG provides independent financial advice to individuals and businesses. Its services include financial, retirement, wealth, pension and tax planning, as well as insurance advice, mortgage brokerage, fiduciary services and estate planning.

AccountantRetirement provision adviceInsurance advisoryTax advisory

Deloris AG

Since 2009 · 11–20 empl.4.9(114)

Deloris AG provides tax and financial advice to individuals, entrepreneurs and international clients. Its services include Swiss tax returns and tax consulting, financial and retirement planning, estate planning, and advice on real estate and insurance matters.

AccountantZurich tax returns for expatsPersonal financial advisory for expatsVoluntary tax self-disclosure

Obermatt AG

Since 2002 · 1–10 empl.4.7(248)

Obermatt AG provides independent stock analysis and quantitative rankings that compare companies with their industry peers using financial metrics. Its services include stock ideas, analysis and tracking tools, and investing insights for private investors.

Financial advisorEquity research subscriptionsStock analysis and valuationStock ideas and stock screening

Huber & Bruderer AG

Since 2009 · 1–10 empl.4.9(85)

Huber & Bruderer AG is an independent financial advisory and planning firm serving individuals, medical professionals and businesses. Its services include retirement and pension planning, investments, insurance and tax advice, as well as fiduciary and accounting services for businesses.

AccountantIndependent financial advice and financial planningRetirement and pension planning adviceRetirement planning

Deine3a GmbH

Since 2021 · 11–20 empl.5.0(250)

Deine3a GmbH advises people emigrating from Germany and Austria to Switzerland. It provides guidance on relocation, insurance, retirement provision and tax matters, and acts as an insurance intermediary.

Financial advisorEmigration advisory to SwitzerlandAdvisory for health insurance and health coverInsurance advisory for emigrants

DESCARTES FINANCE AG

Since 2015 · 11–20 empl.5.0(31)

DESCARTES FINANCE AG provides financial advice and asset management, as well as private pension solutions. Its services include Pillar 3a and vested-benefit investments, long-term investment strategies, and digital account management through a client portal.

Asset managerPillar 3aPension portabilityInvest

finvero services GmbH

Since 2019 · 1–10 empl.5.0(52)

finvero services GmbH provides financial, pension and insurance advice. Its activities also include arranging insurance products.

Financial advisorFinancial advisoryRetirement provision consultingInsurance advisory

Zwei Wealth Experts AG

Since 2014 · 51–100 empl.4.7(17)

Zwei Wealth Experts AG provides independent wealth management services. It develops investment strategies, helps clients select banks and asset managers, and monitors their performance and costs.

Financial advisorWealth OfficeWealth PlanningSelection of banks and wealth managers

Arcos Pazos Consulting

Since 2015 · 1–10 empl.4.8(134)

Arcos Pazos Consulting provides advice on insurance, tax returns and pension plans. It also assists with administrative matters and procedures for people returning to Spain.

AccountantInsuranceTax ReturnPension Plans

Resolve SA, Zweigniederlassung Zürich

Since 2022 · 1–10 empl.4.8(49)

Resolve SA, Zweigniederlassung Zürich advises private clients and real estate professionals on mortgage financing, pension planning and tax matters. It assists with new mortgages and renewals, compares financing offers and supports clients through real estate projects.

Financial advisorMortgage financingInsurance and retirement planning advisoryTax optimisation

besser-vorsorgen AG

Since 2011 · 11–20 empl.5.0(7)

besser-vorsorgen AG advises companies on choosing a pension fund and compares occupational pension solutions based on factors such as benefits, costs and security. It analyses offers and assists clients with changing pension funds.

Financial advisorPension Fund AdvisoryPension Fund ComparisonPension Fund Knowledge and Explanations

Survista Financial Advisors AG

Since 2008 · 11–20 empl.4.7(15)

Survista Financial Advisors AG provides independent financial advice and asset management for private clients. Its services also include financial planning and family-office support, such as advice, wealth reporting and coordination of financial matters.

Asset managerWealth ManagementFinancial AdviceFamily Office

Clark Switzerland AG

Since 2022 · 21–50 empl.4.3(582)

Clark Switzerland AG provides advice and services in taxation, insurance and personal financial planning. Its services include tax return preparation, insurance comparisons, pension planning, and advice on mortgages and home financing.

Financial advisorInsurance adviceTax return preparationPension advice

PR1ME Capital AG

Since 2007 · 11–20 empl.5.0(10)

PR1ME Capital AG is an independent wealth manager offering asset management, investment advice and financial planning. Its services also include family office support, with consolidated analysis of bankable and non-bankable assets, as well as savings plans.

Asset managerWealth managementInvestment advisoryFamily Office Services

Optimatis AG

Since 2016 · 1–10 empl.4.8(283)

Optimatis AG provides insurance advice and brokerage, particularly for health insurance and pension planning. It advises customers, obtains quotes from independent insurers and provides a digital insurance portal.

Financial advisorInsurance advisory for health insurance and retirement planningComparison and brokerage of health insurance offersRetirement planning optimization

taxum AG

Since 2025 · 1–10 empl.5.0(47)

taxum AG specialises in tax returns for individuals, self-employed people and internationally mobile clients. It provides tax advice on tax planning and cross-border matters, as well as assistance with social security, home ownership and other financial issues.

AccountantTax advisoryTax returnAdditional services

Point Capital Group AG, Zug, Zweigniederlassung Zürich

Since 2019 · 1–10 empl.4.7(14)

Point Capital Group AG, Zug, Zweigniederlassung Zürich is an independent asset manager that actively manages client assets and invests primarily in shares of quality companies. Its services also include pension investment solutions, fund solutions, portfolio reviews and retirement planning.

Asset managerWealth ManagementFund SolutionRetirement Assets

Veritas Group AG

Since 2022 · 1–10 empl.4.5(42)

Veritas Group AG advises private and corporate clients on insurance, pension and financial matters and arranges insurance coverage and credit solutions. The company supports company formation, provides bookkeeping and tax assistance, and manages claims and ongoing servicing of insurance portfolios.

Financial advisorInsurance advice and brokerageRetirement planning adviceBusiness insurance

Andrade Finance GmbH

Since 2015 · 1–10 empl.5.0(13)

Andrade Finance GmbH provides financial planning and advice on pensions, insurance, taxes and home ownership. Its services for businesses include bookkeeping, payroll accounting, VAT returns and annual financial statements, as well as advice on business insurance and occupational pensions.

AccountantInsurance consulting and optimizationRetirement planning consultingTax consulting and tax return

PROGREDO AG

Since 2017 · 11–20 empl.5.0(16)

PROGREDO AG provides financial planning, business succession advice and wealth management for entrepreneurs and executives. For institutional investors, it offers asset management strategies involving convertible bonds, equities and mixed investments.

Asset managerSuccession planningFinancial planningWealth management

Global Sana AG

Since 2014 · 101–500 empl.5.0(3)

Global Sana AG advises individuals and businesses on insurance, finance and retirement planning. It assesses clients’ insurance and financial needs, arranges suitable solutions and supports their implementation and ongoing management.

Financial advisorAllfinanz advisoryInsurance brokerageRetirement planning advisory

Sound Capital AG

Since 2012 · 21–50 empl.5.0(3)

Sound Capital AG provides asset management, investment advice and comprehensive wealth management services. Its services include developing investment strategies, monitoring portfolios, providing holistic financial advice and offering family office services.

Asset managerPortfolio managementInvestment adviceWealth management services

CDC Dietrich GmbH

Since 2018 · 1–10 empl.4.5(21)

CDC Dietrich GmbH is an independent financial consultancy for private individuals. It advises on tax, insurance, social security and pension provision, investments, real estate, family and inheritance law, and succession planning, and supports people starting businesses. It also provides board and accounting services.

Financial advisorTax advisoryInsurance advisoryInvestment advisory

Format A AG

Since 2013 · 21–50 empl.5.0(3)

Format A AG provides fiduciary services and independent advice and monitoring for investment portfolios. It also offers family office services to private clients, families and businesses, including support with organising and overseeing family wealth.

Family officeFiduciary servicesInvestment Consulting & ControllingFamily Office

ellexx universe AG

Since 2021 · 21–50 empl.4.0(27)

ellexx universe AG is a financial platform providing editorial content on finance and equality, financial education and advice. Its services include an app, coaching and courses, independent financial advice, and investment and retirement solutions, including ETF savings plans.

Financial advisorellexx investIndependent financial adviceellexx Membership

Triaxis AG

Since 1983 · 11–20 empl.

Triaxis AG is an independent asset management company and provider of family office services. Its services include asset management and investment consulting, as well as wealth, financial and pension planning.

Asset managerAsset ManagementInvestment AdvisoryFinancial Planning

Solidinvest AG

Since 1985 · 21–50 empl.

Solidinvest AG is an independent asset manager serving private clients. Its services include investment advice and portfolio management, as well as support with financing and mortgages, financial planning and consolidated reporting.

Asset managerInvestment adviceWealth managementFinancing and mortgages

REALPRISMA Versicherungs-Treuhand AG

Since 1991 · 11–20 empl.

REALPRISMA Versicherungs-Treuhand AG is an independent insurance advisory firm serving SMEs, self-employed people and private individuals. Its services include insurance portfolio analysis and administration, risk advice, pension, asset and tax advice, retirement planning, and health insurance advice.

Financial advisorInsurance consulting and broker mandateInsurance portfolio analysisInsurance portfolio management

PPCmetrics AG

Since 1991 · 101–500 empl.

PPCmetrics AG advises institutional and private investors on financial and investment strategy. Its services include investment consulting and controlling, asset manager selection, actuarial and legal advice, sustainability integration in the investment process, and training.

Financial advisorPension Fund ConsultingInvestment ConsultingInvestment Controlling

VZ Vermögenszentrum AG

Since 1992 · 101–500 empl.

VZ Vermögenszentrum AG advises individuals and companies on financial matters, including investments, asset management, retirement planning, taxes, insurance, real estate and mortgages. For companies, it also provides advice on pension solutions, insurance and succession planning.

Asset managerAsset management and investment adviceRetirement planning adviceEstate planning advice

Rossier, Mari & Associates AG

Since 1994 · 11–20 empl.

Rossier, Mari & Associates AG is an investment consultancy. Its wealth management activities were taken over by Octa Wealth AG on 1 October 2025.

Financial advisorInvestment advisory

Investor's Dialogue GmbH

Since 1994 · 1–10 empl.

Investor's Dialogue GmbH advises private clients on financial life planning and investments. Its services also include asset monitoring and financial literacy courses.

Financial advisorFinancial life planningWealth controllingFinancial Literacy

PENSADOR Partner AG

Since 1995 · 21–50 empl.5.0(4)

PENSADOR Partner AG is an independent asset manager serving private and institutional clients. Its services include portfolio management, investment advice, financial planning, and pension and retirement planning.

Asset managerAsset managementAdvisory mandatesFinancial planning

Bevag Better Value AG

Since 1998 · 1–10 empl.

Bevag Better Value AG provides independent financial and wealth advice, with a focus on investing in funds. Its services include strategic financial planning and advice on protecting assets.

Financial advisorIndependent financial advisoryInvesting with fundsStrategic financial planning

Delta Consulting PG GmbH

Since 1999 · 1–10 empl.

Delta Consulting PG GmbH provides advisory and brokerage services for insurance and loans. It also assists private and business clients with tax returns and private retirement planning.

Financial advisorInsuranceLoan brokerageTax return

Swiss Finance Service Center AG

Since 1999 · 11–20 empl.

Swiss Finance Service Center AG provides private and corporate financial and pension planning. Its services for individuals and SMEs include risk management, insurance, pension fund management, investments, property financing, retirement planning and estate planning.

Financial advisorRetirement planningCapital investmentsEstate planning

Qualibroker AG

Since 2000 · 21–50 empl.4.0(1)

Qualibroker AG provides services in insurance and risk management, occupational pensions, and HR. Its activities include risk advice, insurance solutions, pension planning, and actuarial consulting.

Financial advisorRetirement planning seminars

Eagle Invest AG

Since 2000 · 11–20 empl.

Eagle Invest AG is an independent wealth manager offering wealth management and portfolio management. Its services also include financial and retirement planning, pension advice, financing and family-office services.

Asset managerFinancial and retirement planning

1291 Group Switzerland AG

Since 2000 · 11–20 empl.

1291 Group Switzerland AG is an independent insurance broker advising high-net-worth families and their professional advisers on wealth protection and succession planning. Its services include cross-border, insurance-based structures and life insurance solutions, including Private Placement Life Insurance.

Financial advisorWealth & Estate PlanningPrivate Placement Life Insurance (PPLI)Variable Universal Life Insurance

Private Finance, AG für Finanzplanungen und Vermögensanlagen

Since 2001 · 1–10 empl.

Private Finance, AG für Finanzplanungen und Vermögensanlagen is an independent financial advisory and services firm. It develops financial plans and investment strategies for individuals and advises on asset structuring, tax planning, retirement, pensions, insurance, property and mortgages.

Financial advisorFinancial planning conceptsInvestment strategy consultingFinancial planning reports

Merz Consulting

Since 2001 · 1–10 empl.

Merz Consulting provides financial, tax and business consulting for companies, self-employed people and private individuals. Its services include bookkeeping, support with property sales, advice on digital transformation and education, and the sale and customisation of business software.

Management consultantFinancial ConsultingFutureEd-, Digital Leadership Solutions

Swiss Insurance & Financial Advisors (SIFA) GmbH

Since 2001 · 11–20 empl.

Swiss Insurance & Financial Advisors (SIFA) GmbH advises private individuals, companies and expatriates on insurance matters and acts as an insurance broker. Its services include risk analyses, advice on insurance cover and social insurance, and pension analyses.

Financial advisorInsurance advice for private individualsInsurance coverage and risk analysis for companiesAdvice on retirement provision

CORUM Vermögensverwaltung AG

Since 2002 · 21–50 empl.

CORUM Vermögensverwaltung AG provides asset management, investment advice and execution-only services for investment orders. It manages individual portfolios and serves private clients, families and legal entities.

Asset managerWealth managementInvestment advisoryExecution Only

Peritus Investment Consultancy AG

Since 2003 · 1–10 empl.

Peritus Investment Consultancy AG provides independent financial and investment consultancy to private clients, charities and professional clients. Its services include investment strategy design, manager selection and monitoring, and performance, risk and fee analysis.

Financial advisorInvestment ConsultancyMonitoring & Risk Assessment

smzh ag

Since 2003 · 101–500 empl.

smzh ag is an independent financial services provider for individuals and businesses. It advises on finance and investments, retirement provision and insurance, mortgages and real estate, as well as taxes and legal matters, and also offers services such as corporate financing and financial planning.

Financial advisorFinancial advicePension provision analysisTax return

Tintelnot, Aquila & Partners AG

Since 2004 · 1–10 empl.

Tintelnot, Aquila & Partners AG is an independent asset manager serving private clients and foundations. It builds and manages investment portfolios, consisting mainly of long-term holdings in listed family-backed companies, and offers services including analysis of existing mandates and advice on selecting custodian banks.

Asset managerWealth managementInvestment advice and mandate analysis

onValues GmbH

Since 2004 · 1–10 empl.

onValues GmbH is an independent strategy and investment advisory firm serving family offices, foundations, pension funds and other asset owners. It develops investment strategies and advises on selecting and monitoring asset managers and incorporating sustainability and impact objectives into investment processes.

Management consultantStrategy consultingSelection of partner organisations, banks and asset managersGovernance and internal processes

BLANKART & CIE Aktiengesellschaft

Since 2005 · 1–10 empl.

BLANKART & CIE Aktiengesellschaft is an independent financial services provider offering asset management and investment advice. Its services also include real estate management, building owner representation, succession and estate planning, philanthropy consulting and fiduciary services.

Asset managerAsset ManagementWealth AdvisoryProperty Management