Financial advisor in the
Canton of Zurich

Caveo AG

Since 2019 · 11–20 empl.·4.9(128)

Caveo AG provides financial planning and advice for business owners, executives, and specialists. It prepares digital plans covering assets, retirement provision, taxes, insurance, and retirement, and supports their implementation; it also offers wealth management and insurance brokerage.

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.

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.

SM Finance GmbH

Since 2022 · 11–20 empl.·5.0(105)

SM Finance GmbH provides independent financial advice and services covering health insurance, insurance, retirement planning and wealth building. Its services also include children’s savings plans, mortgages, fiduciary services and tax returns.

LBB Insurance AG

Since 2016 · 1–10 empl.·4.9(66)

LBB Insurance AG is an independent insurance intermediary advising individuals and businesses on health, life and property insurance, as well as pension planning. It also provides advice on tax optimisation, loans and mortgages.

The Valencia Company GmbH

Since 2017 · 1–10 empl.·5.0(46)

The core activity of "The Valencia Company" encompasses a wide range of services, including: financial consulting (The Financecoach), retirement and pension consulting, insurance, translations, accounting for private individuals and SMEs, and expat services (The Expatcoach), including support with relocation to Switzerland, such as finding accommodation, dealing with authorities and other administrative tasks. The company thus offers a combination of financial services and support for expats looking to move to Switzerland.

Foscaldi Consulting GmbH

Since 2018 · 11–20 empl.·5.0(74)

Foscaldi Consulting GmbH provides independent financial, pension and insurance advice to private and business clients. Its services also include tax advice, wealth management, mortgages, company formation and accounting.

Dikany Insurance Center AG

Since 2015 · 11–20 empl.·4.6(56)

Dikany Insurance Center AG is an independent insurance broker offering advice on insurance, health insurance and pension planning. Its services also include mortgage advice, assistance with tax returns and tailored insurance solutions for small and medium-sized businesses.

glimex ag

Since 1986 · 1–10 empl.·4.4(153)

glimex ag advises private clients on insurance and financial matters. Its services include reviewing, comparing and managing insurance policies, as well as advice on pensions, mortgages and tax returns.

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.

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.

Virtus 360 GmbH

Since 2020 · 1–10 empl.·4.9(82)

Virtus 360 GmbH provides fiduciary and accounting services for individuals and businesses. Its services include financial and payroll accounting, tax advice, administrative support, and advice and administration related to insurance.

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.

Freund & Partner GmbH

Since 2017 · 1–10 empl.·4.9(47)

Freund & Partner GmbH provides digital financial advice and intermediates financial and insurance products. Its services include insurance, retirement planning, investments, property financing, budgeting and tax returns.

Profinder GmbH

Since 2016 · 11–20 empl.·5.0(25)

Profinder GmbH provides independent financial advice to individuals and businesses. Its services include financial planning, retirement provision, insurance, wealth building, property and mortgage advice, as well as bookkeeping, tax advice and other fiduciary services for SMEs and self-employed clients.

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.

Kaiser Buchhaltungen AG

Since 2004 · 1–10 empl.·4.6(9)

Kaiser Buchhaltungen AG is a fiduciary and accounting firm serving businesses and private individuals. Its services include financial and management accounting, payroll, annual accounts, tax advice, company formation, and financial and property advice.

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.

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.

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.

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.

Simpletax GmbH

Since 2014 · 1–10 empl.·4.4(52)

Simpletax GmbH provides tax return preparation and tax advice for individuals. Its services also include pension, insurance and financial advice, financial planning, and advice on property and mortgages.

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.

fenix Consulting GmbH

Since 2005 · 11–20 empl.·5.0(8)

fenix Consulting GmbH advises individuals and businesses on insurance, pension planning and financing, and brokers insurance solutions. Its other services include mortgages, real estate, bookkeeping, fiduciary services and administrative support.

Paperwork AG

Since 2010 · 21–50 empl.·4.6(11)

Paperwork AG provides administrative, fiduciary and legal services. Its activities include personal administrative assistance, tax returns and financial planning, as well as advance care directives, wills and estate execution.

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.

FINOP AG

Since 2022 · 11–20 empl.·5.0(24)

FINOP AG provides independent financial advice and insurance brokerage services to private and business clients. Its services include insurance and pension planning, investment advice, and financing for property and mortgages.

MUNTAZAR AG

Since 2019 · 1–10 empl.·4.9(60)

The core activity of MUNTAZAR AG is consulting and arranging financing options, in particular mortgages, as well as designing user experience and web design.

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.

GFP concept GmbH

Since 2023 · 1–10 empl.·5.0(36)

GFP concept GmbH is an independent insurance broker advising private and business clients on personal, property and financial insurance. Its services also include pension and retirement planning, financial and investment advice, mortgages, tax planning, and insurance portfolio reviews and claims management for businesses.

Zambra Finanz AG

Since 1997 · 11–20 empl.·5.0(12)

Zambra Finanz AG advises and supports private individuals and small businesses in fiduciary, accounting, tax and pension matters. Its services include financial and payroll accounting, tax returns, pension planning, and business and property advice.

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.

Sozialversicherungs-Fachfrau D. Paratte GmbH

Since 2019 · 1–10 empl.·5.0(15)

Sozialversicherungs-Fachfrau D. Paratte GmbH advises municipalities, businesses and private individuals on social security matters. It clarifies questions and determines or obtains the correct benefit entitlement.

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.

RCAP Commodities AG

Since 2022 · 1–10 empl.·5.0(23)

RCAP Commodities AG invests in start-ups with a long-term perspective, providing equity or debt financing, strategic advice and access to a network of experts. Its services also include advice on long-term asset accumulation and index investing.

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.

Dimovera Nachlasstreuhand GmbH

Since 2014 · 21–50 empl.·4.1(17)

Dimovera Nachlasstreuhand GmbH is a fiduciary firm specialising in executing wills, representing heirs and administering estates. It assists heirs with organisational and administrative tasks after a death, including funeral arrangements and the division of an estate.

Simple Treuhand GmbH

Since 2022 · 1–10 empl.·5.0(21)

Simple Treuhand GmbH is an independent fiduciary services firm serving SMEs, self-employed people and private individuals. Its services include financial accounting, payroll and personnel administration, tax advice and administration, and support with company formation, insurance and digital transformation.