Financial Services
in Switzerland

Monfort International GmbH

Pfäffikon Sz · Since 2013 · 11–20 empl.·5.0(166)

The core activity of Monfort International is the provision of financial services, including: financial planning and consulting, mortgage consulting, education planning, pension planning, insurance services, investment consulting, Swiss pension planning (1st to 3rd pillar) and international account management. The company provides independent consulting and develops individual strategies for its clients to achieve their financial goals.

kmuOnline ag

Basel · Since 1999 · 11–20 empl.·4.6(53)

The company wechselstube.ch offers services in the field of foreign exchange trading and international payment transactions. The core activity is to provide Swiss SMEs and private individuals with a Swiss employer the opportunity to exchange currencies and make payments in foreign currencies on favorable terms. This includes, among other things, the exchange of currencies, the processing of foreign currency transfers and the provision of exchange rate alerts.

Christian Ottiger Beratungen AG

St. Erhard · Since 2009 · 1–10 empl.·4.9(133)

Christian Ottiger Beratungen AG is a financial advisory firm providing advice on pension funds and AHV, retirement planning, and wealth management for individuals and small businesses. Services include pension analyses, pillar 3a solutions, portfolio and insurance advice, and assistance with vested benefits and tax-related matters.

CREDITFINANZ SA

Lugano · Since 2002 · 11–20 empl.·4.8(99)

The core activity of Credit Finanz SA is the granting of private loans to customers in Switzerland. The company offers online loans at various interest rates and enables customers to calculate their monthly installments and apply for a loan online. In addition, the company also provides consulting services in the areas of mortgages, health insurance, pension planning and life insurance.

Nicolas Grundisch Pensionsplanungen GmbH

Thun · Since 2008 · 1–10 empl.·5.0(111)

The core activity of Pensionsplanungen GmbH is the creation of individual pension plans for private individuals, aiming to optimize their financial situation before and after retirement. This includes analyzing future liquidity, combining tax-advantaged provisions (particularly in the area of BVG) and developing strategies for financial security in retirement.

Swissential SA

Nyon · Since 2017 · 11–20 empl.·4.9(339)

The core activity of Swissential SA is to provide financial planning and investment advisory services, particularly for international professionals in Switzerland. The company offers comprehensive Swiss financial planning services, including life cycle planning, investment advice, regular savings, lump sum payments, pension planning, Swiss pension planning, international pension planning and tax planning.

Bergblick Finanz AG

Wängi · Since 2018 · 1–10 empl.·5.0(102)

The core activity of Wigert Financial Consulting GmbH is independent financial consulting for private individuals and companies. They offer cross-industry services, including investment strategies, corporate consulting, pension planning, financing, taxes, budgeting, insurance, and more. The company serves as a central point of contact for all financial concerns and supports customers in optimizing their financial situation, without selling its own products or being tied to specific products from third-party providers.

Resolve Valais SA

Sion · Since 2021 · 1–10 empl.·5.0(51)

Resolve Valais SA offers independent mortgage brokerage and financial advisory services, including brokerage for mortgage acquisition and refinancing as well as pension, insurance and tax optimisation advice.

BNC Change (Suisse) AG

Zug · Since 1999 · 11–20 empl.·5.0(14)

BNC Change (Suisse) AG provides currency exchange services and buys and sells physical gold through a network of seven exchange offices. The company applies net buy/sell rates without additional commissions, offers advice to cross‑border workers, travelers and merchants, and provides the TESO app for transfers and conversion to euros.

SHANSA SA

Bevaix · Since 2014 · 11–20 empl.·4.8(173)

The core activity of Shansa SA is the provision of financial services, particularly in the following areas: * Financial consulting and asset management (Shansa Invest) * Real estate consulting and brokerage (Shansa Immo) * Health and medical consulting (Shansa Med) * Insurance and risk management (Assurances de Risques) * Tax and financial planning (Fiscalité) * Career and pension planning (Carrière) The company offers its clients individual solutions and consulting in these areas to achieve their financial goals and improve their asset situation.

HYPOPARTNER GmbH

Bottighofen · Since 2021 · 1–10 empl.·5.0(148)

The core activity of HYPOPARTNER is independent mortgage advisory and brokerage. The company assists customers with real estate financing by comparing offers from over 50 selected and financially strong partners, such as banks, insurers and pension funds, and seeking the best solution for the customer. The services include personal advice, tailor-made solutions and the mediation of mortgages taking customer needs into account.

PLUS financement immobilier SA

Lausanne · Since 2017 · 1–10 empl.·4.7(140)

PLUS financement immobilier SA is a financial services provider specializing in mortgage and real estate financing, including mortgage brokerage, renewals and financing for property development. The company negotiates loan conditions with banks and provides personalised financing advice as part of Groupe Plus.

HYPO Conseils SA

La Tour-De-Peilz · Since 2018 · 1–10 empl.·5.0(84)

Hypo Conseils SA provides consulting services in the field of financing and mortgages. Its core activity is to support clients in finding optimal financing solutions for the purchase of real estate by developing individual solutions to optimize their income, assets and financial burdens.

Personalfürsorge-Finanzierungsstiftung der Merian-Iselin-Stiftung

Basel · Since 1980 · 1–10 empl.·4.5(272)

Personalfürsorge-Finanzierungsstiftung der Merian-Iselin-Stiftung is a foundation in the environment of the Merian Iselin Clinic and its associated network. The website presents a healthcare provider with medical specialties, patient services and an attending-physician model, but no detailed information about the foundation itself was available on the accessible pages.

invest.ch Services GmbH

Thalwil · Since 1998 · 1–10 empl.·4.9(36)

The core activity of invest.ch consists of creating and providing trading strategies, investment plans and market analyses for investors. The company offers various services, including: short- and long-term trading strategies, market analyses and reports on stocks, indices, ETFs, commodities and currencies, decision support for investors through action proposals and strategic planning, and educational and training offers for investors. The company positions itself as an expert in asset management and supports its customers in achieving their financial goals by providing relevant information and strategies.

DESCARTES FINANCE AG

Zurich · Since 2015 · 11–20 empl.·5.0(31)

Descartes offers financial services, particularly in the areas of investment advice and asset management. It enables customers to manage their finances digitally and provides personal advice on their financial matters. The company is independent and does not offer its own products, but advises customers on the selection of investment opportunities. It also offers special services such as pillar 3a freedom of investment and investments for children.

PLUS Corporate Services Sàrl

Lausanne · Since 2018 · 11–20 empl.·4.7(140)

PLUS Corporate Services Sàrl is a company of Groupe Plus that provides insurance and SME services, including insurance advisory and policy management.

Resolve SA succursale Vaudoise

Lausanne · Since 2020 · 1–10 empl.·5.0(51)

Resolve SA succursale Vaudoise is an independent mortgage brokerage that assists private clients and real estate professionals with purchases, refinancing and comparing financing offers. Services include mortgage advice, pension and amortization planning, tax optimisation and an online platform for simulations and loan applications.

Geberit Finanz AG

Jona · Since 2014 · 11–20 empl.·4.4(376)

Geberit Finanz AG is part of the Geberit Group, which develops and markets sanitary products and sanitary technology. The company offers a broad range of products for installation and flushing systems, piping systems and bathroom systems.

Holcim Helvetia Finance AG

Zug · Since 2015 · 51–100 empl.·4.7(22)

Holcim Helvetia Finance AG is part of Holcim, a company active in building materials and building solutions. The company provides materials and solutions for infrastructure, industry and buildings.

Holcim International Finance AG

Zug · Since 2015 · 51–100 empl.·4.7(22)

Holcim International Finance AG is part of the Holcim group and is involved in financing the group’s international activities. Holcim describes its business as providing building materials and building solutions for infrastructure, industry, and buildings.

PROBUDGET S.A.

Crans Vs · Since 2000 · 1–10 empl.·5.0(36)

PROBUDGET S.A. provides tax advisory, real estate and insurance services, as well as fiduciary, financing and investment services. Services include tax returns and tax planning, mortgage financing and real estate brokerage, insurance intermediation (registered with FINMA), accounting, investment products and credit mediation.

Foscaldi Consulting GmbH

Dübendorf · Since 2018 · 11–20 empl.·5.0(75)

The core activity of Foscaldi Consulting is the provision of financial services, particularly in the areas of: Financial and pension planning, Asset management, Tax consulting, Insurance services (property and liability insurance, health insurance), Mortgages and real estate financing, Cryptocurrency and investments, Company formation and accounting. The company also offers consulting and services for private clients, business clients and expats.

Findependent AG

Aarau · Since 2019 · 11–20 empl.·4.8(150)

The core activity of findependent is wealth management and investment advice for private clients, particularly through the development and provision of a digital investment app that enables customers to invest their savings simply and cost-effectively. The company thereby offers an independent and cost-effective alternative to traditional banks and asset managers.

MT Financial Consulting Sagl

Bioggio · Since 2020 · 11–20 empl.·5.0(293)

The core activity of MT Financial Consulting Sagl is the provision of services in the field of financial consulting and intermediation, including the brokerage of insurance, pension products and mortgages. The company offers its customers, both private individuals and companies, individually tailored financial solutions and supports them in finding the most suitable products on the market.

CENTURY FINANCE SARL

Geneva · Since 2022 · 1–10 empl.·5.0(231)

The core activity of Century Finance is to provide financial services, particularly in the areas of: * Financial consulting * Wealth management * Investment consulting * Insurance consulting (Prévoyance, Assurance) * Mortgage consulting * Tax consulting (Fiscalité) The company offers its customers individual solutions and consulting in these areas, with the goal of protecting their financial interests in the long term and achieving their goals.

Resolve Jura Sàrl

Delémont · Since 2023 · 11–20 empl.·5.0(51)

Resolve Jura Sàrl arranges mortgage financing and provides advice on pension planning and tax optimisation. The company combines an online platform with specialist advisers to support private clients and real‑estate professionals with acquisition, refinancing and related fiscal matters.

Kala Swiss SA

Delémont · Since 2018 · 11–20 empl.·4.5(96)

The core activity of Kala Swiss SA is the digital management and recovery of 2nd pillar pension funds (vested benefits) for private individuals in Switzerland. The company offers a 100% digital platform that enables the location and recovery of lost 2nd pillar pension funds.

PKS Finanz AG

Sursee · Since 2020 · 1–10 empl.·4.9(342)

The core activity of PKS Finanz GmbH is the brokerage of insurance and loans in Switzerland. The company offers a wide range of insurance services, including health, legal, motor vehicle, life and liability insurance. In addition, it brokers consumer loans and provides wealth management services.

Schubiger Vertriebs AG St. Gallen

St. Gallen · Since 1975 · 11–20 empl.·4.9(24)

Schubiger Vertriebs AG St. Gallen is a company that provides kitchen planning and interior architecture services. Its offerings include client consultation, project (baumanagement), in-house carpentry and showroom presentations.

Simon Gürkan AG

Amriswil · Since 2020 · 1–10 empl.·5.0(86)

The core activity of the company 'Finanz- und Immobilienzentrum' is the comprehensive consulting and support of private individuals and companies in all real estate-related, financial, insurance-related, pension-related and tax-related matters. This includes in particular: real estate consulting and brokerage, financial consulting and planning, tax consulting, pension planning, and insurance consulting. The company thus offers a comprehensive range of services aimed at supporting customers in overcoming financial and real estate-related challenges.

Barron Capital AG

Gümligen · Since 2022 · 11–20 empl.·5.0(44)

The core activity of Barron Capital AG encompasses the following areas: * Investment consulting and asset management * Tax consulting and optimization, including preparation of tax returns * Mortgage consulting and brokerage The company offers its clients individual solutions in these areas to achieve their financial goals and improve their asset situation.

Domiix.ch GmbH

Zug · Since 2022 · 11–20 empl.·5.0(42)

Domiix.ch GmbH provides domiciliation services, online company formation, accounting services and business insurance solutions. The company offers c/o and regular business addresses, supports fully digital formation processes (remote notarisation and e-signature) and arranges insurance products through a partnership with Allianz.

Reitzel Groupe Management SA

Aigle · Since 2007 · 1–10 empl.·4.4(108)

Reitzel Groupe Management SA markets food products under the Hugo Reitzel brand, including pickles, sauces and vinegars, and operates an online shop with options for private and professional customers.

Maerki Baumann Services AG

Zurich · Since 1990 · 21–50 empl.·4.7(12)

Maerki Baumann Services AG is a financial services provider focused on private banking, wealth management and investment advisory. The company offers solutions for private clients, institutional clients, external asset managers and entrepreneurs, and also provides services in digital assets.

Vita Finance GmbH

Schenkon · Since 2014 · 11–20 empl.·4.7(211)

Vita Finance GmbH provides comparison and advisory services for insurance and financial matters, including health insurance, pension planning, investments, taxes and vested-benefit management.

SPS - Switzerland Payroll Services SA

Renens Vd · Since 2019 · 11–20 empl.·5.0(24)

SPS - Switzerland Payroll Services SA provides payrolling and payroll services, handling contracts and administrative tasks for freelancers and the companies that hire them. Its services include social insurance and work-permit procedures, a secure time-entry and invoicing platform, and the JEM freelance matching platform.

N2H Finanzierungen AG

St. Gallen · Since 2023 · 1–10 empl.·5.0(119)

N2H Finanzierungen AG provides mortgage brokerage and real estate development services, offering financing advice, preparation of financing documentation and mediation with banks. Services cover mortgage placement for private clients and investors, financing analyses and advisory support for corporate financing and development projects.