Financial Services in
Adliswil

Cavendric Peter Leber

Since 2015 · 21–50 empl.·4.7(17)

Cavendric Peter Leber provides services in wealth management through a Wealth Office model. The company plans, selects and monitors wealth solutions and supports clients in choosing and overseeing banks and wealth managers.

Finadvice AG

Since 1998 · 1–10 empl.

Finadvice AG is an independent financial advisory firm focused on the energy, infrastructure and industrial technology sectors. Its services include M&A and corporate finance, strategic advisory, and equity advisory for renewable energy and infrastructure projects.

SVAG Schweizer Vermögensberatung Aktiengesellschaft

Since 2005 · 101–500 empl.

SVAG Schweizer Vermögensberatung Aktiengesellschaft provides Allfinanz wealth advisory services and financial coaching, offering cross-sector, individually tailored financial and pension advice. The company operates a network of financial advisors and offers training and career support for advisors. SVAG is part of the DVAG Deutsche Vermögensberatung Group.

Walder

Since 2020 · 1–10 empl.

The company's core activity is the management and administration of the city of Adliswil, including the provision of services and information to citizens, the economy and the municipality. The activities include, among other things, the management of infrastructure, environment, energy, transport, security, social affairs, education and culture. The company acts as a public administration and is responsible for providing services and implementing political decisions at the municipal level.

Askfin Consulting AG

Since 2001 · 1–10 empl.·5.0(1)

The core activity of AskFin Consulting AG is the provision of services in the field of Private Wealth Management, including Investment Management, Financial Planning and Real Estate, for private and institutional clients in Switzerland and internationally.

Loypa GmbH

Since 2022 · 1–10 empl.·5.0(8)

The core activity of Loypa GmbH is comprehensive financial and pension planning advice for private individuals, including: real estate financing and management, retirement planning and asset accumulation, tax consulting and optimization, health care and health insurance consulting, property and asset protection through insurance (e.g. household, building, motor vehicle insurance), and pension planning and pension analysis. The company offers individual and non-binding consulting services to support customers in planning and securing their financial well-being.

Müller Private Wealth AG

Since 2014 · 1–10 empl.

The core activity of Müller Private Wealth AG is the management and asset management for the owner family, including the management of real estate, vineyards and land, as well as the provision of financial services such as asset management, asset protection and retirement planning. In addition, the company invests in commodities such as agriculture, energy and precious metals, as well as in exploration and mining companies.

Alvra Partners AG

Since 2026 · 1–10 empl.

Alvra Partners AG acquires and actively develops Swiss small and medium-sized enterprises, especially in succession situations. The company works hands-on with the businesses it acquires, modernises operations, builds digital foundations, and supports organic and inorganic growth.

TAM Consulting AG

Since 2006 · 1–10 empl.

Duropan International GmbH

Since 2006 · 1–10 empl.

Gutierrez & Partner GmbH

Since 2017 · 1–10 empl.

B.U.Y. Invest GmbH

Since 2022 · 1–10 empl.