Financial Services in
Baar

Compass Capital AG

Since 2009 · 1–10 empl.

The core activity of Compass Capital AG is advising and supporting companies in mergers and acquisitions (M&A), particularly in the small-cap market. This includes searching for and identifying potential partners, structuring transactions, valuing companies, negotiating contracts, and project management for M&A transactions. The company supports entrepreneurs in achieving their strategic goals through the acquisition or sale of companies or the integration of companies into existing structures.

network effects AG

Since 2011 · 1–10 empl.

network effects AG is a consulting boutique for banks and financial institutions focused on digitalization and the transformation of banking processes as well as on financial market infrastructure solutions. Services include digital business and regulatory consulting, end-to-end transformation support, and neCLM, a modular client lifecycle management product for omni-channel customer journeys.

JBJ Consult GmbH

Since 2011 · 11–20 empl.

The core activity of JBJ Consult is to provide independent advisory services in the field of Impact Investing, particularly the development and implementation of sustainable investment strategies, programs and structures for private, institutional and sovereign investors as well as philanthropists.

Novastone Capital SA

Since 2015 · 1–10 empl.

Novastone Capital SA is a global firm that addresses succession challenges for small and medium-sized enterprises through an operator-led search fund program. It partners with experienced operators to source, acquire and finance privately held companies, co-invests in transactions, and supports post-acquisition operational improvement and growth.

Vitus Capital AG

Since 2017 · 1–10 empl.

Vitus Capital AG is an energy trading company that uses data science and machine learning to develop algorithms and models for trading power, natural gas, oil and carbon emissions. It trades on exchanges and OTC markets (e.g. ICE, EEX) and operates in both physical and financial settlements, maintaining in‑house real‑time models and an execution platform for spot and derivatives activities.

Ammer Capital AG

Since 2018 · 1–10 empl.

The core activity of Ammer Capital AG is wealth management for technology entrepreneurs and next-generation wealth holders, particularly from emerging markets. This includes services such as: asset management, transactions (M&A, direct investments, brokerage & OTC), legal advisory, tax advisory, technology advisory, family services, risk management, and asset protection. The company supports its clients in navigating the entire entrepreneurial life cycle and provides solutions and insights to increase their chances of success in every life phase.

yeswetrust AG

Since 2018 · 1–10 empl.

yeswetrust AG operates a private members' network that connects impact-driven founders, family offices and investors and organises curated gatherings and dinners. The organisation also runs the School of Impact, providing founder training, mentorship and an impact venture accelerator, and offers membership, sponsorship and investment opportunities. The website states that yeswetrust is guided by traditional Christian values.

Novastone Capital Advisors GmbH

Since 2019 · 1–10 empl.

Novastone Capital Advisors GmbH is a global firm that addresses succession challenges for small and medium-sized enterprises through an operator-led search fund program. The company selects and supports experienced operators, finances the search process, co-invests in acquisitions, and provides ongoing transaction and post-acquisition support to grow privately held companies.

Helvetia Wertpapieranalyse GmbH

Since 2019 · 1–10 empl.

Helvetia Wertpapieranalyse GmbH runs the Index Radar platform and provides statistically founded securities analyses; services include investment and trading strategies, market analysis tools, subscription-based recommendations and a newsletter.

CheckSig Suisse AG

Since 2022 · 21–50 empl.

The core activity of CheckSig is to provide professional services for Bitcoin and cryptocurrencies, specifically: * Trading (buying, selling and exchanging cryptocurrencies) * Custody (security solutions for storing cryptocurrencies) * Staking (returns from holding cryptocurrencies) * Tax (tax solutions for cryptocurrencies) * Escrow Holder (security services for cryptocurrencies as collateral for contracts) * Training (training and consulting for cryptocurrencies) * Consulting (consulting for cryptocurrencies). The company positions itself as a reliable partner for private investors and institutional clients who require professional solutions for handling cryptocurrencies.

Swixx Healthcare II AG

Since 2023 · 1–10 empl.

Swixx Healthcare II AG is a pharmaceutical company that acts as a partner for biopharma and healthcare firms, providing commercial, medical, regulatory, distribution, and market access services. Its focus includes access to innovative medicines across therapeutic areas such as rare diseases, oncology/hematology, specialty care, neuroscience, and vaccines.

Intrum Investment Switzerland AG

Since 2023 · 1–10 empl.

Intrum Investment Switzerland AG provides debt collection services for businesses and consumers, including the recovery of outstanding claims, instalment arrangements and claims management. It also offers credit information, digital onboarding and digital signing solutions for business customers.

PRINZ VON PREUSSEN AG

Since 2004 · 11–20 empl.

The core activity of Prinz von Preussen AG is wealth planning and wealth management, particularly in the area of residence and citizenship planning for high-net-worth individuals. The company provides consulting and services to support clients in obtaining residence and citizenship in various countries, as well as in planning and managing their assets.

Incofisc Services AG

Since 2006 · 1–10 empl.

Incofisc Services AG is a company whose website currently only shows a notice about the use of frames. The accessible page does not provide further information about services or business activities.

Divitias AG

Since 2021 · 11–20 empl.

The company Divitias AG is a network of Family Offices offering services in various areas, including: asset management and wealth management, corporate finance and M&A, private equity, real estate and facility management, succession planning, trust and estate planning, and philanthropy. The core activity of the company is to provide a platform for collaboration and exchange of expertise and resources as a network of Family Offices, in order to meet the needs of wealthy families and companies.

Swixx Healthcare AG

Since 2023 · 1–10 empl.

Swixx Healthcare AG is a pharmaceutical services company that supports biopharma companies with market access and commercialization of their products. Depending on the partnership, it provides commercial, medical, regulatory, pharmacovigilance, quality, and supply chain services.

thinkIMPACT Consulting Group AG

Since 2017 · 1–10 empl.·5.0(7)

The core activity of thinkIMPACT Consulting Group is the provision of financial services, particularly in the areas of: wealth creation and management, financial planning and consulting, tax consulting and planning, pension and retirement planning, and trust and administrative services. The company offers individual solutions for private individuals and companies to achieve their financial goals and optimize their financial situation.

Moneyadvisor GmbH

Since 2022 · 1–10 empl.

Moneyadvisor GmbH operates an independent financial platform that compares financial products and provides editorial guides, a blog and a podcast. The platform offers comparison tools, negotiates exclusive conditions with banks and financial providers, and funds its operations partly through disclosed affiliate commissions that are not used in the comparison formulas.

Olea Florens GmbH

Since 2007 · 1–10 empl.·5.0(2)

The core activity of Olea Florens GmbH is the production and distribution of high-quality olive oil, particularly through a participation opportunity in an olive grove in Apulia, Italy. The company offers a unique partnership with a local producer, where customers receive an exclusive olive oil produced according to their individual wishes. Additionally, the company offers tasting events and information seminars to educate customers about the quality and value of high-quality olive oil.

NETWRK ADVISORS AG

Since 2025 · 1–10 empl.

NETWRK ADVISORS AG operates in the digital assets and cryptocurrency sector. It provides an investment platform, organises events and partnerships, and supports access to crypto payment solutions and digital financial applications.

Trifft Capital AG

Since 2012 · 11–20 empl.·5.0(1)

Trifft Capital AG provides independent financial advisory and fiduciary services, focusing on capital advisory (financing strategy, capital raising, transaction advisory) as well as corporate structuring, accounting, tax and wealth planning.

Trifft Group AG

Since 2023 · 1–10 empl.

Trifft Group AG is a financial services group composed of specialised subsidiaries that provides capital advisory and fiduciary services. Its offerings include financing strategy, capital raising and transaction advisory, as well as tax advice, accounting and corporate administration services.

Bodensee Holding AG

Since 2001 · 11–20 empl.·4.0(1)

The core activity of Bodensee Holding AG is finance consulting, including: project financing, investment advice, marketing concepts, classical trust services, refinancing, private equity, and real estate trust. The company provides individual solutions and consulting in these areas to support customers and promote their success.

PG3 AG

Since 2013 · 11–20 empl.·5.0(1)

PG3 AG is the family office of the Partners Group founders and an investor focused on niche alternative asset classes that aim to deliver largely uncorrelated returns. Core areas include legal finance, insurance finance and multi-strategy finance.

Viawin GmbH

Since 2023 · 1–10 empl.

The company's core activity is financial consulting and services for private individuals and companies, including insurance, pension and financial matters, with a focus on individual consulting, risk minimization, cost optimization and strategic growth.

Swiss Treasury Partners AG

Since 2024 · 1–10 empl.

Swiss Treasury Partners AG provides treasury advisory and operational support to companies, including treasury strategy, implementation of treasury processes and systems, TMS evaluation, and interim or project-based management.

Melina Scheuber AG

Since 2024 · 1–10 empl.

The core activity of Melina Scheuber AG is holistic financial and investment consulting for women and families, with the goal of providing them with financial security and stability. This includes the development of individual financial strategies, optimization of risk protection, asset accumulation and support in the implementation of financial and investment plans.

Verix GmbH

Since 2024 · 1–10 empl.

Verix GmbH provides financial advisory services, including financial planning, retirement planning, insurance and wealth-building solutions, as well as tax and real-estate advisory.

Mafinco GmbH

Since 2022 · 1–10 empl.·5.0(1)

The core activity of Mafinco is independent and transparent financial planning for private and corporate clients, including retirement planning, pension planning, financial planning, wealth growth, insurance management and mortgage consulting. The company offers tailored solutions for its clients' financial future and values long-term partnerships, honesty, transparency and individuality.

FAIG AG Fine Art Invest Group, Zweigniederlassung Baar

Since 2025 · 1–10 empl.

FAIG AG Fine Art Invest Group, Zweigniederlassung Baar is an art dealer and art advisor. The company offers art investment services, advisory support, buying and selling of artworks, as well as insurance and storage solutions.

Robin Good Partners AG

Since 2025 · 1–10 empl.

Robin Good Partners AG provides services around a curated network of entrepreneurs, investors and shapers, organised through thematic Leadership Circles in an alpine setting. Its activities also include family office services for entrepreneurs, investment and value-creation work, philanthropic initiatives, and a creative studio in the Alps.

Octus GmbH

Since 2026 · 1–10 empl.

Octus GmbH provides a credit intelligence platform with data, research, and workflow tools for the sub-investment-grade and broader credit markets. The company serves buy-side firms, investment banks, law firms, and advisory firms with market intelligence and analytics.

Kaufmann Sanierungs GmbH

Since 2025 · 1–10 empl.

Kaufmann Sanierungs GmbH provides financial restructuring and debt settlement services for private and business clients. The company develops tailored debt relief plans and supports negotiations with creditors; it does not arrange or disburse loans.

Cura Wealth GmbH

Since 2025 · 1–10 empl.

Cura Wealth GmbH provides advisory services for private clients in wealth management, mortgages, investments, and retirement planning. Its focus is on structure, tax aspects, and long-term asset building.

Goldstein Consulting GmbH

Since 2025 · 1–10 empl.

Goldstein Consulting GmbH provides services in tax return preparation, accounting for SMEs, and the purchase and sale of real estate. The company supports private individuals and businesses with professional handling of tax and financial matters.

Ardeva CLN GmbH

Since 2025 · 1–10 empl.

Ardeva CLN GmbH develops residential projects and housing with a focus on sustainable planning, long-term quality, and social responsibility. The company realises residential developments in German-speaking Switzerland and works with municipalities, architects, and local businesses.

SOF Capital GmbH

Since 2026 · 1–10 empl.

SOF Capital GmbH provides independent advisory and support for financing and real estate matters. Its core focus is on mortgages, SME loans, and the handling of individual transactions as well as ongoing mortgage portfolio management.

Assetco Management AG

Since 1996 · 11–20 empl.

Assetco Management AG is a financial services provider specializing in wealth management and research. The company's core activity is to develop and publish investment strategies and recommendations for clients, particularly in the areas of securities, stocks, commodities, and currencies. The company also analyzes and comments on current economic and political events and their impact on financial markets.