Financial Services in the
Canton of Basel-Country

149 companies in Financial Services based in the Canton of Basel-Country — name and year of registration from the commercial register.

Companies

50 of 149 companies

swiss finance leaders gmbh Logo

swiss finance leaders gmbh

Since 2018 · 11–20 empl.4.8(34)

The company "swiss finance leaders" provides financial services to businesses, particularly to growth companies and owner-managed SMEs. The core activities include: * CFO services (Chief Financial Officer services) * Trust services (financial planning, budgeting, accounting) * Human resources and payroll (payroll administration, social insurance, expats) * Tax consulting (tax returns) The company supports businesses in financial planning, financing, ERP systems and other financial issues to sustainably improve their profitability and liquidity. It has specialized expertise in the areas of Life-Science, Healthcare and Innovation.

Financial ServicesFiduciary Services & AccountingPersonnel & Payroll AdministrationTax Advisory
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #1
Suter Immo Finanz AG Logo

Suter Immo Finanz AG

Since 2006 · 1–10 empl.4.2(15)

Suter Immo Finanz AG is a regional real estate company serving the Basel area. It handles property sales, valuations, lettings and management, and publishes current properties for sale and rent.

Financial ServicesProperty SalesProperty ValuationProperty Letting
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
VTT Finanz AG Logo

VTT Finanz AG

Since 1999 · 1–10 empl.5.0(8)

VTT Finanz AG supplies products and services in export packaging, transport technology and workplace hygiene, including textile lifting and lashing equipment, cargo securing solutions, corrosion protection and transport monitoring with data loggers.

Financial ServicesLifting equipmentLoad securingIndustrial and export packaging
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
Finanzberatung H.P. Strasser Logo

Finanzberatung H.P. Strasser

Since 2004 · 1–10 empl.

The core activity of the company 'Finanzberatung Strasser' is the provision of financial advisory services.

Financial ServicesFinancial planningTax advisoryRetirement planning advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #4
Falken Immobilien GmbH Logo

Falken Immobilien GmbH

Since 2011 · 1–10 empl.

The core activity of Falken Immobilien GmbH is the provision of services in the areas of finance, financing and real estate trust, particularly for housing cooperatives, similar institutions, private individuals and SMEs.

Financial ServicesReal estate fiduciary servicesFinancial advisory and financial managementFinancing and mortgages
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #5
Allpack Finanz AG Logo

Allpack Finanz AG

Since 2012 · 1–10 empl.

Allpack Finanz AG is a provider of pharmaceutical packaging services. The company offers commercial packaging, primary packaging and secondary packaging, including blister packaging, filling, cartoning, serialization and labelling.

Financial ServicesCommercial packagingClinical packagingPrimary packaging
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #6
Wettlauffer Wirtschaftsberatung Logo

Wettlauffer Wirtschaftsberatung

Since 2016 · 1–10 empl.

The company's core activity is independent financial consulting, particularly in the areas of capital investments, asset structuring and capital market issues. The entrepreneur offers consulting services for institutional and private investors and emphasizes sincerity and independence. Furthermore, the company is also committed to economic education and publishes articles and links on capital market topics.

Financial ServicesFinancial investment advisoryCapital market and investment informationSustainable investments
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #7
Zurich, Generalagentur Rentsch & Federer AG Logo

Zurich, Generalagentur Rentsch & Federer AG

Since 2020 · 51–100 empl.

Zurich, Generalagentur Rentsch & Federer AG is a Zurich general agency that provides insurance advice and solutions for private and business customers. Its services include coverage, pension planning, and tailored insurance solutions.

Financial ServicesInsurance consultingPrivate customer insuranceBusiness customer insurance
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
OSA Consulting GmbH Logo

OSA Consulting GmbH

Since 2023 · 1–10 empl.4.8(19)

The core activity of OSA Consulting GmbH is the provision of financial services, particularly advising and supporting clients in managing their finances, planning and achieving financial goals, as well as optimizing expenses and revenues.

Financial ServicesInsurance advisoryFinancial advisoryTrustee and tax advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #9
Andreas K. Huwiler Finanz- und Wirtschaftsberatung Logo

Andreas K. Huwiler Finanz- und Wirtschaftsberatung

Since 2016 · 1–10 empl.

The core activity of ISV Schweiz is the interest group for meaningful insurance design, particularly in the brokerage and consulting of insurance and financial services. The company does not offer direct insurance products, but rather brokers and advises customers in the selection of suitable insurance solutions. In doing so, it works with various partners, such as insurance brokers, financial advisors and asset managers.

Financial ServicesFinancial and business consulting
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #10
Beat Munsch - Finanzplanung. Versicherungsberatung. Steuerservice Logo

Beat Munsch - Finanzplanung. Versicherungsberatung. Steuerservice

Since 2016 · 1–10 empl.4.2(10)

The company's core activity is providing services in the areas of financial planning, insurance consulting and tax services. This includes, in particular, supporting customers in planning and implementing their financial goals, such as securing retirement, providing financial protection for the family, planning for larger projects or achieving financial independence.

Financial ServicesFinancial planningTax serviceFiduciary services
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #11
Immokredit AG Logo

Immokredit AG

Since 2021 · 1–10 empl.

Immokredit AG provides mortgage brokerage and advisory services for property financing, including mortgage product selection, negotiations with banks, construction loans and issuance of financing confirmations.

Financial ServicesReal-estate mortgage financingFixed-rate mortgageSARON mortgage
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #12
Clariant Financial Services AG Logo

Clariant Financial Services AG

Since 2017 · 21–50 empl.3.7(7)

Clariant Financial Services AG is part of Clariant, a specialty chemicals company serving customers in many industries with products and solutions. The website presents the company’s business units Care Chemicals, Adsorbents & Additives, and Catalysts, along with information on products, industries, and sustainability.

Financial ServicesNo clearly identifiable services
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #13
VEBA Consulting AG Logo

VEBA Consulting AG

Since 2001 · 1–10 empl.4.6(5)

VEBA Consulting AG provides independent consulting and services in insurance, financial services, absence management and financial planning. The company supports businesses and private individuals with the analysis, optimisation and administration of insurance and financial matters.

Financial ServicesConsulting for Insurance and FinanceInsurance Consulting and AdministrationFinancial and Retirement Planning
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #14
Finanz und Bau AG interfinancia Logo

Finanz und Bau AG interfinancia

Since 1994 · 1–10 empl.5.0(2)

Finanz und Bau AG interfinancia leases and manages residential and commercial properties, including apartments, offices and retail spaces. The company provides property management, rental services and property development and advertises available units on real-estate portals.

Financial ServicesReal estate rentalProperty managementReal estate development
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #15
FDCG GmbH Finanzdienstleistungen Christina Gutschier Logo

FDCG GmbH Finanzdienstleistungen Christina Gutschier

Since 2023 · 1–10 empl.

The core activity of FDCG GmbH is the provision of financial services, particularly in the areas of insurance, pension planning, real estate financing, and financial consulting. The company offers individual services and consulting for customers in these areas.

Financial ServicesInsurance advisoryRetirement planning adviceReal estate financing brokerage
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #16
VZ Vermögenszentrum AG, Zweigniederlassung Reinach Logo

VZ Vermögenszentrum AG, Zweigniederlassung Reinach

Since 2025 · 1–10 empl.

VZ Vermögenszentrum AG, Zweigniederlassung Reinach provides independent advice on investments, retirement planning, taxes, mortgages, pensions and insurance. The company supports private individuals and businesses in planning and organising their financial affairs.

External Asset ManagementInvestment Advice & Asset ManagementRetirement PlanningEstate Planning and Inheritance Advice
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #17
omtss GmbH Logo

omtss GmbH

Since 2012 · 1–10 empl.3.0(2)

The core activity of omt structured solutions is the development and distribution of structured financial products, particularly for private and regional banks, family offices, asset managers and pension funds. The company offers its customers best-execution service, investment ideas, life-cycle management and reporting.

Financial ServicesStructured productsFor subscriptionTools
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #18
Beratung Gysin Logo

Beratung Gysin

Since 2022 · 1–10 empl.

The core activity of the company 'Beratung Gysin' is individual financial and life planning for seniors, particularly in the areas of: * Administration (e.g. management of finances, taxes, pension planning) * Taxes (e.g. preparation of tax returns) * Pension planning (e.g. preparation of pension documents, living wills, wills) * Adaptation of living situation (e.g. administrative support for relocations) The company offers personalized and individual consulting tailored to the specific needs and life situations of its clients.

Financial ServicesAdministrative and Financial AdvisoryTax Return and Tax AdviceCare Planning Documents and Assistance Applications
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #19
Finanzplanung Katja Lagger GmbH Logo

Finanzplanung Katja Lagger GmbH

Since 2020 · 1–10 empl.5.0(2)

The core activity of the company "Finanzplanung Katja Lagger GmbH" is investment consulting and insurance brokerage. The company provides consulting services in the field of financial planning, including the analysis of investment opportunities and the brokerage of insurance policies.

Financial ServicesFinancial advisoryComprehensive fee-based financial analysisProduct solutions for insurance, investments and mortgages
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #20
IGT Finanz AG Logo

IGT Finanz AG

Since 1989 · 1–10 empl.1.0(1)

IGT Finanz AG provides tax advisory services, accounting and financial-statement advisory, and audit services including limited audits, internal audits and special examinations. The company also offers corporate consulting and IT/SME accounting software, including the co-developed online program Pesaris.

Financial ServicesTax consultingAccountingAudit
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #21
Aegerter Solutions AG Logo

Aegerter Solutions AG

Since 2025 · 1–10 empl.

Aegerter Solutions AG provides consulting, training and team development services. Its focus is on strategy consulting, organisational development and practical solutions related to customer centricity, leadership and internal processes.

Coaching & Personal DevelopmentStrategy Consulting and Organisational DevelopmentTraining and Workshops
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #22
Lima & Partner GmbH Logo

Lima & Partner GmbH

Since 2025 · 1–10 empl.

Lima & Partner GmbH is a company active in insurance brokerage and advisory services. It provides independent advice in insurance consulting, financial planning, pension analysis, retirement planning, and individual consulting.

Financial ServicesInsurance consultingFinancial planningPension provision analysis
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #23
CBP Finance GmbH Logo

CBP Finance GmbH

Since 2025 · 1–10 empl.

CBP Finance GmbH is an independent insurance and finance broker. The company advises private individuals and businesses on insurance, pension planning, wealth building and mortgages, and supports clients with the analysis and optimisation of policies.

Financial ServicesInsurance and Financial AdvisoryInsurance Analysis and OptimisationClaims Management
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #24
El Gebali Crypto Logo

El Gebali Crypto

Since 2025 · 1–10 empl.

El Gebali Crypto provides services related to cryptocurrencies. According to the website, the services are currently temporarily unavailable.

Financial Services
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #25
CREDORO Rickenbacher Logo

CREDORO Rickenbacher

Since 2025 · 1–10 empl.

CREDORO Rickenbacher provides independent mortgage and financing advice for home purchases and real estate investments. The company compares offers from banks and insurance providers and supports clients personally throughout the financing process.

Financial ServicesMortgage AdvisoryFinancing AdvisoryProperty Advisory
ranQ Trust Score 3.5 out of 5.0, rated Solid, Rank #26
Cornerstone Consulting GmbH Logo

Cornerstone Consulting GmbH

Since 2026 · 1–10 empl.

Cornerstone Consulting GmbH provides consulting, brokerage, and administrative services in insurance, finance, and real estate for private individuals. Its focus is on independent mortgage advice, buyer certification, and support throughout the home purchase process.

Fiduciary OfficesMortgage AdvisoryOwner-Occupied Home Purchase SupportFinancing Confirmation
ranQ Trust Score 3.5 out of 5.0, rated Solid, Rank #27
von gunten treuhand gmbh Logo

von gunten treuhand gmbh

Since 2026 · 1–10 empl.

von gunten treuhand gmbh provides fiduciary and advisory services in accounting, tax matters, business consulting and retirement planning. The company also supports clients with digitalisation, controlling, liquidity planning, succession planning and related administrative tasks.

Management ConsultingAccountingTax AdvisoryBusiness Consulting
ranQ Trust Score 3.4 out of 5.0, rated Solid, Rank #28
TTA Triple Teach Ausbildungs AG Logo

TTA Triple Teach Ausbildungs AG

Since 1990 · 1–10 empl.

TTA Triple Teach Ausbildungs AG provides in-company and publicly advertised professional courses, seminars, workshops and coaching for banks, insurance companies and financial service providers, covering banking, finance, leadership and communication. The company also offers independent retirement and financial advisory services (insurance, portfolio checks, pension analysis, tax and real-estate advice) and develops teaching materials such as textbooks, videos and computer-based training.

Financial ServicesSeminars, workshops and coaching for banking, finance and managementTTA retirement planning adviceIn-house and public professional courses and training
No score yet
TRIUM Corporate Finance AG Logo

TRIUM Corporate Finance AG

Since 1998 · 11–20 empl.

The core activity of TRIUM Corporate Finance AG is advising and supporting companies in Mergers and Acquisitions (M&A) and corporate financing projects, including strategic planning, company valuation, financial analysis and portfolio management.

Financial ServicesM&A Advisory (Sell-Side)M&A Advisory (Buy-Side)Corporate Finance Advisory
No score yet
FinLinks Beat Hermann Logo

FinLinks Beat Hermann

Since 2005 · 1–10 empl.

The core activity of FinLinks is to provide professional services in the field of Corporate Finance, particularly in the areas of: Transaction Support, Financial Planning, Corporate Finance, and Accounting, Controlling and Reporting Solutions. Additionally, FinLinks acts as an intermediary between companies seeking financing solutions and capital providers, and supports the implementation of transparency tools for stakeholders in all phases of a company.

Financial ServicesTransaction Support and Corporate FinanceAccounting, Controlling and Reporting SolutionsTransition Management and CFO on Demand
No score yet
Hofinvest Consulting GmbH Logo

Hofinvest Consulting GmbH

Since 2006 · 1–10 empl.

External Asset ManagementExternal asset management
No score yet
Globalvest AG Switzerland Logo

Globalvest AG Switzerland

Since 2006 · 21–50 empl.

The core activity of Globalvest AG is the management of life settlements contracts, including the administration of premium payments and payouts for clients and investors.

Financial ServicesManagement of life settlement contracts
No score yet
Swiss China Management Support Boetsch Logo

Swiss China Management Support Boetsch

Since 2006 · 1–10 empl.

Swiss China Management Support Boetsch provides consulting and management support for business transactions between Switzerland and China. Services include investment counselling, product evaluation, procurement and import/export assistance, company setup and financing advice, support with licenses and patents, and organisation of promotional events and exhibitions.

Management ConsultingBusiness consultingInvestment advisoryTranslations
No score yet
LIMA Finanzdienstleistungen / Lisser Markus Logo

LIMA Finanzdienstleistungen / Lisser Markus

Since 2006 · 1–10 empl.

The core activity of LIMA Finanz- und Steuerberatung is the provision of financial and tax consulting services, including financial planning, for private individuals and companies.

Financial ServicesTax advisoryFinancial adviceRetirement planning
No score yet
Paul Stöcklin WEG-Beratung Logo

Paul Stöcklin WEG-Beratung

Since 2014 · 1–10 empl.

The company's core activity is the independent consulting and support of private individuals and companies in financial and legal matters, particularly in the areas of: financial planning and consulting, tax consulting, estate planning and wills, pension planning, project management, and mediation. The company also provides analysis and consulting in specific areas such as mortgages and online banking. The founder of the company, Paul Stöcklin, brings over 40 years of experience from the financial industry, particularly from his time at the Basellandschaftliche Kantonalbank.

Financial ServicesPension planning adviceWill / Executor mandateAnalyses
No score yet
PensConcept AG Logo

PensConcept AG

Since 2021 · 1–10 empl.

The core activity of PensConcept AG is independent pension consulting for individuals aged 55 and above. The company provides personalized consulting and concepts for retirement, including analysis of AHV, pension funds and private provisions, as well as consideration of life partners, real estate, inheritance and taxes. The goal is to create a customized retirement concept for each client, tailored to their goals and possibilities, and to support them in planning and implementing their retirement.

Financial ServicesRetirement planning adviceAdditional real estate consultingSecond opinion on retirement planning
No score yet
LohnBuha Breitenstein GmbH Logo

LohnBuha Breitenstein GmbH

Since 2024 · 1–10 empl.

LohnBuha Breitenstein GmbH is a service company specializing in processing payroll for other businesses. Its services include payroll administration, advisory on payroll and social insurance matters, and financial accounting tasks such as bookkeeping, annual accounts and accounts receivable management.

Financial ServicesPayroll accountingAdvisory servicesFinancial accounting
No score yet
LP Finance GmbH Logo

LP Finance GmbH

Since 2025 · 1–10 empl.

LP Finance GmbH provides financial advisory services, including bookkeeping, fiduciary services, financial planning and strategic business consulting. The firm serves SMEs, self-employed clients and private individuals with tailored solutions such as liquidity management, financial analysis and accounting support.

Fiduciary OfficesFinance and consultingAccounting and fiduciary servicesStrategic business consulting
No score yet
Müller - KM Finance Consulting Logo

Müller - KM Finance Consulting

Since 2025 · 1–10 empl.

Müller - KM Finance Consulting provides advisory services in finance and taxation. The company supports clients with reviewing bookkeeping and annual accounts, as well as with budgeting, investment matters, and mergers and acquisitions.

Management ConsultingMergers and business salesBudget advisoryInvestment advisory
No score yet
Finanzdienstleistungen am Wahlenbach, Ugolini Barbara Logo

Finanzdienstleistungen am Wahlenbach, Ugolini Barbara

Since 2025 · 1–10 empl.

Finanzdienstleistungen am Wahlenbach, Ugolini Barbara offers financial services and presents itself as a contact for support in financial matters. The website provides only limited concrete details about its services.

Fiduciary OfficesDog grooming
No score yet
ReXolvia GmbH Logo

ReXolvia GmbH

Since 2026 · 1–10 empl.

ReXolvia GmbH provides services in auditing, fiduciary support, and finance and accounting. The website also mentions consulting on special audits, restructurings, internal control systems, and business plans.

Management ConsultingAudit ServicesFiduciary and Financial Consulting
No score yet
TWO A Holding AG Logo

TWO A Holding AG

Since 2026 · 1–10 empl.

TWO A Holding AG is a Swiss holding company focused on equity investments, investments, international projects and strategic partnerships. The company reviews and develops investment opportunities, can acquire interests in existing companies, and also supports real estate and project development.

Financial ServicesEquity Investments and InvestmentsInternational Project Development and SupportReal Estate and Project Development
No score yet
BONDSHARE INVESTMENT AG Logo

BONDSHARE INVESTMENT AG

Since 2003 · 11–20 empl.

The core activity of Bondshare Investment AG is the provision of investment services, including wealth management, financial advisory and investment strategies. The company offers tailored solutions to customers to achieve their financial goals and sustainably increase their assets. This includes portfolio management, creation of investment strategies and provision of expert analysis and market insights.

Financial Services
No score yet
VA

Vignettaz AG

Since 1964 · 1–10 empl.

Licensing & Marketing of Intellectual Property
No score yet
CA

Cana AG

Since 1969 · 1–10 empl.

Fiduciary Offices
No score yet
PA

Parachem AG

Since 1981 · 1–10 empl.

Financial Services
No score yet
RM

Refcon Management Services AG

Since 1982 · 1–10 empl.

Financial Services
No score yet
SP

Star Production AG

Since 1987 · 1–10 empl.

Management Consulting
No score yet
HF

Hunziker Finanz- und Verwaltungs AG

Since 1992 · 1–10 empl.

Financial Services
No score yet

Financial Services in the Canton of Basel-Country

149Financial ServicesCommercial register (Zefix) · as of October 12, 2026
2018Median year of registrationCommercial register (Zefix) · as of October 12, 2026
149in the Canton of Basel-CountryCommercial register (Zefix) · as of October 12, 2026
9,437in SwitzerlandCommercial register (Zefix) · as of October 12, 2026
Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of October 12, 2026