Financial Services in
Bern
70 companies in Financial Services based in Bern — name and year of registration from the commercial register.
50 of 70 companies
Winnewisser Vermögensplanung AG
Since 2023 · 21–50 empl.4.7(16)
Winnewisser Vermögensplanung AG provides comprehensive wealth planning and financial advisory services, developing personalised financial strategies and advising on retirement, securities, real estate, mortgages, insurance and tax matters. Services include a financial concierge, investment advisory (registered advisors), financing support and pension planning.
Overa Consulting GmbH
Since 2001 · 1–10 empl.4.7(14)
Overa Consulting GmbH provides concrete dismantling and related services, including core drilling, cutting and wire-sawing, demolition-robot operations, tank dismantling and surface preparation.
Galenica Finanz AG
Since 2017 · 1–10 empl.3.7(35)
Galenica Finanz AG is part of the Galenica network and organises services and solutions for the Swiss healthcare market. The company coordinates activities in pharmacy, wholesale and logistics, digital solutions, and health services for customers, patients and partners.
SRG Schweizerische Revisionsgesellschaft AG
Since 2008 · 1–10 empl.
SRG Schweizerische Revisionsgesellschaft AG provides statutory and other audit services for companies and public-law entities, including ordinary and limited audits, group audits and special-purpose examinations as well as reviews of internal controls and related consulting services.
ACADEMIX Consult AG
Since 2009 · 1–10 empl.
ACADEMIX Consult AG offers holistic financial planning, tax advisory and fiduciary services for private clients and provides specialised practice-fiduciary services for medical professionals. Services include wealth and pension planning, tax advice, practice accounting and valuation, support for practice start-ups and transfers, and sustainable investment solutions.
v.FISCHER INVESTAS Vorsorge AG
Since 2012 · 1–10 empl.
v.FISCHER INVESTAS Vorsorge AG provides pension administration and related services, including management of pension assets and solutions for occupational (BVG) and executive pension plans as well as vested‑benefit options (Freizügigkeitskonto / Freizügigkeitsdepot); the site also presents associated foundation offerings (investment foundation, collective foundation, vested‑benefit foundation).
Valiant Hypotheken AG
Since 2017 · 1–10 empl.
Valiant Hypotheken AG provides banking services for private individuals, SMEs and self-employed customers. Its core offering includes accounts, cards, mortgages, payments, investment solutions and pension planning, as well as digital banking services.
OFS Ombud Finance Suisse
Since 2020 · 11–20 empl.
The core activity of Ombud Finance Switzerland (OFS) is mediation and dispute resolution in the financial services sector. The company provides professional support in resolving legal disputes between financial service providers and their customers by offering impartial and independent mediators who have been selected based on their experience and expertise in mediation, dispute resolution, and the financial sector.
B. B. M.'s Financial Planning GmbH
Since 1997 · 1–10 empl.
The core activity of B.B.M.`s Financial Planning GmbH is the provision of financial planning and consulting services.
InnoFInCon AG
Since 2018 · 1–10 empl.
InnoFinCon (Innovation Finance Consulting) is an asset manager and wealth management consultant specializing in advising and managing assets for private individuals and companies. The company's core activity includes developing individual solutions for asset management, advising on sustainability and environmental protection, and supporting navigation in complex financial markets. Additionally, the company also offers consulting and support for the use of cryptocurrencies and blockchain technologies.
Inosana GmbH
Since 2020 · 1–10 empl.
Inosana GmbH provides insurance consulting for private individuals and business customers. The company supports clients in selecting suitable insurance solutions, including business liability, accident, daily sickness allowance, pension, vehicle, property and legal protection insurance.
Furmica BE AG
Since 2024 · 1–10 empl.
Furmica BE AG provides fiduciary, IT, legal and consulting services for businesses. Its services include accounting, payroll and HR administration, digital solutions, support with legal matters, and business consulting.
Howden Schweiz AG
Since 2024 · 51–100 empl.4.0(15)
Howden Schweiz AG is an insurance broker serving SMEs, corporations and multinational groups. The company provides advisory and brokerage services across areas such as liability, cyber, construction, pensions, credit and aviation.
Finanzakzent AG
Since 2019 · 11–20 empl.5.0(1)
The core activity of Finanzakzent AG is comprehensive financial and pension consulting, particularly for physicians and dentists in the Bern region. They offer individual solutions in the areas of insurance, trust and financial planning to optimally support their clients.
Hypolino AG
Since 2023 · 1–10 empl.5.0(5)
The core activity of Hypolino is the brokerage of financing solutions, particularly mortgages and loans, for private individuals and companies. The company offers independent consulting, comparison of offers from various financial institutions, and negotiation of preferential conditions. Additionally, it provides a comprehensive service for real estate, including property management, facility management, and more.
Invethos AG
Since 2009 · 21–50 empl.5.0(1)
Invethos AG provides wealth management, legal, tax and financial advisory services, as well as services for foundations and impact investments. The firm combines financial expertise with independent advice, transparent fees and sustainability-oriented investment strategies.
Bonaventura Beratungen
Since 2005 · 1–10 empl.4.0(4)
The core activity of Bonaventura Beratungen is independent financial consulting and planning for private individuals, including pension planning, provision planning, asset planning, insurance, home ownership, tax planning, inheritance and matrimonial law.
VZ Rechts- und Steuerberatung AG, Zweigniederlassung Bern
Since 2025 · 1–10 empl.
VZ Rechts- und Steuerberatung AG, Zweigniederlassung Bern is part of VZ VermögensZentrum and provides independent advice in legal and tax matters. The company supports private individuals and businesses, especially with tax questions and with financial and legal planning as part of VZ’s service offering.
SKY Auto AG
Since 2024 · 11–20 empl.4.0(4)
The core activity of SKY Auto AG is the brokerage and provision of financing solutions for vehicles, particularly in the areas of leasing, credit and insurance. The company offers individual solutions for private and business customers to meet their mobility needs. The core activities include: Vehicle leasing: offering leasing solutions for new and used cars; Vehicle financing: providing flexible loans for the purchase of vehicles; Vehicle insurance: offering customized insurance packages for vehicles. The company positions itself as an independent leasing company and partner for top-class vehicle leasing solutions.
CoOpera Immobilien AG
Since 2006 · 11–20 empl.2.3(7)
CoOpera Immobilien AG is part of the CoOpera group and focuses on real estate investments within a sustainability- and value-oriented investment strategy. The website lists real estate as one of CoOpera’s investment categories.
Swiss Life, Generalagentur Bern-West, Romero Hess, Generalagent
Since 2025 · 1–10 empl.
Swiss Life, Generalagentur Bern-West, Romero Hess, Generalagent provides advice on pensions, risk protection, retirement planning, investments, capital accumulation, home ownership, mortgages and pension fund optimisation. Swiss Life also offers pension and financial analysis for private and business customers.
efficasa GmbH
Since 2020 · 1–10 empl.5.0(2)
The core activity of efficasa GmbH is the brokerage and management of mortgages and loans for homeowners, particularly for retirees, to tap into the capital of their property without having to leave their home. The specific services include: * Pensioner Mortgage: A mortgage tailored to the needs of retirees. * Immo-Loan: A mortgage-backed loan from private Swiss investors. * Equity Release: An option for homeowners to tap into their property's equity and continue living in their home. The company offers consulting, forecasting, and support in applying for these services.
Golden Ratio Group AG
Since 2025 · 1–10 empl.
Golden Ratio Group AG develops regulated infrastructure for digital capital markets and digital assets. The company provides solutions for issuance, trading, settlement, and payment processing that integrate into existing banking and financial systems.
Fina Holding AG
Since 2026 · 1–10 empl.
Fina Holding AG provides comprehensive financial advisory services for private individuals and companies. Its services include financial planning, retirement and pension planning, tax advisory, insurance advisory, real estate and mortgage services, and sustainable investments.
Trust Office Switzerland AG
Since 2026 · 1–10 empl.
TH Finanzberatung Timo Haack
Since 2021 · 1–10 empl.
The core activity of TH Finanzberatung is independent financial consulting for private individuals. This includes in particular: budget consulting, pension planning (e.g. AHV, PK, 3a life insurance, retirement), and asset consulting (e.g. investment of money, asset planning). The financial advisor works on a fee basis and does not receive commissions from financial institutions or insurance companies to ensure independent and objective advice.
UNIQ swiss SA
Since 2023 · 1–10 empl.
The core activity of UNIQ swiss SA encompasses the provision of tailored financial, real estate, and investment solutions. This includes: Financial advisory services, including investment advice and wealth management; Real estate management, including acquisition, rental management, and management of real estate investments; Insurance consulting and brokerage; Mortgage and private loans, including advice on financing options for real estate, private or business projects; Credit brokerage, including negotiation of interest rates and terms for consumer loans; Franchise establishment and development, including strategic and operational support. The company thus offers a comprehensive range of services in the areas of finance, real estate, and investments.
Garanta Finanzgruppe AG
Since 2024 · 1–10 empl.
Garanta Finanzgruppe AG provides financial and company reports, sector and market studies, and advisory services including M&A, financing and capital sourcing, operations management and human resources advisory. The company delivers structured, decision‑ready analysis for clients across Europe and is a member of VQF and affiliated with FINOS (Swiss financial ombudsman).
Libertat GmbH
Since 2026 · 1–10 empl.
Libertat GmbH is a Swiss consulting and investment agency. The company supports clients with immigration, company formation, bank account opening and real estate investments in Switzerland, the UAE, Qatar and Türkiye.
Finliteracy GmbH
Since 2013 · 1–10 empl.
Lung-Lung + Ziing-Ziing Inter Finanz GmbH
Since 1996 · 1–10 empl.
RS Bau und Finanz GmbH
Since 1996 · 1–10 empl.
Züllig Finanzplanungs GmbH
Since 1999 · 1–10 empl.
Bümpliz Finanz GmbH
Since 1999 · 1–10 empl.
Edelweiss Consulting, Steiner Ulrich
Since 1999 · 1–10 empl.
FP&B FinanzPlanung und Beratung Dipl. Ing. ETH Kurt Röthlisberger
Since 2000 · 1–10 empl.
Fortuna Helvetica AG
Since 2008 · 1–10 empl.
Asian Express Money Transfer & Change GmbH
Since 2008 · 1–10 empl.
Amofin AG
Since 2008 · 1–10 empl.
ValFinance AG
Since 2009 · 1–10 empl.
TOS AG
Since 2009 · 1–10 empl.
Swiss International Business Investment AG
Since 2010 · 1–10 empl.
direct-lending.net GmbH
Since 2010 · 1–10 empl.
FINANZ PROMESSE Sturmat & Aldajani
Since 2011 · 1–10 empl.
Banque Bonhôte & Cie SA, Succursale de Berne
Since 2012 · 1–10 empl.
Swiss China Commerce Group AG
Since 2012 · 1–10 empl.
happy to help AG
Since 2013 · 1–10 empl.
Tannholz BR AG
Since 2013 · 1–10 empl.
AMSJOVIC INH. AMADI
Since 2015 · 1–10 empl.
RBFS GmbH
Since 2017 · 1–10 empl.
Financial Services in Bern
Financial Services in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 11, 2026
Financial Services in other places
By canton