Financial Services in the
Canton of Bern

PrivalTec AG

Since 2007 · 1–10 empl.

PrivalTec AG is the private management corporation and 100% subsidiary of Prival AG that serves as a platform for the owner's entrepreneurial activities and family office.

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.

MDS GmbH

Since 2008 · 1–10 empl.

The core activity of MDS GmbH is the brokerage and consulting of insurance services and financial products, including mortgages, loans and tax returns, for private and business customers.

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.

FREY I.M.A., Investment & Management Advisory

Since 2010 · 1–10 empl.

The core activity of Frey Investment & Management Advisory is to provide consulting services to institutional investors, companies and family offices in the following areas: Strategic Consulting, Investment Advisory, Administrative and Foundation Board Mandates, Management Consulting and Strategy Development, and Interim Management. The company supports its clients in solving problems in these areas and offers solutions for bridging leadership gaps, strengthening leadership competencies and supporting change processes.

Michael PETER Interim Financial Services

Since 2011 · 1–10 empl.

The company "michaelpeter.ch" provides interim financial services, including: Interim management for financial functions (CFO), project management for finance, accounting and controlling projects, foundation and institutional wealth management, representation and organization of boards of directors or foundation boards, secretarial services, and optimization of asset management services for institutional investors. The company primarily offers temporary financial experts and services to companies that require short-term support in financial matters.

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).

topHYPO AG

Since 2014 · 11–20 empl.

The core activity of topHYPO AG is independent mortgage consulting and brokerage. The company offers free consulting and comparison of mortgages and supports customers in selecting and concluding mortgages at marketable conditions.

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.

INVESTIERA GROUP AG

Since 2020 · 11–20 empl.

The core activity of Investiera Group AG is the provision of financial services, particularly in the areas of asset management and investment advice. The company supports its clients in achieving their financial goals by creating individual investment plans and monitoring their investments. Investiera Group AG is authorized by the FINMA and offers its clients access to various financial products and services to protect and increase their assets in the long term.

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.

N.V.S.H. GmbH

Since 2012 · 1–10 empl.

The core activity of N.V.S.H. GmbH is the provision of financial services in the allfinanz sector, particularly in the areas of: tax returns and tax consulting, insurance (health insurance, life insurance, pillar 3a/3b, motor vehicle insurance, household contents insurance, private liability insurance, legal protection insurance), accounting, financing of owner-occupied housing, and pension planning. The company offers competent consulting and support in these areas, with the goal of building long-term cooperation with its customers.

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.

Leasepoint GmbH

Since 2018 · 1–10 empl.

The core activity of Leasepoint GmbH is the brokerage and provision of financing for the purchase of boats, particularly through leasing models. The company offers specialized financing solutions for the Swiss market and supports customers in financing their dream boat.

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.

SOB Trading & Consulting GmbH

Since 2017 · 1–10 empl.

SOB Trading & Consulting GmbH is a company focused on trading and consulting services. The website mainly provides company and contact details, while more specific information about products or services is not shown.

monfin ag

Since 2021 · 1–10 empl.

The core activity of monfin ag is financial consulting and education, particularly in the areas of capital planning, investment, hedging and financial development. The company provides consulting services to support customers in achieving their financial goals and dreams, with a focus on education and self-determination rather than the sale of financial products.

Mint Real Estate GmbH

Since 2021 · 1–10 empl.·5.0(7)

The core activity of Mint Real Estate GmbH is the financing of real estate, particularly in the construction and real estate sector, as well as advising and accompanying clients in real estate projects.

mem-tec, Meyer Markus technics

Since 2001 · 1–10 empl.·3.9(7)

mem-tec, Meyer Markus technics is listed in the business directory of the municipality of Aarwangen. The website does not show further information about its products or services.

Minnig & Partner GmbH

Since 2020 · 1–10 empl.

Minnig & Partner GmbH is an independent insurance advisory firm that provides insurance comparisons and tailored insurance solutions. Its services include pension planning and retirement provision advice, referral to partners for tax returns and accounting, and assistance with claims notifications; the firm also acts as a co-broker with KVT Broker - Pi GmbH.

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.

QuantArea AG

Since 2023 · 1–10 empl.

The core activity of QuantArea AG is the creation and provision of quantitative investment solutions in the field of asset management, using the latest technologies such as artificial intelligence and cloud computing, as well as advising and supporting investors in managing their investments.

Blum ad interim GmbH

Since 2019 · 1–10 empl.

The core activity of Blum ad interim GmbH is the provision of financial services to companies, in particular the assumption of interim financial functions.

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.

eljah gmbh

Since 2020 · 1–10 empl.

The core activity of the company "eljah gmbh" is the brokerage of precious metals such as silver and gold, in particular silver granulate, as an alternative to traditional means of payment and as a form of investment. The company enables customers to open an S-Deposito account secured by silver granulate and also offers the purchase of silver and gold coins as well as medals. Furthermore, the company promotes bartering "goods for silver granulate" and acts as an intermediary between customers and the company BB-Wertmetall AG.

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.

Finanzatelier GmbH

Since 2021 · 1–10 empl.

The core activity of Finanzatelier GmbH is the creation and implementation of independent financial solutions for companies and real estate financing. This includes the analysis of projects, the identification of risks and the development of tailored solutions, particularly in the areas of financing and tax optimization.

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.

Vui-Tec Technology AG

Since 2024 · 1–10 empl.

Vui-Tec Technology AG manufactures precision components and provides services including programming, milling, wire EDM, measurement, engineering, series production, prototyping and assembly.

C Quadrat Invest AG

Since 2025 · 1–10 empl.

C Quadrat Invest AG is part of the C-Quadrat Investment Group and provides asset management services with a focus on quantitative strategies, alternative investments and pension fund management. The group distributes its investment products and services to institutional clients and through wholesale channels.

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.

Entris Holding AG

Since 1994 · 21–50 empl.·3.0(1)

The core activity of Entris Holding AG is to provide services to smaller and medium-sized banks in Switzerland, particularly in the areas of Business Process Outsourcing (BPO) and transaction banking. This includes the takeover of back-office and support processes, central bank functions, asset liability management, risk and regulatory management, giro organization and banking, trading and treasury, as well as the management of payment instruments and pension products. Entris Holding AG acts as a giro central for Swiss regional banks and savings banks, enabling its customers to access the money and capital markets.

NetBid Schweiz GmbH

Since 2025 · 1–10 empl.

NetBid Schweiz GmbH organises industrial and insolvency auctions for used machinery, equipment, vehicles and operational assets. The company offers online auctions, appraisals and services related to sales, asset recovery and financing.

Badhus Treuhand GmbH

Since 2025 · 1–10 empl.

Badhus Treuhand GmbH provides fiduciary services for private individuals and small to medium-sized businesses. Its core services include bookkeeping, tax advisory, business consulting and retirement planning.

Schläppi's Atelier für Finanzen

Since 2021 · 1–10 empl.

The core activity of the company "Schläppis Atelier für Finanzen" is the provision of financial services, particularly in the areas of financial planning and consulting, tax declaration and optimization, corporate development, capital investments, and real estate. The company offers these services to various target groups, including private individuals, SMEs (Small and Medium-sized Enterprises), and schools. It also provides educational offers related to finance.

Mauerhofer Finanzplanung

Since 1999 · 1–10 empl.·5.0(1)

The core activity of Mauerhofer & Co. Finanzplanung is neutral and independent financial planning, including investment, pension and tax consulting. The company offers comprehensive advice and support in the following areas: Investments: transparency, security, return, liquidity and time horizon; Pension planning: private and mandatory pension planning; Taxes: optimization of tax returns for individuals and companies; Gold and Silver: investment in gold and silver as a 'safe haven'. The company provides individual advice and support through a competent team and values trust, competence, neutrality and respect.