Financial Services in
Cham

FinanceRock GmbH

Since 2023 · 1–10 empl.·5.0(34)

The core activity of Financerock encompasses three main areas: 1. **Independent Insurance Solutions**: Financerock offers individual insurance solutions in collaboration with renowned Swiss insurance companies. 2. **Financial Planning**: The company supports clients in planning their financial goals, including retirement provision and guidance throughout the pension process. 3. **Trust and Accounting Services**: Financerock provides trust and accounting services, including tax return preparation and accounting customer support. Overall, Financerock offers comprehensive financial services aimed at supporting clients in managing their finances, insurance, and pensions.

Schnyder & Nagel GmbH

Since 2006 · 11–20 empl.

The company's core activity is the provision of financial services, in particular: wealth management, pension and financial planning, insurance consulting and brokerage, trust and accounting, tax and corporate consulting. The company offers individual consulting and solutions for private individuals, sole proprietorships and small to medium-sized enterprises in these areas.

Cashflex MultiKredit GmbH

Since 2007 · 1–10 empl.

The core activity of Prestaflex is the provision of financial services and products to companies, particularly SMEs, in Switzerland. This includes loans, factoring, leaseback, debt consolidation and other financing solutions. The company positions itself as a trusted partner for its customers and offers tailored solutions based on a comprehensive dossier analysis and complete financial reporting.

PWA Private Wealth Advisors AG

Since 2015 · 11–20 empl.

The core activity of Private Wealth Advisors AG (PWA) is the provision of wealth management services for high net worth individuals and families. This includes: financial planning and consulting, asset management and administration, risk management and insurance services, compliance and regulatory consulting, tax and legal consulting, succession planning and wealth transfer, and administrative services. The company positions itself as a Family Office and offers its clients comprehensive care and consulting in all matters of wealth management.

AltCap Management AG

Since 2016 · 1–10 empl.

The core activity of AltCap Management AG is the consulting and brokerage of alternative financing solutions for small and medium-sized enterprises (SMEs) as well as start-ups in Switzerland. This includes, in particular, the brokerage of private debt and private equity investments, as well as the creation of financing strategies tailored to the needs of the clients.

AMAG Corporate Services AG

Since 2017 · 21–50 empl.

AMAG Corporate Services AG is part of the AMAG Group and supports the group’s business with central services related to mobility, energy, customer service, and corporate communication. The website also presents offerings and participations in areas such as electric mobility, charging, leasing, vehicle rental, parking, and other mobility services.

movon AG

Since 2023 · 51–100 empl.

movon AG provides corporate customers with leasing, vehicle financing and comprehensive fleet management for vehicles of all brands. Services include maintenance contracts, tyre services, insurance, and fuel and charging solutions for internal combustion and electric vehicles. movon AG is a subsidiary of AMAG Leasing AG and Volkswagen Financial Services AG.

LGG Finanzplanung GmbH

Since 2016 · 1–10 empl.

LGG Finanzplanung GmbH provides tailored private financial planning services for individuals and offers trainings, journalistic analyses and project- or mandate-based consulting for companies, educational institutes, software providers and financial service firms. Advice is given independently on a fee basis and the company does not sell or distribute financial products.

Suigen Financial Services AG

Since 2021 · 11–20 empl.

The core activity of Suigen Financial Services AG is the recovery of class action securities for institutional investors, particularly in the distribution of compensation funds, including international securities recovery, which encompasses all types of financial instruments.

Nanteos Capital GmbH

Since 2017 · 1–10 empl.

The core activity of Nanteos Capital GmbH consists of providing financial services, in particular: Algorithmic Trading: development and provision of algorithms for automated trading on financial markets. Private Investor Network: building and operating a network of private investors to jointly obtain better trading conditions and services. Wealth Managers Selection: selection and collaboration with regulated asset managers and investment managers. Consulting and brokerage of financial products and services, including access to institutional liquidity sources and trading platforms. The company positions itself as an independent advisor and service provider for professional and private investors, with the goal of offering tailored financial solutions.

Valueimpakt AG

Since 2023 · 11–20 empl.

The core activity of Valueimpakt AG is to provide European investors with access to the Indian stock market as a Foreign Portfolio Investment (FPI) company, thereby creating wealth.

Cartesian AG

Since 2010 · 1–10 empl.·5.0(1)

Cartesian AG provides institutional advice across real estate & infrastructure and private equity & venture capital. It offers services including project development, portfolio building, optimization and structuring, as well as private equity and venture capital support for company development. The firm is also developing PrivateMarket, a blockchain-based marketplace for alternative investments enabling online access, analysis and execution of primary and secondary transactions.