Financial Services in
Dübendorf

Foscaldi Consulting GmbH

Since 2018 · 11–20 empl.·5.0(75)

The core activity of Foscaldi Consulting is the provision of financial services, particularly in the areas of: Financial and pension planning, Asset management, Tax consulting, Insurance services (property and liability insurance, health insurance), Mortgages and real estate financing, Cryptocurrency and investments, Company formation and accounting. The company also offers consulting and services for private clients, business clients and expats.

Freund & Partner GmbH

Since 2017 · 1–10 empl.·4.9(47)

The core activity of Freund & Partner is customer-oriented financial consulting, enabled by the combination of human expertise and digital technologies. The company offers comprehensive financial consulting services tailored to the needs of its customers and supported by the use of IT systems.

MoneyPark AG

Since 2011 · 21–50 empl.

The core activity of MoneyPark is the brokerage and consulting of mortgages and real estate. The company offers various services, including mortgage brokerage, real estate valuation, real estate sales promotion and mortgage rate calculation. MoneyPark positions itself as a specialist in mortgages and real estate, providing its customers with comprehensive consulting and support in the financing and sale of real estate.

Money Consulting GmbH

Since 2012 · 1–10 empl.

The core activity of Money Consulting GmbH is independent financial consulting for private individuals and family businesses, including tax consulting, asset and pension planning, real estate issues, succession planning, property and inheritance law, as well as investment consulting and asset management.

Gomo Automobile GmbH

Since 2020 · 1–10 empl.·4.8(20)

The core activity of Gomo Finance AG is the provision of financial services, particularly in the areas of: * Pension planning (private pension planning) * Credit brokerage * SME consulting (advisory services for small and medium-sized enterprises). The company offers personalized consulting and tailored solutions to meet the financial needs of its customers.

Finovo AG

Since 2016 · 21–50 empl.

AdviQ Group GmbH

Since 2021 · 1–10 empl.

The core activity of AdviQ Group GmbH is financial planning and consulting for private individuals and companies. They offer individual strategies and solutions in the areas of investments, pension planning and insurance to help their clients make informed financial decisions and create long-term security and perspectives.

Krone Finanz GmbH

Since 2023 · 1–10 empl.

Krone Finanz GmbH is an independent insurance broker and financial services provider offering advice to private and corporate clients on insurance, pension and asset-related matters. The firm compares products from multiple insurers in Switzerland to present tailored solutions and states CICERO certification and FINMA registration on its website.

SimpleFinance Group (SFG) GmbH

Since 2025 · 1–10 empl.

SimpleFinance Group (SFG) GmbH provides financial advice with a focus on taxes, retirement planning, budgeting, and assets. The company combines personal advisory services with digital tools to support private individuals in structured financial planning.

Dübelstein Holding AG

Since 2026 · 1–10 empl.

Dübelstein Holding AG advises companies and discerning private clients on insurance, pensions, assets and health insurance. The company provides independent analysis, structured risk and pension solutions, and advisory services for private and corporate clients.

Financials First Krucker

Since 2025 · 1–10 empl.

The core activity of Financials First Krucker is the provision of financial services, particularly in the areas of: financial planning and consulting, retirement and pension planning, tax consulting and planning, investment and asset management, financial education and awareness. The company offers individual solutions and consulting for private individuals to achieve their financial goals and strengthen their financial literacy.

Value Creation Partners GmbH

Since 2026 · 1–10 empl.

Value Creation Partners GmbH advises companies, funds and owners on increasing enterprise value, growing revenue, reducing costs and improving margins. Value Creation Partners GmbH also supports businesses in exit preparation and transaction execution.