Financial Services in
Forch

Optima Finanzberatungen GmbH

Since 2009 · 1–10 empl.·5.0(1)

The core activity of Optima Finanzberatungen GmbH is the provision of financial services, including: tax consulting, asset and real estate consulting, financial and pension planning, family law, foundations and transformations, financial coaching, business and financial management, succession planning, loans and mortgages, accounting, and real estate. The company thus offers comprehensive financial services for private individuals and companies.

pensio AG

Since 2008 · 1–10 empl.

The core activity of pensio AG is investment consulting and asset management for private individuals, particularly in the area of retirement planning (pillar 3a) and investing in various financial products such as savings accounts, mortgages, cash bonds and cryptocurrencies. The company also provides consulting services to support customers in planning and implementing their financial goals.

Finergy Services GmbH

Since 2014 · 1–10 empl.

The core activity of Finergy Services GmbH is advising clients on strategic capital investments in Private Debt (private debt capital) and Equity (equity capital).

PF Ventures GmbH

Since 2025 · 1–10 empl.

PF Ventures GmbH advises founders and companies on M&A, growth strategy, and operational leadership. PF Ventures GmbH also invests its own capital in private technology companies and takes on advisory, board, or operating roles depending on the engagement.

Vermittlix GmbH

Since 2015 · 1–10 empl.

The core activity of Vermittlix Finance includes the following services: tax consulting and optimization, accounting and annual financial statements, payroll administration and social insurance declarations, value-added tax consulting and accounting, accounts receivable and payable management, support during external audits, mortgage, leasing and credit brokerage, asset management and review, risk management and analysis, insurance and pension consulting, financial and pension planning. The company thus offers a comprehensive range of financial services for private and corporate clients.

CFMB GmbH

Since 1996 · 1–10 empl.

The 256 (Switzerland) GmbH

Since 1997 · 1–10 empl.

Dreier Financial Consulting

Since 2001 · 1–10 empl.

Dominik Häubi Consulting

Since 2012 · 1–10 empl.

Forex Scorpion GmbH

Since 2013 · 1–10 empl.

Nikolaus Wein Corporate Finance Advisory

Since 2015 · 1–10 empl.

Bundragon GmbH

Since 2018 · 1–10 empl.