Financial Services in
Fribourg

Plus Financement Immobilier Fribourg SA

Since 2024 · 1–10 empl.·4.7(140)

Plus Financement Immobilier Fribourg SA is an entity of Groupe Plus providing real-estate financing and mortgage brokerage services. It offers advisory and brokerage for acquisition, mortgage renewal and development financing and coordinates with the group’s insurance, fiduciary and tax/legal services.

Alto Groupe Fribourg SA

Since 2010 · 21–50 empl.·5.0(3)

Alto Groupe Fribourg SA provides insurance brokerage, fiduciary services, real-estate advisory and financial planning.

Baeriswyl Beratungen GmbH

Since 2022 · 1–10 empl.·5.0(6)

Baeriswyl Beratungen combines independent financial and retirement advice with digital financial planning and financial education. Private individuals receive support for retirement, pension fund, pillars 3a, taxes, wealth, and their long-term financial planning. Our trilingual platform complements personal advice with over 100 explanatory videos, financial calculators, knowledge tools, and interactive planning scenarios. Companies use the platform as a modern employee benefit and also benefit from independent BVG and pension fund consulting. Our goal: more financial literacy, transparency and informed decisions – without selling products.

AL FINANCE SA

Since 2010 · 1–10 empl.·4.4(7)

The core activity of AL FINANCE SA is the brokerage and sale of private loans, including the processing of loan applications, customer consulting and the brokerage of loans tailored to individual conditions. The company also offers services such as the repurchase of credit card balances, private loans and leasing contracts.

Inrate AG

Since 2001 · 11–20 empl.

Inrate AG develops ESG ratings and sustainability data for investment decisions. The company also provides ESG data solutions covering climate impact, compliance, biodiversity, active ownership, and portfolio analysis and reporting.

ACTORIA SA

Since 2004 · 11–20 empl.

The core activity of Actoria is advising and supporting companies in sales, succession and development in Switzerland, Germany and Luxembourg. The company offers specialized services for the transfer of companies, including the preparation and execution of sales and succession processes, as well as the development of companies in these countries.

GESTI SA

Since 2011 · 1–10 empl.

GESTI SA is a real estate company that provides sales, rental, valuation and property management services, including condominium administration and building management.

Valartis Group AG

Since 2018 · 51–100 empl.

Valartis Group AG is an internationally active financial group whose business areas include financial services, real estate project and asset management, and equity participations. The group provides corporate finance and M&A advisory, acts as investment advisor for certain funds, and performs asset and property management for real estate investment companies.

swissgoldplan SA

Since 2019 · 11–20 empl.

The core activity of Swissgoldplan is the brokerage and management of gold investments, particularly in the form of physical gold, as well as the generation of interest income on these investments. The company offers products and services that enable sustainable investment and management of gold, positioning itself as a financial intermediary with a focus on ethical gold.

Reformas na Suiça Sàrl

Since 2021 · 11–20 empl.

The company offers services in the field of retirement planning and pension, particularly for individuals who have worked or are currently working in Switzerland. The core activities include: * Recovery of funds from the 2nd pillar (BVG, funds, and pensions) for returnees to Portugal * Planning of early retirement and pension * Analysis and calculation of accounts since the beginning of the career * Consulting and support for the restoration of LPP (Libre Passage) and asset management * Creation of digital documents, such as insurance cancellation letters * Mediation of insurance and loans The company supports clients in planning and implementing their retirement provision and offers comprehensive services to ensure their financial security and satisfaction.

JLDA SA

Since 2026 · 11–20 empl.

JLDA SA is an independent broker for insurance and pension planning for individuals and SMEs. The company also advises on mortgages, financing and health insurance, and supports clients in analysing, selecting and managing their policies over time.

Jabiru Finance AG

Since 2020 · 1–10 empl.

The core activity of Jabiru Finance AG is the provision of financial services to companies.