Financial Services in
Hergiswil NW

DEBITORIS GROUP AG

Since 2004 · 1–10 empl.

DEBITORIS GROUP AG provides outsourcing services including financial services (credit checks, billing, receivables management, debt collection, reporting), customer relationship management, consulting and IT services. The website states that certified IT processes are used and that all data are stored exclusively in Switzerland.

Filippini Holding AG

Since 2011 · 11–20 empl.

The core activity of Filippini Holding is the provision of financial services, particularly in the areas of asset management, trust and legal advice. The company offers consulting services in the fields of finance, investments and asset management and has a strong presence in Switzerland, particularly in the Ticino region.

SecuPart Vorsorge AG

Since 2013 · 11–20 empl.

The core activity of SecuPart Vorsorge AG is to advise and implement pension solutions for customers with capital in the 2nd pillar of Switzerland, particularly for employed individuals subject to cross-border peculiarities, such as cross-border commuters from Germany. The company offers individual consulting and product innovations, such as the "KeaPlan" solution, to generate a lifelong additional income from the pension capital, taking into account return and risk protection, flexibility and transparency as well as cost and tax burden.

Novama AG

Since 2009 · 1–10 empl.

The core activity of Novama SA is the independent monitoring and supervision of asset management, particularly in the area of investment advice and asset management for private investors.

Fähndrich Finanz GmbH

Since 2021 · 11–20 empl.

The company's core activity is comprehensive financial consulting for private individuals, entrepreneurs and companies. This includes the areas of finance, insurance and pension planning. The company offers independent and neutral consulting by working with around 60 renowned providers. The consulting is designed to break down complex financial topics to a understandable level, in order to offer customers a suitable solution for their individual needs.

gambetta-beratung GmbH

Since 2026 · 1–10 empl.

gambetta-beratung GmbH provides independent, commission-free advice on financial optimisation and social insurance matters. The company supports clients with savings potential, taxes, retirement planning, AHV/IV/EL benefits, mortgages, and the review and enforcement of benefit claims.

Aptuna GmbH

Since 2008 · 1–10 empl.

Aptuna GmbH provides services in business consulting, project coordination and M&A. The company supports businesses in planning, coordinating and implementing commercial initiatives.

finesco GmbH

Since 2011 · 1–10 empl.

finesco GmbH is a consulting firm offering consulting based on alternative and sustainable approaches for private and institutional clients. As an independent advisor it supports clients across various industries in finding practice-oriented solutions.

Turigum Capital AG

Since 2025 · 1–10 empl.

Turigum Capital AG provides a range of services, particularly in the financial sector, as long as they do not require a licence. The website also states that the company may seek licences for future activities outside its current scope.

THE KEYSTONE ADVISORY AG

Since 2025 · 1–10 empl.

THE KEYSTONE ADVISORY AG is an independent advisory firm focused on corporate, financial, and strategic decision-making. The company provides services in company valuation, financial restructuring, mergers and acquisitions, corporate finance, group accounting, and taxation.

Triple Crown Ventures GmbH

Since 2026 · 1–10 empl.

Triple Crown Ventures GmbH is an investment firm focused on the legal cannabis and medical cannabis sector. The company provides investment and operational strategy support across areas such as cultivation, distribution, trade financing, software, technology, and research and development.

Delfacto AG

Since 1992 · 1–10 empl.