Financial Services in
Lausanne

Compagnie Financière Tradition SA

Since 1959 · 101–500 empl.

The company Compagnie Financière Tradition S.A. is an interdealer broker with a presence in over 30 countries and listed on the Swiss Stock Exchange. The company's core activity is the intermediation of financial and commodity products between banks, financial institutions and other market participants. This includes, among other things: Interdealer broking for over-the-counter (OTC) financial products such as interest rate, currency and commodity derivatives; Trading in stocks, bonds, commodities and other financial instruments; Intermediation of energy and commodity products such as oil, gas, coal and metals; Provision of market data and analysis for financial and commodity markets; and Intermediation of private equity and hedge fund transactions. The company offers a wide range of products and services to meet the needs of its customers in the areas of finance, energy and commodities.

Tradition S.A.

Since 1969 · 101–500 empl.

Tradition S.A. is a financial intermediary and advisor providing advisory and lead‑management services for financing and investment operations for institutional and corporate clients. Its activities include fixed‑income products, private placements, OTC derivatives, money‑market and mortgage transactions, and it offers brokerage, market analysis and execution services in capital and money markets.

FONDATION POUR L'INNOVATION ET LA TECHNOLOGIE (FIT)

Since 1995 · 51–100 empl.

The company's core activity is to support start-ups through the granting of loans and subsidies, as well as the promotion of innovation and technology, particularly in the areas of FIT Tech, FIT Digital, FIT Impact, Food & Hospitality.

MULTI GROUP FINANCE SA

Since 1999 · 1–10 empl.

MULTI GROUP FINANCE SA provides wealth management and financial advisory services and acts as investment manager for structured investment products, including bond and equity tracker certificates and ETF solutions. Its services also cover tax planning, family advisory and tailored portfolio management strategies.

Coface Services (Suisse) SA

Since 2001 · 21–50 empl.

Coface Services (Suisse) SA provides trade credit insurance, debt-collection services and commercial information solutions for assessing and monitoring customer credit risk, and operates digital platforms such as URBA360 and CofaNet.

Renault Finance SA

Since 2005 · 1–10 empl.

Renault Finance SA is part of Renault Group and supports its business in the automotive sector. The company is involved in mobility, vehicles and related technologies, as well as the group’s finance and investor activities.

TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne

Since 2009 · 101–500 empl.

The core activity of The Spectrum IFA Group is the provision of financial services, particularly in the field of international financial planning, for private clients and expats in Europe. This includes: financial planning and consulting, asset management, pension and retirement planning (including QROPS), life insurance, efficient investments (using insurance products), inheritance and estate tax planning, currency exchange, and tax consulting. The company offers these services in several European countries, including Spain, France, Italy, Portugal, Malta, Switzerland, and Luxembourg.

Alpha Kappa Financial Services SA

Since 2015 · 1–10 empl.

The core activity of ALPHA KAPPA Financial Services SA is the provision of financial services.

Raymond James Lausanne Sàrl

Since 2015 · 1–10 empl.

The company is a financial services provider whose core activities are in the areas of investment banking, equity research, fixed income capital markets and private wealth management. It offers a wide range of services, including corporate finance, mergers and acquisitions, capital market transactions, research and advisory services for companies and institutional investors. Additionally, it provides private wealth management and advisory services for private clients.

Banque Bonhôte & Cie SA

Since 2016 · 11–20 empl.

Banque Bonhôte & Cie SA is a private bank offering wealth management, discretionary management mandates and advisory mandates. The bank also provides wealth and tax planning, family‑office services, multibank consolidation, real estate services, financing and M&A advisory, and manages investment funds including ESG-labelled funds.

IMvestir Partners SA

Since 2018 · 1–10 empl.

IMvestir Partners SA specialises in quantitative and qualitative analysis of the Swiss indirect real estate market, with a focus on unlisted products. The firm advises managers on strategy, vehicle structuring and marketing to qualified investors, and supports investors in product selection and asset-allocation for collective real estate investments.

Caisses Patronales Sociales MEROBA

Since 2018 · 11–20 empl.

Caisses Patronales Sociales MEROBA administers social funds and provides statutes, regulations and forms related to family allowances, paid leave, military and justified-absence indemnities and other benefits. It calculates contributions and benefits, checks supporting documents and pays entitlements to employers, and manages employer contribution payments for social insurances (AVS/AI/APG/AC/2nd pillar and health; exception SUVA).

Makaon Sàrl

Since 2018 · 1–10 empl.

The core activities of Makaon Sàrl encompass the following areas: Corporate Finance: research and analysis of investment opportunities, acquisitions, and transactions; Marketing and Technology (MarTech): consulting and services in the field of digital marketing; Real Estate: purchase, sale, management, administration, and maintenance of properties; Mandats d'administration: administration of companies in Switzerland and France; Fiduciaire: services in the areas of taxes, finance, and accounting; Resource Management: consulting and support in personnel matters; Mergers and Acquisitions (M&A): consulting and services for company mergers and acquisitions.

MT Finance SA

Since 2020 · 1–10 empl.

MT Finance SA provides regulatory and operational advisory services to financial institutions and offers partial or full delegation of finance, compliance, risk and internal control functions. The firm also assists with FINMA authorization requests, supports corporate finance transactions, delivers tailored training, and cooperates with MTF Partner SA for fiduciary and audit services.

InvestSuite SA

Since 2022 · 11–20 empl.

The company InvestSuite develops and offers digital asset management and investment solutions (InvestTech) for financial institutions to support them in their digital transformation and improvement of customer interaction. The solutions include, among other things, portfolio reporting tools and applications for self-managed investors, with the aim of improving the interaction between customers and their assets and opening up new markets.

Suisse hypothèque SA

Since 2011 · 1–10 empl.

Profelia Fondation de prévoyance

Since 2008 · 21–50 empl.·4.8(4)

The core activity of Profelia is providing services in the field of occupational pension provision (Prévoyance professionnelle) as well as granting mortgage loans (Prêts hypothécaires) and other financial services. The company also offers solutions for private pension planning (3rd pillar) and supports its customers in planning and managing their pension provision.

Succession.ch Sàrl

Since 2017 · 1–10 empl.

Succession.ch Sàrl provides advisory and practical services for estate planning and estate administration, including situation check-ups, testament execution and professional valuation of assets. Additional services cover advance directives, funeral preparation, administrative management, sale or clearing of assets, and legal or psychological support for heirs.

BNP Paribas Leasing Solutions Suisse SA

Since 1970 · 21–50 empl.·2.6(5)

BNP Paribas Leasing Solutions Suisse SA provides leasing and equipment finance solutions for mobile assets. The company delivers tailored financing and working‑capital products, vendor/partner finance and related services to manufacturers, equipment suppliers, dealers and corporate customers across sectors such as agriculture, construction, transport, healthcare, ICT and green tech, and incorporates sustainability considerations into its offerings.

PMI Global Services Unit Sàrl

Since 2025 · 21–50 empl.

PMI Global Services Unit Sàrl is responsible for sales and marketing activities in Switzerland. The company also hosts important operations and research and development activities in Switzerland, covering tobacco products and smoke-free products.

Carmine Capital SA

Since 2025 · 1–10 empl.

Carmine Capital SA is a specialized advisory firm for divestments, acquisitions and fundraising. The company supports owners and executives of mid-market businesses with transactions and capital strategy.

Xchange 360 SA

Since 2025 · 1–10 empl.

Xchange 360 SA provides institutional liquidity and execution services for financial institutions and legal entities. The company offers wholesale liquidity support, staking services, institutional exchange infrastructure, and treasury and settlement functions for group entities and approved counterparties.

Global Pro Solutions Sàrl

Since 2016 · 1–10 empl.·3.0(2)

The core activity of Global Pro Solutions is the brokerage and consulting of insurance policies as well as the provision of financial services, including mortgages, loans, tax consulting, and asset management. The company offers a wide range of services to both private individuals and businesses, including: Insurance (e.g. liability, health, accident, motor vehicle insurance); Financial services (e.g. mortgages, loans, tax consulting); Asset management (e.g. 2nd and 3rd pillar of pension provision); Other services (e.g. legal consulting, real estate search). The company positions itself as a comprehensive service provider for the financial and insurance needs of private individuals and businesses.

LM Management Holding Sàrl

Since 2018 · 1–10 empl.·5.0(2)

Veltica Fiduciaire Vaud SA

Since 2025 · 1–10 empl.

Veltica Fiduciaire Vaud SA provides fiduciary services for businesses and private individuals. Its services include accounting, payroll administration, tax handling, administrative management, and support for company formation and corporate changes.

SwissFx Sàrl

Since 2025 · 1–10 empl.

SwissFx Sàrl is a financial platform for international payments and currency management that provides services including currency exchange, multi‑currency accounts with local IBANs, FX risk management, bulk payments and business lending.

Mast Finance Sàrl

Since 2025 · 1–10 empl.

Mast Finance Sàrl develops financial software for invoicing, accounting, treasury, reporting, and analytics. Its platform also combines budgeting, compliance, and AI-assisted features for Swiss businesses and fiduciaries.

Enjoy Lausanne SA

Since 2026 · 1–10 empl.

Enjoy Lausanne SA offers a prepaid card that can be used at numerous shops, restaurants, markets, hotels and other partner businesses in Lausanne. The company promotes local shopping and supports the local retail economy.

PLUZ 1 GmbH

Since 2025 · 1–10 empl.

PLUZ 1 GmbH provides international money transfer services from Switzerland to recipients abroad. The company supports digital remittances with online onboarding, multiple payment methods, and several payout options such as bank deposit or cash pickup.

Vitale Group SA

Since 2024 · 1–10 empl.·3.0(2)

The core activity of Vital Group Assurances SA is the provision of services in the fields of insurance, tax consulting and financial planning. Specifically, this includes: * Mediation of health insurance (Assurance Maladie, 3rd pillar) * Tax consulting and optimization * Real estate consulting * Financial planning and budgeting * Coaching and support in achieving financial goals. The company positions itself as a comprehensive financial services provider, offering its customers individual solutions to achieve their financial goals.

Nexio Partner SA

Since 2026 · 1–10 empl.

Nexio Partner SA is a financial advisory firm that supports businesses, executives and private clients with financial decisions. The company provides independent advice in insurance, retirement planning, investments, real estate financing, taxation and credit solutions.

Tradafin SA

Since 1985 · 11–20 empl.

The core activity of Tradafin SA encompasses the provision of services in the areas of corporate management, financial solutions, family office, and judicial expertise. Specifically, the company offers: Corporate Management: financial management and administrative services; Financial Solutions: secure connection and access to accounting applications and data; Family Office: monitoring of asset management and succession planning; Judicial Expertise: recognized expertise in Swiss banking practice. Overall, the company focuses on providing services in the areas of financial management, asset management, and judicial expertise for companies and private individuals.

LEMAN CAPITAL SA

Since 1998 · 1–10 empl.

The core activity of Leman Capital SA is the intermediation of direct real estate investments, particularly in the Swiss market, to qualified investors. This includes the implementation of specific structures and the provision of corresponding financing. The company primarily offers Swiss real estate and financial expertise, supported by the professional network and experience of the management.

Galileo Capital Advisors SA

Since 2004 · 1–10 empl.

The core activity of Galileo Capital Advisors SA is advising companies, particularly emerging-growth companies, on raising equity and debt capital in various sectors such as life sciences, strategic resources, sustainable development, renewable energy and artificial intelligence. Additionally, the company supports the development of business relationships with strategic partners, manufacturers and distribution partners, as well as the opening of new distribution channels for companies seeking to expand into international markets.

Mountain Finance, Ernst Hauser

Since 2006 · 1–10 empl.

The core activity of Mountain Finance is independent investment consulting and financial consulting for professional and institutional investors. Specifically, this includes: investment consulting in the form of structured products, certificates and funds; M&A consulting (Mergers and Acquisitions) for private equity transactions and solutions for succession problems; development of customized investment strategies and solutions; and a focus on decorrelated investments and diversification. The company does not offer banking services, but positions itself as an independent advisor for investors.

fractals SA

Since 2008 · 1–10 empl.

The core activity of fractals SA consists in providing actuarial and consulting services for retirement and pension funds, particularly in the areas of: Expert opinions and reports for pension funds (CSEP), Asset Liability Management (ALM) studies, Consulting on occupational pension provision (LPP), and Valuation of post-employment benefit obligations (IFRS, IAS 19, US GAAP, ASC 715, IPSAS 39). In addition, the company also offers internet services such as web hosting, websites and web applications.

C & G Swiss Finance Sàrl

Since 2017 · 1–10 empl.

C & G Swiss Finance Sàrl is a consultancy in the insurance and financial sector that provides analysis and brokerage services for health, life and property insurance. The company also offers tax and accounting advice, mortgage search and real-estate services, international medical insurance and private pension (3rd pillar) solutions.

Perenity Finance Sàrl

Since 2020 · 1–10 empl.

The core activity of Perenity Finance Sàrl is the provision of financial services, particularly in the areas of: * Financial optimization * Prevention and provision (e.g. health insurance, accident insurance) * Mortgages and real estate financing * Investments and asset management. The company offers consulting services to support customers in achieving their financial goals. This includes analyzing the current financial situation, developing strategies and implementing measures to optimize finances.