Financial Services in
Lucerne

118 companies in Financial Services based in Lucerne — name and year of registration from the commercial register.

Companies

50 of 118 companies

iBrokers Swiss GmbH Logo

iBrokers Swiss GmbH

Since 2020 · 1–10 empl.4.8(529)

The core activity of iBrokers Swiss GmbH is financial consulting and brokerage of financial services, including real estate financing, insurance consulting, asset consulting, mortgages, health insurance and life insurance. The company offers individual and tailored solutions for private and business customers and has many years of experience in the field of finance.

Financial ServicesInsurance brokeragePrivate client insurance and pension solutionsBusiness insurance
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #1
WM Weibel Mueller AG Logo

WM Weibel Mueller AG

Since 1999 · 1–10 empl.

The core activity of Weibel Mueller AG is independent financial consulting and wealth planning for private individuals and companies, including services such as asset management, real estate and mortgage consulting, trust and succession planning.

Financial ServicesFinancial advisoryWealth investmentsReal estate and mortgages
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
ER Erwin Röösli Finanzberatung AG Logo

ER Erwin Röösli Finanzberatung AG

Since 2010 · 1–10 empl.

The core activity of ER Finanzberatung AG is independent financial consulting, where individual solutions are developed and offered to customers in the financial sector.

Financial ServicesIndependent Financial Advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
Strässle Schumacher AG Logo

Strässle Schumacher AG

Since 2010 · 1–10 empl.

The core activity of Strässle Schumacher AG is independent wealth management and strategic financial planning for wealthy private individuals, foundations, authorities, institutions, social insurance institutions, compensation funds, companies and pension funds. The company creates customized wealth concepts, advises on investment strategy, evaluates regulations and products, assumes responsibility for controlling and ongoing monitoring, coordinates reporting and strengthens investment commissions.

Financial ServicesWealth conceptsStrategic-tactical investment advisoryDecision models
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #4
Apex Rail GmbH Logo

Apex Rail GmbH

Since 2017 · 11–20 empl.

The company's core activity is providing services in the areas of financing, asset management and corporate consulting, particularly in the European rail sector. This includes: financial advisory and modeling, corporate consulting and development, investment management and asset management, project financing and management, leasing and sale & leaseback transactions, remarketing of rolling stock and infrastructure, support for M&A transactions and due diligence reviews, and promotion of green technologies to investors. The company supports customers in optimizing their asset base and balance sheet through innovative financing solutions and offers comprehensive project, leasing, asset and remarketing management services for rail vehicle portfolios.

Financial ServicesFinancial Advisory ServicesInvestment Management ServicesBusiness Advisory Services
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #5
ABG Sundal Collier AG Logo

ABG Sundal Collier AG

Since 2023 · 1–10 empl.

ABG Sundal Collier AG is an independent investment bank offering corporate finance and advisory services, securities research and brokerage, corporate brokerage services and project finance. Its client base includes listed corporates, institutional investors, growth companies and professional private investors.

Financial ServicesMergers & AcquisitionsEquity FinancingDebt Financing
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #6
Rhenus AG Logo

Rhenus AG

Since 2023 · 1–10 empl.

Rhenus AG is a global transport and logistics provider. The company offers air, sea and road transport, warehousing solutions, port logistics, and digital and document-related logistics services.

Financial ServicesTransport logisticsWarehousing solutions4PL logistics
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #7
GWF Investment GmbH Logo

GWF Investment GmbH

Since 2023 · 11–20 empl.4.3(19)

GWF Investment GmbH is a Swiss company active in measurement and control technology as well as digital solutions for water, gas, heat and electricity. It develops and supplies systems, products and services for recording, transmitting and analyzing consumption and operational data.

Financial ServicesMeasurement and control technologyDigital platforms and solutionsService portfolio
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
Swissleasing AG Logo

Swissleasing AG

Since 2022 · 1–10 empl.

Swissleasing AG is a finance and consulting company in the automotive sector providing B2B services for new and nearly-new vehicles in the luxury segment. Services include manufacturer-independent brokerage and sales (including specialist/armoured vehicles), financial services not subject to FINMA, global marketing, import/export and vehicle logistics, plus customs handling, homologation and registration for the EU, UK and Switzerland.

Vehicle RentalPremium serviceFinancial services
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #9
Dietschiberg Finanz AG Logo

Dietschiberg Finanz AG

Since 2020 · 1–10 empl.

The core activity of Dietschiberg Finanz AG is independent financial consulting for private individuals, foundations and companies in the areas of financial planning, investments, financing and real estate.

Financial ServicesFinancial planningInvestment advisoryFinancing and mortgage advisory
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #10
Dynatrace Global Finance GmbH Logo

Dynatrace Global Finance GmbH

Since 2024 · 1–10 empl.

Dynatrace Global Finance GmbH provides an observability platform for applications, infrastructure, logs, and digital experiences. The company also offers application security, business observability, AI-powered analytics, and workflow automation capabilities.

Financial Services
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #11
Allwyn Management Services AG Logo

Allwyn Management Services AG

Since 2025 · 1–10 empl.

Allwyn Management Services AG is a lottery-led entertainment company with a presence in Europe and North America. It operates lottery and other gaming activities, with a focus on technology, efficiency, safety and responsible play.

Casinos & GamblingLottery and Gaming Operations
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #12
Raci GmbH Logo

Raci GmbH

Since 2020 · 1–10 empl.4.0(13)

Fiduciary Offices
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #13
ETERNA CAPITAL AG Logo

ETERNA CAPITAL AG

Since 2025 · 1–10 empl.

ETERNA CAPITAL AG is a venture fund that invests in early-stage companies at the intersection of internet infrastructure, decentralized protocols, programmable value layers, and AI-native infrastructure. The firm also supports portfolio companies with product development, business building, and community growth.

Family OfficesVenture Capital Fund
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #14
MKA CAPITAL AG Logo

MKA CAPITAL AG

Since 2024 · 1–10 empl.

MKA CAPITAL AG provides financial planning, portfolio and investment advisory services to private clients, together with ongoing strategic guidance and personal advisory support. Advisors recommend opportunities and market timing but do not hold client funds or execute trades; compensation is result-based (commission on profits) and clients retain final decision authority.

Family Offices
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #15
LÖTSCHER AG Logo

LÖTSCHER AG

Since 2025 · 1–10 empl.

LÖTSCHER AG provides consulting and investment services with a focus on financial, corporate, and legal advisory work. The company supports strategy, organisation, financing, and transactions, including private equity and venture capital matters, and also develops blockchain-based solutions.

Management ConsultingBusiness and Legal ConsultingPrivate Equity and Venture Capital AdvisoryInvestments and Investment Controlling
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #16
FirstValue AG Logo

FirstValue AG

Since 2002 · 1–10 empl.

FirstValue AG helps companies assess the value of planned actions and provides financial modelling, enterprise valuation, transaction services and business planning. It prepares business plans and supports strategy, financial development and organizational change, with experience in real estate and TIME (telecom, internet, media and entertainment) markets.

Management ConsultingFinancial modellingEnterprise valuationTransaction Services
No score yet
COR One AG Logo

COR One AG

Since 2017 · 1–10 empl.

Financial ServicesContact Form and Email Contact
No score yet
Window of the World AG Logo

Window of the World AG

Since 2019 · 1–10 empl.

The core activity of the company 'Window of the World AG' consists of providing services to family businesses, particularly in the areas of: * Paymaster services (payment processing and management) * Escrow management * Family wealth management. The company thus offers specialized services to family businesses to manage and process their financial and asset-related affairs.

Financial ServicesFamily wealthFamily BusinessPaymaster services & Escrow management
No score yet
Dolomites Capital Advisory GmbH Logo

Dolomites Capital Advisory GmbH

Since 2024 · 1–10 empl.

The core activity of Dolomites Capital Advisory GmbH is the procurement of equity replacement for project developers and the brokerage of investment opportunities in Real Estate Private Debt for pension funds, family offices and high net worth individuals in Switzerland.

Financial ServicesReal Estate InvestmentsReal Estate Loans
No score yet
Bammert InsightImmo GmbH Logo

Bammert InsightImmo GmbH

Since 2025 · 1–10 empl.

Bammert InsightImmo GmbH provides professional property valuations for residential and commercial real estate, building land, and special-purpose or income-producing properties. The company also reviews and structures real estate financing and prepares related analyses and calculations.

Financial ServicesProperty ValuationReal Estate Financing
No score yet
P + B Capital AG Logo

P + B Capital AG

Since 2025 · 1–10 empl.

P + B Capital AG structures capital and financing for real estate investments. It is part of the P + B group and supports the execution of investments with a long-term focus.

Financial ServicesInvestment and Holding Company
No score yet
Prime Relations AG Logo

Prime Relations AG

Since 2010 · 1–10 empl.

Fiduciary Offices
No score yet
Sandoba AG Logo

Sandoba AG

Since 2017 · 1–10 empl.

Financial Services
No score yet
SS

Saffi SA

Since 1981 · 1–10 empl.

Financial Services
No score yet
IA

Insel-Gesellschaft AG

Since 1983 · 1–10 empl.

Fiduciary Offices
No score yet
EC

Eagle Capital & Administration Ltd

Since 1987 · 1–10 empl.

Administrative Services
No score yet
SS

SICA Swiss Insurance and Capital Advisors AG

Since 1989 · 1–10 empl.

Sustainability Sector
No score yet
IR

IF Realinvest AG

Since 1992 · 1–10 empl.

Licensing & Marketing of Intellectual Property
No score yet
AA

ACF All-Credit Finanz- und Verwaltungs AG

Since 1994 · 1–10 empl.

Financial Services
No score yet
CS

Conexor SA

Since 1998 · 1–10 empl.

Financial Services
No score yet
DA

Ducon AG

Since 2000 · 1–10 empl.

Recruitment & HR Consulting
No score yet
AL

active light GmbH

Since 2001 · 1–10 empl.

Financial Services
No score yet
RS

Raroma Services AG

Since 2001 · 1–10 empl.

Rental of Machinery & Equipment
No score yet
KF

KHB Finanz AG

Since 2003 · 1–10 empl.

Financial Services
No score yet
MA

Myotis AG

Since 2005 · 1–10 empl.

Fiduciary Offices
No score yet
BA

Bilatex AG

Since 2006 · 1–10 empl.

Financial Services
No score yet
SA

SATAPE AG

Since 2006 · 1–10 empl.

Financial Services
No score yet
HA

Hospes AG

Since 2007 · 1–10 empl.

Financial Services
No score yet
SG

SHORP GmbH

Since 2007 · 1–10 empl.

Financial Services
No score yet
FG

Finacon GmbH

Since 2007 · 1–10 empl.

Financial Services
No score yet
VR

Vision Real Estate Investment Management GmbH

Since 2008 · 1–10 empl.

External Asset Management
No score yet
L&

L & K Consulting GmbH

Since 2008 · 1–10 empl.

Financial Services
No score yet
SS

Seven Star Investments AG

Since 2008 · 1–10 empl.

Financial Services
No score yet
RA

Ralson AG

Since 2008 · 1–10 empl.

Financial Services
No score yet
SV

Schweizer Vermögensaufbau GmbH

Since 2009 · 1–10 empl.

Financial Services
No score yet
MC

Metalloy Company Ltd.

Since 2009 · 1–10 empl.

Financial Services
No score yet
HI

Hawk Investment Corporation AG

Since 2010 · 1–10 empl.

Financial Services
No score yet
NI

Novacord Industrial Relations Nirag AG

Since 2010 · 1–10 empl.

Financial Services
No score yet
EF

Enbridge Finance Company AG

Since 2010 · 1–10 empl.

Financial Services
No score yet

Financial Services in Lucerne

118Financial ServicesCommercial register (Zefix) · as of October 10, 2026
2019Median year of registrationCommercial register (Zefix) · as of October 10, 2026
311in the Canton of LucerneCommercial register (Zefix) · as of October 10, 2026
9,437in SwitzerlandCommercial register (Zefix) · as of October 10, 2026
Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of October 10, 2026