Financial Services in
Lucerne
118 companies in Financial Services based in Lucerne — name and year of registration from the commercial register.
50 of 118 companies
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Raci GmbH
Since 2020 · 1–10 empl.4.0(13)
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.
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.
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.
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.
COR One AG
Since 2017 · 1–10 empl.
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.
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.
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.
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.
Prime Relations AG
Since 2010 · 1–10 empl.
Sandoba AG
Since 2017 · 1–10 empl.
Saffi SA
Since 1981 · 1–10 empl.
Insel-Gesellschaft AG
Since 1983 · 1–10 empl.
Eagle Capital & Administration Ltd
Since 1987 · 1–10 empl.
SICA Swiss Insurance and Capital Advisors AG
Since 1989 · 1–10 empl.
IF Realinvest AG
Since 1992 · 1–10 empl.
ACF All-Credit Finanz- und Verwaltungs AG
Since 1994 · 1–10 empl.
Conexor SA
Since 1998 · 1–10 empl.
Ducon AG
Since 2000 · 1–10 empl.
active light GmbH
Since 2001 · 1–10 empl.
Raroma Services AG
Since 2001 · 1–10 empl.
KHB Finanz AG
Since 2003 · 1–10 empl.
Myotis AG
Since 2005 · 1–10 empl.
Bilatex AG
Since 2006 · 1–10 empl.
SATAPE AG
Since 2006 · 1–10 empl.
Hospes AG
Since 2007 · 1–10 empl.
SHORP GmbH
Since 2007 · 1–10 empl.
Finacon GmbH
Since 2007 · 1–10 empl.
Vision Real Estate Investment Management GmbH
Since 2008 · 1–10 empl.
L & K Consulting GmbH
Since 2008 · 1–10 empl.
Seven Star Investments AG
Since 2008 · 1–10 empl.
Ralson AG
Since 2008 · 1–10 empl.
Schweizer Vermögensaufbau GmbH
Since 2009 · 1–10 empl.
Metalloy Company Ltd.
Since 2009 · 1–10 empl.
Hawk Investment Corporation AG
Since 2010 · 1–10 empl.
Novacord Industrial Relations Nirag AG
Since 2010 · 1–10 empl.
Enbridge Finance Company AG
Since 2010 · 1–10 empl.
Financial Services in Lucerne
Financial Services in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 10, 2026
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