Financial Services in the
Canton of Lucerne
311 companies in Financial Services based in the Canton of Lucerne — name and year of registration from the commercial register.
50 of 311 companies
Christian Ottiger Beratungen AG
Since 2009 · 1–10 empl.4.9(133)
Christian Ottiger Beratungen AG is a financial advisory firm providing advice on pension funds and AHV, retirement planning, and wealth management for individuals and small businesses. Services include pension analyses, pillar 3a solutions, portfolio and insurance advice, and assistance with vested benefits and tax-related matters.
PKS Finanz AG
Since 2020 · 1–10 empl.4.9(342)
The core activity of PKS Finanz GmbH is the brokerage of insurance and loans in Switzerland. The company offers a wide range of insurance services, including health, legal, motor vehicle, life and liability insurance. In addition, it brokers consumer loans and provides wealth management services.
Vita Finance GmbH
Since 2014 · 11–20 empl.4.7(211)
Vita Finance GmbH provides comparison and advisory services for insurance and financial matters, including health insurance, pension planning, investments, taxes and vested-benefit management.
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.
Truvag Revisions AG
Since 1992 · 11–20 empl.3.8(56)
Truvag Revisions AG provides fiduciary services including accounting, tax and legal advice, payroll administration and business consulting. The firm also performs statutory auditing and offers real estate services such as brokerage, property management, valuation and construction management.
SOAB GmbH
Since 2012 · 1–10 empl.5.0(20)
The core activity of SOAB GmbH is independent financial services for private individuals, small and medium-sized enterprises (SMEs) as well as agricultural businesses. This includes in particular: Financial consulting (investment consulting, pension planning, asset management), insurance services (health, accident, liability, property and asset insurance), trust and accounting services, corporate consulting (company formation, company sale, business law protection), and investment consulting (sustainable investments, funds, precious metals, real estate). The company thus offers a comprehensive range of financial services to support customers in all financial matters and ensure security for their future.
Truvag AG
Since 1961 · 51–100 empl.3.8(56)
Truvag AG provides fiduciary, real estate and audit services. Its offerings include accounting, tax and legal advisory, business consulting and auditing, as well as property marketing, property management, valuation and construction project management.
FINQUEST Finanz AG
Since 2005 · 1–10 empl.4.0(55)
FINQUEST Finanz AG provides financial services to private and corporate clients, including wealth management, pension and tax advice, as well as budget and financing counselling. The company also offers corporate fiduciary and insurance-trust services.
Muff & Partner AG
Since 2021 · 11–20 empl.4.3(26)
Muff & Partner AG develops and supplies technical solutions for churches and historic buildings, including bell drives, tower clocks, acoustic systems, climate control and safety equipment. The company designs proprietary components and provides consulting, installation, maintenance and a central church automation system.
Truvag Revisions AG
Since 2006 · 1–10 empl.3.8(56)
Truvag Revisions AG provides fiduciary, real-estate and audit services. Its offerings include accounting, tax and legal advice, business consulting and statutory audits, as well as real-estate services such as marketing, property management, valuation and construction project management.
Meier & Partner Finanzberatung GmbH
Since 2023 · 11–20 empl.5.0(14)
The core activity of Meier & Partner Finanzberatung GmbH is the independent consulting and brokerage of financial and insurance services for private individuals and companies. This includes in particular: Insurance consulting and brokerage (property and asset protection, health insurance, liability insurance, etc.); Financial consulting and planning (savings, investments, retirement planning); Tax consulting and optimization for self-employed individuals and SMEs; Support for start-ups and financial security. The company offers individual solutions and consulting to meet the financial goals and needs of its customers.
PROM AG
Since 1998 · 1–10 empl.
PROM AG provides consultancy on project financing and facilitates the formation of joint venture partnerships. The company also operates a property brokerage portal, advises project developers, and markets renewable-energy projects such as large-scale photovoltaic parks to investors.
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.
paysafecard.com Schweiz GmbH
Since 2007 · 1–10 empl.
paysafecard.com Schweiz GmbH distributes prepaid payment solutions and provides PaysafeCard prepaid codes and related services such as balance checking, registered accounts, a voucher shop and a mobile app. The company also issues the PaysafeCard Mastercard under a licence from Mastercard International Inc. and is affiliated with SRO TREUHAND | SUISSE as a Swiss financial intermediary.
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.
CAS Gruppe AG
Since 2015 · 51–100 empl.4.2(5)
CAS Gruppe AG provides integrated services across the building and real estate lifecycle, including project development, architectural design, construction economics and realization with cost control and project management. Services cover urban and site studies, competitions, planning (including BIM) and construction supervision with schedule and cost management.
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.
FINAviva Inhaberin Barbara Sommerhalder
Since 2019 · 1–10 empl.
The core activity of FINAviva is financial planning for private individuals, particularly supporting acute financial transactions and planning for retirement as well as financing newly set goals.
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.
MSP Lifechange GmbH
Since 2018 · 1–10 empl.5.0(5)
The core activity of MSP Lifechange GmbH is to provide opportunities to earn money online, particularly through investments in cryptocurrencies, cashback programs and other online business models. The company offers consulting sessions, analyses and information on these topics and also brokers products such as cashback cards and gold.
Raci GmbH
Since 2020 · 1–10 empl.4.0(13)
Glanzmann Dreifuss Viesel AG
Since 2018 · 1–10 empl.5.0(1)
Glanzmann Dreifuss Viesel AG is a group of companies that bundles services in real estate, business support, and other service-oriented activities. The group combines several companies under one brand and offers connected services across these areas.
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.
ECEX Group AG
Since 2020 · 1–10 empl.5.0(1)
The core activity of ECEX Group AG is currency exchange and the operation of currency exchange machines at various locations in Switzerland. The company enables customers to exchange various currencies into Swiss francs (CHF) and vice versa, with the available currencies varying by location. The currency exchange machines are installed at various locations in Switzerland, including cities such as Lausanne, Zurich, Lucerne, and Interlaken.
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.
i.l. team Zentralschweiz GmbH
Since 2022 · 1–10 empl.5.0(1)
i.l. team Zentralschweiz GmbH provides independent financial coaching and brokerage services for private clients, covering pension planning, health insurance, mortgage advice, wealth accumulation and property and liability insurance.
Wigger's Financial Service GmbH
Since 2016 · 1–10 empl.1.0(1)
Wigger's Financial Service GmbH provides financial and insurance services under one roof. The website also states that the company took over Assurfinance.
Peter Stiftung
Since 2025 · 1–10 empl.
Peter Stiftung promotes the economic development of the city of Willisau. It supports companies, start-ups, infrastructure projects and non-profit organisations, and may take stakes in companies with a connection to Willisau.
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.
viabeno GmbH
Since 2025 · 1–10 empl.
viabeno GmbH provides financial advisory services, mortgage brokerage and financial education. Its focus is on retirement planning, wealth building and ETF courses, and it also presents insurance as well as selected bank and fintech solutions.
Marti & Partner, Inh. Marti
Since 2025 · 1–10 empl.
Marti & Partner, Inh. Marti is an independent advisory firm for financial decisions. It supports private individuals, families and businesses with pensions, insurance, wealth building, property financing, taxes and retirement planning.
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.
innoValuation Partners GmbH
Since 2009 · 1–10 empl.
innoValuation Partners GmbH provides valuation and corporate-finance advisory services focusing on biotechnology and pharmaceutical companies. The website hosts articles and presentations on biotech valuation, financing and M&A.
Key Invest AG
Since 2010 · 1–10 empl.
Key Invest AG develops, advises on and sells real estate projects, with a focus on office, hotel and leisure properties. It serves institutional investors and provides site identification and structuring, legal and technical preparation, planning and permitting, financing and joint-venture structuring, project management, turnkey delivery and sale services.
Whitehall Partners GmbH
Since 2015 · 1–10 empl.
The core activity of Whitehall Partners is to provide consulting services in the field of structured finance, particularly in the areas of investment analysis, quantitative research and analysis, transaction-related advisory services, and portfolio analysis and monitoring. The company offers its clients detailed, data-driven insights and expert advice in these areas to support informed decision-making and strategic growth.
arego partner gmbh
Since 2015 · 1–10 empl.
arego partner gmbh advises and supports companies and private clients on administrative matters. Services include handling administrative tasks, independent advice on investments and accompaniment to bank meetings.
Smart Input GmbH
Since 2015 · 1–10 empl.
Smart Input GmbH is an owner-operated consulting firm in the field of wealth management consulting. It provides analyses of financial and legal circumstances and risks, supports the development and review of investment strategies, coordinates with legal and tax experts, and assists in selecting financial service providers.
COR One AG
Since 2017 · 1–10 empl.
reach wealth GmbH
Since 2018 · 1–10 empl.
reach wealth GmbH provides consulting and solution services including investment consulting, business management, fiduciary solutions, and IT & engineering solutions. Its offerings also cover process and strategy consulting, project development, procurement for industrial clients, and personnel management services.
Heini Adolf Finanzberatung
Since 2019 · 1–10 empl.
The core activity of Heini Finanzberatung is the provision of financial advisory services.
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.
VERSICHERUNGS-TREUHAND HAAS
Since 2021 · 1–10 empl.
The core activity of the company "Versicherungs-Treuhand Haas" includes individual and personal consulting in the following areas: * Insurance (private and business customers) * Health insurance * Real estate (mortgages, financing models) * Pensions (1st, 2nd and 3rd pillar) * Trust services * Taxes (tax returns) The company thus offers comprehensive financial and insurance services.
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 Services in the Canton of Lucerne
Financial Services in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 12, 2026
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