Financial Services in
Lugano

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

Companies

50 of 137 companies

Henry Heyden SA

Since 1973

Asset ManagementBanking ConsultingFamily Office

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Cambio Parini SA

Since 1979

Online currency exchangeCash currency exchange

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Newfin SA

Since 1983

Wealth managementFamily OfficeInvestment monitoring

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Nuovo Cambio SA

Since 1985

Cash currency exchange

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SAMBLE SA

Since 1993

Insurance for Private CustomersBusiness InsuranceLoans

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Thema Consulting SA

Since 1994

Treasury and Risk Management SolutionsMasterFinance

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FINSUIZA AG

Since 1996

ConsultingAdministrative mandate servicesCompany formation and registration services

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Asfin Consult SA

Since 1997

Tax advisoryFamily office and wealth managementCorporate services

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Century City Securities SA

Since 1998

Investment AdvisoryExecution of Securities and Credit Market TransactionsFinancial Planning and Tailored Services

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BNP Paribas (Suisse) SA, succursale de Lugano

Since 1999

Corporate and Institutional BankingWealth Management

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Medigest SA

Since 2000

Capital MarketsConsultingWealth Management

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ATLANTINVEST SA

Since 2000

Wealth managementMandates for financial instrumentsInvestment fund and Actively Managed Certificate management

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On Finance SA

Since 2000

Client’s PlatformFinancial Engineering

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AEQUITAX SA

Since 2001

International recovery of withholding taxes on dividendsRecovery of tax claims on direct and indirect holdingsTax claims for US investments

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Studio Fiduciario Pagani SA

Since 2001

Corporate advisoryTax and accounting advisoryHR and payroll advisory

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SECTRAM PARTNERS SA

Since 2001

Investment advisoryOrder execution

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CREDITFINANZ SA

Since 2002

Personal loanMortgageHealth insurance

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Thalia Capital Advisors SA

Since 2003

Private Equity & Alternative Investments

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R.T.B. SA

Since 2003

Inter-dealer BrokerExecution servicesMarket quotations

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LUGACHANGE SA

Since 2005

Counter exchangeOnline exchangeTax Free Global Blue

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Capital Finance & Bravo Company SA

Since 2005

Discretionary Asset ManagementDynamic Active AdvisoryConsolidation & Risk Analysis

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MORGAN VONWILLER SA

Since 2006

Global AdvisoryWealth ManagementAsset Management

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RESONOR SA

Since 2008

Investment goldServices for Wealth Managers

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Asfid Capital SA

Since 2009

Capital MarketWealth Management

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PM Consulenze SA

Since 2009

Tax and pension advisoryCorporate and business advisoryAccounting and payroll

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HUTTON SA

Since 2009

Wealth managementFinancial advisoryTax advisory

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P- Strategic Financial Allocation SA

Since 2009

Software for Investment & Wealth Management (IRIS)Support for investment decisions and portfolio managementRisk and performance analysis

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Ashenden Finance SA, Succursale de Lugano

Since 2011

ExecutionResearchAdvisory

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Mantes Capital SA

Since 2012

Proprietary TradingTrading in asset classes

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CFS COMMODITY FINANCE SOLUTIONS SAGL

Since 2013

Welcome

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HELVETIA FACTORING SA

Since 2013

FactoringCredit assessmentReminder and collections process

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Edilcentro Wullschleger SA

Since 2014

Building materials

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Swiss Compliance Management Sagl

Since 2015

Compliance and document monitoringKYC and client profile managementDigital archiving and document digitisation

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ITACA SA

Since 2015

Wealth managementFamily office services

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GKonsult SA

Since 2016

AdvisoryGlobal InvestmentEngineering & Construction

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Swiss OAK Global Consulting Sagl

Since 2016

Financial consultingFinancial investments

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Whiteport Capital SA

Since 2016

Mergers & AcquisitionsCorporate Finance

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Copernicus Wealth Management SA

Since 2016

Wealth ManagementAsset ManagementFamily Office Services

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BELLUZZO INTERNATIONAL PARTNERS Sagl

Since 2016

Tax Consulting and Tax ComplianceLegal Advisory and Legal ComplianceTrusts and Wealth Planning

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AUDERE Invest SA

Since 2017

Wealth management advisoryAdvisory for family businessesInvestment club

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GVC Consulting Sagl

Since 2017

M&A advisory and strategic consultingCorporate finance and banking advisoryEcosustainability

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Andean Advisory SA

Since 2018

Financial advisory and reportingDirect and alternative investmentsWealth planning

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GTT CAPITAL SOLUTIONS SA

Since 2018

Capital MarketsVenture CapitalMergers & Acquisitions

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De Auria Finance SA

Since 2019

InvestmentsSelectionResearch

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cm plus sa

Since 2019

Wealth managementFamily OfficeFinancial advisory

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FINMM Consulting Sagl

Since 2019

External secretarial services

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PM Revisioni Sagl

Since 2020

AuditAccounting servicesTax and corporate consulting

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AMI GROUP SA

Since 2020

Fiduciary group

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UNICORN GROUP AG

Since 2020

Online payment processingPayment GatewayMerchant Services

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RIS Rent Investment Solutions SA

Since 2020

Customized financingReal estate consultingNegotiation support

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Show 38 more companies

Financial Services in Lugano

137Financial ServicesCommercial register (Zefix) · as of August 26, 2026

2015Median year of registrationCommercial register (Zefix) · as of August 26, 2026

248in the Canton of TicinoCommercial register (Zefix) · as of August 26, 2026

4,860in SwitzerlandCommercial register (Zefix) · as of August 26, 2026

Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of August 26, 2026

Largest places

Chiasso20 Mendrisio11 Stabio7 Paradiso6

Place axis

Other industries in Lugano

All companies in Lugano

Holding Companies538 Real Estate Project Development415 Management Consulting409 Property Management362 Fiduciary Offices282 IT Consulting & Services272 External Asset Management166 Restaurants166 Technical Consulting & Engineering165 NGOs & NPOs145 Software Development144 Real Estate Brokerage143 Advertising Agencies141 Retail - Textiles & Clothing113 General Contractors106 Architecture Firms103 Cultural & Educational Organizations92 Other Service Industries84 Logistics & Transport Companies74 Trade Fair & Event Organizers72 Wholesale - Food & Luxury Items72 Wholesale - Machinery & Technical Equipment71 Automotive & Vehicle Trade70 Textile & Clothing Industry69 Hair Salons68 Wellness & SPA Facilities67 Pharmaceutical Industry65 Art & Antique Trade64 Wholesale - Textiles & Clothing63 Medical Technology Industry59 Facility Management & Cleaning57 Continuing Education Institutes53 Licensing & Marketing of Intellectual Property52 Hotels51 Wholesale - Construction & Raw Materials48 Wholesale - Health & Cosmetic Products48 Travel Agencies46 Research & Development44 Energy Industry44 Beauty Salons43 Funds & Investment Companies41 Private Equity & Venture Capital41 Clubs, Bars & Event Venues41 Sustainability Sector40 Online Shops40 Film & TV Production39 Physiotherapy39 Interior Design & Furnishing38

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Financial Services inLugano

50 of 137 companies

Financial Services in the region

Financial Services in other places

Other industries in Lugano

Financial Services in
Lugano