Financial Services in
Lugano
225 companies in Financial Services based in Lugano — name and year of registration from the commercial register.
50 of 225 companies
CREDITFINANZ SA
Since 2002 · 11–20 empl.4.8(99)
The core activity of Credit Finanz SA is the granting of private loans to customers in Switzerland. The company offers online loans at various interest rates and enables customers to calculate their monthly installments and apply for a loan online. In addition, the company also provides consulting services in the areas of mortgages, health insurance, pension planning and life insurance.
Cambio Parini SA
Since 1979 · 1–10 empl.4.5(22)
The core activity of Cambio Parini SA is the buying and selling of foreign currencies, both in cash and online, as well as the execution of foreign exchange transactions. The company offers currency exchange services, allowing customers to buy and sell various currencies such as EUR, USD, GBP and many others.
Safe Capital Management SA
Since 2012 · 21–50 empl.5.0(1)
Safe Capital Management SA is a partner-owned wealth manager providing discretionary portfolio management and advisory services to private clients, corporate clients and institutional investors. Its services include wealth management, treasury and asset‑liability management, family governance support and asset management for regulated institutions; the firm is authorised by FINMA.
Henry Heyden SA
Since 1973 · 1–10 empl.
Henry Heyden SA provides private wealth management and complementary legal, tax and fiduciary services, pursuing conservative investment strategies such as primary markets, first‑class securities and precious metals.
Newfin SA
Since 1983 · 1–10 empl.
The core activity of Newfin SA is the provision of financial services and asset management, particularly in the area of Family Office, investment controlling, wealth planning and asset management for private clients.
Nuovo Cambio SA
Since 1985 · 1–10 empl.
The core activity of Nuovo Cambio SA is the purchase and sale of foreign currencies, particularly the trading of currencies, as well as the provision of services related to currency trading, such as providing exchange rates and executing transactions.
Thema Consulting SA
Since 1994 · 11–20 empl.
The core activity of THEMA Consulting is the development and provision of treasury and risk management solutions for banks, corporate treasuries and asset managers, particularly through its product MasterFinance, which offers a comprehensive and flexible platform for managing financial transactions and risks.
Medigest SA
Since 2000 · 1–10 empl.
Medigest SA is a fiduciaria finanziaria providing financial intermediation and advisory services. Its activities include capital markets and securities services, wealth management, fund selection, FinTech and quantitative analyses (including derivatives), art advisory, consulting and corporate finance, and it also acts as a FinTech accelerator for technology development projects.
On Finance SA
Since 2000 · 1–10 empl.
The core activity of the company "On finance" is independent consulting in the field of financial engineering, focusing on the development and implementation of customer-specific solutions.
SECTRAM PARTNERS SA
Since 2001 · 1–10 empl.
The core activity of Sectram Partners SA is to provide services to institutional investors in the field of asset management, particularly in the areas of fixed income securities and equities. This includes advisory and execution of transactions in these markets.
Thalia Capital Advisors SA
Since 2003 · 1–10 empl.
Thalia Capital Advisors SA is an advisory firm focused on private equity and alternative investments. It supports institutional clients, financial professionals and companies with strategic advice, corporate governance and access to selected opportunities in private markets.
Capital Finance & Bravo Company SA
Since 2005 · 1–10 empl.
Capital Finance & Bravo Company SA is an independent asset manager. The company provides discretionary asset management, active advisory services, and consolidation and risk analysis for private and institutional clients.
RESONOR SA
Since 2008 · 1–10 empl.
The core activity of Resonor SA is investment consulting and trading in gold as an investment opportunity.
PM Consulenze SA
Since 2009 · 1–10 empl.
PM Consulenze SA provides fiduciary, tax and corporate advisory services, including accounting, audit engagements, payroll administration and preparation of tax returns for individuals and legal entities.
P- Strategic Financial Allocation SA
Since 2009 · 1–10 empl.
The core activity of P-Strategic Financial Allocation SA is the development and provision of innovative solutions for investment and wealth management, particularly for family offices and financial institutions. This includes the creation of models for risk and performance analysis, strategic allocation and reporting, as well as the provision of IT solutions and data management services to support customers in their investment decisions.
Capital Strategies Partners Swiss Sagl
Since 2013 · 11–20 empl.
The core activity of Capital Strategies Partners (CSP) is the selection and distribution of third-party fund investments, as well as the support of investors and financial products through services such as operational support, capital raising and customer care.
HELVETIA FACTORING SA
Since 2013 · 11–20 empl.
The core activity of Helvetia Factoring is the provision of factoring services, particularly customized factoring without recourse for companies. This includes the takeover and management of trade receivables, the analysis and monitoring of receivables using a proprietary SCORING and RATING system, the reduction of commission costs, the simplification of receivables management, and the transfer of default risk in the event of assignment of receivables without recourse.
Edilcentro Wullschleger SA
Since 2014 · 21–50 empl.
Edilcentro Wullschleger SA is part of the Wullschleger Group, which brings together several companies active in construction, industry and technical services. The website presents the group as a network of specialised businesses with shared organization and activities.
AMI GROUP SA
Since 2014 · 1–10 empl.
The core activity of AMIGROUP encompasses the areas of fiduciary services (Amifiduciaria SA) and real estate (Ami Immobiliare SA), suggesting that the company primarily invests in and manages financial services and real estate.
GKonsult SA
Since 2016 · 21–50 empl.
GKonsult SA provides advisory, investment and strategic communication services, and offers engineering & construction and healthcare-related solutions. It delivers advisory services to sovereign, corporate and public-sector clients and concentrates investment activity on healthcare and infrastructure.
Copernicus Wealth Management SA
Since 2016 · 21–50 empl.
Copernicus Wealth Management SA provides wealth management, asset management and risk management services for private clients, families and entrepreneurs. Services include portfolio construction, third-party fund selection, investment oversight, consolidated reporting, and the integration of ESG considerations and tax-efficient structuring.
BELLUZZO INTERNATIONAL PARTNERS Sagl
Since 2016 · 21–50 empl.
The company's core activity is providing consulting and services in the areas of law, taxes, finance and asset management for private and corporate clients, particularly for family businesses, entrepreneurs and international companies. This includes, among other things: legal advice and litigation, tax advice and planning, asset management and planning, corporate consulting and management, international tax planning and compliance, succession planning and asset management, fiduciary services and trust administration. The company offers its services internationally and has offices in various countries, including Italy, the UK, Switzerland, Singapore and the United Arab Emirates.
Blue Circle Capital AG
Since 2018 · 11–20 empl.
The core activity of Blue Circle Capital is advising on Mergers & Acquisitions (M&A), corporate finance and restructuring, particularly for small and medium-sized enterprises (SMEs) in Switzerland and Europe. The services include: M&A transactions (Sell-Side and Buy-Side), corporate finance (growth capital and debt advisory), restructuring of companies, and Due Diligence. The company provides individual consulting and tailored solutions for its clients, especially entrepreneurs, family businesses and investment funds.
RIS Rent Investment Solutions SA
Since 2018 · 1–10 empl.
The core activity of RIS Rent Investment Solutions SA is to provide customized financing solutions for the purchase of real estate in Switzerland. The company offers a specialized service that enables buyers to find and finance their dream property. This includes the evaluation of properties, negotiation of purchase and financing terms, as well as the arrangement of tailored financing solutions.
Harris Moor Finance SA
Since 2019 · 11–20 empl.
The core activity of Harris Moor Finance Ltd. is the provision of financial services, particularly in the areas of: * Wealth Management * Investment Management * Family Legacy & Governance * Strategic Advisory. The company offers its clients individual solutions for wealth management, investment advice and succession planning, with the aim of preserving and increasing its clients' assets.
PM Revisioni Sagl
Since 2019 · 1–10 empl.
PM Revisioni Sagl provides audit and fiduciary services, including statutory and other audits, accounting and tax services, and support to strengthen internal control systems. The firm advises on national taxation as well as corporate and individual tax matters and operates with a multilingual team serving Swiss and relocated foreign clients.
Andion Swiss SA
Since 2019 · 1–10 empl.
Andion is a global provider of services and solutions in the field of renewable energy, particularly in the planning, financing, construction and operation of renewable energy projects. The company's core activities include the development, construction and operation of renewable energy projects, such as wind, solar and biomass projects.
UNICORN GROUP AG
Since 2020 · 101–500 empl.
The core activity of Unicorn Group is providing online payment solutions and payment gateway services to Swiss merchants. The company offers innovative solutions for processing online payments, including Global Payment Gateway, Online Payment Processing, Merchant Services, Financial Platform and International Payment Solutions.
Amicorp Switzerland SA, succursale di Lugano
Since 2022 · 1–10 empl.
Amicorp Switzerland SA, succursale di Lugano provides corporate management, fund administration and capital markets services, together with fiduciary, compliance and globalization support for businesses, asset managers and private clients.
LUGACHANGE SA
Since 2005 · 1–10 empl.3.9(12)
The core activity of Lugachange SA is to provide services in the field of foreign exchange trading, particularly in exchanging currencies, such as Swiss francs to euros or other currencies. The company offers both physical currency exchange office services and online exchange options. Additionally, it provides other services such as the sale of gold bars and coins, tax-free transactions, and a loyalty card program.
Avering & Partners Sagl
Since 2019 · 11–20 empl.
Avering & Partners Sagl is an investment and holding company focused on managing and protecting shareholder capital. Its activities include real estate investments, private equity, project finance, and related structuring and advisory services.
GFG TRADING SA
Since 2021 · 11–20 empl.
The core activity of GFG TRADING S.A. is the trading of financial instruments, particularly on capital markets, with a focus on Emerging Markets and Latin America. The company offers services in sales, strategy and consulting, and has a specialized department for the Latin American market.
COLOMBO WEALTH SA
Since 2005 · 21–50 empl.5.0(1)
COLOMBO WEALTH SA is an independent Swiss wealth manager that provides investment management and advisory services to private and institutional clients. The company develops and implements tailor-made investment strategies, family office services and investment products, including funds and actively managed certificates.
Studio Fiduciario Pagani SA
Since 2001 · 21–50 empl.5.0(2)
The core activity of Pagani Group is the provision of services in the fields of finance, real estate, and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, financial planning and analysis; Real estate services: property management, brokerage and investment; Corporate consulting: tax consulting, legal consulting, corporate governance and strategy; Family Office: services for private individuals and families, including asset management, tax planning and optimization. The company offers these services through various subsidiaries, including Studio Fiduciario Pagani SA, Open Partners Asset Management SA, P&M Real Estate SA and SFP Asset Management Pte Ltd.
Goldberg Merchant Solutions GmbH
Since 2021 · 11–20 empl.
The core activity of Goldberg Merchant Solutions is the provision of financial services, particularly in the areas of Corporate Finance, Corporate Advisory and Family Office. The company offers integrated solutions for businesses and private assets to meet complex financial needs. This includes planning, supporting and developing business activities, structuring and placing financial instruments, as well as advising on corporate finance and asset management issues.
L'Officina della Previdenza Sagl
Since 2021 · 1–10 empl.5.0(5)
The core activity of the company 'L'Officina della Previdenza' consists of wealth and pension planning, as well as the management of insurance policies across all branches. Specifically, the company offers services such as: wealth and pension planning, insurance management (e.g. health insurance), tax optimization, pension analysis, invoice and reimbursement processing, and support in correctly opening damage cases. The company thus provides comprehensive consulting and services in the field of financial and insurance planning.
AEQUITAX SA
Since 2001 · 1–10 empl.5.0(1)
The core activity of Aequitax SA is the enforcement of international tax refund claims, particularly in the area of withholding taxes, and offers these services on a success fee basis.
H100 Switzerland SA
Since 2025 · 1–10 empl.
H100 Switzerland SA operates in Bitcoin treasury and health-tech. It provides infrastructure and back-office support for health and longevity service providers and develops solutions aimed at increasing Bitcoin exposure per share.
Ashenden Finance SA, Succursale de Lugano
Since 2011 · 11–20 empl.5.0(2)
Ashenden Finance SA, Succursale de Lugano provides institutional clients with execution, research, advisory and portfolio analysis services for equity and bond markets, operating as an independent broker without a proprietary trading account (nostro).
Resolve Ticino Sagl
Since 2025 · 1–10 empl.
Resolve Ticino Sagl is a Swiss company active in mortgage and real estate financing. It supports private clients and real estate professionals with property financing, rate comparison, financing optimisation, pension planning and tax-related advice.
BNP Paribas (Suisse) SA, succursale de Lugano
Since 1999 · 1–10 empl.1.0(1)
BNP Paribas (Suisse) SA, succursale de Lugano provides banking services for private, corporate and institutional clients. Its core activities include Corporate & Institutional Banking, Wealth Management, Asset Management, Securities Services, Cash Management and Global Trade Solutions.
LB MACRO SA
Since 2021 · 1–10 empl.5.0(1)
LB Macro SA provides exclusive, independent macroeconomic advisory services to financial institutions. The company's core activity is to deliver tailored economic and market-oriented advice to hedge funds, asset managers, wealth managers, insurance companies and pension funds, private equity firms and corporations. The company supports its clients in improving their profitability and minimizing risk through actionable recommendations.
Goat Finance Sagl
Since 2024 · 11–20 empl.
The core activity of Goat Finance is providing services for cryptocurrency trading and investments, including OTC and P2P trading platforms, crypto consulting and tailored solutions for individuals and businesses.
INTERSECURA società cooperativa
Since 2015 · 11–20 empl.5.0(1)
The core activity of Intersecura is to provide online services and tools for the management and optimization of finances, taxes, and insurance. This includes, among other things: comparisons of insurance offers (e.g. car insurance), calculation of affordability for real estate, verification of claims for tax refunds, and accounting and bookkeeping services. The company also offers consulting services, enabling customers to get in touch with experts.
S.P.F. Società Professionale Fiduciaria SA
Since 1993 · 11–20 empl.1.0(1)
The core activity of SPF Società Professionale Fiduciaria is the provision of services in the areas of legal, financial and tax consulting for companies and private individuals. This includes, among other things: legal advice on corporate law, contract law and international law; tax consulting and planning; support in the founding and management of companies; advice on mergers and acquisitions; asset management and planning for private individuals and families; and advice in the area of financial technology (Fintech). The company also offers specialized services such as support in the establishment of Family Offices and advice on the management of artworks, yachts and other luxury assets.
cm plus sa
Since 2019 · 11–20 empl.5.0(1)
The core activity of CM Plus SA is wealth management and financial consulting, particularly for Private Banking and Family Office. The company offers individualized solutions for wealth management and provides consulting services in this area.
Rise Financial Group AG
Since 2025 · 1–10 empl.
Rise Financial Group AG provides a digital financial management and accounting service for small and medium-sized businesses. The service combines AI-powered bookkeeping, automated expense and invoice handling, payroll, and review by certified accountants.
ATARAXIA MANAGEMENT SA
Since 2025 · 1–10 empl.
ATARAXIA MANAGEMENT SA provides wealth and financial advisory services for family clients, supporting financial, patrimonial and succession planning and the preservation of assets. Services include legal, tax and corporate advice delivered through a network of external professionals.
Helvetia Financial Services & Software SA
Since 1978 · 1–10 empl.
Helvetia Financial Services & Software SA operates a financial services platform for payments, crypto trading and exchange, currency conversion and debit card issuance. It provides IBANs and dedicated accounts, crypto wallets, virtual cards, developer APIs and integration tools, together with compliance features such as AML/KYC and sanctions screening.
SAMBLE SA
Since 1993 · 1–10 empl.
SAMBLE SA provides insurance and financial advisory services for private and corporate clients, including health, life, property and motor insurance, occupational insurance and pension (LPP), as well as personal loan options.
Financial Services in Lugano
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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