Financial Services in
Neuchâtel

Banque Bonhôte & Cie SA

Since 1987 · 51–100 empl.

Banque Bonhôte & Cie SA is a private bank providing wealth management, advisory and family office services. Its services include discretionary and advisory mandates, estate and tax planning, multibank consolidation, real estate services, financing and M&A advice, and a range of investment funds.

meilleurtaux.ch Sàrl

Since 2002 · 1–10 empl.

Meilleurtaux.ch Sàrl is a company specialized in negotiating mortgages and finding the best financing options for property owners in Switzerland. They work with various financial institutions to find the most favorable mortgage conditions for their clients, thereby reducing their monthly expenses.

Finex Conseils SA

Since 2017 · 1–10 empl.·5.0(2)

Finex Conseils SA provides financial services focused on mortgage financing, real estate development projects, and insurance brokerage. It also offers financial advice and support with retirement planning and the negotiation of suitable conditions.

Neuchâtel Hypothèques Sàrl

Since 2024 · 1–10 empl.·5.0(8)

The core activity of Neuchâtel Hypothèques is the brokerage of mortgages and financing solutions for real estate, as well as advising and supporting clients in their real estate projects, including the brokerage of insurance and consideration of tax aspects.

CBOX Services SA

Since 2022 · 1–10 empl.

The core activity of CBOX Services SA encompasses three main areas: 1. **Personalized wealth management consulting**: The company provides individual wealth management consulting to support clients in managing their assets. 2. **Tailored currency solutions for private individuals and companies**: CBOX Services SA offers customized currency solutions for private individuals and companies to meet their foreign exchange needs. 3. **Financing and procurement of precious metals**: The company provides financing and procurement of precious metals to support clients in investing in or purchasing precious metals. Additionally, the company also offers research of financing and credit solutions.

JD Planification Sàrl

Since 2023 · 1–10 empl.

JD Planification Sàrl is an independent financial planning firm providing advisory and administrative services to private clients and businesses, including retirement planning, property acquisition support, insurance management and corporate advisory. Services also include a real-estate listings section (“Coin Immo”) and sector-specific solutions for fields such as medical and agricultural professions; the practice is led by Jeremy Della Corte, who holds a Bachelor of Science in business economics and a federal diploma as a financial advisor.

FoxAdvisor SA

Since 2024 · 1–10 empl.

FoxAdvisor SA is an insurance broker and advisory firm serving healthcare professionals and medical practices. It provides risk analysis, pension and protection plans, tailored insurance solutions, and administrative support including company formation, billing and accounting referrals, financing assistance, personnel management and a marketplace for practice opportunities.

ATOM Group SA

Since 2025 · 1–10 empl.

ATOM Group SA provides independent financial advisory services with a focus on insurance, retirement planning, taxation, investments, real estate and private loans. The company also advises self-employed clients and SMEs on financial matters and tailored solutions.

Immonova Schafflützel & compagnie SNC

Since 2025 · 1–10 empl.

Immonova Schafflützel & compagnie SNC provides real estate consulting, brokerage and investment services. It supports private clients, companies and investors with property transactions, financing and participation in commercial ventures.

Swiss Life, Agence générale de Neuchâtel-Jura, Antonio de Sousa, Agent Général

Since 2026 · 1–10 empl.

Swiss Life, Agence générale de Neuchâtel-Jura, Antonio de Sousa, Agent Général provides advisory services and solutions in the areas of pensions, investments, and real estate. The general agency supports private individuals and businesses with tailored financial and retirement planning as well as property services.

NextView SA

Since 2025 · 1–10 empl.

NextView SA provides services in wealth, business and family advisory. The company supports clients with corporate consulting, financing, tax advice, real estate and mortgage matters, as well as succession, pension and administrative tasks.

Carole Wirth - financement et immobilier

Since 2026 · 1–10 empl.

Carole Wirth - financement et immobilier provides services in property sales, financing and mortgage renewal, as well as renovation financing. The company supports private clients and property owners with financial analysis, dossier preparation and coordination with banks, notaries and other parties.