Financial Services in the
Canton of Neuchâtel

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.

Finance PME Sàrl

Since 2023 · 1–10 empl.

The company Finance PME provides financial services to startups and small to medium-sized enterprises (SMEs) in Switzerland. The core activities include: Financial Management: Support in financial planning, accounting, cost control and profitability analysis; Financing: Assistance in obtaining financial resources, such as loans, investments and public subsidies; Business Transfer: Support in the transfer of businesses, including the preparation of sales documents, business valuation and due diligence reviews; Strategic Consulting: Development of business plans, support in company formation and management, coaching for entrepreneurs and advisory services for boards of directors.

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.

SafeBox4u SA

Since 2025 · 1–10 empl.

SafeBox4u SA provides secure, discreet safes with 24/7 access for storing valuables, documents and cash. The company offers different safe sizes as well as escorted transport and security services for access to the safes.

Avenue Advisory Sàrl

Since 2025 · 1–10 empl.

Avenue Advisory Sàrl is an independent advisory firm focused on private markets, supporting families with strategy, access, sourcing and relationship building. Its work covers private equity and private debt, with an emphasis on themes such as climate, energy transition, healthcare and social impact.

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.

Sofos Management Sàrl

Since 2011 · 11–20 empl.

The company Sofos Management offers tailored financial solutions for high-net-worth individuals and companies. The core activities include: Developing individual financial strategies and structures to achieve clients' goals; Providing access to unconventional financing options and innovative financial frameworks; Conducting due diligence reviews and risk assessments to ensure the security and profitability of investments; Creating customized financial models and structures to meet clients' needs; Providing access to global financial networks and sources to enable the financing of large projects; Developing tax-optimized frameworks to maximize clients' profitability. Overall, the company focuses on providing exclusive financial solutions and services to high-net-worth clients to achieve their financial goals.

Essepi Sàrl

Since 2020 · 1–10 empl.

The core activity of ESSEPI is the provision of financial services, particularly in the areas of: * Company valuation * Creation of business plans * Support for succession and transfer of companies. ESSEPI positions itself as an 'architect' for the financial performance of its clients.

FONS SA

Since 2025 · 1–10 empl.

FONS SA is a family office company that provides advisory and control services for wealth, succession, tax, and real estate matters. It supports clients with structuring, managing, and reporting on their assets, as well as succession planning.

Capvie Sàrl

Since 2025 · 1–10 empl.

Capvie Sàrl provides independent advice and support for real estate projects. The company analyses clients’ situations and helps them make decisions about property purchase, financing, and real estate wealth planning.

Milrives Capital SA

1–10 empl.

Milrives Capital SA is a financial intermediary that connects Swiss SMEs with private capital. The company structures and arranges financing such as bilateral debt, convertible notes, and equity for growing businesses.

Primafides (Suisse) S.A.

Since 2007 · 1–10 empl.

Pongora Partners SA

Since 2022 · 1–10 empl.

Pongora Partners SA provides consulting services to SMEs, supporting strategy, management and financial steering. Services include governance and leadership support, process mapping and improvement, business plan and budgeting support, cash and profitability optimisation, and KPI/dashboard implementation.

Blue Conseil Sàrl

Since 2023 · 1–10 empl.

Caisse interprofessionnelle neuchâteloise de compensation pour allocations familiales "Cinalfa", Société coopérative

Since 1946 · 1–10 empl.

FFN Fidufinance SA

Since 1986 · 1–10 empl.

Brookland S.A.

Since 1989 · 1–10 empl.

Immoservice Finance SA

Since 1991 · 1–10 empl.

Fernand-Paul Vermot

Since 1994 · 1–10 empl.

Eurosigma Sàrl

Since 1998 · 1–10 empl.

Pocar Lease S.à r.l.

Since 1998 · 1–10 empl.

Optissimmob Sàrl

Since 1999 · 1–10 empl.

Pierre Dürrenberger Conseiller financier

Since 1999 · 1–10 empl.

Fimagest Consulting SA

Since 2003 · 1–10 empl.

Tower Bridge Trading SA

Since 2005 · 1–10 empl.

Bénédict Geering

Since 2005 · 1–10 empl.

A ALTRA Sàrl

Since 2005 · 1–10 empl.

Littoral Corporate Finance SA

Since 2006 · 1–10 empl.

Bilat Alain

Since 2007 · 1–10 empl.

ELM - Schneider & Cie

Since 2008 · 1–10 empl.

Doc Invest SA

Since 2009 · 1–10 empl.

Pembury Management Services Sàrl

Since 2010 · 1–10 empl.

Finance et Stratégie SA

Since 2010 · 1–10 empl.