Financial Services in
Pfäffikon SZ
137 companies in Financial Services based in Pfäffikon SZ — name and year of registration from the commercial register.
50 of 137 companies
Monfort International GmbH
Since 2013 · 11–20 empl.5.0(166)
The core activity of Monfort International is the provision of financial services, including: financial planning and consulting, mortgage consulting, education planning, pension planning, insurance services, investment consulting, Swiss pension planning (1st to 3rd pillar) and international account management. The company provides independent consulting and develops individual strategies for its clients to achieve their financial goals.
blueAUDIT GmbH
Since 2018 · 1–10 empl.5.0(11)
blueAUDIT GmbH is an audit firm that provides statutory audits and review services under Swiss law. Its services include limited and ordinary audits, reviews according to PS 910, inspections for contributions in kind, VAT and cryptocurrency audits, and it applies automated audit tools in its processes.
Dolder Corporate Finance GmbH
Since 1998 · 1–10 empl.
Dolder Corporate Finance GmbH is an independent advisory boutique providing Mergers & Acquisitions, project and interim management, performance improvement, and business planning & financing services. Its offer includes lead advisory, due diligence, valuation, turnaround and crisis management, and interim executive mandates.
SWA Swiss Auditors AG
Since 2004 · 21–50 empl.
The core activity of SWA Swiss Auditors AG is the provision of auditing and consulting services for financial service providers, in particular banks, securities dealers, asset managers, family offices and other financial institutions. The company offers specialized services such as audits, consulting and risk management in the field of financial services.
VINGA Securities AG
Since 2012 · 21–50 empl.
The core activity of Vinga Securities AG is to provide investment services, particularly in the area of Nordic high-yield bonds and equities. The company offers investment advice, asset management, and access to exclusive investment opportunities in the Nordic markets. The core activities include: investment advice for institutional and private investors, asset management with a focus on Nordic high-yield bonds and equities, issuance and placement of corporate bonds and equities, and access to exclusive investment opportunities in the Nordic markets. The company positions itself as a specialist in Nordic high-yield bonds and equities, offering its clients a wide range of investment opportunities in this area.
CIS Holding AG
Since 2012 · 1–10 empl.
The core activity of CIS Holding AG is the analysis and research of complex financial vehicles, in particular Collateralized Loan Obligations (CLOs). This includes the analysis and determination of alpha-generating components, peer group analysis, various valuation models, and reporting. The company also offers services such as monitoring, reporting, securitization, and valuation in the CLO sector.
LakeBridge International Corporate Finance AG
Since 2013 · 11–20 empl.
LakeBridge is an independent international corporate finance and financial advisory firm based in Switzerland. The company's core activity is the execution of international corporate finance transactions and the provision of private solutions, particularly for Swiss and international entrepreneurs, family-owned businesses and family offices.
Faircapital SA
Since 2014 · 11–20 empl.
The core activity of FairCapital consists in providing financing solutions and advisory services to smallholder organizations and other actors along fair value chains, particularly in areas with limited or no access to capital.
Global Manufacturing Asia (Switzerland) AG
Since 2015 · 11–20 empl.
Global Manufacturing Asia (Switzerland) AG is a trading and investment company that supplies bulk commodities, OEM manufacturing and branded products, and provides procurement services. The company also offers trade finance and credit insurance, M&A and growth investment services, and operates across sectors including food, energy, healthcare, technology and real estate.
ATVANTIS Capital Partners AG
Since 2016 · 51–100 empl.
The core activity of ATVANTIS Capital, LLC is investment consulting, asset management, and risk management for clients. The company offers individual investment strategies, asset management, and risk management solutions and has an international network of subsidiaries and partner companies in Germany, Liechtenstein, Switzerland, and other countries. The core activities include: investment consulting and asset management for private and institutional clients, development and management of investment products and strategies, risk management and compliance services, project management and development of trading strategies, and design of investment vehicles and corporate structures. The company positions itself as an international financial services provider with a broad range of services for clients seeking individual investment and asset management solutions.
Lloyd's & Partners AG
Since 2016 · 11–20 empl.
The core activity of Lloyd's & Partners AG is the consulting and support in the founding and licensing of Swiss banks, particularly in the area of FinTech companies, as well as the provision of services in the areas of Mergers and Acquisitions, Legal and Regulatory Consulting, FINMA relations and administrative services.
MAIUS GmbH
Since 2016 · 1–10 empl.
The core activity of Maius GmbH is the provision of financial services as a boutique consulting firm, particularly: structuring financing solutions for companies and private individuals, supporting the expansion of companies and wealth growth, advising on the structuring of investments and financing options, arranging financing solutions for projects in the energy, agriculture and real estate sectors, and supporting companies in risk reduction and structuring financing solutions. Maius GmbH positions itself as a Family Office, offering tailored financial services to private and business clients without providing asset management or investment advice itself.
FENTHUM (Schweiz) AG
Since 2017 · 11–20 empl.
The core activity of FENTHUM is the provision of financial services, particularly in the area of investment broking, as well as supporting fund distribution, marketing and communication for licensed funds. The company offers its clients comprehensive experience in the fund industry and a broad product portfolio to meet their individual investment needs.
Cevian Capital Limited, St. Helier (Jersey), Zweigniederlassung Schweiz, Freienbach
Since 2017 · 11–20 empl.
Here are the core activities of the companies: 1. Autoliv: Manufacturer of passive safety products for the automotive industry 2. Baloise: Insurance services (P&C and Life) in Europe 3. Bilfinger: Industrial engineering and services 4. Tietoevry: IT services (outsourcing and services) in the Nordics 5. UBS: Wealth management (largest global wealth manager) 6. Vesuvius: Metal flow engineering for steel production, foundry and other process industries 7. ABB: Technology leader in electrification, automation and robotics 8. CRH: Building and materials company (heavy building materials and construction products) in North America and Europe 9. Ericsson: Telecommunications and network solutions 10. Rexel: Distribution of electrical equipment and services 11. SKF: Manufacturer of industrial bearings
REMNEX AG
Since 2019 · 1–10 empl.
The company is a privately owned asset manager specializing in investments in commercial and industrial real estate. Its core activity is to provide Swiss SMEs with sensibly usable and sustainable rental space, with a particular focus on the sustainability of the properties.
Interogo Infrastructure Advisors AG
Since 2020 · 21–50 empl.
IH Infrastructure Advisors AG focuses on large minority and co-control equity holdings in European infrastructure companies that provide essential services and generate stable cash flows. It targets private companies across energy transition, transport, digital and social infrastructure, practices active, engaged ownership and invests via the Luxembourg fund Inter Infrastructure Capital SA, managed by IFM.
Swiss Digital Assets AG
Since 2021 · 11–20 empl.
Swiss Digital Assets AG is a professional training, education and innovation firm providing custom programs on Digital Assets and Decentralized Finance (DeFi) for startups, enterprises and government institutions. Services include executive, corporate and innovation programs, mentorship and the Chartered Digital Assets Professional (CDAP) certification, plus support for developing decentralized applications and tokenization projects in cooperation with DLT networks such as Hedera and access to grant funding.
Consolite Switzerland AG
Since 2022 · 11–20 empl.
The company Consolitech offers comprehensive financial management for private individuals and families. The core activities include: financial consulting and planning, asset management and protection, investment strategies and investment consulting, insurance consulting and brokerage, mortgage and financing consulting, tax consulting and planning, pension and retirement consulting, and banking and account management. The company provides a wide range of financial services to support customers in managing their finances and securing their financial future.
6S Capital AG
Since 2009 · 1–10 empl.
i-Capital AG
Since 2007 · 1–10 empl.
The core activity of i-Capital AG is the development and offering of structured financial products, in particular capital-protected bonds and other structured financial instruments tailored to the needs of institutional investors and high net worth individuals. This includes product development, engineering and pricing as well as the selection of the issuer and the monitoring of the products throughout their entire term.
TradeQraft AG
Since 2023 · 1–10 empl.
TradeQraft AG is a fintech-powered trade finance and origination platform that connects commodity traders with global lenders. It provides transaction structuring and financing, bank-standard KYC and automated due diligence, risk assessment and monitoring, plus ancillary trade services such as hedging and logistics.
HFS Helvetic Financial Services AG
Since 2009 · 11–20 empl.5.0(1)
The core activity of HFS Helvetic Financial Services AG is the provision of financial services, particularly in the area of real estate financing, including senior financing and mezzanine financing, as well as the management of real estate bond funds. The company also offers services in the areas of asset management, property management and rental management.
Finli GmbH
Since 2023 · 1–10 empl.
Finli GmbH develops a Swiss finance and retirement-planning platform designed to help users understand their finances more clearly. The website presents an early preview focused on retirement planning, investing and Bitcoin, positioned as independent and not tied to a bank.
healthcare financial partners AG
Since 2024 · 1–10 empl.
healthcare financial partners AG provides receivables and billing management services for ambulatory healthcare providers. Services include electronic invoice processing and routing (Tiers Payant / Tiers Garant), debtor management, liquidity and pre-financing options, a customer reporting portal, a multilingual hotline and TARMED training.
CONSTELLATION PS AG
Since 2025 · 1–10 empl.
CONSTELLATION PS AG is an independent investment company that acquires stakes in mid-sized businesses and supports them with expertise, network access, and financing. Its focus is on the Healthcare, Education & Lifestyle, and Business Services sectors, using a buy-and-build strategy.
Swiss Ledger AG
Since 2025 · 1–10 empl.
Swiss Ledger AG provides bookkeeping, payroll, VAT services, tax returns and foreign VAT recovery. The company processes accounting line by line and works with a structured, data-based approach.
EcoGuard Global AG
Since 2025 · 1–10 empl.
EcoGuard Global AG develops and operates a managed digital marketplace for carbon credits. The company uses distributed ledger technology and digital MRV and verification workflows to support the registration, trading, issuance, and traceability of carbon credits.
Elvian GmbH
Since 2025 · 1–10 empl.
Elvian GmbH operates an online shop offering selected products for children, especially the KinderWerk Box. Its range includes child-friendly tools and building components designed to support playful learning, creativity, and fine motor skills.
cb risk solutions AG
Since 2010 · 1–10 empl.
The core activity of cb risk solutions AG is to provide services to financial service providers in Switzerland, particularly in the area of Structured Products. The company supports independent asset managers, family offices and smaller banks in managing and optimizing their portfolios through the use of Structured Products. It offers solutions for the selection, management and monitoring of Structured Products to improve the return on investments and minimize risk.
SFG Asset Management AG
Since 2012 · 21–50 empl.
The core activity of SFG (SFG Partners) encompasses a broad range of financial services, including: Asset management and wealth management (SFG Asset Management), Securities trading and IT solutions (SFG Securities), Commodities trading and infrastructure projects (SFG Commodities and Africanore), Consulting, audit, compliance and training (SFG Advisors), Financial market access solutions and strategies (Financial Market Access Solutions), Issuance of securities and related services (SFG Corporate Services and Global Segregated Issuance Program PCC), and Wealth manager community and services (SFG Access). The company thus offers a comprehensive range of financial services for institutional and private clients.
Schwan Finanz AG
Since 2012 · 1–10 empl.
Schwan Finanz AG is a financial services company. The website provides only limited information and mainly directs visitors to a contact page.
SCS Finance AG
Since 2015 · 1–10 empl.
The core activity of SCS Finance AG is to advise companies on financing and restructuring, with the aim of achieving an optimal capital and participation structure for the future of the companies.
Advero GmbH
Since 2017 · 1–10 empl.
The core activity of Advero GmbH is the provision of financial services for private and corporate clients. Specifically, this includes: insurance consulting and support, pension consulting and analysis, investment consulting, financial consulting, mortgages, risk analysis and management, claims management, framework agreements, and occupational pension provision. The company thus offers a comprehensive range of financial services to support customers in planning and implementing their financial goals.
DX Consulting GmbH
Since 2017 · 1–10 empl.
The core activity of DX Consulting GmbH encompasses Financial Advisory, Education & Relocation, Wealth Planning, Art Asset Management, and additional services in the field of financial consulting and asset management. The company provides its clients with individual solutions for their financial, professional, and personal concerns, including the management of artworks and other valuable assets.
Lenzin Capital Advisors
Since 2018 · 1–10 empl.
The core activity of Lenzin Capital Advisors is to act as a third-party marketing firm, connecting investment managers with institutional investors.
NEVERA AG
Since 2019 · 1–10 empl.
The core activity of Nevera AG is the provision of financial advisory services, particularly in the areas of capital procurement, growth financing and corporate communications. The company supports businesses in identifying growth opportunities and helps them attract long-term capital. Nevera also provides consulting services in specific industries such as aquaculture and consumer health.
SwissAlts Consulting GmbH
Since 2021 · 1–10 empl.
The core activity of SwissAlts Consulting GmbH is to act as an independent advisor and placement agent for alternative investments, particularly in the areas of: alternative yield and private debt funds, including direct investments and co-investments; hedge funds and special situations; private equity funds, including direct investments and co-investments; and venture capital funds. The company supports fund managers and general partners in raising capital, enabling them to focus on their investment activities.
MAC Financial Group AG
Since 2022 · 1–10 empl.
The core activity of MAC Financial Group AG is independent financial consulting and services for external asset managers and other clients. The company offers individual and innovative solutions for the financial needs of its clients and has a broad network of experts to support all financial matters of its clients.
RES CAP AG
Since 2022 · 1–10 empl.
The core activity of RES CAP AG is to provide financing and consulting services to investors, particularly in the field of real estate projects.
Alvista Investment AG
Since 2023 · 1–10 empl.
The core activity of ALVISTA Investment AG is financial consulting and the promotion of renewable energies. The company offers innovative solutions and comprehensive consulting services to its customers to support a sustainable future.
SoneXus Capital AG
Since 2024 · 1–10 empl.
SoneXus Capital AG is an independent financial services boutique specialising in structuring and administration of securitisation vehicles. Services cover advisory across the securitisation value chain, creation of ring‑fenced structures, and administration and valuation of compartments, supported by a network of partner firms.
Spark01 AG
Since 2025 · 1–10 empl.
Spark01 AG works with founders and entrepreneurs to scale established small and mid-sized companies in the renewable energy and fintech sectors. The company provides capital, expertise and technology to strengthen operations and support growth.
Swiss Alternative Advisors GmbH
Since 2025 · 1–10 empl.
Swiss Alternative Advisors GmbH provides independent advice in private markets for family offices, private banks and asset managers. The firm also advises general partners on market entry strategy and fundraising in Switzerland and Europe.
DéWarrior Capital Partners AG
Since 2025 · 1–10 empl.
DéWarrior Capital Partners AG is a Swiss investment and advisory firm providing strategic investment advisory, portfolio construction, and risk management services. The company also operates in public markets, special situations, private credit, real estate, and direct investments.
Trade and Investment Solutions AG
Since 2026 · 1–10 empl.
Trade and Investment Solutions AG is an independent Swiss advisory firm focused on global commodity markets. The company provides commodities advisory, risk management and hedging, trading support, and trade finance solutions, and it also invests its own capital in commodity-related businesses and strategic participations.
Thalera GmbH
Since 2026 · 1–10 empl.
Thalera GmbH operates Thalera Connect, a platform for Swiss trustees and verified buyers in the context of business succession and company sales. The website provides anonymized sale mandates, NDA-based inquiries, and controlled access for seller and buyer accounts.
REMNEX Services AG
11–20 empl.
REMNEX Services AG is an asset advisory company focused on investments in commercial and industrial real estate in Switzerland. It develops and manages sustainable property and investment solutions with an emphasis on ESG, energy efficiency, CO₂ reduction, and flexible spaces for SMEs.
REMNEX Funds AG
11–20 empl.
REMNEX Funds AG is an asset manager and wealth adviser focused on investments in commercial and industrial real estate in Switzerland. The company develops and manages sustainable property investments with an emphasis on flexible space, energy efficiency, and CO₂ reduction.
Flattich Finanz AG
Since 1982 · 11–20 empl.
The core activity of Flattich Finanz AG includes auditing, wealth planning, corporate financing, as well as trading in financial instruments.
CE Services GmbH
Since 2003 · 1–10 empl.
Financial Services in Pfäffikon SZ
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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