Financial Services in
Rotkreuz

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

Companies

50 of 63 companies

Technologies of Understanding AG

Since 2021 · 1–10 empl.4.5(23)

Technologies of Understanding AG provides AI-powered software for video and document translation, subtitling and dubbing, and offers text-to-speech and related services.

Financial ServicesVideo TranslationDocument TranslationSubtitling

Porsche Financial Services Schweiz AG

Since 2008 · 1–10 empl.

Porsche Financial Services Schweiz AG provides finance and mobility services for Porsche customers. Its offerings include leasing, vehicle insurance (Porsche Car Insurance), the Porsche Card, rental services via Porsche Drive, and access to leasing offers through the Porsche Finder and the new-car configurator.

Financial ServicesLeasingInsurancePorsche Card

AAA Derivaten Management AG

Since 2011 · 1–10 empl.

AAA Derivaten Management AG operates the Trüffelsuche platform, which provides data and search tools for equity-linked notes (Aktienanleihen). The site includes the CHOICE-FINDER to calculate yields, assess security and stock discounts, and offers portfolio monitoring, watchlists and a subscription service.

Financial ServicesPremium membershipCHOICE-FINDER for equity-linked notesDaily Truffle

SAG Spain AG

Since 2015 · 1–10 empl.

SAG Spain AG provides products, services and solutions for the independent automotive aftermarket. The company operates through a network of local businesses and offers spare parts, lubricants, workshop equipment, digital services and workshop concepts.

Financial ServicesSpare parts for passenger cars and commercial vehiclesJust-in-time delivery and logistics serviceTechnical support and training for workshops

DNC Group AG

Since 2020 · 21–50 empl.

DNC Group AG is a corporate group that invests in companies and develops their operations. Its portfolio includes IT, software, gastronomy, marketing and finance, with a focus on digitizing processes through in-house software and on-site services.

Financial ServicesEquity investments and company buildingDigital solutions for processes and workflows

SAG Management International AG

Since 2020 · 1–10 empl.4.0(10)

SAG Management International AG supplies aftermarket spare parts and accessories for passenger cars and commercial vehicles, including lubricants, chemicals, workshop equipment and consumables, and provides logistics, technical support and training services for workshops and specialist retailers.

Financial ServicesSpare Parts for Passenger Cars and Commercial VehiclesJust-in-time Delivery and Nationwide DistributionTechnical Support and Training for Workshops

D&R Partnersgroup GmbH

Since 2023 · 1–10 empl.4.8(22)

The company Schweizer Immobilienwerte offers tailored investment solutions for Swiss clients looking to invest in German real estate. The company's core activity involves brokering and financing high-yield properties in Germany, particularly for Swiss clients who do not require equity capital. The company provides individual financing options and market analyses to support clients in selecting and financing lucrative properties.

Financial ServicesReal estate brokerageReal estate financingReal estate investment advisory

Investment Circle GmbH

Since 2018 · 1–10 empl.

Investment Circle GmbH is a privately-held investment and advisory firm that connects investors with carefully curated assets and focuses on capital raising and special situations. It provides investor matchmaking and capital-raising support — including investor readiness, due diligence and negotiation assistance — and targets sustainable technologies across agriculture, food, waste and textiles while working with qualified/professional investors, family offices and institutional clients.

Financial ServicesVenture and growth investmentsFundraising for companies and fundsStartup financing advisory

Swiss First Broker Partners AG

Since 2014 · 1–10 empl.5.0(1)

Swiss First Broker Partners AG is an insurance broker offering brokerage, financial, tax and pension-planning services. The firm serves SMEs and private clients with insurance portfolio analysis, risk assessments, multi-insurer offer comparisons and claims handling.

Financial ServicesInsurance brokerFinancial planningRetirement planning

Mesot Agency

Since 2020 · 1–10 empl.4.7(13)

Mesot Agency is a strategic partner for growth-oriented companies and investors, structuring capital flows, facilitating private-equity participations, and supporting sustainable value creation. Its services for corporate and private clients include capital-structure optimization, financing solutions, risk insurance, and succession planning.

Management ConsultingBusiness consulting for capital structure and growthRisk coverage and risk management for companiesBusiness succession support

Holdener Invest & Trade GmbH

Since 1998 · 1–10 empl.5.0(4)

Holdener Invest & Trade GmbH provides fiduciary, accounting, tax, business advisory, and auditing services. The company also supports business formation, restructuring, succession planning, and the use of Microsoft Dynamics NAV software.

Financial ServicesFiduciary ServicesAccounting and HR AdministrationTaxation

i.l. team ag

Since 2008 · 1–10 empl.5.0(1)

i.l. team ag is an independent financial coach and insurance broker providing private clients with advice on financial planning, retirement provisioning and insurance. Services include pension planning, wealth accumulation, mortgage and home-purchase guidance, health and property insurance, and assistance with tax returns.

Financial ServicesFinancial advicePension planningTax return

apollo real estate GmbH

Since 2025 · 1–10 empl.

apollo real estate GmbH is a real estate advisory company focused on commercial properties and investments. The company supports clients with transactions, valuations, leasing, and real estate management, as well as related corporate services.

Financial ServicesReal Estate TransactionsLeasing AdvisoryProperty Valuation

hfc hofstetter finanzplanung & coaching klg

Since 2020 · 1–10 empl.5.0(3)

hfc hofstetter finanzplanung & coaching klg provides independent financial planning and coaching, preparing tailored financial, pension and life plans for private clients and businesses. Services include bank-neutral financing, investment options (solar energy, real estate, precious metals), tax and estate planning, and health-related advisory products.

Financial ServicesFinancial planningCoachingBank-neutral financing

NextSquare AG

Since 2025 · 1–10 empl.

NextSquare AG provides advisory services for M&A transactions, dual-track processes, and fundraising. The company supports founders with exit processes, strategic acquisitions, and capital raising.

Management ConsultingM&A AdvisoryDual-Track AdvisoryFundraising Advisory

Safirum AG

Since 2025 · 1–10 empl.

Safirum AG develops a Swiss digital currency infrastructure for the regulated issuance of the CHF-S stablecoin. The company provides institutional on-chain rails for CHF-backed payments, settlement, and KYC/AML-compliant use on blockchain networks.

Financial ServicesStablecoin Issuance (CHF-S)Onboarding and Compliance ManagementInstitutional Payment Settlement

qido.ch GmbH

Since 2025 · 1–10 empl.

Management Consulting

C+P Financial Services AG

Since 1999 · 11–20 empl.

The core activity of C+P Financial Services AG is the provision of financial intermediary services, particularly in the area of trade and debt financing mediation. The company offers tailored financial solutions for businesses and private individuals, including the mediation of Standby Letters of Credit (SBLC) and Bank Guarantees (BG), as well as the provision of credit enhancements, project financing, and payment guarantees.

Financial ServicesFinancial Intermediation ServicesTrade FinanceDebt Finance

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dein finanzberater gmbh

Since 2013 · 1–10 empl.

dein finanzberater gmbh provides independent financial advice with a focus on retirement planning, pension funds, pillar 3a/3b, insurance and tax optimisation. The company advises private individuals as well as SMEs and self-employed clients on analysing and improving their financial and insurance situation.

Financial ServicesIndependent Financial AdvisoryPension Planning for Pillar 3a/3bPension Fund Advisory

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Academic Finance Consulting GmbH

Since 2017 · 1–10 empl.

Academic Finance Consulting GmbH provides financing advisory and placement services for real estate developers and investors. Its services include equity-replacement financing, land and construction loans, portfolio and existing-asset financing, and comprehensive financing solutions; the firm collaborates with capital partners and typically charges success-based fees.

Financial ServicesEquity substituteLand and construction loanFinancing for existing properties and portfolios

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EYANTIS AG

Since 2022 · 1–10 empl.

The core activity of Leventis AG encompasses comprehensive real estate management, which is divided into three main areas: 1. **Financing**: The company offers mortgages and other financing solutions for real estate, including purchase financing, construction financing, follow-up financing, and mixed financing solutions. 2. **Insurance**: Leventis AG provides individual insurance and pension solutions for companies and private individuals, with a focus on real estate investors. 3. **Real Estate Management**: The company offers comprehensive real estate management from A to Z, including renovations, energy-efficient renovations, real estate development, marketing, management, and administration.

Financial ServicesNo identifiable services

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ValoriPartner AG

Since 2025 · 1–10 empl.

ValoriPartner AG provides financial and retirement planning services as well as advisory support in insurance, financing, real estate and legal matters. The company supports private individuals and businesses with integrated, tailored advice.

Financial ServicesInsurance AdvisoryPension and Wealth PlanningMortgage and Financing Advisory

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