Financial Services in the
Canton of Schwyz

HedgePole AG

Since 2005 · 11–20 empl.

The core activity of HedgePole is to provide services and solutions for the hedge fund market, particularly in the areas of: * Middle Office: portfolio management, trade order management, cash management, currency hedging, reconciliations, portfolio valuations and shadow accounting * Reference Data: price capture and management of hedge fund data * Tax Reporting: creation of tax returns and documentation for hedge funds * HP Indices: calculation and publication of hedge fund indices. The company also offers a proprietary technology platform called HedgeData, which enables customers to manage their hedge fund data efficiently and transparently.

IN-XTRA Versicherungstreuhand GmbH

Since 2006 · 1–10 empl.

IN-XTRA Versicherungstreuhand GmbH is an independent insurance broker that provides risk analyses, pension and financial planning, and review and administration of insurance contracts for corporate and private clients. Services include portfolio management, claims support and representation of clients with insurance companies under a broker mandate.

Complea AG

Since 2009 · 1–10 empl.

The core activity of Complea AG is the provision of financial services, particularly in the areas of: * Wealth creation * Health, property and liability insurance * Pension planning * Home financing * Investment The company offers individual financial planning and consulting to support customers in optimizing their financial situation.

Fincerta International GmbH

Since 2009 · 1–10 empl.

Fincerta International GmbH is an independent advisory firm specializing in complex debt financing for mid‑market companies. It provides transaction structuring, investor outreach to institutional lenders (including private debt funds, pension funds and banks) and execution services, with a focus on private debt placements and bank financing for mid‑market transactions.

SIM Research Institute AG

Since 2010 · 1–10 empl.

The company offers a comprehensive platform for investment management and optimization, specifically tailored to the needs of investors, asset managers, and institutional investors. The company's core activity involves the development and provision of a CIO suite, which enables the development, monitoring, and optimization of investment strategies, as well as risk management and reporting. The platform provides a range of tools and features, including portfolio optimization, risk management, market research and analysis, and automation of reports and processes. The goal is to support customers in achieving their investment objectives and increasing their productivity.

Lealta Freizügigkeitsstiftung

Since 2010 · 11–20 empl.

The core activity of Lealta Freizügigkeitsstiftung is the management and investment of pension fund assets from occupational pension plans in Switzerland. The company offers solutions for individuals and companies to manage and invest their pension funds, particularly during career breaks, stays abroad, divorce proceedings or parental leave. It also provides services for the takeover of pension fund assets and personal data.

Rausch Partners AG

Since 2011 · 1–10 empl.

Rausch Partners AG is part of The Rausch Group, which owns and manages a portfolio of companies and investments through direct or institutional fund ownership. The group invests in majority and minority stakes in scalable corporates and provides financial advisory services to enhance stakeholder value.

Doppelplus Consulting GmbH

Since 2011 · 1–10 empl.

The core activity of doppelplus consulting GmbH is advising companies in the areas of finance, management and IT, particularly in business accelerations, turnarounds and investments. The company provides expert knowledge and support in optimizing business processes, developing strategies for sustainable growth and implementing projects at management level.

Gabris Advisors GmbH

Since 2012 · 1–10 empl.

The core activity of Gabris Advisors GmbH is the provision of financial services, particularly in the areas of asset management and private banking. The company offers individual solutions for high net worth individuals, companies and institutional investors, including investment advice, asset management and access to alternative investment forms.

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.

AMEOS Seeklinikum Brunnen AG

Since 2013 · 21–50 empl.

AMEOS Seeklinikum Brunnen AG is a clinic providing inpatient psychiatric and psychotherapeutic care based on a holistic treatment concept. Services include specialist psychiatry, psychotherapy and sleep medicine, supplemented by complementary therapies (for example art, music and body therapies) and outpatient appointments for adults.

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.

M Services GmbH

Since 2015 · 1–10 empl.

The core activity of M Services GmbH is the provision of services in the areas of private banking, company formation and management, wealth management, family office, legal, tax, accounting and trust services, as well as real estate investments. The company supports clients in establishing banking relationships, setting up and managing companies in Switzerland, managing assets, and resolving banking issues.

Lynx GmbH

Since 2015 · 11–20 empl.

The company provides online brokerage services, including trading in stocks, options, currencies and other financial instruments on various markets worldwide. It also offers portfolio management tools, risk analysis tools and educational materials for customers.

iFinity AG

Since 2015 · 1–10 empl.

The core activity of IFINITY AG is to provide services to independent asset managers, fintechs and banks, particularly in the area of Client Life Cycle Management, including compliance, client onboarding, customer files, KYC, document management and Portfolio Management System (PMS).

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.

Epic Solutions AG

Since 2016 · 11–20 empl.

Epic Solutions AG provides services in investment compliance, investment risk and consulting, and develops the RegTech software etac to digitalize and automate processes for the investment fund sector.

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.

Finbrix AG

Since 2017 · 1–10 empl.

Finbrix AG provides practical training and personal coaching in trading and investing, including courses, webinars, workshops and individual or group coaching. The company also delivers independent analyses and second-opinion reports and offers regulatory consulting, compliance checks and support for licensing processes.

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

Alpen Partners International AG

Since 2017 · 21–50 empl.

Alpen Partners International AG provides wealth management and advisory services to high-net-worth clients. Services include investment management (listed and private investments, alternative assets), wealth planning and family-office services, tailored financing solutions, and citizenship and residency advisory; the firm operates independently from banks and intermediaries.

Investment Associates AG

Since 2017 · 21–50 empl.

The core activity of Investment Associates AG is providing advisory services for private markets and alternative investments, particularly in the area of capital raising for institutional investors such as family offices, private banks, pension funds, insurance companies, foundations and endowments. The company offers tailored solutions for asset management and consulting, and facilitates connections between investors and investment managers.

finpension Freizügigkeitsstiftung

Since 2018 · 1–10 empl.

finpension Freizügigkeitsstiftung offers a vested benefits solution in occupational pension provision. The foundation manages vested benefits assets and provides related pension services digitally.

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.

finpension 3a Vorsorgestiftung

Since 2020 · 1–10 empl.

finpension 3a Vorsorgestiftung provides solutions for Swiss pillar 3a retirement savings. Through its digital platform, customers can open a 3a account or invest within pillar 3a.

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.

BPD International GmbH

Since 2020 · 11–20 empl.

The core activity of BPD International GmbH is to provide financing solutions and consulting services to companies and projects, particularly in the area of export, energy and infrastructure project financing. This includes the provision of services such as risk analysis, financing security, project structuring and risk management, as well as the brokerage of contacts and networks in Switzerland and abroad.

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.

finpension Freizügigkeitsstiftung II

Since 2022 · 1–10 empl.

finpension Freizügigkeitsstiftung II provides vested benefits solutions and enables the splitting of pension fund assets across two vested benefits foundations. The foundation offers a vested benefits account, a vested benefits deposit account, and matching investment strategies.

LAC Capital Management AG

Since 2000 · 1–10 empl.

The core activity of LAC Capital Management AG is providing project financing for selected clients. The company offers customized financing solutions for projects in various areas, including technology, real estate, and infrastructure, and works with hedge funds, international banks, pension funds, and insurance companies.

6S Capital AG

Since 2009 · 1–10 empl.

Vicova Finanzen AG

Since 2010 · 1–10 empl.