Financial Services in
Sion

Loyalty conseils en patrimoine Sàrl

Since 2014 · 1–10 empl.·5.0(156)

Loyalty conseils en patrimoine Sàrl is a digital insurance broker providing a platform to centralize policies, compare and subscribe to insurance products, and file claims online. The company operates as an independent, non‑tied insurance intermediary and is registered with FINMA.

Resolve Valais SA

Since 2021 · 1–10 empl.·5.0(51)

Resolve Valais SA offers independent mortgage brokerage and financial advisory services, including brokerage for mortgage acquisition and refinancing as well as pension, insurance and tax optimisation advice.

Documenta Sion Gmbh

Since 1993 · 1–10 empl.

The core activity of Documenta-Sion GmbH is the independent and transparent analysis and consulting of customers in the areas of financial planning, tax optimization, tax-free self-disclosure and relocation of domicile or residence. The company offers individual solutions for the financial situation of its customers and supports them in optimizing their financial planning and control.

AWM Advisers SA

Since 2015 · 11–20 empl.

The core activity of Abbey Wealth is the provision of financial services, particularly in the areas of wealth management and investment advice for expatriate clients living worldwide. This includes, among other things: Pension Advice (advice on retirement planning and pensions), Investment Advice (investment advice), Earnings Advice (advice on income and taxes), asset management and planning, investment of funds and portfolios, and regular review and optimization of investment strategies. The company offers these services as a regulated financial advisor and is subject to the supervision of the Central Bank of Ireland.

EXPERT CAUTION SA

Since 2018 · 1–10 empl.

EXPERT CAUTION SA is active in the field of guarantee insurance and related services. It provides audits, advice, project management and custom solutions for guarantee deposits, including rental guarantee management for property and institutional clients.

Daymer Bay Capital (Switzerland) Sàrl

Since 2021 · 11–20 empl.

The core activity of Daymer Bay Capital (Switzerland) Särl is third-party fund marketing, i.e. the placement and marketing of funds from specialized international fund managers to institutional and wholesale investors in Europe. The company supports fund managers in their asset-raising activities and connects them with investors by professionally and effectively marketing their funds.

WA Risk Solutions SA, succursale de Sion

Since 2025 · 11–20 empl.

WA Risk Solutions SA, succursale de Sion is an independent insurance broker serving private individuals and businesses. The company provides advice and brokerage services in insurance, pension planning, financing, and claims and administrative management.

JEEL SA

Since 2025 · 1–10 empl.

JEEL SA provides digital solutions for the financial and technology sector. The company develops banking solutions, digital transformation and managed services, market entry support, and innovation services.

SwissAlps Consulting Sàrl

Since 2024 · 1–10 empl.

SwissAlps Consulting Sàrl provides advisory and brokerage services for personal and corporate insurance and wealth management. Services include property, health and corporate insurance, pension solutions, mortgage financing and investment advice.

Swiss Life Select Schweiz AG, succursale de Sion Est

Since 2026 · 11–20 empl.

Swiss Life Select Schweiz AG, succursale de Sion Est provides personal financial advice and pension planning services in Sion. The branch supports clients with investments, wealth building, insurance, health insurance, retirement planning and mortgages.

Led Lease Finance SA, succursale de Sion

Since 2025 · 1–10 empl.

Led Lease Finance SA, succursale de Sion provides financing solutions for energy and renovation projects. The company structures models such as long-term leasing, energy performance contracting, Pay as you Save and sale-and-leaseback for public institutions, businesses, hospitals, transport operators and real estate actors.

SFU Finances SA

Since 1993 · 11–20 empl.

The company's core activity is the provision of financial services, including: financial investments and portfolio optimization, real estate financing and management, fund and corporate management, establishment of subsidiaries and branches, financial consulting and risk management. The company offers individual solutions for companies and private individuals to achieve their financial goals and manage assets securely.