Financial Services in the
Canton of St. Gallen

Finanz-Logistik AG

Since 1996 · 51–100 empl.

Finanz-Logistik AG provides outsourced back-office services for banks, including securities administration, a valor datacentre, payments processing, accounting and reconciliation. The company also executes project work, performs release and functional testing in banking systems and supports implementation of regulatory changes.

b2venture AG

Since 2000 · 21–50 empl.

The company b2venture AG is a venture capital company specializing in the financing and support of start-ups and young companies. The core activity of the company is to make investments in innovative companies and support them during their development and growth phase.

EFIS European Financial Services AG

Since 2001 · 11–20 empl.

The core activity of EFIS (European Financial Services AG) is the provision of financial services, particularly in the areas of central regulation, delcredere (payment guarantee) and factoring. The company supports its customers in managing their working capital and offers solutions for payment processing and the reduction of trade risks.

Finanzplanung G. Pischel

Since 2002 · 1–10 empl.

The company's core activity is financial planning and pension consulting, particularly in the areas of retirement planning, pension funds and vested benefits accounts. The company offers solutions for private individuals and foundations to secure an adequate retirement pension and plan their financial future.

Elinvest Finanz und Immobilien AG

Since 2002 · 1–10 empl.

The core activity of Elinvest Finanz & Immobilien AG is the provision of services in the fields of finance and real estate.

consis Wirtschaftsprüfung AG

Since 2002 · 11–20 empl.

consis Wirtschaftsprüfung AG provides audit and assurance services for small and medium-sized enterprises, including statutory audits, reviews, due diligence, expert opinions and valuations. The offering is provided alongside consis fiduciary and tax advisory services.

fedafin AG

Since 2002 · 21–50 empl.

The company's core activity is the creation of ratings for companies, particularly for the Swiss financial market. The company offers issuer ratings, issue ratings and project ratings for various industries such as trade, production, services, banks, insurance companies and real estate. It also creates ESG ratings (Environmental, Social and Governance) and ratings for Green, Social and Sustainability Bonds. The company positions itself as an alternative to foreign rating agencies and offers high-quality credit risk assessment for the Swiss market.

BTV Leasing Schweiz AG

Since 2003 · 11–20 empl.

The core activity of BTV Leasing is providing leasing solutions to medium-sized corporate customers in Austria, Germany (particularly Bavaria and Baden-Württemberg) and the German-speaking Switzerland.

Financial Architects Schweiz GmbH

Since 2003 · 1–10 empl.

The core activity of Financial Architects Schweiz GmbH is independent and individual financial consulting for private individuals, particularly in the areas of retirement planning, wealth planning, pension planning, estate planning, and real estate financing. The financial architect provides personal consulting and supports clients in planning and implementing their financial goals, enabling a financially worry-free future.

ACADEMIX Consult AG

Since 2004 · 1–10 empl.

ACADEMIX Consult AG provides comprehensive financial planning, tax advisory and fiduciary services, including independent insurance trust services. For medical professionals it offers practice-focused fiduciary services and business-management consulting.

DC Placement Advisors AG

Since 2007 · 1–10 empl.

DC Placement Advisors AG is a placement agent and advisory firm that assists sustainable private markets fund managers in placing institutional capital. The firm arranges capital across alternative asset classes—including infrastructure, private equity, renewable energy, real estate, venture capital and private debt—offers advisory services and the 'advinda' Investor Cloud, and holds licences under the German Banking Act for investment broking and investment advice.

SRG Schweizerische Revisionsgesellschaft AG

Since 2008 · 1–10 empl.

SRG Schweizerische Revisionsgesellschaft AG is a network of audit professionals providing statutory and limited audits and related advisory services for SMEs, including due diligence, company valuations, reviews of internal controls and pension fund audits. The firm is registered with the Swiss audit supervisory authority and operates through a number of regional offices.

SFS Santoro Financial Services

Since 2011 · 1–10 empl.

The core activity of SFS Financial Services (Santoro Financial Services) is comprehensive financial consulting and planning for private individuals and companies. This includes in particular: Financial planning and asset building, Tax planning and tax returns, Pension planning and estate planning, Insurance consulting, and Financing of owner-occupied homes. The company offers a holistic approach and consulting from a single source to support customers in planning and managing their finances.

Margaris Ventures

Since 2012 · 1–10 empl.

The company's core activity is private banking, specifically advising and managing assets for clients without its own asset management. The bank focuses on the role of advisor, offering the best solutions and prices for the client, and works with strategic outsourcing partners to achieve this.

Pro Suisse Allfinance GmbH

Since 2014 · 1–10 empl.

The core activity of ProSuisse Allfinance is the independent and individual consulting of private individuals and companies in the areas of finance and insurance. This includes in particular: retirement planning, tax returns, mortgage financing, capital investments, comprehensive consulting, accounting, insurance consulting, and pension planning. The company also offers a free financial check and non-binding consulting appointments.

Advocat Finanz AG

Since 2017 · 1–10 empl.

The core activity of Advocat Finanz AG is the provision of financial services, particularly in the areas of asset management, investment advice, pension planning, inheritance law and financing. The company provides consulting and support services to private individuals, companies and foundations in the management and development of assets.

Philoro Schweiz AG

Since 2017 · 1–10 empl.

Philoro Schweiz AG is a provider of precious metals trading services, including gold, silver, platinum and palladium. The company offers bullion coins and bars, numismatic products, storage solutions, precious metals subscription services and the purchase of old gold.

Hipercom Digital Solutions GmbH

Since 2018 · 1–10 empl.

Hipercom Digital Solutions GmbH develops digital analysis and evaluation solutions for customer communication. Its core services include Mood Analytics, Quality Monitoring, Call Recording, and assessments of email and chat communication.

THE BF & INVESTMENTS AG

Since 2019 · 21–50 empl.

THE BF & INVESTMENTS AG provides business consulting as well as advisory services on corporate and real estate financing and banking-related matters. The firm also brokers real estate and investor relationships and coordinates with financing partners.

FIT Finanzberatung AG

Since 2020 · 1–10 empl.

FIT Finanzberatung AG provides financial advisory services to private clients and businesses in the areas of financial planning, pensions and taxation. Services include mortgage and property financing calculations, pension and estate planning, preparation of guardianship/advance directives, inheritance division and estate inventories, as well as handling inheritance and gift tax matters. The firm also advises on company organisation, business formation, succession planning and related tax issues.

Büchi Group AG

Since 2023 · 101–500 empl.

Büchi Group AG supplies laboratory and in‑process solutions for R&D, quality control and production. The company develops and sells laboratory instruments and systems for evaporation, spray drying, freeze drying, chromatography, extraction, NIR spectroscopy and provides related services such as qualification, maintenance and training.

Advactum AG

Since 2012 · 1–10 empl.

The company's core activity is providing services in the field of occupational pension provision, including legal advice, pension concepts, insurance technology, risk analysis, reinsurance, expert opinions, reports, management, restructuring concepts, foundation board training, asset and liability management (ALM) and international accounting standards.

Tuanis AG

Since 2013 · 1–10 empl.

Tuanis AG is a company in St. Gallen. The website provides the company name, address and contact details, but does not show further information about its activities or services.

KMU Kaufmann Management- und Unternehmensberatung

Since 2015 · 1–10 empl.

The company's core activity is the provision of economic services to companies and private individuals, particularly in the areas of corporate consulting, corporate brokerage and sales, as well as the organization of seminars and events.

ACM Alpstein Capital Management AG

Since 2021 · 11–20 empl.

The core activity of Alpstein Capital Management is investment consulting and asset management, particularly in the area of asset management, as well as supporting companies in capital structuring and optimization, including the placement of financial instruments such as AT-1 instruments from regional banks. The company also provides advisory services in the areas of Mergers & Acquisitions, Restructuring and Transformation Management.

Kepi Finanz GmbH

Since 2017 · 1–10 empl.·4.5(15)

The core activity of Kepi Finanz is the provision of individual financial, insurance and tax services. This includes in particular: the brokerage of insurance solutions with the best price-performance ratio, the consulting and brokerage of loans and financing, the analysis and optimization of tax situations for private individuals and companies, and the provision of independent insurance consulting and individual tax optimization. The company thus offers a comprehensive range of financial services tailored to the individual needs of its customers.

1741 Finance AG

Since 2021 · 1–10 empl.

1741 Finance AG provides services for the structuring, establishment and ongoing management and administration of investment funds and special purpose vehicles (SPVs). Services include risk management, legal and tax advice, regulatory reporting and Global Fund Registration with Swiss representation services.

VTAG Finanz AG

Since 1966 · 1–10 empl.·3.5(73)

VTAG Finanz AG provides real estate services with a focus on property management, brokerage and related services. The company handles the administrative and technical management of rental properties, accounting, sales processes and other maintenance-related tasks for real estate.

Zurich, Generalagentur Alex Pfister AG

Since 2024 · 11–20 empl.

Zurich, Generalagentur Alex Pfister AG is a Zurich general agency providing insurance advice and insurance solutions. It serves private individuals and business customers with support for protection, pension planning, and tailored cover for different personal and commercial needs.

Schnider hilft - Beratungen umfassend und persönlich

Since 2020 · 1–10 empl.·5.0(4)

The core activity of the company "Schnider hilft" is individual and independent consulting in the areas of estate, real estate, finance and provision, including support in communication with authorities.

Contus AG

Since 2010 · 1–10 empl.·5.0(3)

The core activity of Contus AG is independent financial planning for private individuals and SMEs, including services such as financial planning, pension planning, retirement planning, mortgage financing, investment advice, insurance consulting, SME consulting, wealth accumulation and tax returns.

Investerra AG

Since 2021 · 21–50 empl.·5.0(1)

The core activity of Investerra is the financing of renewable energies, particularly for private individuals, companies and municipal institutions in Switzerland. This includes the financing of projects such as photovoltaics, storage, heat pumps and e-charging stations. Investerra also offers a platform for specialist partners to plan, install and implement projects related to renewable energies.

Coeli AG

Since 2025 · 1–10 empl.

Coeli AG is an investment firm that provides asset management, wealth management and financial services. The company invests and manages capital across multiple asset classes, including equities, bonds, hedge funds, real estate and private equity.

Virtue Compliance GmbH

Since 2023 · 1–10 empl.

Virtue Compliance GmbH provides AML compliance services and personalised compliance support for financial intermediaries, including an external Compliance Officer, SRO registration and AML audit management. The company also operates a KYC/KYB verification platform for ID and corporate checks, UBO analysis, sanctions/PEP screening and ongoing monitoring, and delivers compliance training.

pa Historical Coins AG

Since 2025 · 11–20 empl.

pa Historical Coins AG is a precious-metals trading company focused on gold, silver, platinum and palladium. It buys and sells bullion and coins, and also offers in-person advice, storage solutions and historical coins.

AG für Allfinanzplanung

Since 2003 · 1–10 empl.·5.0(1)

AG für Allfinanzplanung advises clients on insurance, finance and retirement planning. The company provides independent financial planning and supports customers with services such as asset advice, tax planning, home financing, pension planning and legal advice.

Grant Thornton Advisory AG

Since 2025 · 1–10 empl.

Grant Thornton Advisory AG provides advisory, audit, tax and outsourcing services. The firm supports clients with specialised solutions in areas such as IT and digitalisation, regulatory and compliance matters, mergers and acquisitions, legal services, accounting and payroll.

Financial Dynamics GmbH

Since 2024 · 1–10 empl.

Financial Dynamics GmbH publishes subscription-based financial analyses across asset classes including stocks, ETFs, commodities, currencies and cryptocurrencies. The company provides paid buy/sell recommendations, webinars with live trading and community channels for subscribers.