Financial Services in
Steinhausen

Loyal Group GmbH

Since 2018 · 1–10 empl.·4.8(58)

The core activity of Loyal Group is financial and insurance consulting, particularly in the area of retirement planning and the third pillar of the Swiss social insurance system. The company offers digital consulting services to support customers in planning and securing their financial future. This includes risk analysis, selection of insurance products and asset management.

Carlo Gavazzi Services AG

Since 1987 · 101–500 empl.

Carlo Gavazzi Services AG is part of the Carlo Gavazzi Group and operates in electronic control and automation components for building and industrial automation. The company develops and markets products such as sensors, relays, energy meters, safety devices and other components used in automation solutions.

Magna Management AG

Since 1994 · 11–20 empl.

Magna Management AG is part of Magna, a global automotive supplier that develops and manufactures vehicle systems and components. Its activities include complete vehicles, body and chassis solutions, electrical and electronic systems, exterior and interior components, and powertrain and energy storage systems.

Advanced Finance AG

Since 2008 · 1–10 empl.

The core activity of Advanced Finance AG is the provision of services in the areas of risk management, asset management, and trading in financial instruments. Specifically, this includes: Risk Management: Consulting and solutions for optimizing portfolios and minimizing risks; Asset Management: Development of portfolio models and strategies for institutional investors and private clients; Trading in Financial Instruments: Access to cost-effective trading platforms, trading in options and derivatives, as well as training and support for traders; Income Strategies: Development and marketing of income strategies, such as DAX40-Index Creditspreads and S&P500-Index DTE30 & DTE 7; Automated Securities Accounting: Application of VICTAR software for automated securities accounting for asset-managing capital companies, foundations, and institutional traders.

Fidfinvest Financial Services AG

Since 2002 · 1–10 empl.

Fidfinvest Financial Services AG is a financial services company. The website provides only very limited information about its specific range of services.

Promethiem AG

Since 2020 · 11–20 empl.

The company is a financial and risk management service provider specializing in portfolio management, risk management, financial integration and accounting. It offers services such as financial analysis, risk assessment, portfolio optimization and financial reporting, and supports companies in implementing financial standards and processes.

4S Advisory AG

Since 1990 · 1–10 empl.·4.0(8)

4S Advisory AG provides fiduciary (treuhand), audit, tax advisory and consulting services. The firm assists clients with accounting and payroll administration, statutory financial statement audits, tax planning and advice on accounting software and financing options.

DKI Schweiz - Benjamin Koch

Since 2018 · 1–10 empl.·5.0(6)

The core activity of DKI Switzerland is the consulting and brokerage of financing solutions for companies and private individuals, particularly in the areas of corporate financing, real estate financing, mortgages, leasing (corporate leasing, machine leasing, vehicle leasing) and factoring. The company provides independent and personal consulting to develop individual financial solutions tailored to the needs of its clients.

von Bergen Solution AG

Since 2023 · 1–10 empl.

von Bergen Solution AG offers mentoring and advisory services related to wealth building, cash flow strategies, and pension planning. The website also presents individualized support focused on financial freedom, personal responsibility, and long-term retirement preparation.

Seine Capital AG

Since 2023 · 11–20 empl.

The core activity of Seine Capital is providing liquidity solutions for private capital investments, particularly through the purchase of interests in private equity funds, known as secondaries. The company focuses on the lower market segment, i.e. smaller transactions between $3 million and $15 million, and offers flexible solutions for investors and general partners looking to divest their private capital investments.

Elfina GmbH

Since 2023 · 1–10 empl.

Elfina GmbH provides independent financial and retirement planning advice and bookkeeping services. Services include personalised financial and pension plans and guidance on pension funds, pillar 3a savings, tax aspects, home financing and inheritance matters.

LANDERT MEYER & PARTNER GmbH

Since 2021 · 1–10 empl.·5.0(3)

The core activity of Landert Meyer & Partner is the brokerage of financing solutions for companies, particularly in German and French-speaking Switzerland. This includes arranging financing for investments, fleet leasing, construction loans, mortgages, and managing existing financing arrangements. The company provides neutral and independent consulting and acts as an intermediary between companies and over 50 national and international financial partners.