Financial Services in the
Canton of Ticino
425 companies in Financial Services based in the Canton of Ticino — name and year of registration from the commercial register.
50 of 425 companies
CREDITFINANZ SA
Since 2002 · 11–20 empl.4.8(99)
The core activity of Credit Finanz SA is the granting of private loans to customers in Switzerland. The company offers online loans at various interest rates and enables customers to calculate their monthly installments and apply for a loan online. In addition, the company also provides consulting services in the areas of mortgages, health insurance, pension planning and life insurance.
MT Financial Consulting Sagl
Since 2020 · 11–20 empl.5.0(293)
The core activity of MT Financial Consulting Sagl is the provision of services in the field of financial consulting and intermediation, including the brokerage of insurance, pension products and mortgages. The company offers its customers, both private individuals and companies, individually tailored financial solutions and supports them in finding the most suitable products on the market.
EUROLANDIA SA
Since 1999 · 1–10 empl.4.7(36)
The core activity of Eurolandia SA is the provision of services in the field of currency exchange (Cambio Valuta) and the granting of private loans (Credito privato). The company offers currency exchange for various currencies and provides private loans to individuals working in Switzerland. Additionally, Eurolandia SA also offers special loans for cross-border commuters (Frontalieri) with a G-permit.
RAEE.CH SA
Since 2011 · 1–10 empl.4.9(28)
The core activity of Raee.ch is the trading and exchange of currencies, particularly in the foreign exchange business between Swiss Francs (CHF) and Euros (EUR). The company offers its customers the opportunity to buy and sell currencies and provides current exchange rates.
Flash Credit Sagl
Since 1997 · 1–10 empl.5.0(11)
The core activity of Flash Credit is banking intermediation, particularly in the brokerage of personal loans and mortgages in Switzerland. The company acts as a link between customers in need of financing and the banks offering these financing solutions.
OBA Consulting di Oliver Bachmann
Since 2022 · 1–10 empl.5.0(38)
The core activity of OBA Consulting is the provision of financial services, including: financial consulting and planning, insurance consulting and brokerage, pension planning and consulting, as well as financial coaching and management. The company offers individual and personalized solutions for private individuals and companies to achieve their financial goals and improve their financial situation.
Cambio Parini SA
Since 1979 · 1–10 empl.4.5(22)
The core activity of Cambio Parini SA is the buying and selling of foreign currencies, both in cash and online, as well as the execution of foreign exchange transactions. The company offers currency exchange services, allowing customers to buy and sell various currencies such as EUR, USD, GBP and many others.
Ardelive Sagl
Since 2012 · 1–10 empl.5.0(7)
The core activity of Ardelive is the buying and selling of foreign currencies (in particular CHF and EUR) as well as trading in precious metals. The company offers its customers the opportunity to buy and sell foreign currencies online, as well as a range of services in the field of foreign exchange trading.
Financial Mutui Di Antonio Pasquale
Since 2016 · 1–10 empl.4.7(26)
The core activity of Financial Mutui is the brokerage of loans and mortgages, particularly through the advice and support of customers in finding suitable loans and the execution of loan agreements with banks and notaries. The company offers comprehensive advice, ranging from property search to the conclusion of the loan agreement.
Safe Capital Management SA
Since 2012 · 21–50 empl.5.0(1)
Safe Capital Management SA is a partner-owned wealth manager providing discretionary portfolio management and advisory services to private clients, corporate clients and institutional investors. Its services include wealth management, treasury and asset‑liability management, family governance support and asset management for regulated institutions; the firm is authorised by FINMA.
Henry Heyden SA
Since 1973 · 1–10 empl.
Henry Heyden SA provides private wealth management and complementary legal, tax and fiduciary services, pursuing conservative investment strategies such as primary markets, first‑class securities and precious metals.
Forzoni SA
Since 1977 · 1–10 empl.
The core activity of Forzoni SA is real estate development and brokerage, particularly in the planning, construction and marketing of residential properties such as single-family homes and multi-family homes. In addition, the company also provides general contracting services.
Newfin SA
Since 1983 · 1–10 empl.
The core activity of Newfin SA is the provision of financial services and asset management, particularly in the area of Family Office, investment controlling, wealth planning and asset management for private clients.
Nuovo Cambio SA
Since 1985 · 1–10 empl.
The core activity of Nuovo Cambio SA is the purchase and sale of foreign currencies, particularly the trading of currencies, as well as the provision of services related to currency trading, such as providing exchange rates and executing transactions.
MM Società Fiduciaria SA
Since 1988 · 1–10 empl.
The core activity of Società Fiduciaria is the provision of trust services, including asset management, legal advice and support for financial transactions.
Thema Consulting SA
Since 1994 · 11–20 empl.
The core activity of THEMA Consulting is the development and provision of treasury and risk management solutions for banks, corporate treasuries and asset managers, particularly through its product MasterFinance, which offers a comprehensive and flexible platform for managing financial transactions and risks.
Medigest SA
Since 2000 · 1–10 empl.
Medigest SA is a fiduciaria finanziaria providing financial intermediation and advisory services. Its activities include capital markets and securities services, wealth management, fund selection, FinTech and quantitative analyses (including derivatives), art advisory, consulting and corporate finance, and it also acts as a FinTech accelerator for technology development projects.
On Finance SA
Since 2000 · 1–10 empl.
The core activity of the company "On finance" is independent consulting in the field of financial engineering, focusing on the development and implementation of customer-specific solutions.
Cambiomat SA
Since 2001 · 1–10 empl.
Cambiomat SA is a currency exchange office offering foreign currency exchange and tax‑refund (VAT refund) services. The office handles a wide range of major currencies and offers a customer loyalty card and online currency ordering via the Tichange Group website.
SECTRAM PARTNERS SA
Since 2001 · 1–10 empl.
The core activity of Sectram Partners SA is to provide services to institutional investors in the field of asset management, particularly in the areas of fixed income securities and equities. This includes advisory and execution of transactions in these markets.
Thalia Capital Advisors SA
Since 2003 · 1–10 empl.
Thalia Capital Advisors SA is an advisory firm focused on private equity and alternative investments. It supports institutional clients, financial professionals and companies with strategic advice, corporate governance and access to selected opportunities in private markets.
Kommodities Partners SA
Since 2005 · 1–10 empl.
The core activity of Kommodities Partners SA is risk management and investment in commodity markets (Materie Prime), particularly in the areas of: * Risk management (hedging) for companies and private investors to minimize price fluctuations in commodity markets * Investments in commodity markets for companies and private investors to achieve portfolio diversification * Management of physical metals, including aluminum. The company provides specialized services to support customers in managing price fluctuations in commodity markets and optimizing their investments in these markets.
WE CHANGE SA
Since 2005 · 1–10 empl.
WE CHANGE SA provides currency exchange services through physical exchange offices and an online exchange platform. Its services also include tax‑free refund processing for non‑EU tourists, cash money transfers, a Bitcoin ATM and an anonymous customer loyalty card.
Capital Finance & Bravo Company SA
Since 2005 · 1–10 empl.
Capital Finance & Bravo Company SA is an independent asset manager. The company provides discretionary asset management, active advisory services, and consolidation and risk analysis for private and institutional clients.
XTRACAMBIO SA
Since 2006 · 1–10 empl.
XTRACAMBIO SA provides currency exchange services for a range of foreign currencies and processes VAT refunds for non‑EU tourists.
Eurofinservice Sagl
Since 2008 · 1–10 empl.
The company Eurofinservice offers financial services, in particular the brokerage of loans, financing, mortgages and insurance for private individuals. The core activity of the company is to support customers in selecting the most suitable financial products and offering them individual solutions.
RESONOR SA
Since 2008 · 1–10 empl.
The core activity of Resonor SA is investment consulting and trading in gold as an investment opportunity.
PM Consulenze SA
Since 2009 · 1–10 empl.
PM Consulenze SA provides fiduciary, tax and corporate advisory services, including accounting, audit engagements, payroll administration and preparation of tax returns for individuals and legal entities.
P- Strategic Financial Allocation SA
Since 2009 · 1–10 empl.
The core activity of P-Strategic Financial Allocation SA is the development and provision of innovative solutions for investment and wealth management, particularly for family offices and financial institutions. This includes the creation of models for risk and performance analysis, strategic allocation and reporting, as well as the provision of IT solutions and data management services to support customers in their investment decisions.
KALEPE SA
Since 2010 · 1–10 empl.
KALEPE SA operates a currency exchange office providing foreign currency exchange and related services. Offerings include exchange of numerous currencies as well as purchase and trade of used gold, bullion and coins.
StudioPhi SA
Since 2010 · 1–10 empl.
StudioPhi SA provides wealth management, financial and pension advisory services and advisory support for private and institutional clients on currency, commodity, precious metal and international securities markets.
Capital Strategies Partners Swiss Sagl
Since 2013 · 11–20 empl.
The core activity of Capital Strategies Partners (CSP) is the selection and distribution of third-party fund investments, as well as the support of investors and financial products through services such as operational support, capital raising and customer care.
Rigo Investment Sagl
Since 2013 · 11–20 empl.
The core activity of RigoBlock is the development and provision of an open blockchain protocol infrastructure for the management of digital tokens. The company enables developers to build their own applications for token management and offers a decentralized system for organizing and managing digital tokens.
HELVETIA FACTORING SA
Since 2013 · 11–20 empl.
The core activity of Helvetia Factoring is the provision of factoring services, particularly customized factoring without recourse for companies. This includes the takeover and management of trade receivables, the analysis and monitoring of receivables using a proprietary SCORING and RATING system, the reduction of commission costs, the simplification of receivables management, and the transfer of default risk in the event of assignment of receivables without recourse.
Edilcentro Wullschleger SA
Since 2014 · 21–50 empl.
Edilcentro Wullschleger SA is part of the Wullschleger Group, which brings together several companies active in construction, industry and technical services. The website presents the group as a network of specialised businesses with shared organization and activities.
XY EOS Ticino SA
Since 2014 · 1–10 empl.
XY EOS Ticino SA is a branch of the XY group providing contact and support for the group's global estate orchestration, independent data intelligence and advisory services for families, corporate organizations and governments.
AMI GROUP SA
Since 2014 · 1–10 empl.
The core activity of AMIGROUP encompasses the areas of fiduciary services (Amifiduciaria SA) and real estate (Ami Immobiliare SA), suggesting that the company primarily invests in and manages financial services and real estate.
ELP SA
Since 2015 · 1–10 empl.
ELP SA is a company of ELP Group that participates in the group's activities, including digital finance and market intelligence, and is associated with brands operating in real estate, media and regulated B2B/B2C financial services.
GKonsult SA
Since 2016 · 21–50 empl.
GKonsult SA provides advisory, investment and strategic communication services, and offers engineering & construction and healthcare-related solutions. It delivers advisory services to sovereign, corporate and public-sector clients and concentrates investment activity on healthcare and infrastructure.
Swiss OAK Global Consulting Sagl
Since 2016 · 1–10 empl.
Swiss OAK Global Consulting Sagl provides financial advisory and wealth management services for private clients, focusing on tailored investment strategies and mandates with performance-based fees.
Goodwill Asset Management SA
Since 2016 · 11–20 empl.
The company provides services in the areas of financial consulting, asset management and family office. It supports clients in opening accounts with Swiss banks, setting up companies in Switzerland, tax consulting and asset management. Furthermore, it offers consulting services in the areas of investments, risk management and asset protection.
RAYMOND JAMES SE SA
Since 2016 · 1–10 empl.
RAYMOND JAMES SE SA is a financial services company that provides wealth management, investment advice, and banking and lending solutions. It serves private clients, corporations, and institutional clients with services in wealth management, investment banking, research, and fixed income.
Copernicus Wealth Management SA
Since 2016 · 21–50 empl.
Copernicus Wealth Management SA provides wealth management, asset management and risk management services for private clients, families and entrepreneurs. Services include portfolio construction, third-party fund selection, investment oversight, consolidated reporting, and the integration of ESG considerations and tax-efficient structuring.
BELLUZZO INTERNATIONAL PARTNERS Sagl
Since 2016 · 21–50 empl.
The company's core activity is providing consulting and services in the areas of law, taxes, finance and asset management for private and corporate clients, particularly for family businesses, entrepreneurs and international companies. This includes, among other things: legal advice and litigation, tax advice and planning, asset management and planning, corporate consulting and management, international tax planning and compliance, succession planning and asset management, fiduciary services and trust administration. The company offers its services internationally and has offices in various countries, including Italy, the UK, Switzerland, Singapore and the United Arab Emirates.
Blue Circle Capital AG
Since 2018 · 11–20 empl.
The core activity of Blue Circle Capital is advising on Mergers & Acquisitions (M&A), corporate finance and restructuring, particularly for small and medium-sized enterprises (SMEs) in Switzerland and Europe. The services include: M&A transactions (Sell-Side and Buy-Side), corporate finance (growth capital and debt advisory), restructuring of companies, and Due Diligence. The company provides individual consulting and tailored solutions for its clients, especially entrepreneurs, family businesses and investment funds.
RIS Rent Investment Solutions SA
Since 2018 · 1–10 empl.
The core activity of RIS Rent Investment Solutions SA is to provide customized financing solutions for the purchase of real estate in Switzerland. The company offers a specialized service that enables buyers to find and finance their dream property. This includes the evaluation of properties, negotiation of purchase and financing terms, as well as the arrangement of tailored financing solutions.
DSVALUE AG
Since 2019 · 1–10 empl.
DSVALUE AG is a consultancy that provides client advisory services on certificates and operates the Certificate Strategies portal. It advises on short-term certificates with monthly coupon structures, offers strategies to optimize currency risk, supports asset managers and funds with complex strategies, and provides technical training; it is registered in Reg‑Fix (art. 6 LSerfi).
Harris Moor Finance SA
Since 2019 · 11–20 empl.
The core activity of Harris Moor Finance Ltd. is the provision of financial services, particularly in the areas of: * Wealth Management * Investment Management * Family Legacy & Governance * Strategic Advisory. The company offers its clients individual solutions for wealth management, investment advice and succession planning, with the aim of preserving and increasing its clients' assets.
PM Revisioni Sagl
Since 2019 · 1–10 empl.
PM Revisioni Sagl provides audit and fiduciary services, including statutory and other audits, accounting and tax services, and support to strengthen internal control systems. The firm advises on national taxation as well as corporate and individual tax matters and operates with a multilingual team serving Swiss and relocated foreign clients.
Andion Swiss SA
Since 2019 · 1–10 empl.
Andion is a global provider of services and solutions in the field of renewable energy, particularly in the planning, financing, construction and operation of renewable energy projects. The company's core activities include the development, construction and operation of renewable energy projects, such as wind, solar and biomass projects.
Financial Services in the Canton of Ticino
Financial Services in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 12, 2026
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