Financial Services in the
Canton of Valais
249 companies in Financial Services based in the Canton of Valais — name and year of registration from the commercial register.
50 of 249 companies
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.
PROBUDGET S.A.
Since 2000 · 1–10 empl.5.0(36)
PROBUDGET S.A. provides tax advisory, real estate and insurance services, as well as fiduciary, financing and investment services. Services include tax returns and tax planning, mortgage financing and real estate brokerage, insurance intermediation (registered with FINMA), accounting, investment products and credit mediation.
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.
Oryctérope Transalpin Sàrl
Since 2014 · 1–10 empl.
The core activity of Oryctérope Transalpin SARL is global proprietary trading of financial instruments, particularly through the development and use of next-generation technologies to identify and capitalize on opportunities in the financial markets.
Jochaco SA
Since 2015 · 51–100 empl.
Jochaco SA is listed as a company in the real estate sector. It appears in the Commune of Conthey business directory under the category Commerce and companies / Real estate.
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.
Financial Services Ombudsman (FINSOM)
Since 2018 · 11–20 empl.
The company's core activity is wealth management and the provision of financial services, including investment advice, asset management and risk management. The company also offers mediation and ombudsman services for financial institutions and investors.
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.
Bancassurances.ch Sàrl
Since 2000 · 1–10 empl.
The core activity of the company 'Bancassurances' is to provide services in the field of financial consulting and brokerage of products from the banking and insurance sectors. Specifically, this includes: Financial consulting, Brokerage of banking products (e.g. accounts, bonds, funds), Brokerage of insurance products (e.g. building insurance, liability insurance), Real estate brokerage (mediation of buying and selling of real estate). The company thus offers comprehensive consulting and brokerage services for financial products and services.
Wilson Advisory Services
Since 2020 · 1–10 empl.
The core activity of Wilsons Advisory is the provision of financial services, particularly in the areas of: * Private Wealth (wealth management for private individuals and families) * Corporate Finance (financial advisory services for companies) * Institutional (financial services for institutional investors) * Research (financial research and analysis) The company thus offers a wide range of financial services to support customers in managing their assets, financing companies and investing in various asset classes.
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.
Capital Markets Consulting SA
Since 2013 · 1–10 empl.5.0(2)
The core activity of Capital Markets Consulting is to offer alternative financial services with capital guarantee and fixed interest rates to institutional or qualified clients as an independent financial broker. The company provides professional diversification of products, countries and currencies and works with specialized companies to support tax, insurance and real estate solutions in various countries.
Steiger & Cie Verbier SA
Since 2011 · 1–10 empl.5.0(3)
Steiger & Cie Verbier SA is a real estate agency offering property sales, property management, project management and development services. The office lists residential properties and chalets, provides client advisory and portfolio management, and notes that some listings are available only by direct contact.
BDT & MSD Partners Switzerland GmbH
Since 2024 · 1–10 empl.
BDT & MSD Partners Switzerland GmbH provides advisory and capital solutions for founders, family businesses and like-minded investors. Its services include relationship-based advisory, partnership-style capital and diversified investment solutions for family offices, trusts and foundations.
Varone Promotions S.A.
Since 2009 · 1–10 empl.4.5(4)
Varone Promotions S.A. is a real estate company that publishes property listings for sale and for rent and includes a section with information for financing enquiries.
My Tangram Sàrl
Since 2020 · 1–10 empl.
The core activity of My Tangram is the provision of financial services, particularly in the areas of: financial planning and analysis, tax consulting and optimization, pension planning and retirement provision, mortgages and real estate financing, investment consulting, and education financing. The company offers individual consulting and solutions for private individuals, especially for expats and people living and working in Switzerland.
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.
Mehara Group Sàrl
Since 2021 · 1–10 empl.
The core activity of Mehara Group Sàrl is the provision of financial services, in particular: Investment Management, Wealth Management, and Fund Management Services. The company positions itself as a global investment manager and trustee for its clients, offering solutions for financial planning and asset 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.
Fides Conseils Sàrl
Since 2007 · 1–10 empl.4.7(3)
The core activity of Fides Conseils Sàrl is to provide financial advisory and planning services, including: financial planning for various life stages (e.g. birth, real estate purchase, inheritance, retirement planning); mortgage and amortization advice; legal advice in the areas of inheritance law and matrimonial law; tax advice and optimization; investment advice and planning; wealth planning and management. The company thus offers comprehensive financial services to private individuals and families to improve their financial situation and achieve their goals.
MB Gestion Conseil Sàrl
Since 2011 · 1–10 empl.4.3(6)
The core activity of MB Gestion Conseil is to provide services in the field of financial planning, insurance and tax consulting. Specifically, this includes: Financial planning and asset management (360° subscription), Insurance services (AVS, LPP, 3rd pillar insurance), Tax consulting and planning (Tax return), Financing advice for the purchase of real estate (Mortgage financing), Investment advice (Financial investments), and Claims settlement (Claims handling). The company thus offers comprehensive consulting services in the field of personal finance and asset management.
HES-SO Valais-Wallis Expérience Sàrl
Since 2025 · 1–10 empl.
HES-SO Valais-Wallis Expérience Sàrl is linked to HES-SO Valais-Wallis and operates in the environment of the university of applied sciences and arts. The website presents activities in education, applied research and development, and continuing education across several subject areas.
BonVesting SNC
Since 2024 · 1–10 empl.5.0(5)
The core activity of BonVesting encompasses three main areas: 1. **Financial Services**: BonVesting provides a platform for participatory financing, enabling investments in the regional economy or the taking out of loans. 2. **Tax Consulting**: The company offers personalized tax consulting to support clients in optimizing their assets. 3. **Financial Education**: BonVesting provides excellent training for future financial advisors, imparting specialized knowledge in the fields of finance, investments, economics, and taxation.
Schweizerische Mobiliar Versicherungsgesellschaft, Generalagentur Oberwallis, Alexandre Calame
Since 2025 · 1–10 empl.
Schweizerische Mobiliar Versicherungsgesellschaft, Generalagentur Oberwallis, Alexandre Calame is a local agency of Mobiliar. It provides insurance and pension solutions as well as services related to claims reporting and customer support.
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.
octonova ag
Since 2025 · 1–10 empl.
octonova ag is an insurance broker that compares insurance offers and assembles suitable insurance solutions for individual needs. The company provides transparent and independent advice in the insurance sector.
L'Agence25 SA
Since 2025 · 1–10 empl.
L'Agence25 SA provides independent advisory services in insurance, retirement provision and mortgage financing for individuals, the self-employed and SMEs. The firm compares offers from insurers and banks, manages insurance portfolios (GESTION25) and supports clients through the mortgage financing process and related steps (IMMO25).
Richa & Partners SA
Since 2025 · 1–10 empl.
Richa & Partners SA advises private individuals and companies on tax advice and planning, accounting, HR management, audit, financial planning and financial analysis. Its services also include bookkeeping, audit support and payroll and HR administration.
Alprime Capital AG
Since 2025 · 1–10 empl.
Alprime Capital AG is a Swiss investment boutique focused on alternative investments. The company offers investment products and funds, including a volatility strategy fund and a long-only equity fund, for qualified investors.
Providia Sàrl
Since 2025 · 1–10 empl.
Providia Sàrl is a Swiss advisory firm focused on wealth and pension-related matters. The company provides investment advice, occupational pension (LPP) analysis and consulting, portfolio and fund analysis, and investment strategy services.
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.
STRIA SA
Since 2026 · 1–10 empl.
STRIA SA is a Swiss advisory firm focused on actuarial, investment and governance services for pension institutions. Its work includes investment advisory, actuarial expertise, ALM studies, strategic management support and governance training.
Raphaël Jordi, Finance Lab
Since 2025 · 1–10 empl.
Raphaël Jordi, Finance Lab provides independent financial and retirement planning, with a focus on retirement planning in Switzerland. The firm analyses income, expenses, taxes, assets, pensions, real estate and inheritance matters, and works exclusively on a fee-only basis without selling financial products.
Programme Odyssée Sàrl
Since 2026 · 1–10 empl.
Programme Odyssée Sàrl provides a Switzerland-specific training and coaching program for learning to invest independently in the stock market. Its focus is on ETFs, selected equities, Swiss tax topics, and personalized support to help clients manage their investments themselves.
Overall SA, succursale de Martigny
Since 2026 · 1–10 empl.
Overall SA, succursale de Martigny is an independent Swiss broker for insurance, financing, pension planning and financial planning. The company also supports business formation and works with a network of specialist partners for additional corporate and financial needs.
mali finance gmbh
Since 2026 · 1–10 empl.
mali finance gmbh provides consulting services in insurance and finance. The company develops tailored insurance solutions, handles risk and claims management, and also supports pension and financial planning.
Synapse Invest Sàrl, succursale de Lens
Since 2026 · 1–10 empl.
Synapse Invest Sàrl, succursale de Lens is an investment firm focused on thematic investing in publicly listed equities. It develops and manages thematic investment strategies covering areas such as artificial intelligence, cybersecurity, energy, space connectivity, and other technology and sustainability themes.
QUANTUM ADVICE AG
Since 1993 · 1–10 empl.
QUANTUM ADVICE AG is a fiduciary and investment firm offering wealth management, asset protection and financial advisory services. Its stated services include accounting and preparation of financial statements, audits, tax advice, company administration and domiciliation, financing and business-plan support, and transactions in real estate, gold and digital assets (cryptocurrencies).
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.
SWLP Group SA
Since 2011 · 1–10 empl.
SWLP Group SA provides coaching and consulting services in personal development, business growth and financial education. Services listed on the website include programs for stock market investing, cryptocurrency, business coaching, seminars and exclusive one-to-one coaching, plus a client-only "VIP Invest" offering.
SD Group AG
Since 2017 · 11–20 empl.
The core activity of SD Group AG is the provision of blockchain services, particularly bitcoin and cryptocurrency mining services. The company operates profit-oriented mining infrastructures, utilizing modern technologies and energy sources at various locations such as Switzerland, the USA, Norway, and others.
La Compagnie d'Octodure Sàrl
Since 2017 · 1–10 empl.
The core activity of the company "La Compagnie d'Octodure" is global proprietary trading, i.e. trading with its own financial resources on global markets.
LBY Consulting Sàrl
Since 2018 · 1–10 empl.
LBY Consulting Sàrl is an independent consulting boutique offering global wealth solutions and services in private wealth, real estate acquisition, and insurance solutions. The firm is not a FINMA-licensed financial intermediary or asset manager in Switzerland and serves families, entrepreneurs and family businesses.
Switzerland Investment Consulting Sàrl
Since 2022 · 1–10 empl.
The core activity of the company 'Switzerland Investment' is investment consulting and support for foreign investors in Switzerland. The company offers a comprehensive range of services, including the establishment and takeover of companies, the brokerage of real estate investments, wealth management, and support in finding financing opportunities. The goal is to facilitate foreign investors' entry into the Swiss market and make their investments successful.
Sans Tracasserie Sàrl
Since 2023 · 1–10 empl.
Sans Tracasserie Sàrl provides administrative and personal support services such as mail handling, correspondence drafting, assistance with tax declarations, and budget and payment management. The company also offers e-banking and digital literacy training, accompaniment or representation with third parties, and explanations of clients' overall financial/patrimonial situation and risks.
Brokerlink Sàrl
Since 2025 · 1–10 empl.
Brokerlink Sàrl is a Swiss insurance brokerage that supports private individuals and SMEs in selecting and comparing insurance solutions. The company offers services in home, vehicle, health, property, pension, and legal protection insurance.
OnGère Sàrl
Since 2025 · 1–10 empl.
OnGère Sàrl provides services in insurance, mortgages, and tax returns. The company supports clients with insurance analysis and optimization, real-estate financing, and the preparation and follow-up of tax declarations.
Duay Financial Coaching Sàrl
Since 2026 · 1–10 empl.
Duay Financial Coaching Sàrl provides financial coaching and investment advisory services. The company helps clients better understand financial decisions and build a financial strategy aligned with their personal goals.
Financial Services in the Canton of Valais
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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