Financial Services in the
Canton of Vaud

DYN Advantage Sàrl

Since 2019 · 11–20 empl.·4.7(30)

DYN Advantage Sàrl is a fiduciary services company offering accounting, audit, taxation, advisory, insurance, and digital services. It serves individuals, businesses, and organisations across several sectors.

M & F Conseil SA

Since 2021 · 21–50 empl.·4.6(514)

The core activity of M&F Conseil is to provide financial and tax consulting services to private individuals, particularly Swiss citizens and cross-border commuters. The services include tax optimization, wealth management, retirement planning (2nd and 3rd pillar) and insurance brokerage.

A. de Régibus SA

Since 1962 · 1–10 empl.·4.9(18)

A. de Régibus SA provides metal construction, platework and precision machining services. Its offering includes cutting, 5‑axis milling, turning, welding and assembly, plus on-site repair work, supported by an in-house CAD/technical office and a modern production facility.

VP conseils Sàrl

Since 2013 · 1–10 empl.·4.9(28)

VP conseils Sàrl is a financial advisory firm specializing in real estate financing and mortgage solutions. It provides services including financing analysis, pension/insurance planning (prévoyance) and mortgage renewals, and supports clients with dossier preparation, lender negotiations and contract finalisation.

CACEIS (Switzerland) SA

Since 2006 · 51–100 empl.·3.9(36)

CACEIS (Switzerland) SA is a financial services provider offering asset servicing including custody, depositary and fund administration, together with execution, clearing, securities lending and middle-office outsourcing. It provides these services to institutional investors, asset managers, pension funds, private equity funds, banks, brokers and corporate issuers.

DYN Audit SA

Since 2021 · 11–20 empl.·4.7(30)

DYN Audit SA performs limited and ordinary statutory audits as well as special verifications and attestations of financial statements. DYN Audit SA holds accreditation as an Expert‑Auditor granted by the Autorité fédérale de surveillance en matière de révision (ASR) and carries out audit engagements in accordance with Swiss and international standards.

Cantillon Consulting Sàrl

Since 2017 · 1–10 empl.·5.0(18)

Cantillon Consulting Sàrl provides image consulting and styling services for individuals and organizations, including colour and style analysis, wardrobe consultations, personal presence coaching, and corporate workshops on dress codes, etiquette and interpersonal communication.

DYN Holding SA

Since 2021 · 1–10 empl.·4.7(30)

DYN Holding SA is the parent company of the DYN|GROUP and brings together entities that provide fiduciary and business services, including accounting, audit, taxation, insurance, advisory and digital back‑office solutions.

Salesforce GFO Sàrl

Since 2019 · 51–100 empl.·4.9(10)

Salesforce GFO Sàrl provides a cloud-based CRM platform that combines sales, service, marketing, commerce and IT applications with customer data and embedded AI agents. It offers products and services for customer data management, workflow automation and agent-enabled automation.

BNC Change (Suisse) SA, Succursale de Chavannes-de-Bogis

Since 2018 · 1–10 empl.·5.0(14)

BNC Change (Suisse) SA, Succursale de Chavannes-de-Bogis provides currency exchange services and conducts buying and selling of gold. The branch is part of a network of exchange offices offering services for cross-border workers, merchants and travellers, and the company offers the TESO app for transfers from CHF to EUR.

Day conseils SARL

Since 2015 · 1–10 empl.·4.7(19)

The core activity of Day Conseils is the brokerage of loans to private customers in Switzerland, particularly in the Romandy region. The company provides advice and support in finding suitable loans, including debt consolidation, financing of projects such as renovations, car purchases, travel and other personal endeavors. Day Conseils works as a licensed and certified credit intermediary with partners to offer its customers individually tailored and transparent credit solutions.

Lora finance Sàrl

Since 2021 · 1–10 empl.·5.0(36)

The core activity of Lora Crédit is the brokerage and management of loans for private clients, including: personal loans, debt consolidation, mortgage loans, and unemployment insurance. The company also provides advice and support for the application and management of loans.

Advice Group SA

Since 2021 · 11–20 empl.·4.5(104)

The core activity of Advice Group SA is the provision of services in the fields of finance, insurance and consulting. Specifically, this includes: wealth management and financial planning, insurance services (e.g. health insurance, liability insurance, property insurance), credit and leasing services, tax advice and planning, asset protection and security, independent wealth management and investment advice. The company offers these services to both private individuals and companies, emphasizing individual consulting and solutions tailored to the specific needs and goals of its clients.

ECOFINA SA

Since 2003 · 11–20 empl.·4.1(35)

The core activity of Ecofina is to provide financing solutions for small and medium-sized enterprises (SMEs) in Switzerland, particularly through leasing, asset repurchase and equipment financing. The company also offers services in the field of recycling and reuse of equipment.

E-Gestion Léman SA

Since 2008 · 1–10 empl.·5.0(3)

E-Gestion Léman SA provides insurance brokerage, fiduciary services and real estate advisory services.

JLDA SA

Since 2023 · 11–20 empl.·5.0(17)

The core activity of JLDA SA is the provision of financial services, particularly in the areas of wealth management, retirement planning, insurance management and financial consulting. The company offers its clients individual solutions and advice in these areas to optimize their financial situation and achieve their goals.

GMT CHANGE Sàrl, succursale de Lausanne

Since 2021 · 1–10 empl.·4.8(28)

GMT CHANGE Sàrl, succursale de Lausanne provides currency exchange services, international money transfers, purchase and sale of gold, and cryptocurrency trading services.

Sicuro Finance & Prévoyance Sàrl

Since 2019 · 1–10 empl.·4.6(29)

Sicuro Finance & Prévoyance Sàrl provides financial and pension advice, including mortgage financing support, pension/retirement analysis and financial planning. Other services cover tax matters (including tax returns), administrative assistance in cases of death or divorce, third‑pillar life insurance and support for property sales.

Philip Morris Finance SA

Since 2000 · 11–20 empl.·3.5(13)

Philip Morris Finance SA is part of the Philip Morris International group and is associated with the company’s business activities around smoke-free products, research, sustainability, and investor relations. The website provides information about its global business, scientific work, and product categories.

Compagnie Financière Tradition SA

Since 1959 · 101–500 empl.

The company Compagnie Financière Tradition S.A. is an interdealer broker with a presence in over 30 countries and listed on the Swiss Stock Exchange. The company's core activity is the intermediation of financial and commodity products between banks, financial institutions and other market participants. This includes, among other things: Interdealer broking for over-the-counter (OTC) financial products such as interest rate, currency and commodity derivatives; Trading in stocks, bonds, commodities and other financial instruments; Intermediation of energy and commodity products such as oil, gas, coal and metals; Provision of market data and analysis for financial and commodity markets; and Intermediation of private equity and hedge fund transactions. The company offers a wide range of products and services to meet the needs of its customers in the areas of finance, energy and commodities.

Tradition S.A.

Since 1969 · 101–500 empl.

Tradition S.A. is a financial intermediary and advisor providing advisory and lead‑management services for financing and investment operations for institutional and corporate clients. Its activities include fixed‑income products, private placements, OTC derivatives, money‑market and mortgage transactions, and it offers brokerage, market analysis and execution services in capital and money markets.

DE NECKER KIPLING & Cie SA

Since 1987 · 1–10 empl.

DE NECKER KIPLING & Cie SA develops and delivers real estate projects, focusing on residential buildings. The company manages land prospecting and feasibility, negotiations and construction management under a general-contractor model, and markets condominiums and rental properties to private buyers and investors in Geneva, Vaud, Neuchâtel and Fribourg.

IFP Intermoney Financial Products SA

Since 1991 · 11–20 empl.

The core activity of IFP Intermoney Financial Products S.A. consists of providing financial services, particularly as a securities dealer and fund distribution company. The company develops and distributes new financial products and offers services to institutional clients. It is also active in asset management and anti-money laundering.

Freemont Management SA

Since 1994 · 51–100 empl.

Freemont Management SA is a manager of collective assets that oversees institutionally sized assets and invests across traditional and alternative asset classes, including markets, currencies, derivatives, hedge funds and private equity.

FONDATION POUR L'INNOVATION ET LA TECHNOLOGIE (FIT)

Since 1995 · 51–100 empl.

The company's core activity is to support start-ups through the granting of loans and subsidies, as well as the promotion of innovation and technology, particularly in the areas of FIT Tech, FIT Digital, FIT Impact, Food & Hospitality.

Continental Capital Markets S.A.

Since 1998 · 11–20 empl.

Continental Capital Markets S.A. acts as an independent intermediary for a broad range of financial products, providing a one-stop solution for fixed income and derivative instruments. Its offering includes private placements, bonds, structured products and money-market instruments, and it serves commercial and investment banks, cantonal banks, institutional investors, local authorities and domestic enterprises.

MULTI GROUP FINANCE SA

Since 1999 · 1–10 empl.

MULTI GROUP FINANCE SA provides wealth management and financial advisory services and acts as investment manager for structured investment products, including bond and equity tracker certificates and ETF solutions. Its services also cover tax planning, family advisory and tailored portfolio management strategies.

Citco (Suisse) SA

Since 1999 · 11–20 empl.

Citco (Suisse) SA provides fund administration as well as banking and corporate services, including corporate secretarial, accounting, registered office/agent and global entity portfolio management. The firm also offers loan servicing, middle‑office, tax and regulatory services and capital advisory solutions.

Coface Services (Suisse) SA

Since 2001 · 21–50 empl.

Coface Services (Suisse) SA provides trade credit insurance, debt-collection services and commercial information solutions for assessing and monitoring customer credit risk, and operates digital platforms such as URBA360 and CofaNet.

PHOENIX GLOBAL SERVICES SA

Since 2002 · 1–10 empl.

PHOENIX GLOBAL SERVICES SA provides advisory services in risk and compliance as well as Swiss banking and financial law. The company supports clients with governance, risk management, compliance management, legal advice, audits, training, and outsourcing of risk and compliance functions.

Renault Finance SA

Since 2005 · 1–10 empl.

Renault Finance SA is part of Renault Group and supports its business in the automotive sector. The company is involved in mobility, vehicles and related technologies, as well as the group’s finance and investor activities.

Association Profmed

Since 2005 · 11–20 empl.

The company provides services in the fields of finance, insurance, and asset management, particularly for freelancers and self-employed individuals. The core activities include: asset management and financial planning, insurance services (life insurance, health insurance, etc.), tax consulting and planning, mortgages and financing, and succession planning. The company positions itself as an independent advisor and offers its clients access to various financial products and services.

Aeroprop Trading SA

Since 2006 · 1–10 empl.

Aeroprop Trading SA provides aircraft sales and brokerage services, handling sales, acquisitions and off‑market sourcing for turboprops and light jets. Its services include market valuations, pre‑purchase technical evaluations, escrow and closing coordination, cross‑border import/export support and private mandates (including anonymous acquisition representation).

Santos Assurances & Crédits Sàrl

Since 2006 · 11–20 empl.

The core activity of Santos Assurances & Crédits Sàrl is the brokerage and consulting of financial services, particularly in the areas of: * Private loans * Mortgages * Insurances (private and corporate insurances, including liability, accident, health and life insurances) * Pension planning and provision (pillar 3a and b) * Tax consulting and optimization The company offers its customers independent consulting and brokerage of financial products, with the goal of supporting customers in selecting the best solutions for their financial needs.

MAXECO Sàrl

Since 2007 · 1–10 empl.

The core activity of Maxeco includes the provision of financial services, including: * Accounting and bookkeeping for companies and individuals * Tax consulting and declaration * Insurance services, including searching for the best prices on the market * Real estate management and consulting * Trade and export services, including customs and tax clearance * Asset management and consulting * Financial planning and consulting Maxeco positions itself as a comprehensive financial services provider, offering a wide range of services for companies and individuals in Switzerland.

LYRIQUE Sàrl

Since 2007 · 1–10 empl.

LYRIQUE Sàrl is an independent private equity advisory firm. It designs tailored mandates for family offices, institutional investors and other professional clients, and evaluates investment opportunities in areas such as buyouts, secondaries, impact investing, venture capital and private debt.

Crottaz Finance

Since 2007 · 1–10 empl.

The core activity of Crottaz Finance is providing financial services and consulting.

Gottex Brokers SA

Since 2007 · 21–50 empl.

The core activity of Gottex Brokers is the trading and brokerage of financial derivatives, particularly interest rate derivatives and fixed income products, as well as currency and commodity derivatives. The company positions itself as a leading interdealer broker for OTC interest rate derivatives in Swiss francs and offers tailored solutions to its clients.