Financial Services in
Winterthur

Baris Kredit

Since 2006 · 1–10 empl.·4.8(71)

The core activity of Baris Kredit is the online brokerage of loans to private individuals. The company offers various types of loans, such as personal loans, consumer loans, car loans, mortgage loans and debt consolidation, and brokers these in cooperation with various banks in Switzerland.

Visual Finance Gion Reto Capaul

Since 2002 · 1–10 empl.

Visual Finance Gion Reto Capaul is an independent advisory firm specializing in bond advisory and valuation and in the analysis of stock market risks. The firm developed the Bondholder Value concept and also offers seminars on investment topics.

budgetgroup.ch GmbH

Since 2007 · 11–20 empl.

The core activity of Budgetgroup is the provision of comprehensive financial services, including loans, leasing, mortgages, credit cards and insurance. The company offers individual consulting and support throughout the application processes and cooperates with renowned Swiss banking institutions.

SRG Schweizerische Revisionsgesellschaft AG

Since 2009 · 1–10 empl.

SRG Schweizerische Revisionsgesellschaft AG provides statutory audit services and audit‑related professional services for small and medium‑sized enterprises. Services include ordinary and limited audits, consolidated financial statement audits, special audits (formation, capital changes, liquidation), pay equality audits and reviews of processes and internal controls, as well as expert opinions, due diligence, business valuations and advisory work on accounting standards, internal control systems and risk management.

MOREILLON Finanzberatung + Vermögensplanung GmbH

Since 2012 · 1–10 empl.

The core activity of Moreillon Finanzberatung + Vermögensplanung GmbH is independent financial consulting and wealth planning for private and corporate clients, including the brokerage of mortgages and other financial products.

budgetcheck.ch AG

Since 2012 · 11–20 empl.

The company Budgetcheck offers comprehensive financial services, including loans, leasing, mortgages, credit cards, insurance and other financial products. It provides individual consulting and solutions for private individuals and companies, with the goal of supporting customers in managing their finances and offering them the best conditions.

Finvia GmbH

Since 2014 · 21–50 empl.

The company Finvia offers wealth management and financial services, particularly for private clients and family offices. The core activities include: Strategic asset allocation, Investment infrastructure, Liquid investments, Wealth management, External asset managers, Alternative investments (Private Equity, Venture Capital, Impact Investing, Private Debt, Hedge funds, Infrastructure investments). The company positions itself as a partner for the construction industry and offers modular services, up-to-date controlling options, and access to all investment opportunities. The cost structure is transparent and competitive.

Swisafin Services AG

Since 2009 · 1–10 empl.

Ochsner Consulting GmbH

Since 2019 · 11–20 empl.

The core activity of Ochsner Consulting GmbH is financial corporate management as well as financing consulting for companies and private individuals.

MF Invest Consulting KLG

Since 2019 · 1–10 empl.·5.0(16)

The company's core activity is comprehensive financial consulting for private clients and SMEs (Small and Medium-sized Enterprises), including services such as tax returns, mortgage brokerage, pension planning, insurance comparison and financial planning, with the goal of supporting customers in achieving their financial goals and promoting their financial independence.

Assurinvest AG

Since 2025 · 21–50 empl.

Assurinvest AG provides services in occupational pension provision and offers consulting and administration for pension funds and collective foundations. Its services include pension fund consulting, management, financial accounting, securities accounting, investment advisory and digital support.

Perspective Consulting GmbH

Since 2003 · 1–10 empl.·5.0(1)

The core activity of Perspective Consulting GmbH is the consulting and support of companies, particularly medium-sized enterprises, in financial and strategic matters. This includes the evaluation of projects and investments, the procurement of debt and equity capital, the structuring of financing, risk management, the measurement and monitoring of performance, as well as the design of reporting for owners and external financiers.