Financial Services in
Wollerau

73 companies in Financial Services based in Wollerau — name and year of registration from the commercial register.

Companies

50 of 73 companies

Future Search Group GmbH Logo

Future Search Group GmbH

Since 2014 · 1–10 empl.4.4(43)

The core activity of Future Search Group GmbH is personnel placement, particularly in the areas of IT, healthcare and finance. The company places qualified employees with companies in the D/A/CH region and supports both candidates and clients in their search for suitable employees and career opportunities.

Recruitment & HR ConsultingPersonnel placementCandidate advisoryRecruitment client advisory
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #1
IN-XTRA Versicherungstreuhand GmbH Logo

IN-XTRA Versicherungstreuhand GmbH

Since 2006 · 1–10 empl.

IN-XTRA Versicherungstreuhand GmbH is an independent insurance broker that provides risk analyses, pension and financial planning, and review and administration of insurance contracts for corporate and private clients. Services include portfolio management, claims support and representation of clients with insurance companies under a broker mandate.

Financial ServicesBusiness insurance brokerageIndependent insurance advice for private individualsInsurance analysis and portfolio management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
Lynx GmbH Logo

Lynx GmbH

Since 2015 · 11–20 empl.

The company provides online brokerage services, including trading in stocks, options, currencies and other financial instruments on various markets worldwide. It also offers portfolio management tools, risk analysis tools and educational materials for customers.

Financial ServicesOnline brokerage for securities and derivativesSecurities accountTrading platform (LYNX+)
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
ACT Capital GmbH Logo

ACT Capital GmbH

Since 2018 · 11–20 empl.

The core activity of ACT Capital GmbH is to support companies in their listing on the stock exchange, particularly on the Luxembourg Stock Exchange. The company offers listing services and has expertise in the field of credit rating and assessment.

Financial Services
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #4
MW Storage Suomi TWO AG Logo

MW Storage Suomi TWO AG

Since 2024 · 1–10 empl.

MW Storage Suomi TWO AG plans, finances and operates industrial energy storage systems and provides system solutions to improve energy efficiency. The company offers grid services such as peak shaving, reactive power compensation and solar power storage, and develops large battery projects (for example 20 MW installations).

Financial ServicesDevelopment, financing and operation of battery storage projectsInvestment solution via the MW Storage Fund
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #5
MW Storage AG Logo

MW Storage AG

Since 2024 · 1–10 empl.

MW Storage AG develops, finances and operates industrial energy storage systems and provides system solutions to improve energy efficiency. Services for grid operators include peak shaving, reactive power compensation and storage of solar electricity, and the company delivers large-scale battery projects in cooperation with partners such as Siemens Smart Infrastructure and Fluence Energy.

Financial ServicesDevelopment, Financing and Operation of Battery Storage ProjectsEnergy Storage as a Service
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #6
JM GROUP AG Logo

JM GROUP AG

Since 2025 · 1–10 empl.

JM GROUP AG is a consulting company focused on risk management, insurance and pension planning. The company supports clients with insurance solutions, occupational and private pension planning, and company formation.

Financial ServicesInsurance AdvisoryOccupational Pension AdvisoryPrivate Pension Planning
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #7
Uniplacement GmbH Logo

Uniplacement GmbH

Since 2025 · 1–10 empl.

Uniplacement GmbH is a consulting firm focused on corporate finance and deal advisory. The company supports shareholder structure alignment, succession solutions, capital raising, transaction support, and targeted customer acquisition in existing business areas.

Management ConsultingShareholder Structure Advisory & Succession SolutionsCapital RaisingTransaction Support
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #8
Aureon Partners (CH) GmbH Logo

Aureon Partners (CH) GmbH

Since 2025 · 1–10 empl.

Aureon Partners (CH) GmbH is a real estate investment management firm focused on thesis-driven strategies and platform building across the US and Europe. Its activities include investing in alternative residential, industrial and logistics assets, as well as opportunistic real estate strategies with operating partners.

Financial ServicesReal Estate Investment ManagementAlternative Residential InvestmentsIndustrial and Logistics Investments
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #9
SUNAGA GmbH Logo

SUNAGA GmbH

Since 2026 · 1–10 empl.

SUNAGA GmbH provides independent insurance and financial advisory services. The company supports clients with health insurance, retirement planning, property insurance, and tax planning, and accompanies them in selecting suitable solutions.

Financial ServicesInsurance AdvisoryPension Planning AdvisoryProperty and Casualty Insurance Advisory
ranQ Trust Score 3.4 out of 5.0, rated Solid, Rank #10
Fortis Capital AG Logo

Fortis Capital AG

Since 2015 · 11–20 empl.

The core activity of FORTIS CAPITAL AG is the brokerage of private loans in Switzerland. The company supports financial institutions and loan brokers in achieving their sales targets by brokering private loans, rate protection insurance and credit cards. It provides consulting services in the area of customer acquisition and works closely with reputable and professional loan brokers to generate high-quality sales.

Financial ServicesIntermediation of personal loansConsulting for customer acquisition
No score yet
Eenhoorn Partners AG Logo

Eenhoorn Partners AG

Since 2021 · 1–10 empl.

The core activity of Eenhoorn Partners AG is the management of investments as an investment office.

Financial ServicesInvestment office
No score yet
Wide Ascent Advisory Services GmbH Logo

Wide Ascent Advisory Services GmbH

Since 2022 · 1–10 empl.

The core activity of Wide Ascent is to connect clients as consulting partners with a portfolio of global investment opportunities.

Management ConsultingStrategic and Financial AdvisoryMarket Entry Strategy and NetworkingGlobal Tax Planning
No score yet
Strickler Treuhand GmbH Logo

Strickler Treuhand GmbH

Since 2025 · 1–10 empl.

Strickler Treuhand GmbH provides fiduciary and accounting services for SMEs and self-employed clients. Its services include financial accounting, payroll administration, tax matters, financial statements, and company formation, with a personal and digital working approach.

Administrative ServicesFinancial accountingPayroll and HR administrationTax advisory
No score yet
Magnora Capital AG Logo

Magnora Capital AG

Since 2025 · 1–10 empl.

Magnora Capital AG is a Swiss wealth management firm offering services in wealth management, advisory services, real estate, and alternative investments. The company focuses on investment solutions for families and institutions with a long-term value orientation.

Management ConsultingWealth ManagementAdvisory ServicesReal Estate Investments
No score yet
AF Advisory and Finance Ltd Logo

AF Advisory and Finance Ltd

Since 1997 · 1–10 empl.

The core activity of AF Advisory and Finance Ltd. is the provision of financial and management consulting services to leading companies and governments. The services include, among others: Turnaround Consulting, Financial Forecasting, International Business Opportunities, and Advisory on Bonds and Commodities. The company supports its clients in achieving critical financial, technological, and business objectives by bringing in experienced, dedicated professionals to deliver results.

Management Consulting
No score yet
Ofinvest SA Logo

Ofinvest SA

Since 2004 · 1–10 empl.

External Asset Management
No score yet
Mandulis AG Logo

Mandulis AG

Since 2012 · 1–10 empl.

Management Consulting
No score yet
BL

Brideshead Ltd.

Since 1985 · 1–10 empl.

Financial Services
No score yet
IA

Interfact AG

Since 1992 · 1–10 empl.

Debt Collection Agencies
No score yet
T&

Tanner & Partner International AG

Since 1993 · 1–10 empl.

Fiduciary Offices
No score yet
CC

Centus Corp. & Cie AG

Since 1994 · 1–10 empl.

Financial Services
No score yet
RF

Roda Finanz AG

Since 2000 · 1–10 empl.

Financial Services
No score yet
TT

TL Trading GmbH

Since 2002 · 1–10 empl.

Financial Services
No score yet
OO

Octopian ORA AG

Since 2003 · 1–10 empl.

Management Consulting
No score yet
R&

R & S Investments AG

Since 2003 · 1–10 empl.

External Asset Management
No score yet
PG

PICER GmbH

Since 2005 · 1–10 empl.

Financial Services
No score yet
SA

SwissXL AG

Since 2007 · 1–10 empl.

Financial Services
No score yet
I&

I & R Investment Research AG

Since 2009 · 1–10 empl.

Financial Services
No score yet
J&

JV & Abramo AG

Since 2009 · 1–10 empl.

Financial Services
No score yet
GF

GPO Financial Solution GmbH

Since 2009 · 1–10 empl.

Management Consulting
No score yet
AI

Aravon International GmbH

Since 2009 · 1–10 empl.

Financial Services
No score yet
IG

indizia gmbh

Since 2011 · 1–10 empl.

Financial Services
No score yet
FC

FXC Capital GmbH

Since 2011 · 1–10 empl.

Financial Services
No score yet
CA

Castan AG

Since 2012 · 1–10 empl.

Financial Services
No score yet
RA

Reyem AG

Since 2013 · 1–10 empl.

External Asset Management
No score yet
GD

Götzelmann Dienstleistungen GmbH

Since 2013 · 1–10 empl.

Management Consulting
No score yet
EG

Eufinco GmbH

Since 2015 · 1–10 empl.

Financial Services
No score yet
AC

Adoria Capital AG

Since 2016 · 1–10 empl.

Financial Services
No score yet
HA

HEC Advisors GmbH

Since 2017 · 1–10 empl.

External Asset Management
No score yet
CC

CAM CAPITAL AG

Since 2017 · 1–10 empl.

Financial Services
No score yet
IC

IBV Consulting AG

Since 2018 · 1–10 empl.

Financial Services
No score yet
ZG

ZeedOne GmbH

Since 2018 · 1–10 empl.

Financial Services
No score yet
TC

TRADELOG COMPANY AG

Since 2018 · 1–10 empl.

Financial Services
No score yet
SC

Selenit Consulting AG

Since 2019 · 1–10 empl.

Financial Services
No score yet
MA

Maran Advisors GmbH

Since 2019 · 1–10 empl.

Management Consulting
No score yet
RC

RAG Consulting AG

Since 2020 · 1–10 empl.

Financial Services
No score yet
D-

DHG - Trust AG

Since 2020 · 1–10 empl.

Financial Services
No score yet
CC

CPK Capital AG

Since 2020 · 1–10 empl.

Financial Services
No score yet
AA

Andes AG

Since 2020 · 1–10 empl.

Financial Services
No score yet

Financial Services in Wollerau

73Financial ServicesCommercial register (Zefix) · as of October 11, 2026
2019Median year of registrationCommercial register (Zefix) · as of October 11, 2026
565in the Canton of SchwyzCommercial register (Zefix) · as of October 11, 2026
9,437in SwitzerlandCommercial register (Zefix) · as of October 11, 2026
Locations

Financial Services in the region

Point size by number of companies per place.