Financial Services in
Zollikon

Meili Finanz AG

Since 2009 · 1–10 empl.

Meili Finanz AG is part of the Meili-Unternehmungen group and focuses on real estate development, portfolio management and hospitality. The website also presents activities in construction projects, sales and property-related services.

Ärzte-Treuhand Schweiz AG

Since 2022 · 11–20 empl.·5.0(3)

Ärzte-Treuhand Schweiz AG provides fiduciary, tax and financial advisory services for medical professionals, including accounting, tax planning, practice consulting, practice financing and asset management. Its services also cover pension and retirement planning, mediation of business loans and mortgages, estate execution and a family office offering, and the organisation manages collective pension assets and a Swiss-focused investment fund.

VULPES Venture Services AG

Since 2023 · 1–10 empl.

VULPES Venture Services AG supports founders and board members in preserving control and clarity by documenting and managing governance, fundraising and investor relations. The firm acts as an execution partner, streamlining processes, defining roles and reducing administrative work to make operations run more smoothly.

Benevolent Consulting AG

Since 1991 · 1–10 empl.

Benevolent Consulting AG advises on real estate development, investor sourcing, corporate and financial planning, wealth and estate planning, and offers mediation for financial and personal disputes. The firm operates in markets including Switzerland, Germany, Spain, France, the USA and Canada, provides services in English and French, and states that initial consultations are generally free.

WW Capital Partners AG

Since 2002 · 1–10 empl.

WW Capital Partners AG is an independent financial boutique providing investment banking advisory services for small and medium-sized companies. Services include corporate finance, mergers and acquisitions, debt and equity sourcing, valuations, restructurings and private placements, as well as support for establishing affiliates and banking licences.

Urs Märk GmbH

Since 2009 · 11–20 empl.

Urs Märk GmbH is an independent, owner- and entrepreneur-oriented advisory and investment firm that advises and supports shareholders of listed public companies and owners of privately held businesses on mergers and acquisitions, corporate restructuring and corporate finance.

Grauwiler & Cie GmbH

Since 2025 · 1–10 empl.

Grauwiler & Cie GmbH focuses on investments, financing and strategy. It supports investment and participation projects, with an emphasis on private equity and real estate, and advises companies on capital raising, financing and succession solutions.

Stratus Handel & Finanz AG

Since 1997 · 21–50 empl.

The core activity of Stratus Handel & Finanz is investment consulting and asset management for private and corporate clients. The company offers various investment products, such as fixed-term deposits, flexible savings, ETFs, and corporate fixed-term deposits, and advises clients on the selection and management of their investments. The goal is to help clients achieve their financial objectives, whether through wealth accumulation, retirement planning, or optimizing their current financial strategy.

VULPES International AG

Since 2012 · 1–10 empl.

VULPES International AG is a company whose website currently shows only basic contact details. The page lists the name, address and phone numbers, but does not provide further information about services or business activities.

Healthvetica GmbH

Since 2022 · 1–10 empl.

M. Fuchs AG

Since 1946 · 1–10 empl.

Zurich-American Trust AG

Since 1967 · 1–10 empl.