Financial Services in the
Canton of Zurich

glimex ag

Since 1986 · 1–10 empl.·4.4(152)

The core activity of glimex is holistic financial consulting and asset management, particularly in the areas of insurance, pension planning and mortgages. The company provides advisory services to support customers in optimizing their finances and selecting the right insurance policies. glimex's financial navigators are certified experts who support customers in managing their finances and achieving their financial goals.

Helvetic Capital Consulting AG

Since 2005 · 1–10 empl.·4.5(218)

Helvetic Capital Consulting AG provides fiduciary and advisory services including accounting and annual financial statements, tax consultancy, legal and notarial services, and representation before authorities. Its services also cover company formation, corporate domiciliation, shelf companies, succession planning and commercial register procedures.

ABB Capital AG

Since 2019 · 1–10 empl.·4.5(81)

ABB Capital AG is part of the ABB Group, which provides technologies for electrification, automation, motors and drives, robotics, power conversion and control. The company supports industrial customers with products, systems and services designed to improve efficiency and sustainability.

Avaloq Group AG

Since 2000 · 11–20 empl.·4.2(63)

Avaloq Group AG provides software platforms and services for banks, wealth managers and other financial institutions. Its offering includes an end‑to‑end banking and wealth management platform (delivered as SaaS, PaaS or on‑premises), managed services and BPaaS for automated back‑office operations, plus integrations with third‑party partners.

gategroup Financial Services S.à.r.l., Luxembourg, Zweigniederlassung Glattbrugg

Since 2011 · 21–50 empl.·4.9(8)

gategroup Financial Services S.à.r.l., Luxembourg, Zweigniederlassung Glattbrugg is part of gategroup and supports a global business in catering and hospitality. The website describes gategroup as an international provider of culinary experiences, airline catering, and related food and service offerings.

Cavendric Peter Leber

Since 2015 · 21–50 empl.·4.7(17)

Cavendric Peter Leber provides services in wealth management through a Wealth Office model. The company plans, selects and monitors wealth solutions and supports clients in choosing and overseeing banks and wealth managers.

Resolve SA, Zweigniederlassung Zürich

Since 2022 · 1–10 empl.·4.8(49)

Resolve SA, Zweigniederlassung Zürich arranges mortgage loans, compares lenders and supports clients through acquisition, refinancing and renewal processes. The firm also provides pension planning, insurance advice and tax-optimization guidance related to property financing.

Kredifina AG

Since 2012 · 1–10 empl.·4.4(62)

The core activity of Kredifina is debt restructuring and debt counseling for private individuals and companies. They offer a free and non-binding consultation, where they help customers consolidate their debts and receive a single monthly payment. Kredifina operates as a financial intermediary in accordance with the Swiss Anti-Money Laundering Act and provides a secure and straightforward solution for individuals and businesses struggling with high debts or financial difficulties.

Profinder GmbH

Since 2016 · 11–20 empl.·5.0(25)

The company's core activity is comprehensive financial consulting for private and corporate clients, including wealth management, tax planning, pension planning, insurance, real estate and mortgage consulting, retirement planning and inheritance and estate planning.

Freund & Partner GmbH

Since 2017 · 1–10 empl.·4.9(47)

The core activity of Freund & Partner is customer-oriented financial consulting, enabled by the combination of human expertise and digital technologies. The company offers comprehensive financial consulting services tailored to the needs of its customers and supported by the use of IT systems.

Clark Switzerland AG

Since 2022 · 21–50 empl.·4.3(580)

The company's core activity is consulting and optimizing taxes, insurance and pension planning for private clients in Switzerland, combined with digital services and personal consulting.

LEASINGEXIT GmbH

Since 2023 · 1–10 empl.·4.9(230)

The core activity of LeasingExit GmbH is advising and supporting customers with leasing contracts, particularly with regard to premature termination or switching of leasing contracts. The company offers tailored leasing solutions and supports customers in all legal aspects of leasing business.

NatWest Services (Switzerland) AG

Since 1998 · 21–50 empl.·4.8(6)

The company's core activity is banking, particularly the provision of financial services to private and business customers, including commercial banking and personal banking.

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz

Since 2006 · 21–50 empl.·3.9(36)

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz is an asset-servicing bank providing custody, depositary and fund administration services as well as execution, clearing, securities lending, FX, fund distribution support and middle-office outsourcing. It serves asset managers, institutional investors, pension funds, banks and corporate clients.

GenTwo Digital AG

Since 2018 · 11–20 empl.·4.5(34)

GenTwo Digital AG provides securitization infrastructure to turn investment ideas into bankable securities. The company operates the GenTwo Pro platform (powered by investOS) for product creation, issuance and lifecycle management, and offers issuer frameworks (dedicated SPVs with segregated cells), legal and operational services and expert support for financial institutions and investment professionals.

Evorest AG

Since 2023 · 11–20 empl.·4.8(41)

The core activity of Evorest AG is the provision of financial services, particularly in the area of rental deposits. The company offers a solution for simplifying and improving rental deposits and works with leading partners to offer customers the best solution.

wefox Switzerland AG

Since 2015 · 1–10 empl.·4.2(386)

The core activity of wefox is the digital transformation of the insurance industry through the development and provision of innovative insurance solutions and services. The company focuses on integrating technology and distribution capabilities to enable seamless collaboration among all stakeholders and revolutionize the insurance industry.

Point Capital Group AG, Zug, Zweigniederlassung Zürich

Since 2019 · 1–10 empl.·4.7(14)

Point Capital Group AG, Zug, Zweigniederlassung Zürich is an owner-managed independent asset manager offering discretionary wealth management, fund solutions and services for pension assets, portfolio analysis and retirement planning. The firm applies systematic active risk management and invests primarily in quality equities, multi-asset strategies and liquid instruments.

GEA Services AG

Since 2002 · 1–10 empl.·5.0(7)

The GEA Group Aktiengesellschaft company is a provider of machines, plants and process technologies as well as components and comprehensive services for various industries such as food, beverages, chemicals, pharmaceuticals, environment and energy. The company's core activity lies in the development, manufacture and distribution of technologies and solutions that improve the efficiency and sustainability of production processes.

FINOP AG

Since 2022 · 11–20 empl.·5.0(24)

The company provides independent financial consulting and insurance services. The core activities include: investment consulting and optimization, insurance consulting and brokerage, pension planning, real estate financing, and tax planning. The company supports private and corporate clients in developing individual financial strategies and offers neutral consulting and processing of financial products.

Equitas Group AG

Since 2024 · 1–10 empl.·4.9(76)

The core activity of Turicum Group AG is the independent and neutral consulting and brokerage of financial and insurance services for private and corporate clients. This includes, in particular, the areas of pension planning, mortgages, tax returns, health insurance, property insurance and other financial solutions. The company offers individual solutions and consulting services to support the financial needs and goals of its clients.

Zambra Finanz AG

Since 1997 · 11–20 empl.·5.0(12)

The core activity of ZAMBRA Finanz AG includes providing services in the areas of accounting, trust, tax consulting, pension consulting, and financial consulting. The company primarily advises and supports private individuals and small businesses in these areas.

responsAbility Investments AG

Since 2003 · 51–100 empl.·5.0(7)

responsAbility Investments AG is an asset manager specializing in impact investing in emerging markets. It provides investment solutions for professional and retail investors across the themes of Financial Inclusion, Climate Finance and Sustainable Food, and integrates ESG risk assessment, impact measurement and technical assistance into its investment process.

Taxpat GmbH

Since 2019 · 1–10 empl.·4.8(20)

The core activity of Taxpat GmbH is the provision of US tax services for US taxpayers abroad, particularly in Switzerland and the European Union. This includes: preparation and filing of US tax returns (Form 1040, 1040X, 1040NR); consulting and support on US tax obligations, including Green Card and expatriation issues; creation of Foreign Bank Account Reports (FBAR); responding to IRS notices and letters; and support in obtaining an ITIN (Individual Taxpayer Identification Number). The company also offers consulting and support in fulfilling US tax obligations, including annual tax returns and filing tax returns for multiple years.

PROGREDO AG

Since 2017 · 11–20 empl.·5.0(16)

The core activity of Progredo is financial planning and wealth management for entrepreneurs, particularly in the areas of tax planning, pension planning, succession planning, estate planning, company sales and wealth consulting.

21Shares Trading AG

Since 2022 · 21–50 empl.·4.9(8)

21Shares Trading AG issues exchange‑traded products (ETPs) that provide investors with regulated, physically backed exposure to cryptocurrencies; its product range includes single‑asset ETPs, diversified/index ETPs, leveraged products and staking offerings. The company also publishes research and provides product documents and investor resources to support access to crypto investments.

Zurich Financial Services AG

Since 1989 · 21–50 empl.·3.5(165)

Zurich Financial Services AG provides general and life insurance products, risk‑management services, and investment and pension solutions for individuals, small and medium‑sized enterprises and corporate clients. Its offerings include commercial insurance, property and liability coverage, travel insurance, pensions and employee benefits, and investment solutions.

Q - Base Capital Group AG

Since 2019 · 11–20 empl.·4.9(9)

The core activity of Q-Base Capital Group AG is to provide direct investment opportunities in Swiss residential and real estate projects, particularly through the issuance of bonds offering a fixed return. The company enables private individuals and investors to invest in high-quality real estate projects located in sought-after areas, offering transparent communication and professional customer advice.

Hitachi Energy Finance AG

Since 2019 · 11–20 empl.·4.6(7)

Hitachi Energy Finance AG is part of the Hitachi Energy group, which provides energy technology and electrification solutions. Its portfolio includes products, systems, software, and services for power generation, transmission, distribution, and industrial applications.

TBO Revisions AG

Since 1984 · 1–10 empl.·4.2(5)

TBO Revisions AG provides statutory and voluntary audit services, carries out special audits and offers specialised advisory and business consulting services. It serves small and medium-sized enterprises as well as non-profit organisations, foundations, associations and housing cooperatives, and cooperates with TBO Treuhand specialists for legal, tax, payroll and social-insurance matters.

PolyReg Allg. Selbstregulierungs-Verein

Since 1999 · 11–20 empl.·5.0(4)

PolyReg Allg. Selbstregulierungs-Verein is a self-regulatory organization (SRO) recognized under Article 24 of the Anti‑Money Laundering Act (GwG) that supervises financial intermediaries affiliated as association members under Art. 2(3) GwG. The association carries out statutory oversight in accordance with its regulations and supervision concept under FINMA oversight, and provides member services such as membership confirmations and authenticity checks, training courses, a public member search, sanctions lists and an adviser register.

CBH - Compagnie Bancaire Helvétique SA

Since 2003 · 21–50 empl.·4.8(5)

CBH - Compagnie Bancaire Helvétique SA provides private banking services including wealth management, investment management, family‑office solutions and banking services for private and institutional clients. Services include investment advisory, portfolio and asset management, credit solutions, online banking and card services.

PolyReg Services GmbH

Since 2004 · 1–10 empl.·5.0(4)

PolyReg Services GmbH: The linked website presents SRO PolyReg, a FINMA‑recognized self‑regulatory organisation under Art. 24 of the Swiss Anti‑Money‑Laundering Act (GwG), which supervises member financial intermediaries and provides services such as membership administration, training, sanctions‑list checks and a consultant register.

ODDO BHF Family Office AG

Since 2010 · 11–20 empl.·3.7(3)

ODDO BHF Family Office AG provides family office services for families, including wealth steering, wealth structuring and succession planning, as well as support for foundations and philanthropic initiatives. Services also include access to professional networks, advice on tax and legal matters, and ongoing asset monitoring and reporting.

Wohnbedarf Finanz GmbH

Since 2015 · 1–10 empl.·4.8(10)

Wohnbedarf Finanz GmbH furnishes residential and commercial spaces and provides planning concepts, renovations, and interior architecture services. The company offers furniture, lighting, accessories, textiles, and other interior and space solutions through an online shop and consulting services.

City Change AG

Since 2007 · 1–10 empl.·5.0(4)

The core activity of City Change AG is the exchange of various currencies, particularly CHF, €, $ and £, at favourable conditions and exchange rates.

SKYWALK SOLUTIONS GmbH

Since 2015 · 1–10 empl.·4.5(11)

SKYWALK SOLUTIONS GmbH is a financial advisory firm that advises private and corporate clients on insurance, pension and financial matters. Services include property and motor insurance, health and life insurance, pension planning, tax optimisation, accounting outsourcing and corporate consulting.

Life Core GmbH

Since 2016 · 1–10 empl.·4.6(9)

The core activity of Life Core GmbH is independent financial consulting and planning for private individuals and companies. They offer services in the areas of investment, pension and retirement planning, health, mortgages, insurance and general financial planning. The goal is to provide customers with neutral and informed advice to support their financial concerns in every phase of life.