Insurance broker in the
Canton of Lucerne

160 companies in Insurance broker based in the Canton of Lucerne — name and year of registration from the commercial register.

Companies

50 of 160 companies

RVZ Schweiz GmbH Logo

RVZ Schweiz GmbH

Since 2015 · 1–10 empl.5.0(110)

RVZ Schweiz GmbH provides independent insurance advice and fiduciary services. It advises clients on insurance and pension solutions.

Insurance brokerInsurance consultingFiduciary servicesInsurance and provision solutions
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #1
SSM Partner AG Logo

SSM Partner AG

Since 2014 · 21–50 empl.4.8(197)

SSM Partner AG is a tied insurance intermediary and a subsidiary of the Visana Group. The company provides insurance consulting, retirement and financial planning, as well as business consulting for SMEs and large enterprises.

Insurance brokerTied insurance brokerageSales support for financial and insurance productsTraining for finance coaches and managers
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #2
AIS Versicherungen AG Logo

AIS Versicherungen AG

Since 2019 · 1–10 empl.5.0(185)

AIS Versicherungen AG is an independent insurance broker that compares offers from Swiss insurance companies. It advises private and business clients on insurance, occupational and private pension planning, and financial matters including mortgages, investments and retirement planning.

Insurance brokerHealth InsuranceRetirement PlanningCompany Insurance
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #3
Tria Consulting AG Logo

Tria Consulting AG

Since 2021 · 1–10 empl.5.0(108)

Tria Consulting AG provides independent financial advice to individuals on investments and financial planning. Its services include insurance advice, wealth building, retirement planning, mortgages and home financing, and tax planning.

Insurance brokerInsurance adviceRetirement provisionPension planning
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #4
Consilium Finanzen AG Logo

Consilium Finanzen AG

Since 2016 · 1–10 empl.4.7(186)

Consilium Finanzen AG prepares tax returns for private individuals throughout Switzerland and submits them on request, without providing tax or legal advice. It also acts as a tied insurance intermediary, distributing products from Generali and Groupe Mutuel.

AccountantPersonal tax return preparationInsurance intermediation
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #5
Prime Consulting GmbH Logo

Prime Consulting GmbH

Since 2020 · 1–10 empl.5.0(37)

Prime Consulting GmbH provides consulting and support services for emigrants living in Switzerland. Its services include tax returns, assistance with employment and migration authority procedures, translations, help with finding accommodation and work, and support with retirement and permanent departure from Switzerland.

Insurance brokerCounselling for EmigrantsTax returnsRAV processes
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #6
Zeta Swiss GmbH Logo

Zeta Swiss GmbH

Since 2018 · 1–10 empl.5.0(24)

The core activity of Zeta Swiss GmbH is the provision of services in the electrical industry, including planning, implementation and maintenance of electrical projects of all sizes.

Insurance brokerInsurance brokerage and advisory
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #7
Versicherigsheini GmbH Logo

Versicherigsheini GmbH

Since 2016 · 1–10 empl.4.7(15)

Versicherigsheini GmbH advises individuals and SMEs on insurance matters and brokers products from various providers. Its services include personal consultations and AI-supported health insurance comparisons and premium calculations.

Insurance brokerInsurance Advisory for Private CustomersInsurance Advisory for SMEsHealth Insurance Advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
Spadea & Partner GmbH Logo

Spadea & Partner GmbH

Since 2011 · 1–10 empl.4.4(7)

Spadea & Partner GmbH develops real estate projects and provides construction management for residential and commercial properties. Its activities include new-build projects and rental apartments.

Insurance brokerReal estate developmentConstruction management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #9
Verlingue AG Logo

Verlingue AG

Since 1984 · 101–500 empl.

Verlingue AG is an insurance broker advising businesses on risk, insurance and pension matters. Its services include insurance and pension solutions, risk management, preventive measures and claims support; it also advises private individuals and business owners on financial and retirement planning.

Insurance brokerInsurance brokingInternational insuranceRisk management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #10
Gilli & Partner Versicherungsmanagement AG Logo

Gilli & Partner Versicherungsmanagement AG

Since 1992 · 1–10 empl.

Gilli & Partner Versicherungsmanagement AG provides independent insurance brokerage and solutions for businesses across insurance sectors. It reviews existing policies, develops risk and insurance plans, and assists clients with claims.

Insurance brokerInsurance consulting and insurance management for companiesComprehensive risk, insurance and provision conceptsClaims assistance and claims support
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #11
Jowe Versicherungsbroker AG Logo

Jowe Versicherungsbroker AG

Since 1996 · 1–10 empl.

The core activity of Jowe Versicherungsbroker AG is the brokerage of insurance and pension plans for private individuals and companies. This includes consulting and brokering various insurance products such as car, liability, household contents, building and legal protection insurance, as well as financing and pension solutions.

Insurance brokerInsurance advisory and brokerageMotor vehicle insurancePrivate liability insurance
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #12
GlobalBroker AG Luzern Logo

GlobalBroker AG Luzern

Since 1997 · 11–20 empl.

GlobalBroker AG Luzern is an independent insurance broker providing risk and insurance management services. It analyses business risks and insurance portfolios, develops insurance concepts, reviews market offers and assists clients with claims.

Insurance brokerInsurance and Risk ManagementInsurance Advisory and Ongoing SupportClaims Management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #13
My Swiss Company AG Logo

My Swiss Company AG

Since 1997 · 11–20 empl.

My Swiss Company AG provides fiduciary and corporate services to Swiss and international businesses. Its services include company formation, accounting, tax and VAT support, payroll management, domiciliation, and administrative and business advisory services.

Insurance brokerCompany formation services for Swiss companiesAccounting, VAT, Payroll & SME TaxationSwiss Resident Director & Manager Services
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #14
Odermatt Zuber & Partner AG Logo

Odermatt Zuber & Partner AG

Since 2000 · 11–20 empl.

Odermatt Zuber & Partner AG is an independent insurance broker advising businesses and medical professionals on insurance and pension solutions. Its services include reviewing existing cover, developing suitable insurance concepts, and supporting clients with implementation and ongoing management.

Insurance brokerInsurance consulting for businesses and SMEsSpecialised insurance solutions for doctorsAnalysis and optimisation of existing insurance solutions
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #15
Innoconcept GmbH Logo

Innoconcept GmbH

Since 2002 · 1–10 empl.

Innoconcept GmbH advises businesses on process optimisation, market development, product development and financial management, and provides coaching and training for business owners and employees. For bakeries, pastry shops, restaurants and cafés, it also offers benchmarking of operational and management factors against industry data.

Insurance brokerManagement consultingAdvisory module for bakeries/pastries and restaurants/cafés
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #16
Centerbroke Zentralschweiz GmbH Logo

Centerbroke Zentralschweiz GmbH

Since 2007 · 1–10 empl.

Centerbroke Zentralschweiz GmbH advises businesses on insurance risks and develops insurance cover suited to their needs. Its services include reviewing existing contracts, analysing risks, helping clients select insurance partners and adjusting policies.

Insurance brokerInsurance managementInsurance consulting and brokerage
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #17
Frey Finanz Consulting AG Logo

Frey Finanz Consulting AG

Since 2008 · 1–10 empl.

Frey Finanz Consulting AG is a financial consulting firm offering independent, holistic financial and retirement planning. Services include advice on wealth management, pension and retirement planning, insurance and health insurance, tax matters, real estate and corporate/SME issues.

Insurance brokerWealth management and portfolio managementRetirement planning adviceInsurance advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #18
Asermo AG Logo

Asermo AG

Since 2012 · 1–10 empl.

Asermo AG advises individuals and businesses on financial and insurance matters and arranges insurance, pension and mortgage contracts. Its services include financial, retirement and pension planning, risk analysis, and mortgage and property financing advice.

Insurance brokerInsurance consulting and placementPension and retirement planningMortgage placement and real-estate financing
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #19
a e & p Vorsorge-/Finanzplanung GmbH Logo

a e & p Vorsorge-/Finanzplanung GmbH

Since 2012 · 1–10 empl.

a e & p Vorsorge-/Finanzplanung GmbH advises businesses and individuals on financial planning, retirement provision and insurance. Its services include occupational pension plans, investment advice, mortgages, and personal, property and liability insurance.

Insurance brokerRetirement and financial adviceInvestment adviceMortgage advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #20
Xperts Finanz AG Logo

Xperts Finanz AG

Since 2018 · 1–10 empl.

Xperts Finanz AG provides fiduciary, tax and pension-planning services for individuals and SMEs. Its services include bookkeeping and payroll administration, tax returns and representation before tax authorities, as well as pension planning; it also offers real estate services and access to asset management through a partner.

AccountantFiduciary servicesTax advisoryPension planning
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #21
Beraterhaus AG Logo

Beraterhaus AG

Since 2020 · 11–20 empl.

Beraterhaus AG advises businesses and individuals on insurance and pension solutions and arranges related contracts. Its services include risk and insurance management, insurance portfolio reviews, claims support, and advice on occupational and private pension provision.

Insurance brokerInsurance advisory and brokerageOccupational pension advisoryPrivate pension advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #22
Schweizer Versicherungen AG Logo

Schweizer Versicherungen AG

Since 2021 · 11–20 empl.

Schweizer Versicherungen AG is an independent insurance broker serving individuals and businesses. It analyses clients’ risks, advises on insurance and pension solutions, and helps select and optimise coverage; its services also include financing and real estate.

Insurance brokerInsurance consulting and broker servicesInsurance solutions for business customersInsurance solutions for private customers
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #23
Finance Partner AG Logo

Finance Partner AG

Since 1988 · 1–10 empl.

Insurance broker
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #24
Lindenmann Consulting GmbH Logo

Lindenmann Consulting GmbH

Since 2009 · 1–10 empl.

Insurance broker
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #25
Vision Partners GmbH Logo

Vision Partners GmbH

Since 2024 · 1–10 empl.5.0(16)

Vision Partners GmbH is an independent insurance broker advising private and business clients on insurance and pension matters. Its services include risk analyses, reviews of insurance policies and industry-specific insurance solutions, as well as advice for individuals on life insurance and home financing.

Insurance brokerInsurance advisory and brokerageReview and optimisation of insuranceFinancing for owner-occupied property
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #26
Elron Consulting AG Logo

Elron Consulting AG

Since 2021 · 1–10 empl.

Elron Consulting AG is an independent insurance broker serving private and business clients with insurance advice and brokerage. Its services include portfolio reviews, pension and risk advice, and claims management.

Insurance brokerInsurance consultingClaims managementPortfolio review
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #27
OVP Partner GmbH Logo

OVP Partner GmbH

Since 2020 · 1–10 empl.5.0(4)

OVP Partner GmbH provides fiduciary, risk, insurance and pension advisory services to individuals and businesses. Its services also include accounting and financial administration, tax advice, personnel administration, and advice on real estate and financial planning.

Insurance brokerInsurance advisoryRetirement and financial planningTrustee services
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #28
i.l. team broker services ag Logo

i.l. team broker services ag

Since 2024 · 1–10 empl.

i.l. team broker services ag provides independent insurance advice and arranges insurance solutions for businesses and individuals. Its services include risk analysis, insurance portfolio reviews, claims management and training for companies.

Insurance brokerInsurance brokerageRisk analysisClaims management
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #29
Gedes Consulting AG Logo

Gedes Consulting AG

Since 2010 · 1–10 empl.5.0(1)

Gedes Consulting AG advises companies, public-law entities and foundations on occupational pension provision and insurance. As an independent broker, it arranges occupational pension solutions and supports clients with analyses, coordination and negotiations with providers.

Insurance brokerAdvisory and expert servicesBrokerage and mediation servicesFree pension advisory
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #30
AXA Hauptagentur Dario Schwizer Logo

AXA Hauptagentur Dario Schwizer

Since 2025 · 1–10 empl.

AXA Hauptagentur Dario Schwizer is an insurance agency advising private and corporate customers on insurance. Its services include personal liability, motor, health and business liability insurance.

Insurance brokerInsurance Advice for Private and Business Customers
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #31
Franzelli AG Logo

Franzelli AG

Since 2018 · 1–10 empl.5.0(1)

Franzelli AG is an independent insurance broker advising owner-managed businesses on insurance and pension provision. Its services include reviewing clients’ insurance arrangements, selecting and arranging policies, and providing administrative support and assistance with claims.

Insurance brokerAnalysis of insurance and pension situationImplementation of products and contractsSupport and administration
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #32
SWISSVALOR Insurance GmbH Logo

SWISSVALOR Insurance GmbH

Since 2025 · 1–10 empl.

SWISSVALOR Insurance GmbH is an independent insurance broker advising individuals and businesses on insurance. Its services include health, vehicle, property, liability, life and travel insurance, as well as pension planning, savings solutions and legal protection.

Insurance brokerIndependent insurance brokerage and advisoryCar and motor vehicle insuranceHealth insurance
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #33
Swiss Consult Hub GmbH Logo

Swiss Consult Hub GmbH

Since 2025 · 1–10 empl.

Swiss Consult Hub GmbH provides consulting and support services for individuals and businesses. Its areas of activity include insurance, real estate brokerage and management, employment and career advice, legal and business consulting, medical consulting, and credit advice.

Administrative servicesInsurance ConsultingReal Estate Intermediation and ManagementEmployment and Career Consulting
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #34
viabeno GmbH Logo

viabeno GmbH

Since 2025 · 1–10 empl.

viabeno GmbH provides advice on financial planning and retirement provision, including pillar 3a and 3b, insurance and banking solutions, and mortgages. It also offers online courses in financial literacy and ETF investing.

Financial servicesFinancial AdviceMortgage AdvicePension Planning Advice 3a/3b
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #35
Marti & Partner, Inh. Marti Logo

Marti & Partner, Inh. Marti

Since 2025 · 1–10 empl.

Marti & Partner, Inh. Marti provides independent financial advice to individuals, families and businesses. Its services cover insurance, pensions, investments, property and tax matters, including reviews of insurance policies, pension arrangements and home-purchase affordability.

Financial servicesFinancial Advice and Life-Stage PlanningPension Planning CheckLife Insurance Check
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #36
Versicherungs-Treuhand Haas GmbH Logo

Versicherungs-Treuhand Haas GmbH

Since 1995 · 1–10 empl.

Versicherungs-Treuhand Haas GmbH advises private and business clients on insurance, health insurance, pensions, loans, mortgages, real estate and taxes. Its fiduciary services include accounting, annual financial statements, tax returns and payroll administration.

Insurance brokerInsurance advisoryHealth insurance adviceRetirement planning advice
No score yet
Finanzzentrum.ch GmbH Logo

Finanzzentrum.ch GmbH

Since 2006 · 1–10 empl.

Finanzzentrum.ch GmbH provides financial advice and planning for individuals. Its services include investment and pension advice, retirement planning, tax returns, and the marketing and sale of residential property.

Insurance brokerInvestment advice / recommendationsRetirement planningLegal estate planning
No score yet
RiskPartner AG Logo

RiskPartner AG

Since 2011 · 1–10 empl.

RiskPartner AG provides services for managing insurance and pension arrangements.

Insurance brokerInsurance management
No score yet
Versicherungs-Treuhand Julius Schmid GmbH Logo

Versicherungs-Treuhand Julius Schmid GmbH

Since 2011 · 1–10 empl.

Versicherungs-Treuhand Julius Schmid GmbH is an independent insurance broker. It assists clients with insurance matters and works with insurance companies to provide services and solutions.

Insurance brokerInsurance advisory and brokerageOccupational and private retirement provisionGroup daily sickness benefits
No score yet
ZERTUS Versicherungsbroker AG Logo

ZERTUS Versicherungsbroker AG

Since 2012 · 1–10 empl.

ZERTUS Versicherungsbroker AG operates as an insurance broker and provides services related to insurance.

Insurance brokerInsurance brokerage
No score yet
G&P VersicherungsDienste GmbH Logo

G&P VersicherungsDienste GmbH

Since 2016 · 1–10 empl.

G&P VersicherungsDienste GmbH provides services in technical insurance. Its activities include advising on insurance solutions, processing claims and brokering insurance contracts for national and international matters.

Insurance brokerInsurance adviceClaims handlingInsurance broking
No score yet
Health & Life Finance GmbH Logo

Health & Life Finance GmbH

Since 2019 · 1–10 empl.

Health & Life Finance GmbH is an independent insurance adviser and broker for private customers in Switzerland. It reviews insurance coverage, prepares individual risk analyses and arranges health, household contents, liability, legal expenses, motor vehicle and life insurance, among other products.

Insurance brokerInsurance consultingHealth insurance fund and health insurance consultingLife insurance consulting
No score yet
FINolution GmbH Logo

FINolution GmbH

Since 2022 · 1–10 empl.

FINolution GmbH provides financial and pension advice and services in insurance, taxation and real estate. Its activities include retirement planning, tax advice, insurance brokerage, mortgages and solutions for SMEs; customers can also manage their pension and insurance policies digitally.

AccountantRetirement planning adviceInsurance adviceReal estate financing
No score yet
Finance & Tax Services GmbH Logo

Finance & Tax Services GmbH

Since 2023 · 1–10 empl.

Finance & Tax Services GmbH provides financial and tax advice and assists with the preparation of tax returns. Its services also include credit brokerage, insurance advice and private pension planning.

AccountantTax returnsLoan brokerageInsurance advice
No score yet
Herrmann Consulting Services Logo

Herrmann Consulting Services

Since 2025 · 1–10 empl.

Herrmann Consulting Services provides consulting on DORA, FINMA requirements, operational resilience, information security, and AI governance. The firm supports financial and insurance companies in structuring regulatory requirements, implementing controls, and managing related programmes.

Management consultantRegulatory Advisory for Financial and Insurance FirmsDORA Programme ManagementFINMA Operational Resilience and Circulars
No score yet
Smart Living Space GmbH Logo

Smart Living Space GmbH

Since 2025 · 1–10 empl.

Smart Living Space GmbH provides services related to real estate, including financing solutions, cost control for construction projects, home sales, insurance brokerage and property management. In cooperation with partners, it also provides advice and services concerning marriage and inheritance contracts and the execution of wills.

Insurance brokerReal estate brokerageProperty managementInsurance brokerage
No score yet
Rafael Ottiger Beratungen AG Logo

Rafael Ottiger Beratungen AG

Since 2009 · 1–10 empl.

Insurance broker
No score yet
Luso Seguros Machado LSM GmbH Logo

Luso Seguros Machado LSM GmbH

Since 2010 · 1–10 empl.

Accountant
No score yet
Swiss Care Group AG Logo

Swiss Care Group AG

Since 2016 · 1–10 empl.

Insurance broker
No score yet

Insurance broker in the Canton of Lucerne

160Insurance brokerCommercial register (Zefix) · as of November 7, 2026
2016Median year of registrationCommercial register (Zefix) · as of November 7, 2026
160in the Canton of LucerneCommercial register (Zefix) · as of November 7, 2026
4,179in SwitzerlandCommercial register (Zefix) · as of November 7, 2026
Locations

Insurance broker in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of November 7, 2026