Insurance Brokerage & Consulting in
Lausanne

Patrimgest S.A.

Since 2000 · 1–10 empl.

Parcialfinance Conseil Assurances et Investissements SA

Since 2000 · 1–10 empl.

Parcialfinance Conseil Assurances et Investissements SA provides tailored financial, migration and tax solutions and assistance with real estate investments. Services include migration consultancy, bureaucracy and documentation support, financial planning and advisory consultations for living or retiring in Portugal.

ARTHUR by AJ Swiss Sàrl

Since 2011 · 11–20 empl.

Assurances THURRE & PANCERA Sàrl

Since 2004 · 1–10 empl.·4.5(8)

The company Assurances Thurre & Pancera Sàrl is an insurance broker offering a wide range of insurance services, including portfolio management, pension planning and the placement of insurance products for private individuals and companies.

Goumaz & Cie Sàrl

Since 2018 · 1–10 empl.

The core activity of Goumaz & Cie is the provision of services in the areas of Conseil & Mandats (consulting and mandates) as well as Family Office Administratif (administrative management for private individuals and companies).

Assurimo S.A.

Since 1999 · 1–10 empl.·4.7(6)

The core activity of Assurimo SA is consulting and brokering insurance and mortgages for private individuals and companies. They offer independent and neutral solutions to find the best insurance and the best mortgage interest rate for their clients. This also includes optimizing taxes and accompanying clients in the event of damage.

IB Financial Management SA

Since 2014 · 1–10 empl.·3.9(7)

Overall SA

Since 2022 · 1–10 empl.

Overall SA acts as an independent insurance broker providing insurance brokerage, mortgage financing, financial planning and business-support services for private clients, companies, municipalities and the self-employed. The company also assists with turnkey company formations and coordinates a network of fiduciaries, legal advisors and real-estate experts.

Gonthier & Schneeberger Patrimonial Sàrl

Since 2020 · 21–50 empl.·4.3(7)

Gonthier & Schneeberger Patrimonial Sàrl is an insurance brokerage providing advisory and placement services for corporate and private clients. Its services include risk analysis, insurance portfolio management, claims handling, property and asset insurance, occupational and individual pension solutions, financial planning and mortgage financing.

Antaé Sàrl

Since 2000 · 1–10 empl.·3.7(3)

The core activity of Antaé is the development, management and distribution of tailored insurance products and solutions for specific target groups, particularly in the field of international insurance. This includes, among other things, health insurance, assistance and repatriation services, travel security solutions, medical and security assistance, as well as special products for schools and universities, international companies and organizations, NGOs and individual students or expatriates.

DIAS Assurances & Patrimoine Sàrl

Since 2022 · 1–10 empl.·5.0(7)

The core activity of DIAS Assurances & Patrimoine Sàrl is the brokerage and distribution of insurance services as well as wealth management. The company acts as an independent insurance broker and offers its customers a wide range of insurance solutions, including individual consulting, wealth management and risk management.

Agence Merulla Sàrl

Since 2014 · 1–10 empl.·4.1(13)

Agence Merulla Sàrl provides advisory services in insurance and wealth management and acts as an insurance broker and portfolio manager. Its services include wealth-management mandates, assistance with company formation and mortgage financing.

ImmoSure SA

Since 1975 · 1–10 empl.·2.7(3)

The core activity of Immosure is consulting and brokering insurance and bank loans, particularly in the real estate sector. They offer their customers individual solutions and accompany them through all phases of life, with proximity and trust being at the forefront. Their services include, among other things, contract extensions, mortgage reviews, and insurance optimization.

Fourmis.ch Marco Merulla

Since 2011 · 1–10 empl.·4.1(13)

Fourmis.ch Marco Merulla provides insurance and financial advisory services, including analysis and management of insurance portfolios and mortgage/real-estate financing for private clients and businesses.

Xchange 360 SA

Since 2025 · 1–10 empl.

Xchange 360 SA provides institutional liquidity and execution services for financial institutions and legal entities. The company offers wholesale liquidity support, staking services, institutional exchange infrastructure, and treasury and settlement functions for group entities and approved counterparties.

A & Assurances Alain Midili

Since 2019 · 1–10 empl.·5.0(3)

The core activity of A&Assurances is the brokerage and sale of insurance services and loans for private individuals and companies. This includes, in particular, consulting and brokerage services for health insurance, accident insurance, life insurance, motor vehicle insurance, liability insurance, mortgages and private loans. The company also offers comparison services for various insurance providers and supports customers in selecting the suitable insurance solutions.

A&Assurances Sàrl

Since 2024 · 1–10 empl.

A&Assurances Sàrl is an insurance and credit brokerage that provides advice, contract handling, and ongoing support for health, vehicle, liability, legal protection, and life insurance. The company also offers private loans, mortgages, third-pillar solutions, and assistance-related services.

Segurimmo Régie Immobilière SA

Since 2016 · 1–10 empl.·3.1(34)

Segurimmo Régie Immobilière SA is a real estate agency that lists rental properties and records of sold properties on its website. The site provides residential rental listings, sold-object references and contact information for agency services.

Veltica Fiduciaire Vaud SA

Since 2025 · 1–10 empl.

Veltica Fiduciaire Vaud SA provides fiduciary services for businesses and private individuals. Its services include accounting, payroll administration, tax handling, administrative management, and support for company formation and corporate changes.

Veltica Conseils & Assurances Sàrl

Since 2025 · 1–10 empl.

Veltica Conseils & Assurances Sàrl provides fiduciary and advisory services for companies and private clients. Its services include accounting, payroll administration, taxation, administrative management, and support with business start-ups and company changes.

Legrand conseils Sàrl

Since 2025 · 1–10 empl.

Legrand conseils Sàrl is an independent advisory firm for insurance and pension planning. It helps private clients compare and understand basic health insurance, supplemental insurance, and private pension solutions.

Nexio Partner SA

Since 2026 · 1–10 empl.

Nexio Partner SA is a financial advisory firm that supports businesses, executives and private clients with financial decisions. The company provides independent advice in insurance, retirement planning, investments, real estate financing, taxation and credit solutions.

Piasim S.A.

Since 1994 · 1–10 empl.

Piasim S.A. provides rental deposit guarantees, acting as guarantor to the landlord up to the amount specified in its guarantee certificate. After payment of an initial registration fee (Fr. 200) the company issues the certificate; an annual fee of 4% of the guaranteed amount is charged from the second year, and Piasim S.A. may pay the landlord and seek recourse against the tenant in case of a valid claim.

LEONIS CONSEILS Sàrl

Since 2004 · 1–10 empl.

The core activity of Leonis Conseils encompasses advisory services in the areas of insurance, finance, mortgages, and taxation.

MT Innovator Holding SA

Since 2021 · 1–10 empl.

CAPSana Sàrl

Since 2015 · 1–10 empl.

Fidelity Conseils Sàrl

Since 2022 · 1–10 empl.

Edmond Ezri et fils S.A.

Since 1978 · 1–10 empl.

AGIR, A. Rui

Since 1994 · 1–10 empl.

AFP service SA

Since 1996 · 1–10 empl.

Delta Immo Sàrl

Since 1997 · 1–10 empl.

IBC Insurance Broking and Consulting S.A.

Since 1997 · 1–10 empl.

Intersure SA

Since 1997 · 1–10 empl.

FT conseils S.à r.l.

Since 1997 · 1–10 empl.

Real Concept Engineering SA

Since 2001 · 1–10 empl.

LTS Consulting SA

Since 2004 · 1–10 empl.

Jesus Barbosa Leite

Since 2004 · 1–10 empl.

In Between SA

Since 2004 · 1–10 empl.