Insurance Brokerage & Consulting in
Schlieren

Caveo AG

Since 2019 · 11–20 empl.·4.9(125)

The core activity of Caveo AG is the provision of financial services, particularly in financial planning, asset management and insurance consulting. The company offers its customers free advice on inheritance issues, investment strategies and tax planning, and supports them in optimizing their asset structure. In addition, Caveo has developed an app that provides customers with a simple and independent way to manage their finances.

Lakehouse Consulting GmbH

Since 2019 · 1–10 empl.·5.0(56)

The core activity of Lakehouse Consulting GmbH is the independent consulting and brokerage of insurance policies for private individuals and companies, including the areas of life insurance, health insurance, accident insurance, liability insurance, property insurance and real estate financing.

BrokerPartner GmbH

Since 2003 · 1–10 empl.

The core activity of BrokerPartner GmbH is the brokerage and consulting of insurance and pension products for private individuals and companies. They offer neutral and comprehensive consulting to determine the need for security, review the economic efficiency of contracts, and propose solutions with an optimal price-performance ratio. In addition, they support customers in the event of a claim and provide comprehensive care in all matters related to insurance and pension planning.

My Makler GmbH

Since 2010 · 1–10 empl.

My Makler GmbH identifies distribution partners (brokers) and concludes intermediary agreements with insurance companies, health insurers and banks. The company manages contracts, prepares quotes, processes contract changes, administers client portfolios and provides fiduciary mandates and training for brokers. It also offers real estate brokerage services as an additional service.

simplistitia GmbH

Since 2014 · 1–10 empl.·3.7(3)

simplistitia GmbH provides legal advice and services across family office, insurance, finance and pension, and corporate solutions. The firm offers multilingual consulting (including German, Italian, Portuguese, Spanish, French, Turkish and English) and publishes informational content and online contact/consultation options on its website.

Limmat GmbH

Since 2019 · 1–10 empl.·3.0(2)

The core activity of Limmat GmbH is the brokerage and consulting of insurance products as well as the provision of tax consulting services. Specifically, this includes the comparison and brokerage of health insurance, life insurance, vehicle insurance, pension products, household contents insurance, and private liability insurance. Additionally, the company also offers private loans.

Makler Union GmbH

Since 2015 · 1–10 empl.·3.4(5)

The core activity of Maklerunion GmbH is the brokerage of insurance services and the support of brokers in advising and serving their clients. The company provides access to selected insurance companies in Switzerland and serves as a platform for brokers to share common resources.

Orivest GmbH

Since 2023 · 1–10 empl.

Orivest GmbH is a consulting firm that provides financial advice, insurance consulting, pension planning and fiduciary/accounting services to private and corporate clients. Its services include wealth-building strategies, support for real-estate financing and tailored financial planning.

Finance Consulting maro GmbH

Since 2005 · 1–10 empl.

The company's core activity is the consulting and brokerage of financial services, particularly in the field of insurance, with the aim of securing customers against unforeseen events and safeguarding their assets.

Woodbridge Consulting GmbH

Since 2019 · 1–10 empl.

safeplan GmbH

Since 2021 · 1–10 empl.

Swiss Source Management GmbH

Since 2022 · 1–10 empl.