Insurance Brokerage & Consulting in the
Canton of Zurich

V&V Consulting AG

Since 2019 · 1–10 empl.·4.9(679)

V&V Consulting AG is an independent advisory firm for insurance and financial services. It provides insurance advice (household, liability, building, vehicle, legal protection, pension and health-related products), financial services (investments, mortgage/own-home financing, private loans, tax return support, pension planning) and free policy checks, using a holistic and transparent advisory approach.

MARIO NICOLÒ BROKER AG

Since 2005 · 11–20 empl.·5.0(28)

The core activity of MARIO NICOLÒ BROKER AG is the brokerage of insurance and financial services. The company offers a wide range of products, including pension and savings accounts, car insurance, health insurance, private liability insurance, valuable items insurance, rental deposits, mortgages, travel insurance, private and traffic law protection, as well as household and building insurance.

Insurex GmbH

Since 2009 · 11–20 empl.·5.0(33)

The core activity of Insurex is the brokerage and sale of insurance services, including analysis, placement and management of insurance policies for private and business customers, as well as providing information and advice on various insurance topics.

Fianza AG

Since 2021 · 21–50 empl.·4.7(464)

The company's core activity is wealth advisory and management, particularly in the areas of finance, insurance and taxes. The company provides consulting services to support customers in planning and implementing their financial goals, and has a team of experts, including financial advisors, insurance brokers and tax experts.

Invest Plan GmbH

Since 2002 · 1–10 empl.·4.9(74)

The core activity of InvestPlan GmbH is the neutral brokerage of all types of insurance, including health, life, household and vehicle insurance, as well as the creation of individual insurance concepts in cooperation with leading insurance companies. Additionally, the company offers tax consulting and services, including the preparation of tax returns, in cooperation with Bühler Treuhand AG.

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.

LBB Insurance AG

Since 2016 · 1–10 empl.·4.9(66)

The core activity of LBB Insurance AG is independent insurance brokerage, including consulting and management of health insurance, life insurance, property insurance, tax optimization and loans.

Strategic Alliances Financial Services AG

Since 2001 · 11–20 empl.·5.0(11)

The core activity of Strategic Alliances is the brokerage of insurance solutions for private and corporate clients in Switzerland and internationally. The company offers specialized insurance products, including travel insurance, risk insurance, and solutions for Swiss expatriates and expats. As an independent insurance broker, Strategic Alliances works with a range of top-class insurers in Switzerland, Europe, and the USA to provide its customers with tailored and high-quality services.

finvero services GmbH

Since 2019 · 1–10 empl.·5.0(48)

finvero services GmbH provides independent financial, pension and insurance advisory services for private and corporate clients.

Intervision Finance & Services GmbH

Since 2010 · 11–20 empl.·5.0(24)

The core activity of Intervision Finance & Services GmbH encompasses the provision of financial services, legal consulting, tax optimization, trust services, accounting, payroll and personnel management, controlling, financial management, project management, and training. The company also offers services in the areas of health insurance, insurance, real estate, and debt counseling.

amz consulting GmbH

Since 2017 · 1–10 empl.·4.9(64)

The core activity of AMZ Consulting is consulting and brokering insurance services in various areas, including: Property insurance (household contents, liability, vehicle, building), Life insurance (private pension, life insurance, pension insurance, death insurance), Legal protection (legal advice for residence in Switzerland or emigration), Disability insurance/accident insurance (protection for the worst-case scenario), Corporate insurance (liability, accident, property insurance, daily sickness benefit insurance), and Pet insurance (for dogs and cats). The company offers individual consulting and brokerage of insurance rates and supports customers in selecting the suitable insurance solutions.

Sennest AG

Since 1998 · 11–20 empl.·5.0(10)

The core activity of sennest ag is consulting and supporting clients in all insurance, asset and pension matters.

The Valencia Company GmbH

Since 2017 · 1–10 empl.·5.0(46)

The core activity of "The Valencia Company" encompasses a wide range of services, including: financial consulting (The Financecoach), retirement and pension consulting, insurance, translations, accounting for private individuals and SMEs, and expat services (The Expatcoach), including support with relocation to Switzerland, such as finding accommodation, dealing with authorities and other administrative tasks. The company thus offers a combination of financial services and support for expats looking to move to Switzerland.

Veritas Consulting AG

Since 2003 · 1–10 empl.·4.5(42)

The core activity of Veritas Consulting AG is the independent consulting and brokerage of financial and insurance services for private and business customers. This includes, in particular, the brokerage of insurance policies, support for company formations, the brokerage of loans, the management of business accounts, and assistance with tax matters.

ENB Versicherungen GmbH

Since 2006 · 1–10 empl.·4.6(354)

ENB Versicherungen GmbH is an independent insurance broker that works with multiple insurance companies and advises clients by comparing insurance products to identify suitable solutions. It serves private and corporate customers and offers products including health, motor, household, liability, legal-expenses, occupational pension (BVG) and accident/collective daily-sickness insurance.

Dikany Insurance Center AG

Since 2015 · 11–20 empl.·4.5(53)

The core activity of Dikany Insurance Center AG is the independent brokerage and consulting of insurance, pension products, health insurance, mortgages and tax services for private individuals and companies.

Arcos Pazos Consulting

Since 2015 · 1–10 empl.·4.8(132)

The core activity of Arcos Consulting is the provision of services in the fields of finance, taxes and insurance, particularly for expats and returnees to Spain. The specific activities include: tax returns and planning, insurance brokerage, planning and consulting of retirement and pension plans, and support for returning to Spain, including handling necessary formalities. The company thus offers a comprehensive range of financial services tailored to the needs of individuals and companies.

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.

enb AG

Since 2016 · 1–10 empl.·4.6(354)

enb AG is an independent insurance broker that compares insurance products and advises clients in selecting suitable coverage. Its services for private and corporate clients include health, motor, household and liability insurance as well as pension and employee insurance solutions.

PROMRISK AG

Since 2001 · 11–20 empl.·4.9(8)

The core activity of PROMRISK is the development and brokerage of customized insurance solutions for companies, particularly in the areas of business risks, pension planning, personal insurance, property and asset damage, as well as surety insurance. The company also offers services such as risk management, claims management, and occupational pension planning, and represents the interests of its clients vis-à-vis the insurers.

AIC Swiss AG

Since 2020 · 11–20 empl.·5.0(14)

The company provides specialized insurance services, particularly for companies in the life science, industrial production, service industries, and clinical trials sectors. They support their clients in risk identification, the development of cross-border insurance concepts, and the enforcement of claims. Additionally, they offer consulting services in the areas of occupational pension provision and international personal insurance.

Punto Hispano Seguros y Pensiones GmbH

Since 2022 · 1–10 empl.·4.9(64)

360 Vitae GmbH provides gestoría-style administrative services, acting as an intermediary between clients, public authorities, banks, trustees and insurers. Its services include financial-concierge and bookkeeping packages, payroll and tax administration, insurance and banking administration, assistance with immigration and emigration matters, and corporate administration/treuhand services.

top-versichert.ch GmbH

Since 2022 · 1–10 empl.·5.0(40)

The core activity of the company "Top-Versichert.ch GmbH" under the management of Fabian Distel is independent insurance consulting and brokerage for private individuals and companies. The company offers free consulting and support in the selection and optimization of insurances, including household contents, liability, vehicle, legal protection and personal insurance, as well as specific solutions for companies such as SME insurance and daily sickness benefit insurance.

BK&P AG, Treuhandgesellschaft

Since 1986 · 21–50 empl.·5.0(4)

The core activity of BK&P AG is the provision of trust services, including accounting, tax consulting, financial accounting and insurance services, for small and medium-sized enterprises, institutions, private individuals and listed companies.

HAV Leiser

Since 2007 · 1–10 empl.·5.0(16)

The core activity of Leiser Consulting is independent insurance consulting. The company provides a comprehensive analysis of existing insurance policies and works with clients to optimize their insurance policies, ensuring that clients are insured according to their needs.

esurance AG

Since 2013 · 11–20 empl.·4.3(16)

The core activity of esurance is the development and provision of Software-as-a-Service (SaaS) solutions for the automation of sales and underwriting processes in the insurance industry, particularly for SME insurance companies.

Optimatis AG

Since 2016 · 1–10 empl.·4.8(283)

The core activity of Optimatis is to act as an online insurance broker, supporting customers in selecting and concluding insurance policies in the areas of health insurance and pension planning. To this end, the company offers a free consulting and comparison service, which includes several customized offers from various insurance companies tailored to the customer's needs. The goal is to help customers optimize their existing insurance policies and save money.

Agenzia Futura GmbH

Since 2002 · 11–20 empl.·4.8(13)

The core activity of Agenzia Futura is to provide services in the fields of insurance, finance and legal consulting, particularly for Italian clients in Switzerland. These services include: insurance services (e.g. health insurance, car insurance), financial services (e.g. loans, financing), legal consulting and services (e.g. tax returns, legal consulting for Italian clients in Switzerland), and other services (e.g. sale of bus tickets for MarinoBus, organization of events such as MyItaly). The company thus offers a wide range of services tailored to the needs of Italian clients in Switzerland.

Quality1 AG

Since 2002 · 51–100 empl.·4.0(538)

The core activity of Quality1 AG is the brokerage of services and offers in the automotive sector, particularly in connection with Allianz Suisse, as well as the provision of claims handling services and other related services.

fenix Consulting GmbH

Since 2005 · 11–20 empl.·5.0(8)

The company offers services in the areas of insurance, financing, real estate, accounting, and trust. The core activities include: insurance consulting and brokerage, financing consulting and brokerage (loans, mortgages), real estate consulting and brokerage, accounting and business management analysis, and trust services (company formation, tax planning, tax optimization). The company positions itself as a full-service provider for businesses and private individuals, taking over all administrative tasks so that customers can focus on their core business.

INTUS BROKER AG

Since 1986 · 21–50 empl.·5.0(4)

The core activity of INTUS BROKER is the brokerage and consulting of insurance solutions for companies, the public sector, private individuals, doctors and medical professionals. They offer neutral risk analysis, individual coverage concepts, tailored insurance solutions and portfolio management to provide their customers with the necessary insurance protection.

SKKO GmbH

Since 2009 · 1–10 empl.·4.7(25)

The core activity of SKKO GmbH is the brokerage and sale of insurance policies, including health insurance, liability insurance, vehicle insurance, legal protection insurance, and household insurance. The company also provides consulting services in these areas.

AVV-AG

Since 2011 · 1–10 empl.·5.0(8)

The core activity of AVV-AG is independent wealth management and insurance services for private and business customers. This includes in particular: * Insurance (life insurance, capital insurance, daily sickness benefit, UVG, property and corporate insurance) * Financial planning * Return optimization and premium comparison * Wealth management and planning The company positions itself as a trustworthy partner and offers individual solutions for the financial security and wealth planning of its customers.

Andrade Finance GmbH

Since 2015 · 1–10 empl.·5.0(14)

Andrade Finance GmbH provides financial advisory and planning services, offering tailored guidance on insurance, pension planning, taxes and legal matters. The firm also advises on real estate and mortgage financing, trust services and loans.

Gerwer Beratungen

Since 2017 · 1–10 empl.·4.9(33)

The company's core activity is the independent consulting and brokerage of insurance policies for private individuals and companies, including household, vehicle, health and accident insurance, as well as special insurance policies such as camping and motorhome insurance.

VCW Versicherungs-Treuhand AG

Since 1993 · 11–20 empl.·4.6(9)

The core activity of VCW Versicherungs-Treuhand AG is the consulting and brokerage of insurance solutions for various industries and clients, including risk analysis, product management and claims management. The company offers specialized services for pharmacies, therapists, construction, real estate, pension funds and other areas, with the goal of supporting customers in securing their risks and ensuring the long-term protection of their assets.

GFP concept GmbH

Since 2023 · 1–10 empl.·5.0(36)

The core activity of GFP concept GmbH is the independent consulting and brokerage of personal, property and asset insurance for private and corporate clients.

HUG + ISLIKER + PARTNER KLG Insurance - Risk Management - B2E

Since 2003 · 1–10 empl.·4.9(17)

The core activity of Hug & Partner is legal advice and law firm services.