Mortgage consulting in the
Canton of Geneva

UNIVIE SA

Since 2000 · 11–20 empl.

UNIVIE SA advises on pension planning, wealth planning and investments. Its services include comparing insurance solutions, advising on property purchases and sales, arranging property financing and consulting on occupational pensions.

B.C.D.T. & ASSOCIES SA

Since 2001 · 21–50 empl.

B.C.D.T. & ASSOCIES SA provides insurance and pension brokerage for businesses and private clients, including the management of insurance portfolios. Its services also include financial planning, mortgage advice and fiduciary services such as accounting, payroll management and tax advice.

CSFI Partners SA

Since 2005 · 1–10 empl.

CSFI Partners SA advises on real estate financing and insurance brokerage. Its services include financial planning, tax advice and retirement planning, as well as negotiating mortgage terms with financial institutions.

ExaConseils Sàrl

Since 2007 · 1–10 empl.

ExaConseils Sàrl provides economic and financial advice to individuals. Its services include comprehensive guidance on property purchases and financing, pension provision, retirement, savings and investments, and related tax matters.

A7 Services Sàrl

Since 2013 · 1–10 empl.

A7 Services Sàrl advises on property financing, mortgages, insurance, and private and occupational pension provision, and brokers related solutions. It helps clients assess and compare financing and insurance offers and supports them with property projects.

Prêt Immo Conseils Suisse Sàrl

Since 2018 · 11–20 empl.

Prêt Immo Conseils Suisse Sàrl is a mortgage finance broker that advises individuals on property financing. It also arranges insurance, including cover for borrowers.

Swiss Prime International Romandie SA

Since 2018 · 1–10 empl.

Swiss Prime International Romandie SA operates as an independent insurance broker and financial consultancy. It advises on insurance, retirement planning, tax and financial planning, including life and health insurance and pension solutions.

EMG SA

Since 2019 · 51–100 empl.

EMG SA provides insurance brokerage and financial advice to individuals and businesses. Its services include health, motor, household, legal protection and pension insurance, as well as advice and comparisons for mortgage financing.

AbsoluteCap Wealth & Advisory Sàrl

Since 2017 · 1–10 empl.

AbsoluteCap Wealth & Advisory Sàrl represents Absolute Capital Partners’ activities in Switzerland, Belgium and Luxembourg, with a particular focus on family offices, ultra-high-net-worth individuals and private banks.

Swiss Private Finance Sàrl

Since 2019 · 11–20 empl.

Swiss Private Finance Sàrl provides independent credit advice to individuals and banks. It arranges financing across asset classes, including mortgages, single-stock loans and crypto loans.

RLS Office Sàrl

Since 2011 · 1–10 empl.·5.0(5)

RLS Office Sàrl is an insurance brokerage and management firm serving individuals and businesses. Its services include insurance risk analysis, portfolio management, and advice on pensions and mortgage loans.

Cologny Conseils Sàrl

Since 2017 · 1–10 empl.·4.4(14)

Cologny Conseils Sàrl is an insurance intermediary and fiduciary service provider for individuals and businesses. Its services include insurance advice and brokerage, tax services, accounting, payroll administration, mortgage financing and real estate services.

SWISSCF Sàrl

Since 2020 · 1–10 empl.

SWISSCF Sàrl is a fiduciary services firm offering accounting and tax services. It assists individuals and businesses with matters including tax returns, company formation, pension and insurance options, and property financing.

Vision Globale Conseils et Gestion en Assurances et Prévoyance SA

Since 2004 · 1–10 empl.·5.0(4)

Vision Globale Conseils et Gestion en Assurances et Prévoyance SA advises businesses, self-employed people and private individuals on insurance and pension provision, and manages insurance portfolios. Its services also include financial and retirement planning, claims handling and mortgage financing.

CA3P Sàrl

Since 2010 · 1–10 empl.·5.0(4)

CA3P Sàrl is an independent insurance brokerage and financial advisory firm serving individuals and businesses. It advises on insurance, pension provision, investments and wealth management, and assists with real estate financing.

Fidys Immobilier Sàrl

Since 2017 · 1–10 empl.·4.4(15)

Fidys Immobilier Sàrl operates in the real estate sector. Its activities include property and condominium management, as well as renting and selling properties.

FTD Conseils, Florent Tissot-Dupont

Since 2016 · 1–10 empl.

FTD Conseils, Florent Tissot-Dupont advises individuals and businesses on insurance and financial planning. Its services include reviewing insurance portfolios, advising on retirement provision, asset protection and helping clients obtain financing and mortgage loans.

Key4U Property Sàrl

Since 2019 · 1–10 empl.

Key4U Property Sàrl is a Swiss real estate company specialising in property brokerage. Its services include the purchase, sale and rental of residential properties, as well as property valuations.

infante solutions sàrl

Since 2022 · 11–20 empl.

infante solutions sàrl provides services in real estate financing, brokerage and valuation. Its services also include wealth management and financial and retirement planning.

IMMO-COURTIERS CONSEILS Sàrl

Since 2012 · 1–10 empl.·5.0(1)

IMMO-COURTIERS CONSEILS Sàrl arranges property financing for purchases in France and Switzerland, including mortgage loans and renegotiation of existing loans. It also offers insurance and pension-planning solutions.

ACC, Assurances, Conseils et Courtage Sàrl

Since 2003 · 1–10 empl.·5.0(1)

ACC, Assurances, Conseils et Courtage Sàrl is an insurance broker serving individuals, businesses and self-employed clients. Its services include insurance advice and portfolio management, risk management, claims handling, pension analysis, and support with contract changes and renewals.

TOUS-MANDATS.CH IMMOBILIER SA

Since 2024 · 1–10 empl.·4.6(10)

TOUS-MANDATS.CH IMMOBILIER SA provides real estate services and advice on real estate taxation. Its activities include support with property purchases, sales and rentals, property administration and rental management, as well as tax advice, real estate financing and accounting.

Jolya Invest Sàrl

Since 2024 · 1–10 empl.

Jolya Invest Sàrl is a real estate agency working in property purchases, sales and investment. Its services include property valuations, market analysis, and support for buyers and sellers throughout the sale process.

Conseils Financiers et Immobiliers (CFI) Sàrl

Since 2024 · 1–10 empl.

Conseils Financiers et Immobiliers (CFI) Sàrl provides advice on real estate and financing projects. Its services include property valuations, market and project analyses, arranging financing and construction loans, and administrative and financial project support and marketing.

Klarify Sàrl

Since 2024 · 1–10 empl.

Klarify Sàrl is an independent advisory firm for insurance and financial planning. It compares insurance offers and advises on pension provision, taxes and mortgages, and assists clients with policy arrangements and tax returns.

DE GORSKI FINANCE Sàrl

Since 2025 · 1–10 empl.

DE GORSKI FINANCE Sàrl specialises in real estate financing and financial planning. It structures mortgage financing, compares and negotiates offers from financial partners, and incorporates pension and tax considerations into its advice.

Médilac Consulting - Vincent Limbach

Since 2025 · 1–10 empl.

Médilac Consulting - Vincent Limbach advises doctors and other healthcare professionals on strategic and financial matters. Its services include insurance and pension planning, as well as support with financing and financial decisions related to medical practices.

360 Degrés Patrimoine Sàrl

Since 2026 · 1–10 empl.

360 Degrés Patrimoine Sàrl is an independent brokerage and advisory firm for insurance, pensions and financing. It serves individuals and businesses with services that include health and property insurance, mortgages, credit and tax matters.

Olie Advisory Sàrl

Since 2026 · 1–10 empl.

Olie Advisory Sàrl advises individuals, self-employed people and businesses on financial planning, insurance, pensions and investments. Its services include mortgage financing, investment advice, tax optimisation, retirement planning and the review of insurance coverage.

FANE FINANCE SA

Since 1998 · 11–20 empl.

FANE FINANCE SA is an independent financial intermediary providing financial and tax advice. Its services include investment, pension planning, insurance, tax matters and property financing, as well as helping clients assess and compare banking and insurance products.

Steel Invest Finance SA

Since 2004 · 1–10 empl.

Steel Invest Finance SA provides advisory services in life insurance, occupational pension planning, wealth management, mortgage financing, property search and rental property investment. The firm also carries out insurance brokerage and supports loan and investment files through to completion.

Keane, Mathez & Cie

Since 2004 · 11–20 empl.

Keane, Mathez & Cie provides wealth management and related services to private clients. Its activities also include family-office support, such as consolidating financial and non-financial assets, and assistance with real estate financing and mortgages.

ERM Finance Sàrl

Since 2009 · 1–10 empl.

ERM Finance Sàrl assists clients with financing and property projects and offers services related to mortgages, investments and insurance. Its advisory work covers mortgage loans and tax considerations.

AFI Courtage Sàrl

Since 2009 · 1–10 empl.

AFI Courtage Sàrl brokers third-pillar life insurance and assists with property financing and refinancing. It also supports clients in searching for suitable properties and arranging viewings.

Hycare SA

Since 2013 · 1–10 empl.

Hycare SA is an insurance brokerage advising individuals and businesses on personal, professional and commercial insurance, as well as pension provision. It also arranges mortgages for residential, commercial and industrial properties and investment properties.

Panda House Sàrl

Since 2013 · 1–10 empl.

Panda House Sàrl works in real estate transactions, assisting with the purchase and sale of apartments, houses, land and other properties in Switzerland and France. Its services also include support for property investments, renovation projects, financing and related services.

AIP ISABELLA Sàrl

Since 2014 · 1–10 empl.

AIP ISABELLA Sàrl provides advice and brokerage services for insurance and private and occupational pensions. It manages insurance portfolios and connects clients with financial institutions for real estate financing.

Auditax Consulting Corporation Sàrl

Since 2016 · 1–10 empl.

Auditax Consulting Corporation Sàrl provides financial and investment advice, insurance services, and tax and pension consulting. Its services include tax return preparation, retirement planning, mortgage and property-purchase advice; it also works with local partners on accounting and legal services.