Mortgage consulting in
Lausanne

32 companies in Mortgage consulting based in Lausanne — name and year of registration from the commercial register. The list below shows them all.

Companies

All 32 companies in Lausanne

PLUS-SA SA Logo

PLUS-SA SA

Since 2013 · 21–50 empl.4.7(142)

PLUS-SA SA operates within Groupe Plus’s financial advisory business, serving individuals and companies. Its services include mortgage financing, insurance, fiduciary and accounting services, and tax advice.

Mortgage consultingMortgage loan brokerMortgage renewalMortgage calculator
ranQ Trust Score 4.6 out of 5.0, rated Excellent, Rank #1
Resolve SA succursale Vaudoise Logo

Resolve SA succursale Vaudoise

Since 2020 · 1–10 empl.5.0(52)

Resolve SA succursale Vaudoise works in mortgage financing and advises private clients and real estate professionals. Its services include mortgage support, pension planning advice and guidance on real estate taxation.

Financial advisorAcquisition and renewalInsurance and retirement planning adviceTaxation and optimisation
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #2
PLUS financement immobilier SA Logo

PLUS financement immobilier SA

Since 2017 · 1–10 empl.4.7(142)

PLUS financement immobilier SA arranges mortgage financing for property purchases and mortgage renewals. It also supports property owners, investors and developers with the planning, financing and coordination of real estate development projects.

Mortgage consultingMortgage loan brokerMortgage renewalMortgage calculator
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #3
PLUS Corporate Services Sàrl Logo

PLUS Corporate Services Sàrl

Since 2018 · 11–20 empl.4.7(142)

PLUS Corporate Services Sàrl is the PLUS Group entity focused on insurance and SMEs. It advises businesses on operational risks and insurance coverage, including professional liability, business interruption, accident insurance and employee protection.

AccountantInsurance & SMEsMortgage brokerageFiduciary
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #4
ProBudget Christophe Brodard Logo

ProBudget Christophe Brodard

Since 2013 · 1–10 empl.5.0(36)

ProBudget Christophe Brodard provides independent advice on taxation, insurance and real estate. Services include tax returns and tax planning, mortgage financing, real estate brokerage, and insurance analysis and provision planning.

Financial advisorTaxationReal estateInsurance
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #5
VP conseils Sàrl Logo

VP conseils Sàrl

Since 2013 · 1–10 empl.4.9(28)

VP conseils Sàrl advises clients on real estate financing and mortgages. Its services include comparing financing options, supporting clients through property purchases, advising on pension provision and arranging mortgage renewals.

Financial advisorMortgage financingRetirement provisionMortgage renewal
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #6
BCD Financial Group Sàrl Logo

BCD Financial Group Sàrl

Since 2018 · 1–10 empl.4.5(30)

BCD Financial Group Sàrl provides financial and pension advice and independent insurance brokerage for individuals and businesses. Its services include tax returns and tax advice, company formation and accounting, as well as mortgage brokerage and property sales.

Financial advisorInsuranceRetirement PlanningTaxation
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #7
Associés courtiers SA Logo

Associés courtiers SA

Since 1959 · 1–10 empl.

Associés courtiers SA advises on real estate transactions and brokers property purchases and sales. Its services also include property financing, financial advice and partnerships, and real estate investment.

Mortgage consultingReal estate brokerageReal estate financingReal estate financial advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
ELG partners S.A. Logo

ELG partners S.A.

Since 1985 · 1–10 empl.

ELG partners S.A. advises individuals and businesses on insurance, finance, wealth management and pension planning. It also arranges mortgage financing and real estate transactions, and offers fiduciary services such as accounting and tax support through a partner.

Financial advisorInsuranceFinancial adviceMortgage advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #9
XPERT IMMO SA Logo

XPERT IMMO SA

Since 2010 · 1–10 empl.

XPERT IMMO SA develops real estate projects and offers support with property financing, as well as investment opportunities in real estate, commodities and financial products. Its services are aimed at people seeking to preserve and grow the value of their assets.

Mortgage consultingReal estate projectsMortgages
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #10
Suisse hypothèque SA Logo

Suisse hypothèque SA

Since 2011 · 1–10 empl.

Suisse hypothèque SA advises clients on property financing and the renewal of mortgage contracts. It compares and negotiates financing offers and provides support with pension planning, tax matters and administrative procedures.

Mortgage consultingMortgage financingMortgage renewalProperty financial and pension planning
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #11
Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général Logo

Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général

Since 2018 · 21–50 empl.

Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général is a Swiss Life agency providing pension and financial advice. It offers individual pension solutions for individuals and businesses, as well as advice on investments and real estate.

Financial advisorPension Planning AdviceInvestment AdviceReal Estate and Mortgage Advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #12
ZZ Courtage en assurances SA Logo

ZZ Courtage en assurances SA

Since 2020 · 11–20 empl.

ZZ Courtage en assurances SA advises individuals and businesses on insurance and pension provision. Its services include risk and portfolio analysis, negotiating and managing insurance contracts, claims support and mortgage advice.

Financial advisorInsurance brokerageAdvice on insurance and retirement planningServices for private clients
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #13
Assurimo S.A. Logo

Assurimo S.A.

Since 1999 · 1–10 empl.4.7(6)

Assurimo S.A. advises individuals and businesses on insurance and mortgage financing. Its services include analysing and managing insurance portfolios, assisting clients with claims, and supporting property financing and related tax planning.

Insurance brokerInsurance adviceMortgage financingClaims handling
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #14
Groupe Glabs Sàrl Logo

Groupe Glabs Sàrl

Since 2018 · 1–10 empl.4.4(5)

Groupe Glabs is a full-service advertising agency offering a wide range of services, including: communication strategy and consulting, creation of advertising materials (print, web, video), development of websites and mobile applications, search engine optimization (SEO), social media marketing and community management, influencer marketing and public relations, content creation (text, image, video), and intelligent solutions with artificial intelligence (AI). The company's core activity is to support businesses in developing their brand and communication strategy to achieve their goals.

Financial advisor
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #15
Overall SA Logo

Overall SA

Since 2022 · 1–10 empl.

Overall SA is an independent broker for insurance and financing, with advisory services in pensions and financial planning. It also supports individuals and businesses with company formation and connects clients with specialists, including in real estate.

Financial advisorInsurance brokerageMortgage financingFinancial planning
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #16
Gonthier & Schneeberger Patrimonial Sàrl Logo

Gonthier & Schneeberger Patrimonial Sàrl

Since 2020 · 21–50 empl.4.3(7)

Gonthier & Schneeberger Patrimonial Sàrl provides insurance brokerage and insurance portfolio management. Its services include advice on occupational and individual pension provision, financial planning and mortgage financing.

Financial advisorInsurance brokerageProperty and asset insurancePersonal insurance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #17
Agence Merulla Sàrl Logo

Agence Merulla Sàrl

Since 2014 · 1–10 empl.4.1(13)

Agence Merulla Sàrl is an independent consultancy specialising in insurance advice and insurance portfolio analysis. It provides insurance services to individuals and businesses, as well as advice on mortgage financing and real estate.

Insurance brokerInsurance portfolio management mandateInsurance adviceRetirement provision and life insurance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #18
ImmoSure SA Logo

ImmoSure SA

Since 1975 · 1–10 empl.2.7(3)

ImmoSure SA provides advice and services in insurance and mortgage financing for individuals and businesses. Its offerings include property, liability, life, health and legal protection insurance, as well as mortgage loans.

Insurance brokerHousehold and private liability insuranceMortgage loan
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #19
Bovet Immobilier Sàrl Logo

Bovet Immobilier Sàrl

Since 2022 · 1–10 empl.

Bovet Immobilier Sàrl is a real estate company offering brokerage for property sales and purchases, valuations and property marketing. Its services also include support throughout buying and selling processes, and the letting of residential and commercial properties, including tenant searches and lease preparation.

Mortgage consultingReal estate brokerageProperty rentalsIncome-producing properties
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #20
A & Assurances Alain Midili Logo

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.

Insurance brokerVehicle insuranceHealth insuranceHome liability
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #21
A&Assurances Sàrl Logo

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.

Insurance brokerVehicle insuranceHealth insuranceHousehold liability insurance
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #22
AG Assurance Genevoise SA Logo

AG Assurance Genevoise SA

Since 2026 · 1–10 empl.

AG Assurance Genevoise SA is an insurance broker serving individuals and businesses. Its services include property, liability, vehicle, health and pension insurance, as well as cover for businesses.

Financial advisorInsurance Advisory and Brokerage for BusinessesInsurance Advisory for IndividualsCross-Border Commuter Health Insurance
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #23
LEONIS CONSEILS Sàrl Logo

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.

Financial advisorInsurance consultingFinancial consultingMortgage consulting
No score yet
C & G Swiss Finance Sàrl Logo

C & G Swiss Finance Sàrl

Since 2017 · 1–10 empl.

C & G Swiss Finance Sàrl provides advisory and brokerage services in insurance, financial planning, taxation and real estate. Its services include insurance advice, accounting, tax advice, and assistance with finding mortgage financing and properties.

Financial advisorInsurance advisoryTaxation, accounting and financial adviceReal-estate consulting and mortgage financing
No score yet
Perenity Finance Sàrl Logo

Perenity Finance Sàrl

Since 2020 · 1–10 empl.

Perenity Finance Sàrl provides independent financial advice and coaching. Its services cover insurance optimisation, pension planning, mortgage financing, and advice on savings and investment options.

Financial advisorOptimisationRetirement planningMortgage
No score yet
IC

IMMO CONSEIL SERVICE SA

Since 1990 · 1–10 empl.

Mortgage consulting
No score yet
VV

VZ Vermögenszentrum AG, succursale de Lausanne

Since 2003 · 1–10 empl.

Asset manager
No score yet
FA

feyn AG

Since 2021 · 1–10 empl.

Mortgage consulting
No score yet
OF

OTB Finance Sàrl

Since 2022 · 1–10 empl.

Insurance broker
No score yet
CA

CA Assurances Sàrl, succursale de Lausanne

Since 2024 · 1–10 empl.

Insurance broker
No score yet
HS

Hypothèques Suisse Groupe Sàrl

Since 2024 · 1–10 empl.

Mortgage consulting
No score yet

Mortgage consulting in Lausanne

32Mortgage consultingCommercial register (Zefix) · as of November 15, 2026
2018Median year of registrationCommercial register (Zefix) · as of November 15, 2026
134in the Canton of VaudCommercial register (Zefix) · as of November 15, 2026
876in SwitzerlandCommercial register (Zefix) · as of November 15, 2026
Locations

Mortgage consulting in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of November 15, 2026

Largest places

Nyon10Vevey7Lutry5