Mortgage consulting in
Zurich

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

Companies

All 37 companies in Zurich

MY HYPOTHECA AG Logo

MY HYPOTHECA AG

Since 2021 · 11–20 empl.5.0(230)

MY HYPOTHECA AG is an independent intermediary for mortgage and pension products. It compares and negotiates financing options from financial institutions, provides personal advice, and offers pension planning and financial advisory services.

Financial advisorMortgage serviceInterest rate comparison toolFinancial advisory
ranQ Trust Score 4.6 out of 5.0, rated Excellent, Rank #1
Simplecare.ch AG Logo

Simplecare.ch AG

Since 2015 · 11–20 empl.4.9(277)

Simplecare.ch AG advises private individuals and businesses on insurance, pensions, finance and taxes. Its services also include accounting, support with company formation and real estate advice.

Financial advisorInsurance consultingPension consultingFinancial consulting
ranQ Trust Score 4.6 out of 5.0, rated Excellent, Rank #2
feyn AG Logo

feyn AG

Since 2018 · 11–20 empl.4.9(27)

feyn AG brokers mortgage financing for owner-occupied homes, investment properties and operational real estate. Its services include purchase, refinancing and construction financing, as well as mixed financing solutions for private individuals, legal entities and funds.

Mortgage consultingMortgage advice
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #3
Resolve SA, Zweigniederlassung Zürich Logo

Resolve SA, Zweigniederlassung Zürich

Since 2022 · 1–10 empl.4.8(49)

Resolve SA, Zweigniederlassung Zürich advises private clients and real estate professionals on mortgage financing, pension planning and tax matters. It assists with new mortgages and renewals, compares financing offers and supports clients through real estate projects.

Financial advisorMortgage financingInsurance and retirement planning advisoryTax optimisation
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #4
SwissFEX AG Logo

SwissFEX AG

Since 2019 · 21–50 empl.5.0(7)

SwissFEX AG operates a B2B mortgage intermediation platform that enables brokers to compare financing offers from different lenders in real time. The platform digitises and streamlines the intermediation process, while a competence centre supports the review and handling of financing applications.

FinTechMortgage brokerage platformReal-time mortgage rate comparisonBroker portal for financing advice
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #5
R Cooper AG Logo

R Cooper AG

Since 2021 · 11–20 empl.5.0(24)

R Cooper AG specialises in marketing real estate and handles rentals and on-market and off-market sales. Its services include property valuations and mandates for investment properties, and it cooperates with banks on financing options for buyers.

Mortgage consultingReal Estate MarketingProperty ValuationInvestment Property Marketing
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #6
JFA Azevedo AG Logo

JFA Azevedo AG

Since 2010 · 1–10 empl.4.7(10)

JFA Azevedo AG provides services in accounting, insurance, credit, translation, tax and legal matters. Its services include accounting and business plans for SMEs, personal and mortgage loans, tax returns, and translation and interpreting support at legal appointments.

AccountantInsurance brokerage and insurance consultingAccounting and SME administrationLoan brokerage
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #7
Solidinvest AG Logo

Solidinvest AG

Since 1985 · 21–50 empl.

Solidinvest AG is an independent asset manager serving private clients. Its services include investment advice and portfolio management, as well as support with financing and mortgages, financial planning and consolidated reporting.

Asset managerInvestment adviceWealth managementFinancing and mortgages
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
VZ Vermögenszentrum AG Logo

VZ Vermögenszentrum AG

Since 1992 · 101–500 empl.

VZ Vermögenszentrum AG advises individuals and companies on financial matters, including investments, asset management, retirement planning, taxes, insurance, real estate and mortgages. For companies, it also provides advice on pension solutions, insurance and succession planning.

Asset managerAsset management and investment adviceRetirement planning adviceEstate planning advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #9
HEV Kanton Zürich Logo

HEV Kanton Zürich

Since 2006 · 21–50 empl.

HEV Kanton Zürich is the umbrella organisation for homeowners’ associations in the canton of Zurich and represents residential and land property owners in political matters. It provides advice on legal, construction and energy issues, along with services related to property valuation, buying and selling, management and rental.

Industry associationLegal adviceServices for property and real estateForms & contracts
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #10
ZOEB GmbH Logo

ZOEB GmbH

Since 2008 · 1–10 empl.

ZOEB GmbH advises on insurance products and arranges coverage, including health, life, legal protection, vehicle, travel and construction insurance. It also offers financial advice on personal loans, mortgages and retirement planning, along with assistance with tax returns for individuals.

Financial advisorInsurance Advisory and BrokerageFinancial Advisory and Loan BrokerageReal Estate and Tax Services
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #11
pridomus AG Logo

pridomus AG

Since 2010 · 1–10 empl.

pridomus AG provides services for residential and commercial properties, as well as condominium ownership. Its activities include property management, rentals, sales and initial lettings, along with real estate and financing advice.

Mortgage consultingProperty managementBrokerage & salesInitial letting
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #12
Oxifina AG Logo

Oxifina AG

Since 2020 · 11–20 empl.

Oxifina AG advises on and arranges real estate financing for community-oriented housing providers, non-profit organisations and owners of income-generating properties. Its services include planning, sourcing and optimising mortgages, as well as managing mortgage and property loan portfolios.

Mortgage consultingReal estate financingLoan servicesArrange real estate loans
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #13
HypoPlus AG Logo

HypoPlus AG

Since 2022 · 11–20 empl.

HypoPlus AG provides mortgage advisory and brokerage services. It assesses financing needs, advises clients on mortgage offers and submits financing applications to selected mortgage providers.

Mortgage consultingMortgage ComparisonMortgage Advice and BrokerageMortgage Calculator
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #14
ECO TCA Consulting GmbH Logo

ECO TCA Consulting GmbH

Since 2005 · 1–10 empl.4.0(20)

ECO TCA Consulting GmbH provides financial and insurance advice and arranges personal loans and mortgages. Its services also include currency exchange, tax return preparation and insurance advice.

Insurance brokerPersonal loansMortgagesTax return
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #15
Expert24 AG Logo

Expert24 AG

Since 2012 · 11–20 empl.4.0(4)

Expert24 AG arranges and advises individuals and businesses on insurance, pension and financial products. Its services include insurance, personal loans, leasing and mortgages, as well as fiduciary services such as bookkeeping, tax advice and support with company formation.

Financial advisorMortgageInsurance advice and brokerageFiduciary services
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #16
HYPOTEQ AG Logo

HYPOTEQ AG

Since 2020 · 11–20 empl.4.4(13)

HYPOTEQ AG operates a digital platform for arranging and comparing mortgages. It obtains financing offers from partner institutions and guides customers from submitting their documents through to completing the mortgage with the bank.

Mortgage consultingMortgage brokerageMortgage adviceMortgage calculator
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #17
SFG Swiss Finance Group GmbH Logo

SFG Swiss Finance Group GmbH

Since 2021 · 1–10 empl.

SFG Swiss Finance Group GmbH provides financial and real estate advisory services. Its services include home financing and mortgages, wealth building, retirement planning and financial protection.

Financial advisorRetirement planningFinancingCapital investments
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #18
ALG Versicherungsfinanz AG Logo

ALG Versicherungsfinanz AG

Since 2021 · 1–10 empl.5.0(6)

ALG Versicherungsfinanz AG is an independent insurance broker serving businesses and private clients. It advises on insurance and pension solutions, as well as financial and retirement planning, and arranges suitable offers from different providers.

Financial advisorInsurance advice and brokerage for private clientsInsurance advice and brokerage for business clientsRetirement and financial planning advice
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #19
Life Consulting GmbH Logo

Life Consulting GmbH

Since 2006 · 1–10 empl.3.7(3)

Life Consulting GmbH provides advice and intermediary services in insurance and finance, as well as services related to real estate, home building and financing. Its services also include tax advice, administrative support, contract advice and flight-ticket bookings.

Financial advisorInsurance consultationFinancial consultingTax consulting
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #20
Brokerzentrum Zürich GmbH Logo

Brokerzentrum Zürich GmbH

Since 2021 · 1–10 empl.

Brokerzentrum Zürich GmbH is an independent insurance broker providing advice and brokerage in insurance and pension matters. Its services include insurance solutions for businesses and individuals, mortgages, support with company formation, and tax advice.

Insurance brokerInsurance advisory and insurance brokerageBusiness insurancePersonal insurance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #21
CMK advice GmbH Logo

CMK advice GmbH

Since 2013 · 11–20 empl.5.0(2)

CMK advice GmbH is an independent financial planning and advisory firm serving private and business clients. It provides advice on insurance, personal finances, pensions and property financing, and manages insurance portfolios for businesses.

Financial advisorInsurance consulting for private clientsInsurance consulting and administration for business clientsInsurance consulting
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #22
Swisstas GmbH Logo

Swisstas GmbH

Since 2013 · 1–10 empl.5.0(3)

Swisstas GmbH advises individuals and businesses on insurance and pension provision and arranges insurance solutions. Its other services include financial and tax advice, mortgages and loans, and fiduciary services such as bookkeeping, payroll and personnel administration.

AccountantInsurance advice and brokerageSME insuranceMotor vehicle insurance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #23
Alvera Verwaltungs AG Logo

Alvera Verwaltungs AG

Since 2007 · 1–10 empl.3.7(3)

Alvera Verwaltungs AG provides real estate services, particularly the management of apartment buildings. Its services include administrative and technical property management, property accounting, property brokerage and marketing, and advice on financing solutions.

Mortgage consultingProperty managementBrokerage and marketing of propertiesFinancing solutions
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #24
Finanzboutique AG Logo

Finanzboutique AG

Since 2016 · 1–10 empl.5.0(1)

Finanzboutique AG provides wealth and asset management, individual portfolio analysis and periodic reviews of clients’ financial assets. Its services also include financing and pension advice, tax matters, fiduciary services and family office support.

Asset managerWealth managementWealth CheckFinancing and Retirement Planning
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #25
Satara AG Logo

Satara AG

Since 2025 · 1–10 empl.

Satara AG advises individuals, families and businesses on financial matters. Its services include financial planning and investments, as well as advice on property, mortgages, insurance, pensions, tax and legal matters.

Financial advisorFinance & InvestmentsReal Estate & MortgagesRetirement Planning & Insurance
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #26
SFG Swiss Finance Group GmbH Logo

SFG Swiss Finance Group GmbH

Since 2025 · 1–10 empl.

SFG Swiss Finance Group GmbH provides financial and real estate advice on home ownership, property financing and mortgages. Its services also cover retirement planning, wealth building and financial protection.

Financial advisorPension Planning AdviceWealth AdvisoryOwner-Occupied Home Financing
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #27
Lysow & Partner AG Logo

Lysow & Partner AG

Since 2010 · 1–10 empl.

Lysow & Partner AG is an independent advisory firm specialising in structured real estate financing and off-market property transactions in Switzerland. It discreetly connects buyers and sellers and structures financing ranging from mortgages to mezzanine tranches.

Mortgage consultingReal estate financingOff-market real estate transactions
No score yet
AMCS Asset Management & Consulting Services GmbH Logo

AMCS Asset Management & Consulting Services GmbH

Since 2010 · 1–10 empl.

AMCS Asset Management & Consulting Services GmbH is an independent asset manager authorised by FINMA. It provides individuals, families and entrepreneurs with asset management, investment and financing advice, including financing solutions for property projects.

Asset managerAsset ManagementFinancing
No score yet
Fintex AG Logo

Fintex AG

Since 2018 · 1–10 empl.

Fintex AG provides translations of tax documents and assistance with tax matters between Switzerland and Brazil. Its services also include financing, Brazilian consortium-based financing and mortgage loans.

Translation agencyTranslations for Tax DocumentsTax services for Switzerland–BrazilFinancing
No score yet
Next Connection Partners AG Logo

Next Connection Partners AG

Since 2023 · 1–10 empl.

Next Connection Partners AG provides independent property services and mortgage advice. It advises on buying and selling properties, arranges off-market property transactions and compares mortgage offers from different lenders.

Mortgage consultingReal estate purchase & saleMortgages & financing
No score yet
FDG Consulting GmbH Logo

FDG Consulting GmbH

Since 2026 · 1–10 empl.

FDG Consulting GmbH advises clients on insurance and helps them choose motor, household, health, life, personal liability and legal expenses insurance. Its services also include mortgage and tax advice.

Financial advisorCar InsuranceHealth Insurance AdviceHousehold Contents Insurance
No score yet
LW

L. Weinmann Treuhand

Since 2010 · 1–10 empl.

Asset manager
No score yet
HA

Haselweg AG

Since 2015 · 1–10 empl.

Mortgage consulting
No score yet
IM

Immo Medling AG

Since 2020 · 1–10 empl.

Mortgage consulting
No score yet
IG

ImmoReliance GmbH

Since 2024 · 1–10 empl.

Mortgage consulting
No score yet
HG

HYPOPARTNER GmbH, Zweigniederlassung Zürich

Since 2025 · 1–10 empl.

Mortgage consulting
No score yet

Mortgage consulting in Zurich

37Mortgage consultingCommercial register (Zefix) · as of November 15, 2026
2018Median year of registrationCommercial register (Zefix) · as of November 15, 2026
112in the Canton of ZurichCommercial 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

Winterthur9Kloten6