Companies in
Financial Services

Anchor Markets Sàrl

Financial Services · Geneva · Since 2022

Anchor Markets Sàrl is a cross-border, sector-focused advisory, investment and development firm. Its services include strategy and business development, transaction and M&A advisory, private capital solutions, and principal transactions and co-investments for corporates, growth companies and investors.

Andean Advisory SA

Financial Services · Lugano · Since 2018

The core activity of Andean Advisory SA is the provision of services as a Multi-Family-Office, including: wealth management and planning, financial advisory and reporting, tax planning, estate planning, philanthropic activities, succession planning, monitoring and evaluation of financial partners, implementation of investment strategies, and coordination and cost efficiency. The company offers highly individualized support to wealthy families to protect and grow their wealth across generations.

ANDERSEN & PARTNERS GmbH

Financial Services · Zurich · Since 2024

The company's core activity encompasses a broad range of services focusing on the areas of economic consulting, insurance management, law, real estate, and financial planning. More specifically, the company offers consulting and services in the following specific areas: economic consulting, insurance management, legal consulting, including property and inheritance law as well as adult protection law, real estate consulting, including the purchase, analysis, and sale of real estate as well as real estate management, and financial planning and trust services. The company thus offers a comprehensive range of services aimed at supporting customers in various aspects of their economic and legal lives.

Andreas Buchmann FinConsulting

Financial Services · Zug · Since 2011

The core activity of FinConsulting is the provision of financial advisory and services, including insurance, tax returns, pension planning, saving and investing, and real estate. The company offers independent financial coaching in the interest of the customer and supports private and business clients in their financial matters.

Andreas K. Huwiler Finanz- und Wirtschaftsberatung

Financial Services · Pfeffingen · Since 2016

The core activity of ISV Schweiz is the interest group for meaningful insurance design, particularly in the brokerage and consulting of insurance and financial services. The company does not offer direct insurance products, but rather brokers and advises customers in the selection of suitable insurance solutions. In doing so, it works with various partners, such as insurance brokers, financial advisors and asset managers.

Andreas Steiner Consulting GmbH

Management Consulting · Hinwil · Since 2010

The core activity of Andreas Steiner Consulting is to provide independent qualitative and quantitative solutions in the field of investment decisions, particularly in the areas of investment performance analysis, risk management, portfolio construction and asset allocation. The company offers highly specialized and cost-effective solutions for investment managers, family offices and institutional investors.

Anker Capital AG

Financial Services · Zug · Since 2020

The core activity of Anker Capital AG is advising Swiss SMEs (Small and Medium-sized Enterprises) in various corporate finance areas, such as financing, corporate financing and private equity. The company offers long-term functional and market-adequate solutions and has an international network and many years of experience in various business areas.

A&P Alternative Investment GmbH

Financial Services · Unterägeri · Since 2024

A&P Alternative Investment GmbH provides corporate financial and advisory services, including balance-sheet structure management, corporate financing, strategic mergers and acquisitions, and board mandates. The firm also conducts commercial securities trading and direct investments across equities, derivatives, real estate, gold and foreign exchange.

Apex Rail GmbH

Financial Services · Lucerne · Since 2017

The company's core activity is providing services in the areas of financing, asset management and corporate consulting, particularly in the European rail sector. This includes: financial advisory and modeling, corporate consulting and development, investment management and asset management, project financing and management, leasing and sale & leaseback transactions, remarketing of rolling stock and infrastructure, support for M&A transactions and due diligence reviews, and promotion of green technologies to investors. The company supports customers in optimizing their asset base and balance sheet through innovative financing solutions and offers comprehensive project, leasing, asset and remarketing management services for rail vehicle portfolios.

APOLLO MANAGEMENT ADVISORS SWITZERLAND SÀRL

Management Consulting · Zurich · Since 2022

APOLLO MANAGEMENT ADVISORS SWITZERLAND SÀRL provides asset management and capital solutions, employing strategies across credit, private equity and real assets. It also offers wealth- and retirement-oriented investment solutions consistent with Apollo Global Management’s platform.

Aptuna GmbH

Financial Services · Hergiswil Nw · Since 2008

Arbitrade AG

Financial Services · Zurich · Since 1997

The core activity of Arbitrade AG is the trading and brokerage of financial services, particularly in the area of capital and money markets. The company acts as an independent broker and provides its customers with access to various financial products and services.

Arcus Finance SA

Financial Services · Geneva · Since 1998

The core activity of Arcus Finance SA is wealth management and investment advice for private individuals, families and institutional clients. The company offers tailored investment strategies, asset management services and risk management to meet the needs of its clients.

ARDIAN Investment Switzerland AG

Financial Services · Zurich · Since 2008

Ardian is a world-leading private investment company specialized in the management and advisory of assets in the Private Markets sector. The company's core activity includes investing in and advising companies across various sectors, including M&A transactions, Private Debt, Infrastructure and Real Estate. Ardian supports companies in their growth strategy by providing capital and expertise to foster their development.

areg.ch ag

Financial Services · Hägendorf · Since 2013

The core activity of areg.ch is to provide services related to the share register, particularly in the areas of share register management, organization and execution of general meetings, electronic proxy and instruction issuance, and consulting and support for capital market transactions. The company offers its customers tailored solutions and services to meet their needs in these areas.

arego partner gmbh

Administrative Services · Hochdorf · Since 2015

arego partner gmbh advises and supports companies and private clients on administrative matters. Services include handling administrative tasks, independent advice on investments and accompaniment to bank meetings.

Arf Financial GmbH

Financial Services · Zug · Since 2022

The core activity of Arf Financial GmbH is providing a global liquidity platform for licensed financial institutions in the field of cross-border payments. The company offers solutions for processing and settling payments between countries with different currencies and supports financial institutions in addressing challenges related to cross-border payments.

AR Financial Advisory AG

Financial Services · Zurich · Since 2018

The core activity of AR Financial Advisory AG is the provision of financial advisory services, in particular: M&A and Transaction Advisory Services, CFO Advisory Services, including financing and foreign exchange consulting, Board of Directors mandates, including Audit Committee, and Interim-CFO and outsourcing of finance functions. The company thus offers a wide range of financial services for companies, from strategic consulting to operational support in financial matters.

Aristo Credit GmbH

Financial Services · Zug · Since 2024

Aristo Credit GmbH is a finance broker that arranges private loans, mortgages and business loans. The company compares offers from banks, insurers, pension funds and private investors and supports clients through the application and contracting process.

Ark Capital AG

Financial Services · Zug · Since 2024

Ark Capital AG provides investment banking and advisory services, including capital raises, debt and equity placements, and M&A advisory. The firm arranges and structures investments across private equity, venture capital, real estate, energy and commodities, and offers access to off‑market gold deals and bank‑independent safe deposit services (ARK Vaults Switzerland).

Artemon Capital Partners AG

Financial Services · Zurich · Since 2021

Artemon Capital Partners AG is an investment boutique focused on private markets. The firm structures tailored financing solutions (private debt) with a focus on residential income properties, participates as a passive co-investor in selected mid‑market companies (private equity), and provides debt advisory services to support the structuring and raising of external financing.

APF Finance AG

Financial Services · Zurich · Since 2021

Artemon Project Finance AG is an investment boutique focused on private markets and structured financing. It arranges tailored private-debt solutions (with emphasis on subordinated financing for residential rental properties), participates as a passive co-investor in selected mid-market companies and provides debt advisory services for capital raising and financing structuring.

Artemon Property Finance AG

Financial Services · Zurich · Since 2022

Artemon Property Finance AG structures tailored financing solutions in private debt, notably subordinated loans for residential investment properties. The firm also participates as a passive co-investor in selected mid-market companies and provides debt advisory services to support companies in structuring and raising external financing.

ARTNES Holding AG

Financial Services · Zug · Since 2016

The core activity of ARTNES Holding AG is risk management and asset protection.

AS Asset Services S.A.

Financial Services · Auvernier · Since 1999

AS Asset Services S.A. provides advisory and research services in communication, economics, law and applied social sciences. Its activities include multilingual legal drafting, technical documentation, mediation support and measurement of financial-market sentiment using the Global Sentiment Exposure Index (G‑SEI).

A.S. Consulta AG

Financial Services · Zurich · Since 2023

A.S. Consulta AG is an independent Swiss consulting firm that evaluates and verifies investment opportunities and projects worldwide and participates in their financing and implementation. Its services include due diligence, project structuring and development of solar park projects.

Asfid Capital SA

Financial Services · Lugano · Since 2009

The core activity of Asfid Capital SA is the provision of financial services, in particular securities trading services, to institutional clients on international financial markets.

A+S Finanz AG

Financial Services · Schönenwerd · Since 2006

Asfin Consult SA

Financial Services · Lugano · Since 1997

The core activity of ASFIN CONSULT SA is to provide services in the fields of finance, taxes and compliance, particularly: * Tax consulting for private individuals, companies and international corporations * Wealth management and investment advice for private and institutional clients * Corporate services, including the establishment, management and accounting of companies * Trust and administration services for private individuals and companies * Consulting on business succession and wealth transfer The company positions itself as a traditional, trustworthy partner for Swiss and international clients and offers individual solutions for complex financial, tax and legal challenges.

Askfin Consulting AG

Financial Services · Adliswil · Since 2001

The core activity of AskFin Consulting AG is the provision of services in the field of Private Wealth Management, including Investment Management, Financial Planning and Real Estate, for private and institutional clients in Switzerland and internationally.

Assetco Management AG

Financial Services · Baar · Since 1996

Assetco Management AG is a financial services provider specializing in wealth management and research. The company's core activity is to develop and publish investment strategies and recommendations for clients, particularly in the areas of securities, stocks, commodities, and currencies. The company also analyzes and comments on current economic and political events and their impact on financial markets.

assetica AG

Financial Services · Zurich · Since 2019

The company's core activity is the provision of services in the areas of asset management, wealth management, sourcing and core banking, particularly through business engineering and project management. The services include the analysis, conception and implementation of strategies and changes in these areas, with a focus on creating added value for customers. The activities include, among other things, portfolio management, risk management, compliance and the implementation of systems and processes.

assetvision AG

Financial Services · Zug · Since 2021

assetvision AG provides independent financial and pension planning services for individuals and companies, including financial planning, occupational pension (BVG), private pension (pillar 3a/3b), mortgage and insurance advice. Services include holistic analysis, provider comparisons and implementation support via a network of partners; the advisors are FinSA-registered and the firm is supervised by FINMA.

Assithèque GmbH

Financial Services · Zurich · Since 2009

The core activity of Assithèque is the provision of insurance services and solutions for life and non-life insurance and reinsurance companies, MGAs/MGUs, TPAs, captives, and brokers. This includes, among other things: risk management and compliance services, support for the establishment of new insurance companies and agencies, product development and design for life and non-life insurance, actuarial services such as pricing, reserving and capital management, support in achieving MGA and/or Lloyd's Coverholder status, and due diligence reviews and audit services. Assithèque positions itself as an 'insurance boutique' and offers tailored solutions for the insurance industry.

Association Profmed

Financial Services · Nyon · Since 2005

The company provides services in the fields of finance, insurance, and asset management, particularly for freelancers and self-employed individuals. The core activities include: asset management and financial planning, insurance services (life insurance, health insurance, etc.), tax consulting and planning, mortgages and financing, and succession planning. The company positions itself as an independent advisor and offers its clients access to various financial products and services.

Assuan Works AG

Financial Services · Erlinsbach · Since 2022

Assuan Works AG provides specialized project financing services. The company also offers independent financial and bank advisory services, advises on the purchase and sale of real estate and real estate funds, and assists with financing, repurposing and optimization of residential and commercial properties.

AT Analytics AG

Financial Services · Walchwil · Since 2021

The core activity of AT Analytics AG is consulting in actuarial mathematics and data analytics, particularly in the areas of pricing, reserving, solvency and capital modeling, as well as internal auditing, for health and non-life insurers and captives.

ATLANTINVEST SA

Financial Services · Lugano · Since 2000

ATLANTINVEST SA provides wealth and asset management and mandate services for private and institutional clients, including management of investment funds and Actively Managed Certificates, as well as portfolio analysis and monitoring. The firm is authorized by FINMA.

ATTIXS GLOBAL COLLECTION SA

Financial Services · Geneva · Since 2002

ATTIXS GLOBAL COLLECTION SA is a lifestyle products and services company offering customized and personalized goods and services—including perfumes and cosmetics, wellness programmes, spa and fitness, age-management centres, watches and jewellery, and high-end residences and villas—tailored to the intent, atmospherics and aesthetics of projects.

ATVANTIS Capital Partners AG

Financial Services · Pfäffikon Sz · Since 2016

The core activity of ATVANTIS Capital, LLC is investment consulting, asset management, and risk management for clients. The company offers individual investment strategies, asset management, and risk management solutions and has an international network of subsidiaries and partner companies in Germany, Liechtenstein, Switzerland, and other countries. The core activities include: investment consulting and asset management for private and institutional clients, development and management of investment products and strategies, risk management and compliance services, project management and development of trading strategies, and design of investment vehicles and corporate structures. The company positions itself as an international financial services provider with a broad range of services for clients seeking individual investment and asset management solutions.

AUDERE Invest SA

Financial Services · Lugano · Since 2017

The core activity of Audere Invest SA is financial consulting and asset management for private, institutional and corporate clients. The company offers a wide range of services, including: investment consulting and asset management, structuring of corporate and family businesses, establishment of trusts and foundations, private equity transactions, treasury management and securitization of assets, design of investment strategies and structured products, and research and development of quantitative models for financial markets and investment strategies. The company has an internal quantitative team that conducts research and development to offer unique and market-differentiated products.

August Ventures Sàrl

Financial Services · Mies · Since 2021

August Ventures Sàrl is a biopharma investment firm that provides strategic capital, expert guidance and network access to accelerate growth for early‑stage biotech ventures. The firm focuses on investments in innovation- and impact-driven initiatives.

Auraïa Sàrl

Financial Services · Geneva · Since 2013

The core activity of Auraïa is advising and supporting companies, family offices and fund investors in Mergers and Acquisitions (M&A), particularly in takeovers, mergers, acquisitions and capital raising. They provide comprehensive advice and support in transactions and strategic decisions, with a focus on small and medium-sized enterprises.

AUREMA GmbH

Management Consulting · Bad Zurzach · Since 2023

The core activity of AUREMA GmbH is strategic consulting and financial controlling for companies, including the development of implementable strategies, controlling and monitoring of financial stability, profitability and liquidity. In addition, the company offers succession planning and interim management as well as coaching services to unfold the potential of individuals and teams.

Auriam GmbH

Financial Services · Hüttikon · Since 2021

The core activity of Auriam is to provide high-quality financial services, building close relationships with customers to understand their needs and find effective solutions.

Austrenis Capital SA

Financial Services · Geneva · Since 2017

The core activity of Austrenis is the provision of financial services, particularly in the field of investment business. This includes: Asset Management, Investment Advice, Financial Intermediary, Operation of a multi-purpose investment platform, and Documentary settlement of financial and investment transactions. The company thus offers a comprehensive range of services for investors and clients who wish to invest in a secure and professional manner in various asset classes.

Autoviva Financial Services AG

Financial Services · Amriswil · Since 2014

Autoviva Financial Services AG arranges insurance and leasing offers and provides advice on vehicle financing, warranties and insurance related to vehicle purchase or leasing.