Companies in
Financial Services

Computershare Schweiz AG

Financial Services · Olten · Since 1996

The core activity of Computershare is the provision of financial services, particularly in the areas of: * Share registration * General meetings * Corporate actions * Custody business * Financial administration The company supports companies in managing their shares, conducting general meetings and fulfilling regulatory requirements. It also offers services to private individuals who own shares, such as managing employee shares.

Concepts Unlimited AG

Financial Services · Zug · Since 2013

Concepts Unlimited AG is a project developer and real estate investor specializing in high-quality residential and commercial space. The company provides project development, real estate management and construction-trustee services.

CONCORDE WEALTH MANAGEMENT S.A.

Financial Services · Geneva · Since 2019

The core activity of Concorde Wealth Management SA encompasses trust and corporate services, including: wealth management and structuring, asset protection and wealth safeguarding, corporate and tax structuring, succession planning and privacy, regular compliance services, opening of bank accounts in Switzerland and worldwide, and advisory services for entrepreneurs and family-owned businesses. The company offers these services to both private clients and institutional clients, such as family offices, asset managers, and independent fund managers.

Conduit Securities Suisse Sàrl

Financial Services · Geneva · Since 2018

Conduit Securities Suisse Sàrl is a subsidiary of Conduit Pte Ltd that provides execution and distribution services and offers market access to fixed income, equities and structured products for institutions, family offices and private clients.

Conseil Tobler

Financial Services · Niederteufen · Since 2020

The core activity of Tobler Conseil is consulting and planning in the field of social security and finance, particularly in retirement planning and optimization of the Swiss three-pillar system. The company offers services such as retirement planning, consulting on social security and financial matters, as well as the development of individual retirement plans.

consis Wirtschaftsprüfung AG

Financial Services · Wil Sg · Since 2002

consis Wirtschaftsprüfung AG provides audit and assurance services for small and medium-sized enterprises, including statutory audits, reviews, due diligence, expert opinions and valuations. The offering is provided alongside consis fiduciary and tax advisory services.

Consolite Switzerland AG

Financial Services · Pfäffikon Sz · Since 2022

The company Consolitech offers comprehensive financial management for private individuals and families. The core activities include: financial consulting and planning, asset management and protection, investment strategies and investment consulting, insurance consulting and brokerage, mortgage and financing consulting, tax consulting and planning, pension and retirement consulting, and banking and account management. The company provides a wide range of financial services to support customers in managing their finances and securing their financial future.

Praemius GmbH

Financial Services · Basel · Since 2022

Convero AG

Financial Services · Zug · Since 2020

The core activity of Convero AG is providing services in the Private Equity sector, specifically: * Capital raising and advisory services for investors and fund managers * Primary financing for small funds and emerging fund managers * Secondary advisory services for investors and fund managers seeking liquidity solutions * Direct and (co-)investment capital raising for fund managers and independent sponsors. Convero AG positions itself as a partner for investors and fund managers to achieve their capital raising goals and build long-term relationships.

CONVESTRO AG

Financial Services · Wädenswil · Since 2015

The core activity of Convestro AG is the provision of innovative financial services, particularly in the Fixed Income and Credit sectors, for institutional clients such as asset managers, banks, and multi-family offices. The company supports its clients in bond allocation and strategy selection for successful portfolio management.

CooperVision Sàrl

Financial Services · Thônex · Since 2001

Copacapital SA

Financial Services · Nyon · Since 2008

The company provides financial advisory services, particularly in the areas of asset management and financial management.

Copernico Partners AG

Financial Services · Zurich · Since 2023

Copernicus Wealth Management SA

Financial Services · Lugano · Since 2016

Copernicus Wealth Management SA provides wealth management, asset management and risk management services for private clients, families and entrepreneurs. Services include portfolio construction, third-party fund selection, investment oversight, consolidated reporting, and the integration of ESG considerations and tax-efficient structuring.

Core (Trustee) Service SA

Financial Services · Geneva · Since 2017

Core (Trustee) Service SA acts as a trustee in predominantly common‑law jurisdictions, managing trusts and fiduciary structures. Services include formation, domiciliation and administration of companies and trusts, together with specialised services for yacht ownership structures and trust administration for international clients.

CorFinAd AG

Financial Services · Zurich · Since 2006

The core activity of CorFinAd consists of providing Corporate Finance services, in particular: * Accompanying M&A transactions (Mergers and Acquisitions) * Capital market financing * Succession solutions * Preparation of valuation reports. As an independent Investment Banking Boutique, CorFinAd supports Swiss and international companies, strategic investors, financial investors and the public sector in implementing transactions.

Corridor Group AG

Management Consulting · Zug · Since 2022

Corridor Group AG provides strategic asset management services, connecting investors with projects worldwide with a focus on emerging markets. Its offerings include asset management advisory, asset allocation services, investor relations management, project management and consultancy. The website notes that the company currently operates without a FINMA licence and is pursuing relevant certifications.

CORUM Wealth Management Platform AG

Financial Services · Zurich · Since 2019

CORUM Wealth Management Platform AG provides wealth management and investment advisory services, including portfolio analyses, capital-protected strategies, and fund and hedge fund advisory. The firm also offers family‑office solutions, wealth and estate planning, trusts and foundations, and works with partner banks and external experts on tax, real estate and insurance matters.

Coué & Hill GmbH

Financial Services · Baar · Since 2022

C+P Financial Services AG

Financial Services · Rotkreuz · Since 1999

The core activity of C+P Financial Services AG is the provision of financial intermediary services, particularly in the area of trade and debt financing mediation. The company offers tailored financial solutions for businesses and private individuals, including the mediation of Standby Letters of Credit (SBLC) and Bank Guarantees (BG), as well as the provision of credit enhancements, project financing, and payment guarantees.

CPP Advisors AG

Financial Services · Hirzel · Since 2002

CPP Advisors AG is a capital advisory firm focused on alternative investments, representing managers across private debt, private equity, real assets (including infrastructure and real estate in Switzerland and the US) and hedge funds. It provides fund placement and capital‑raising services, GP advisory, club‑deal arrangements and advice on credit secondaries and liquidity solutions, including investor mapping, positioning, marketing materials and due‑diligence preparation.

CPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl

Financial Services · Meyrin · Since 2017

The core activity of CPP (Comprehensive Pension Planning) is consulting and planning pension and retirement solutions for private individuals and companies in Switzerland. This includes in particular: retirement planning and old-age provision, asset protection and risk management, tax optimization, especially in the 2nd and 3rd pillar, mortgages and real estate financing, inheritance planning, and consulting on the selection and management of pension funds and retirement products. The company also offers services for companies, such as setting up and managing occupational pension plans and pension funds, as well as consulting on the implementation of personnel departures and transitions.

Credaris AG

Financial Services · Zurich · Since 2003

The core activity of Credaris is the brokerage of private loans in Switzerland. The company brokers consumer loans, car loans and other types of private loans, and supports customers in selecting and applying for loans. Credaris works with various credit providers and takes over the entire process of checking and processing loan applications.

Credit General SA

Financial Services · Montagny-Près-Yverdon · Since 2017

The core activity of Credit General SA is the granting of personal loans and the consolidation of existing loans (Rachat de crédit) for private individuals in Switzerland. The company offers individually tailored credit solutions, including negotiating favorable interest rates with Swiss banks, to provide customers with the best possible conditions.

Crottaz Finance

Financial Services · Cugy Vd · Since 2007

The core activity of Crottaz Finance is providing financial services and consulting.

Crowdguide GmbH

Financial Services · Hünenberg · Since 2019

The core activity of Crowdguide GmbH is the independent brokerage of loans and insurance. The company offers consulting and brokerage services for various types of loans (private loans, SME loans, mortgages) and insurance (health insurance optimization, property insurance, life insurance) and provides access to top-class providers with attractive conditions.

Cryptofactory Schadegg

Financial Services · Bischofszell · Since 2021

Cryptofactory Schadegg supplies technical interior-decoration products, including curtain and interior shading systems, acoustic room solutions, and a wide range of floor-covering profiles. The company supports trade partners with presentation materials, catalogues, training and shopfitting products.

CWS Consultant (Switzerland) Sàrl

Financial Services · Russin · Since 2020

The core activity of CWS Consultant (Switzerland) Sàrl is the provision of independent financial and trust consulting services, including: wealth planning and management, succession planning and management, tax and legal planning, investment advice and management, and fiduciary structures and asset management. The company provides its clients with individual and independent advice to achieve their financial goals and optimize their asset situation.

Dakson Global AG

Financial Services · Zug · Since 2019

Dakson Global AG provides digital financial services and payment infrastructure, including mobile banking, global remittance, peer-to-peer and social payments, as well as card programs and eSIM integration. The company develops platforms and partnerships to enable global financial connectivity and increase access to financial services.

Davydov Capital

Financial Services · Appenzell · Since 2017

The core activity of Davydov Capital is the provision of independent financial services, particularly in the area of investment management, where the company is guided by the interests of its clients and emphasizes a strong focus on entrepreneurship and the interests of its partners.

Daymer Bay Capital (Switzerland) Sàrl

Financial Services · Sion · Since 2021

The core activity of Daymer Bay Capital (Switzerland) Särl is third-party fund marketing, i.e. the placement and marketing of funds from specialized international fund managers to institutional and wholesale investors in Europe. The company supports fund managers in their asset-raising activities and connects them with investors by professionally and effectively marketing their funds.

DC Placement Advisors AG

Financial Services · St. Gallen · Since 2007

DC Placement Advisors AG is a placement agent and advisory firm that assists sustainable private markets fund managers in placing institutional capital. The firm arranges capital across alternative asset classes—including infrastructure, private equity, renewable energy, real estate, venture capital and private debt—offers advisory services and the 'advinda' Investor Cloud, and holds licences under the German Banking Act for investment broking and investment advice.

De Auria Finance SA

Financial Services · Lugano · Since 2019

De Auria Finance SA is a financial services company specializing in wealth and investment management for institutional clients and ultra-high net worth individuals (UHNWIs). The core activities include: wealth management, investment advisory, research and analysis of investment opportunities, selection and management of investments, and advising institutional clients and UHNWIs on the development of investment strategies. The company does not offer direct banking services, but focuses on advising and managing wealth and investments.

DEBITORIS GROUP AG

Financial Services · Hergiswil Nw · Since 2004

DEBITORIS GROUP AG provides outsourcing services including financial services (credit checks, billing, receivables management, debt collection, reporting), customer relationship management, consulting and IT services. The website states that certified IT processes are used and that all data are stored exclusively in Switzerland.

Decentia Wealth AG

Financial Services · Zug · Since 2016

The core activity of Decentia Investment Advisory AG is the independent advisory and brokerage of individual investment products, particularly in the area of derivatives, for institutional clients such as independent asset managers, banks, family offices, pension funds and companies. The services include finding the best possible conditions for investment products (Best Execution), monitoring and managing investments throughout their entire lifecycle (Lifecycle Management) as well as providing advice and idea generation for investment decisions.

Deep Wealth SA

Financial Services · Geneva · Since 2019

The core activity of Deep Wealth SA is the provision of financial advisory and private placement services to family offices, asset managers and private clients.

SAMBLE SA

Financial Services · Lugano · Since 1993

SAMBLE SA provides insurance and financial advisory services for private and corporate clients, including health, life, property and motor insurance, occupational insurance and pension (LPP), as well as personal loan options.

DELARIVE 2.0 SA

Financial Services · Vevey · Since 2014

DELARIVE 2.0 SA is a consulting and design firm for hospitality and welcoming spaces that develops concepts, brand identities and manages projects. Its services include property search and negotiation, feasibility studies and strategic targeting, concept and identity creation, FF&E/OS&E management, connecting with management partners, and project follow-up and adjustments.

Delfin Investment AG

Financial Services · Zug · Since 2016

The core activity of Delfin Investment AG is to provide independent advisory services in the field of risk management for equities and commodities (Equity & Commodity Risk Management) for companies, family offices and ultra high net worth individuals.

Denbaya capital Sàrl

Financial Services · Chêne-Bougeries · Since 2024

Denbaya capital Sàrl is a trading and advisory firm providing brokerage services for food and non-food products and trading in equipment and precious metals. It lists agri‑commodities, equipment and minerals as sector focuses and engages with partners in Africa and Europe.

DE NECKER KIPLING & Cie SA

Financial Services · Nyon · Since 1987

DE NECKER KIPLING & Cie SA develops and delivers real estate projects, focusing on residential buildings. The company manages land prospecting and feasibility, negotiations and construction management under a general-contractor model, and markets condominiums and rental properties to private buyers and investors in Geneva, Vaud, Neuchâtel and Fribourg.

derfinanzplaner.ch GmbH

Management Consulting · Schlieren · Since 2016

derfinanzplaner.ch GmbH provides independent fee-based financial and pension planning services, including retirement provision, estate and tax planning, business succession advice and guidance on wealth strategy.

Devisen Partner AG

Financial Services · Latterbach · Since 2016

The core activity of Devisen Partner AG is the expert and independent consulting of Swiss companies on the topic of foreign currencies, particularly in the areas of foreign exchange trading and asset management.

Dey Capital GmbH

Financial Services · Freienbach · Since 2018

The core activity of Dey Capital is the provision of financial services, particularly in the areas of: Corporate Finance (Mergers and Acquisitions, Private Equity, Venture Capital, Project Financing), Investments (Asset Management, access to various investment strategies and classes), and Consulting (advising companies, family offices, and institutional investors on financial strategies and transactions). Dey Capital positions itself as an independent financial advisory firm with a focus on digital and physical assets, including rare and valuable items such as vintage musical instruments, sports memorabilia, and classic cars.

DG Conseil Sàrl

Financial Services · Etagnières · Since 2020

The core activity of DG Conseil is to provide services in the fields of finance, insurance, and real estate. Specifically, this includes: Financial services: expert opinions, tax returns, financial planning and management for individuals and companies (DG Finances); Insurance services: consulting and brokerage of insurance solutions for individuals and companies (DG Conseil); Real estate services: consulting and support for real estate projects, management of real estate and holiday properties (DG Patrimoine). The company thus offers a comprehensive range of services to meet the financial, insurance-related and real estate needs of its clients.

DHD MANAGEMENT SA

Management Consulting · Geneva · Since 2004

The core activity of DHD Management SA encompasses four main areas: 1. **Risk Management**: The company offers risk management solutions, including marine insurance, cargo insurance, and liability insurance, to support customers in managing risks. 2. **Financing**: DHD Management SA provides alternative financing solutions, including commodity financing and structuring, to support customers in financing their businesses. 3. **Corporate Services**: The company offers corporate services, including company domiciliation, for small and medium-sized enterprises (SME), trading and shipping companies, foundations, and NGOs. 4. **Real Estate Services**: DHD Management SA provides real estate services, including rental and management of properties. Overall, the company focuses on providing specialized services to businesses, particularly in the areas of trade and shipping, as well as to foundations and NGOs.

Dietschiberg Finanz AG

Financial Services · Lucerne · Since 2020

The core activity of Dietschiberg Finanz AG is independent financial consulting for private individuals, foundations and companies in the areas of financial planning, investments, financing and real estate.