Companies in
Financial Services

Enaio Invest AG

Financial Services · Zug · Since 2014

Envisage GmbH

Financial Services · Geneva · Since 2006

The core activity of Envisage is the provision of financial services, including investment advice, asset management, private equity and venture capital, as well as the provision of strategic consulting and asset allocation for institutional and private clients.

Epic Solutions AG

Financial Services · Freienbach · Since 2016

Epic Solutions AG provides services in investment compliance, investment risk and consulting, and develops the RegTech software etac to digitalize and automate processes for the investment fund sector.

EPIC Solutions Consulting AG

Financial Services · Freienbach · Since 2022

EPIC Solutions Consulting AG provides consulting and software solutions for investment compliance and risk management, offering services such as compliance implementation, investment risk assessment and advisory services, and a proprietary RegTech product called etac.

EquiFinance, Sandra Iannaccio

Financial Services · Les Diablerets · Since 2015

The core activity of EquiFinance is to provide financial advisory services, particularly for medical professionals and self-employed individuals. The founder and financial advisor Sandra Iannaccio offers individual consulting and support in planning and implementing projects, including the establishment of medical practices, financial planning and corporate governance.

Erb Swiss Global Consulting

Management Consulting · Einsiedeln · Since 2022

Erb Swiss Global Consulting is a consulting firm that provides project management and M&A services for the high‑tech, energy, IT, telecom, pharmaceutical and chemical sectors. It connects investors with opportunities in emerging markets, supports due diligence and M&A integration, and advises entrepreneurs on business plans, market research, marketing and capital raising.

Royal Tech Capital AG

Financial Services · Zug · Since 2011

The core activity of Ermes Wealth Management AG is the development, issuance and management of structured financial products, particularly in the area of derivative investment products, with a focus on capital protection, yield enhancement and participation. The company acts as a direct issuer of its own products and as a guarantor for customers, as well as a partner for other financial institutions.

ERM Finance Sàrl

Financial Services · Puplinge · Since 2009

ERM Finance Sàrl provides advisory services for real estate financing, investments, insurance and mortgage arrangements. The firm assists clients with mortgage structuring and financing-related tax aspects, operating for clients in Switzerland and France.

ESCAR Management AG

Financial Services · Hünenberg · Since 2017

The core activity of Escar Management AG is the provision of financial advisory services, including: Investment Consulting (investment strategies for various asset classes), Risk Consulting (identification and minimization of financial risks), Private Equity Consulting (deal sourcing, due diligence, portfolio advice), Real Estate Consulting (acquisition and sales strategies, real estate development), and Financial Planning (individual financial planning, including retirement planning, estate planning and tax planning). The company thus offers comprehensive financial advisory services for private individuals and companies.

Essepi Sàrl

Financial Services · Neuchâtel · Since 2022

The core activity of ESSEPI is the provision of financial services, particularly in the areas of: * Company valuation * Creation of business plans * Support for succession and transfer of companies. ESSEPI positions itself as an 'architect' for the financial performance of its clients.

Eucredi GmbH

Management Consulting · Steinhausen · Since 2016

The core activity of EUCREDI is to provide consulting services to medium-sized companies in the following areas: Corporate Advisory for legal, financial, management-related and project-related issues; Digitalization of business models and processes based on blockchain technology; Valuation and evaluation of companies, acquisition and divestiture; Establishment and improvement of operational and financial reporting systems; Financial planning and investment evaluation; Capital procurement (debt, equity, hybrid capital); Debt and financial restructuring; Succession planning. The company supports its clients in their digital transformation and offers comprehensive solutions to the challenges that come with this transformation.

Eurofinex GmbH

Financial Services · Cham · Since 2022

Eurofinex GmbH is an independent financial services firm specializing in real estate financing. The company arranges mezzanine and senior financing and investment placements for projects in Germany, Austria and Switzerland (DACH) and provides consulting on property financing.

Eurofinservice Sagl

Financial Services · Stabio · Since 2008

The company Eurofinservice offers financial services, in particular the brokerage of loans, financing, mortgages and insurance for private individuals. The core activity of the company is to support customers in selecting the most suitable financial products and offering them individual solutions.

EVENplus SA

Financial Services · Chailly-Montreux · Since 2021

EVENplus SA is a family office focused on real estate investment and wealth preservation, providing services such as property acquisition and investment, real estate development, financing and mortgages, insurance, and business advisory for companies and startups.

EVOLIDS FINANCE GmbH

Financial Services · Zug · Since 2013

The core activities of EVOLIDS FINANCE LLC are: 1. **DISTINCTIVE QUANT INVESTMENT ADVISORY**: Investment advisory services based on quantitative models, including Quant-Benchmarking, Asset-Allocation and Risk Management. 2. **ADVANCED FINANCE EDUCATION FOR B2C & B2B**: Advanced financial education services for professional clients, including preparation for global financial diplomas and training in financial topics such as derivatives, structured products and risk management.

EWOS AG

Fiduciary Offices · Salenstein · Since 2021

EWOS AG provides advisory services to entrepreneurs and shareholder-managers of small and medium capital companies, offering financial planning and consultancy. Core services include succession planning, retirement provision, liquidity and asset planning, and tools for offer comparisons and risk/structure analyses.

ExaConseils Sàrl

Financial Services · Carouge Ge · Since 2007

The core activity of ExaConseils Sàrl is to provide economic and financial consulting services to private individuals, including: Global financial consulting, Real estate acquisition and management, Pension and retirement planning (3rd pillar), Retirement and pre-retirement planning, Savings and investment advice. The company offers comprehensive consulting that takes into account not only financial aspects, but also personal and family goals and lifestyles.

Exedra Trade Service GmbH

Financial Services · Neerach · Since 2000

ExodusPoint Capital Management Switzerland Sàrl

Financial Services · Geneva · Since 2022

ExodusPoint Capital Management Switzerland Sàrl is an investment management firm that uses a global multi‑strategy, multi‑manager approach. It manages diversified liquid fixed income and equity strategies — including rates, credit, macro, fundamental equity, systematic/statistical arbitrage and event‑driven strategies — and operates a firm risk management framework.

Expat Swiss Tax Return GmbH

Financial Services · Basel · Since 2015

The core activity of EXPAT SWISS Tax Return encompasses comprehensive financial consulting for private individuals and companies, including: individual financial consulting, tax consulting, insurance consulting, home financing, wealth planning, and retirement planning. Furthermore, the company also offers services in the real estate sector, including: buying and selling real estate, renting real estate, and real estate search. The company positions itself as an independent financial advisor and offers long-term customer care.

EXPERT CAUTION SA

Financial Services · Sion · Since 2018

Facchinetti Finanzplanung GmbH

Financial Services · Hombrechtikon · Since 2020

The company's core activity is financial planning and consulting for small and medium-sized enterprises (SMEs) as well as their owners and families. This includes services such as: financial strategy and planning, company formation and succession, liquidity and risk management, investment and return planning, process optimization and automation, provision and insurance for companies and families, tax and legal consulting. The company offers comprehensive financial services to support SMEs and their owners in achieving their financial goals.

FAESA SARL

Financial Services · Geneva · Since 1994

FAESA SARL provides coaching and business consulting services, including executive search, talent identification, career assessment and conflict management.

Fähndrich Finanz GmbH

Financial Services · Hergiswil Nw · Since 2021

The company's core activity is comprehensive financial consulting for private individuals, entrepreneurs and companies. This includes the areas of finance, insurance and pension planning. The company offers independent and neutral consulting by working with around 60 renowned providers. The consulting is designed to break down complex financial topics to a understandable level, in order to offer customers a suitable solution for their individual needs.

Fahreinheit Finanz AG

Financial Services · Grüningen · Since 2022

Fahreinheit Finanz AG provides services for classic and collector cars as presented on the Fahreinheit website, including multi-level Auto‑Hotel vehicle storage with valet and self‑parking options and access to repair, bodyshop and car‑finishing services.

Faircapital SA

Financial Services · Pfäffikon Sz · Since 2014

The core activity of FairCapital consists in providing financing solutions and advisory services to smallholder organizations and other actors along fair value chains, particularly in areas with limited or no access to capital.

Fairway Finanzberatung GmbH

Financial Services · Basel · Since 2012

The core activity of Fairway Finanzberatung is the provision of financial services, in particular: financial consulting, asset management, and insurance consulting. The company offers individual consulting and solutions for customers in various life phases and situations, such as retirement, provision, asset accumulation, generational change, and home construction.

Falken Immobilien GmbH

Financial Services · Therwil · Since 2011

The core activity of Falken Immobilien GmbH is the provision of services in the areas of finance, financing and real estate trust, particularly for housing cooperatives, similar institutions, private individuals and SMEs.

FANE FINANCE SA

Financial Services · Plan-Les-Ouates · Since 1998

The core activity of Fane Finance SA consists of providing financial services, including: financial consulting, tax consulting, insurance services, investment consulting, pension consulting, financing services, and real estate consulting. The company has been operating as an independent entity since 1998 and is recognized by the FINMA (Swiss Financial Market Supervisory Authority).

FAR Future AG

Family Offices · Zug · Since 2022

FAR Future AG provides independent, conflict-free advisory services to wealthy families, focusing on aligning investment and retirement objectives. Services include comprehensive financial assessments, coordination with existing advisors, ongoing portfolio monitoring and access to a global network of family offices.

Fase Wealth AG

Financial Services · Zurich · Since 2023

The core activity of Fase Wealth is the provision of financial services, particularly: wealth management and planning, strategic asset allocation, manager selection and monitoring, financial health check, investment and transaction services, and socially responsible investments (ESG). The company offers these services primarily to athletes and entrepreneurs to secure and increase their assets in the long term.

FBX CAPITAL Sàrl

Financial Services · Geneva · Since 2020

FBX CAPITAL Sàrl is a corporate finance advisory firm that provides services including business succession, capital raising, financing structuring, factoring and financial advisory. Its services also cover bank financing, leasing and LBO arrangements, outsourced CFO support, restructuring and cash-management solutions for SMEs.

FC Immo AG

Financial Services · Au Sg · Since 2008

The core activity of FC Immo AG is the provision of services in the field of real estate financing, particularly in home financing. This includes accompanying customers in real estate purchases, creating financing plans, evaluating properties, and arranging financing offers. The company also provides market analyses and property valuations to support customers in their decision-making processes.

FDCG GmbH Finanzdienstleistungen Christina Gutschier

Financial Services · Füllinsdorf · Since 2023

The core activity of FDCG GmbH is the provision of financial services, particularly in the areas of insurance, pension planning, real estate financing, and financial consulting. The company offers individual services and consulting for customers in these areas.

fedafin AG

Financial Services · Widnau · Since 2002

The company's core activity is the creation of ratings for companies, particularly for the Swiss financial market. The company offers issuer ratings, issue ratings and project ratings for various industries such as trade, production, services, banks, insurance companies and real estate. It also creates ESG ratings (Environmental, Social and Governance) and ratings for Green, Social and Sustainability Bonds. The company positions itself as an alternative to foreign rating agencies and offers high-quality credit risk assessment for the Swiss market.

FENTHUM (Schweiz) AG

Financial Services · Pfäffikon Sz · Since 2017

The core activity of FENTHUM is the provision of financial services, particularly in the area of investment broking, as well as supporting fund distribution, marketing and communication for licensed funds. The company offers its clients comprehensive experience in the fund industry and a broad product portfolio to meet their individual investment needs.

Feondor Invest I GmbH

Financial Services · Zug · Since 2010

Feondor Group AG

Financial Services · Zug · Since 2009

Feondor Group AG is an independent, owner-managed real estate investment and asset management firm that sources, structures and manages direct real estate investments. The company provides services including investment vehicle structuring, investment management, asset management and financing/re‑financing, with a regional focus on Germany, Switzerland, Austria and the UK.

Feondor Invest II GmbH

Financial Services · Zug · Since 2011

Feondor Invest II GmbH is an independent, owner-managed real estate investment and asset management firm that structures, executes and manages direct real estate investments. Its services include investment vehicle structuring, investment management, asset management, financing/refinancing and private placement solutions.

Ferizi Finanzen

Financial Services · Rickenbach B. Wil · Since 2023

The core activity of Ferizi Finanzen is providing loans, particularly private loans, debt consolidation and other credit services.

FE Swiss Financial AG

Financial Services · Zug · Since 2024

The core activity of FE Swiss Financial AG is the operation of a regulated OTC exchange (Over-the-Counter-Exchange) for trading currencies (foreign exchange) for companies and private individuals.

FFC Fincoord Finance Coordinators AG

Management Consulting · Zurich · Since 1991

FFC Fincoord Finance Coordinators AG is a privately owned consulting firm offering financial and strategic advisory and management services. It provides entrepreneurs' advisory, corporate administration, group controlling and coordination, and tailor-made information technology services.

Fidell Conseil SA

Financial Services · Les Geneveys-Sur-Coffrane · Since 2011

Fidell Conseil SA provides fiduciary and accounting services, tax preparation and advisory services, payroll administration, insurance consultancy and administrative support for private clients and businesses, and offers dedicated service packages for medical professionals.

FIDES Trustees SA

Financial Services · Geneva · Since 2010

The core activity of Fides Trustees SA is the management of trust companies and the provision of services in the field of trust management, including the management of client portfolios, the development of client relationships and the provision of solutions for complex tax and financial issues. The company also offers services in the areas of real estate management and asset management.

FIDES Treasury Services AG

Financial Services · Zurich · Since 2006

The core activity of Fides is to provide services and solutions for corporate treasury and financial management, particularly in the areas of multibank connectivity, payments and transaction communication. Fides offers a platform that enables companies to manage their financial transactions efficiently, transparently and securely by providing connectivity to over 13,000 financial institutions.

Fiducia Capital (Switzerland) SA

Financial Services · Geneva · Since 2025

The core activity of Fiducia Capital is the provision of asset management and investment banking advisory services. Specifically, this includes: asset management, investment advisory, private equity investments, early-stage investments, capital preservation, and asset allocation. The company offers these services to institutional clients, private individuals, financial intermediaries, and family offices.

Filippini Holding AG

Financial Services · Hergiswil Nw · Since 2011

The core activity of Filippini Holding is the provision of financial services, particularly in the areas of asset management, trust and legal advice. The company offers consulting services in the fields of finance, investments and asset management and has a strong presence in Switzerland, particularly in the Ticino region.