Companies in
Financial Services

Fintex AG

Financial Services · Zurich · Since 2018

The core activity of Fintex AG is the provision of services in the field of finance and taxes, particularly: Tax document translations, Swiss-Brazil income tax returns, Brazil-Switzerland income tax returns, financing services, real estate financing in Brazil, and mortgage and real estate financing.

Finvia GmbH

Financial Services · Winterthur · Since 2016

The company Finvia offers wealth management and financial services, particularly for private clients and family offices. The core activities include: Strategic asset allocation, Investment infrastructure, Liquid investments, Wealth management, External asset managers, Alternative investments (Private Equity, Venture Capital, Impact Investing, Private Debt, Hedge funds, Infrastructure investments). The company positions itself as a partner for the construction industry and offers modular services, up-to-date controlling options, and access to all investment opportunities. The cost structure is transparent and competitive.

Finvita Services Sàrl

Financial Services · Epalinges · Since 2023

The core activity of Finvita Services Sàrl is the provision of services in the areas of occupational pension provision (LPP), fiduciary management, human resources, and accounting. Specifically, this includes: administrative and accounting management of pension funds, interim management, special affairs, foundation management, and foundation consulting; conducting liquidations and transitions to collective entities; optimizing pension plans; and advising companies and individuals. The company thus offers specialized services to companies and private individuals in the areas of pension planning, finance, and administration.

fireo services AG

Financial Services · Zurich · Since 2018

The core activity of fireo services ag is the management of credit engagements with increased default risks for credit-granting institutions such as banks, pension funds and insurance companies. This includes the analysis and review of credit portfolios, the plausibility check of restructuring and rehabilitation concepts, the examination of legal aspects, the assessment of market and object risks in real estate, as well as support with banking or supervisory law issues.

First Impôts Consulting Sàrl

Financial Services · Lausanne · Since 2020

The core activity of FirstImpots.ch is the creation and processing of tax returns for private individuals in Switzerland. The company offers various services, including the review of possible deductions, the correction of errors and the submission of the tax return to the competent authorities. The goal is to minimize the tax burden of its customers and save them time and stress.

FirstValue AG

Management Consulting · Sursee · Since 2002

FirstValue AG helps companies assess the value of planned actions and provides financial modelling, enterprise valuation, transaction services and business planning. It prepares business plans and supports strategy, financial development and organizational change, with experience in real estate and TIME (telecom, internet, media and entertainment) markets.

FIRST ZURICH TRUST AG

Financial Services · Zurich · Since 2000

The core activity of First Zurich Trust AG is to support large-scale private financial transactions.

FIT Finanzberatung AG

Financial Services · Mels · Since 2020

FIT Finanzberatung AG provides financial advisory services to private clients and businesses in the areas of financial planning, pensions and taxation. Services include mortgage and property financing calculations, pension and estate planning, preparation of guardianship/advance directives, inheritance division and estate inventories, as well as handling inheritance and gift tax matters. The firm also advises on company organisation, business formation, succession planning and related tax issues.

Fleximmo Investissements SA

Financial Services · Nyon · Since 2017

Fleximmo Investissements SA provides real estate sales services for the sale of apartments and individual houses. The company offers sales services and coaching, transparent pricing, fixed-price options positioned below typical brokerage commissions, and the choice between à la carte services or a traditional mandate with a fixed success-based fee.

Floreat Private Ltd

Financial Services · Geneva · Since 2013

The core activity of Floreat is the provision of financial services, particularly in the area of merchant banking and advisory services for professional private clients and ultra-high-net-worth individuals (UHNW). This includes strategic consulting, capital procurement and risk management.

Florent Schmidt, Ipp-finance.ch

Financial Services · Porrentruy · Since 2005

The core activity of LPP-Finance encompasses two main areas: 1. **Occupational and private pension planning**: LPP-Finance is a broker specializing in the placement of pension and insurance solutions for companies and private individuals. 2. **Mortgage financing and real estate development**: The company is also active in the field of mortgage financing and real estate development, such as the realization of residential projects like the "Résidence Trevi" in Porrentruy.

Flow Ventures Sagl

Management Consulting · Mezzovico · Since 2023

Flow Ventures Sagl trades environmental and low‑carbon commodities and environmental instruments (e.g., VERs, CORCs, I‑RECs). It facilitates trade in biomass, biochar and biofuels and connects agricultural byproducts, industrial demand and capital markets to support verified emission reductions and renewable energy objectives.

FMC Finance Management Consulting AG

Financial Services · Hünenberg · Since 2013

The core activity of FMC Finance Management Consulting AG is to provide exclusive financial services to high-net-worth individuals, family offices, and elite networks. This includes: Creating tailored investment strategies and solutions, Access to exclusive investment opportunities, Structuring assets for the present and future, Ensuring financial security for current and future generations, and Providing an exclusive financial network. The company positions itself as a highly specialized consulting firm focused on the needs of Ultra High Net Worth (UHNW) individuals and family offices.

FoG Services AG

Financial Services · Stansstad · Since 2022

The core activity of FoG Services AG is the provision of consulting services in the field of uncorrelated asset classes, in particular consulting, analysis, research and transaction brokerage, specifically for foundations, pension funds, asset managers, family offices, high net worth individuals (HNWI) and other institutions.

Fondation Indosuez (Suisse)

Financial Services · Geneva · Since 2012

The company's core activity is Wealth Management, i.e. asset management. The company offers services to manage, protect and increase the assets of private individuals, families and companies. This also includes investment advice, asset management, asset protection and the management of assets.

FONDATION POUR L'INNOVATION ET LA TECHNOLOGIE (FIT)

Financial Services · Lausanne · Since 1995

The company's core activity is to support start-ups through the granting of loans and subsidies, as well as the promotion of innovation and technology, particularly in the areas of FIT Tech, FIT Digital, FIT Impact, Food & Hospitality.

Fondation Romande en faveur de la Prévoyance Individuelle liée (3a)

Financial Services · Geneva · Since 2018

The company's core activity is the management of pension funds and the investment of assets in the area of occupational and individual pension provision. The company offers services such as the management of pension funds, asset investment and consulting for customers on pension-related matters. It works with partners such as banks and insurance companies to offer a comprehensive range of services.

Fortis Capital AG

Financial Services · Wollerau · Since 2015

The core activity of FORTIS CAPITAL AG is the brokerage of private loans in Switzerland. The company supports financial institutions and loan brokers in achieving their sales targets by brokering private loans, rate protection insurance and credit cards. It provides consulting services in the area of customer acquisition and works closely with reputable and professional loan brokers to generate high-quality sales.

Fortune Capital Services GmbH

Financial Services · Zurich · Since 2019

The core activity of Fortune Capital Services is the provision of independent financial advisory services to private and corporate clients with an international focus. The services include: establishment and management of companies in Switzerland and abroad, accounting and tax consulting for Swiss and international companies, social, pension and health insurance consulting for Swiss companies, corporate governance, management and structuring, international wealth planning and management, including succession planning and asset protection, banking and asset management services in Switzerland and abroad, and real estate acquisition and financing in Switzerland and abroad. The company thus offers a comprehensive range of services designed to protect and promote the financial interests of its clients.

Forty51 Advisors AG

Financial Services · Basel · Since 2021

Forty51 Advisors AG is a venture advisory firm focused on early-stage life sciences and biotechnology investments and on venture building. It acts as a lead or co-lead investor in initial institutional financings and supports the creation and development of biotech start-ups.

Forzoni SA

Financial Services · Minusio · Since 1977

The core activity of Forzoni SA is real estate development and brokerage, particularly in the planning, construction and marketing of residential properties such as single-family homes and multi-family homes. In addition, the company also provides general contracting services.

FoxAdvisor SA

Financial Services · Neuchâtel · Since 2024

FoxAdvisor SA is an insurance broker and advisory firm serving healthcare professionals and medical practices. It provides risk analysis, pension and protection plans, tailored insurance solutions, and administrative support including company formation, billing and accounting referrals, financing assistance, personnel management and a marketplace for practice opportunities.

FP Wealth Capital SA

Financial Services · Geneva · Since 2010

FP Wealth Capital SA is an independent financial firm specializing in structured products and offering financial products, investment mandates and advisory services to professional clients.

FP WEALTH SOLUTIONS SA

Financial Services · Geneva · Since 2012

FP WEALTH SOLUTIONS SA offers structured financial products, investment mandates and advisory services. Via a network of investment banks it designs tailored instruments including OTC transactions (swaps, options) and structured products (notes, certificates, warrants) linked to equities, currencies, interest rates, credit, commodities and funds.

fractals SA

Financial Services · Lausanne · Since 2008

The core activity of fractals SA consists in providing actuarial and consulting services for retirement and pension funds, particularly in the areas of: Expert opinions and reports for pension funds (CSEP), Asset Liability Management (ALM) studies, Consulting on occupational pension provision (LPP), and Valuation of post-employment benefit obligations (IFRS, IAS 19, US GAAP, ASC 715, IPSAS 39). In addition, the company also offers internet services such as web hosting, websites and web applications.

Freemont Management SA

Financial Services · Lutry · Since 1994

Freemont Management SA is a manager of collective assets that oversees institutionally sized assets and invests across traditional and alternative asset classes, including markets, currencies, derivatives, hedge funds and private equity.

Freesol GmbH

Coaching & Personal Development · Volketswil · Since 2024

Freesol GmbH provides financial and life coaching, advising private and business clients on wealth building, personal development, wellbeing and relationship coaching.

Frenkel Consulting GmbH

Financial Services · Cham · Since 2022

The core activity of Frenkel Consulting is independent financial consulting, particularly in the area of asset management, with a focus on: Investment advice, Insurance consulting (Health Insurance, Vested Benefits), Retirement planning (Retirement Plans, 3a/3b), Mortgage consulting (Home Financing), and Children's investment plans. The company provides individual, independent, and customer-specific financial solutions, especially for expats in Switzerland.

F&RE Services GmbH

Financial Services · Buonas · Since 2024

F&RE Services GmbH provides financial advisory and real-estate consulting, delivering tailored finance services for small and medium-sized enterprises and advisory for residential property transactions. Services include financial analysis and planning, interim CFO mandates, controlling and reporting, market valuation, targeted marketing and transaction support through to notarisation.

FREY I.M.A., Investment & Management Advisory

Management Consulting · Bremgarten B. Bern · Since 2013

The core activity of Frey Investment & Management Advisory is to provide consulting services to institutional investors, companies and family offices in the following areas: Strategic Consulting, Investment Advisory, Administrative and Foundation Board Mandates, Management Consulting and Strategy Development, and Interim Management. The company supports its clients in solving problems in these areas and offers solutions for bridging leadership gaps, strengthening leadership competencies and supporting change processes.

Frontier Financial Partners GmbH

Financial Services · Bäch Sz · Since 2019

The core activity of Frontier Financial Partners is the intermediation of capital to companies and projects, particularly through equity, debt, trade finance, infrastructure finance or other financing sources. The company supports businesses in raising capital and provides strategic business consulting and support to help companies grow and achieve their goals.

fundvalue GmbH

Financial Services · Zurich · Since 2019

The company's core activity encompasses the provision of financial services, particularly in the areas of financial and investment consulting, sales support for financial products, planning and organization of events, as well as training and education. The company supports clients in optimizing or executing their sales activities and offers tailored strategies for financial and sales objectives.

Funkenmeer AG

Financial Services · Zurich · Since 1997

Funkenmeer AG operates the stiftung.ch brand and provides advisory and support services for foundations and non-profit organisations; its services include consulting, fundraising, finance, marketing services and foundation management.

Furmica BE AG

Financial Services · Bern · Since 2024

Futrac AG

Financial Services · Zug · Since 2012

The core activity of Futrac AG is the provision of services in the field of investment and asset formation, in particular: investment and asset formation education and training, investment advice and asset management, risk management, and investments in income-generating real estate. Additionally, the company also offers specialized courses and training programs, such as a Commodity Futures Trading program.

FX Rails AG

Financial Services · Zurich · Since 2025

FX Rails AG operates a cross-border payment network connecting traditional and blockchain-based markets. The platform supports fast, secure and cost-efficient processing of hard-to-convert currencies by using stablecoins and liquidity partners, offers APIs and self‑service interfaces with transaction transparency, and is a member of the VQF Financial Services Standards Association, recognized by FINMA under the Anti‑Money Laundering Act.

FYDUCIA SA

Financial Services · Lugano · Since 2022

FYDUCIA SA is an independent family office that designs and implements tailored wealth and investment management solutions for private clients and families. It does not sell financial products and is not part of any banking or financial group.

Gabris Advisors GmbH

Financial Services · Freienbach · Since 2012

The core activity of Gabris Advisors GmbH is the provision of financial services, particularly in the areas of asset management and private banking. The company offers individual solutions for high net worth individuals, companies and institutional investors, including investment advice, asset management and access to alternative investment forms.

Gala Capital SA

Financial Services · Zug · Since 2020

Gala Capital SA is a proprietary trading firm that applies systematic and statistical investment strategies to seek alpha while managing risk. The firm develops proprietary quantitative strategies for global equities, indices, commodities and forex and trades instruments such as futures, options, ETFs and digital coins.

Galileo Capital Advisors SA

Financial Services · Lausanne · Since 2004

The core activity of Galileo Capital Advisors SA is advising companies, particularly emerging-growth companies, on raising equity and debt capital in various sectors such as life sciences, strategic resources, sustainable development, renewable energy and artificial intelligence. Additionally, the company supports the development of business relationships with strategic partners, manufacturers and distribution partners, as well as the opening of new distribution channels for companies seeking to expand into international markets.

Gamafi SA

Financial Services · Versoix · Since 2015

The core activity of Gamafi SA is the provision of independent financial advisory services, particularly for companies in the energy and commodity sector, such as traders, refineries and producers.

Gami Capital SA

Financial Services · Geneva · Since 2022

Gami Capital SA provides institutional investors with access to yield‑generating digital assets and develops structured, regulated investment products alongside on‑chain strategies. Services include curated high‑yield vaults, DeFi liquidity incentive programs, an active Bitcoin certificate, a market‑neutral fund, early‑stage venture investments and institutional advisory; the firm is registered with ARIF.

Garant Finanz AG

Financial Services · Zurich · Since 2004

Garant Finanz AG brokers and advises on long-term vehicle rental and leasing, including solutions for customers who cannot obtain leasing from traditional banks. Services cover private and corporate leasing with flexible terms (typically 12–60 months) and provisions for deposit and residual value.

Garanta Finanzgruppe AG

Management Consulting · Bern · Since 2024

Garanta Finanzgruppe AG provides financial and company reports, sector and market studies, and advisory services including M&A, financing and capital sourcing, operations management and human resources advisory. The company delivers structured, decision‑ready analysis for clients across Europe and is a member of VQF and affiliated with FINOS (Swiss financial ombudsman).

gategroup Finance Switzerland GmbH

Financial Services · Glattbrugg · Since 2024

Gautschi Advisory GmbH

Financial Services · Dintikon · Since 2015

Gautschi Advisory GmbH provides independent investment advice and support to institutional and private investors for managing and monitoring their asset portfolios. Services include investment consulting, investment controlling and performance reporting, ALM analyses, assistance with pension-fund solutions, and selection and negotiation with portfolio managers. The firm operates independently of banks and insurers; Adrian Gautschi is FINMA-registered.

GBM Finanz Service AG

Financial Services · Zug · Since 2024