Companies in
Financial Services

Sicuro Finance & Prévoyance Sàrl

Financial Services · Cheseaux-Sur-Lausanne · Since 2019

Sicuro Finance & Prévoyance Sàrl provides financial and pension advice, including mortgage financing support, pension/retirement analysis and financial planning. Other services cover tax matters (including tax returns), administrative assistance in cases of death or divorce, third‑pillar life insurance and support for property sales.

Muff & Partner AG

Financial Services · Mauensee · Since 2021

Muff & Partner AG develops and supplies technical solutions for churches and historic buildings, including bell drives, tower clocks, acoustic systems, climate control and safety equipment. The company designs proprietary components and provides consulting, installation, maintenance and a central church automation system.

PROBUDGET S.A.

Financial Services · Crans Vs · Since 2000

PROBUDGET S.A. provides tax advisory, real estate and insurance services, as well as fiduciary, financing and investment services. Services include tax returns and tax planning, mortgage financing and real estate brokerage, insurance intermediation (registered with FINMA), accounting, investment products and credit mediation.

Profinder GmbH

Financial Services · Kloten · Since 2022

The company's core activity is comprehensive financial consulting for private and corporate clients, including wealth management, tax planning, pension planning, insurance, real estate and mortgage consulting, retirement planning and inheritance and estate planning.

Trios Concierge Services Sàrl

Financial Services · Vernier · Since 2021

VP conseils Sàrl

Financial Services · Lausanne · Since 2013

VP conseils Sàrl is a financial advisory firm specializing in real estate financing and mortgage solutions. It provides services including financing analysis, pension/insurance planning (prévoyance) and mortgage renewals, and supports clients with dossier preparation, lender negotiations and contract finalisation.

VIFIT Group AG

Financial Services · Amriswil · Since 2020

The core activity of VIFIT Group AG encompasses financial consulting, insurance brokerage services, real estate investments, real estate management, mortgage consulting and brokerage, as well as general financial services for private and business clients.

Cevio Conseils Sàrl

Financial Services · Vevey · Since 2024

The core activity of Cevio Conseils is the consulting and brokerage of financial services, particularly in the areas of: * Insurance (e.g. car, 3rd pillar) * Pension planning * Financing * Loans (private and mortgages) The company offers personal consulting, comparison of offers and proactive management of financial products to help customers achieve their financial goals.

FINOP AG

Financial Services · Kloten · Since 2022

The company provides independent financial consulting and insurance services. The core activities include: investment consulting and optimization, insurance consulting and brokerage, pension planning, real estate financing, and tax planning. The company supports private and corporate clients in developing individual financial strategies and offers neutral consulting and processing of financial products.

Holcim International Finance AG

Financial Services · Zug · Since 2015

Barron Capital AG

Financial Services · Gümligen · Since 2022

The core activity of Barron Capital AG encompasses the following areas: * Investment consulting and asset management * Tax consulting and optimization, including preparation of tax returns * Mortgage consulting and brokerage The company offers its clients individual solutions in these areas to achieve their financial goals and improve their asset situation.

Bsafe Invest AG

Financial Services · Zug · Since 2023

The core activity of Bsafe Invest AG encompasses the areas of insurance, pension planning and finance. Specifically, the company offers solutions in the following areas: Insurance: health insurance, vehicle insurance, legal protection insurance, household and private liability insurance; Pension planning: retirement planning, vested benefits accounts; Finance: private and mortgage loans, asset accumulation; Business customers: company formation, insurance for SMEs. The company positions itself as a partner for a secure financial future and offers individual solutions for private and business customers.

D&R Partnersgroup GmbH

Financial Services · Rotkreuz · Since 2023

The company Schweizer Immobilienwerte offers tailored investment solutions for Swiss clients looking to invest in German real estate. The company's core activity involves brokering and financing high-yield properties in Germany, particularly for Swiss clients who do not require equity capital. The company provides individual financing options and market analyses to support clients in selecting and financing lucrative properties.

kmuOnline ag

Financial Services · Basel · Since 1999

The company wechselstube.ch offers services in the field of foreign exchange trading and international payment transactions. The core activity is to provide Swiss SMEs and private individuals with a Swiss employer the opportunity to exchange currencies and make payments in foreign currencies on favorable terms. This includes, among other things, the exchange of currencies, the processing of foreign currency transfers and the provision of exchange rate alerts.

SOAB GmbH

Financial Services · Buttisholz · Since 2012

The core activity of SOAB GmbH is independent financial services for private individuals, small and medium-sized enterprises (SMEs) as well as agricultural businesses. This includes in particular: Financial consulting (investment consulting, pension planning, asset management), insurance services (health, accident, liability, property and asset insurance), trust and accounting services, corporate consulting (company formation, company sale, business law protection), and investment consulting (sustainable investments, funds, precious metals, real estate). The company thus offers a comprehensive range of financial services to support customers in all financial matters and ensure security for their future.

Domiix.ch GmbH

Financial Services · Zug · Since 2022

Domiix.ch GmbH provides domiciliation services, online company formation, accounting services and business insurance solutions. The company offers c/o and regular business addresses, supports fully digital formation processes (remote notarisation and e-signature) and arranges insurance products through a partnership with Allianz.

Domiix.ch GmbH

Financial Services · Zug · Since 2024

Liberty Vorsorge AG

Financial Services · Seewen Sz · Since 2001

Liberty Vorsorge AG is a provider of private and occupational pension solutions. It offers pension foundations (e.g., BVG collective foundation, 1e Flex Invest foundation, vested benefits and 3a products), investment products and digital platforms and services for private clients, corporate clients, business partners and institutional clients.

Technologies of Understanding AG

Financial Services · Rotkreuz · Since 2021

Technologies of Understanding AG provides AI-powered software for video and document translation, subtitling and dubbing, and offers text-to-speech and related services.

Truvag AG

Financial Services · Sursee · Since 1961

Truvag AG provides fiduciary, real estate and audit services. Its offerings include accounting, tax and legal advisory, business consulting and auditing, as well as property marketing, property management, valuation and construction project management.

Truvag Revisions AG

Financial Services · Kriens · Since 2006

Truvag Revisions AG provides fiduciary, real-estate and audit services. Its offerings include accounting, tax and legal advice, business consulting and statutory audits, as well as real-estate services such as marketing, property management, valuation and construction project management.

Truvag Revisions AG

Financial Services · Sursee · Since 1992

Truvag Revisions AG provides fiduciary services including accounting, tax and legal advice, payroll administration and business consulting. The firm also performs statutory auditing and offers real estate services such as brokerage, property management, valuation and construction management.

DYN Advantage Sàrl

Financial Services · Lausanne · Since 2019

DYN Audit SA

Financial Services · Lausanne · Since 2025

DYN Audit SA performs limited and ordinary statutory audits as well as special verifications and attestations of financial statements. DYN Audit SA holds accreditation as an Expert‑Auditor granted by the Autorité fédérale de surveillance en matière de révision (ASR) and carries out audit engagements in accordance with Swiss and international standards.

DYN Holding SA

Financial Services · Lausanne · Since 2021

DYN Holding SA is the parent company of the DYN|GROUP and brings together entities that provide fiduciary and business services, including accounting, audit, taxation, insurance, advisory and digital back‑office solutions.

DYN Tax SA

Financial Services · Plan-Les-Ouates · Since 2025

DYN Tax SA provides specialised tax advisory and compliance services for companies, shareholders and private individuals. Its offerings include strategic tax structuring, tax reporting and compliance (direct and indirect taxes, including VAT) and representation before Swiss tax authorities.

EUROLANDIA SA

Financial Services · Ponte Tresa · Since 1999

The core activity of Eurolandia SA is the provision of services in the field of currency exchange (Cambio Valuta) and the granting of private loans (Credito privato). The company offers currency exchange for various currencies and provides private loans to individuals working in Switzerland. Additionally, Eurolandia SA also offers special loans for cross-border commuters (Frontalieri) with a G-permit.

Galenica Finanz AG

Financial Services · Bern · Since 2017

ADVISORY OFFICE Paunovic

Financial Services · Zollikofen · Since 2022

The core activity of Advisory Office is the provision of financial services, in particular: financial consulting, tax consulting, real estate consulting, administration and management, budget planning, accompaniment and translation services, and job application assistance. The company offers individualized and tailored solutions for clients in Bern and the Espace Mittelland region.

Day conseils SARL

Financial Services · Lausanne · Since 2015

The core activity of Day Conseils is the brokerage of loans to private customers in Switzerland, particularly in the Romandy region. The company provides advice and support in finding suitable loans, including debt consolidation, financing of projects such as renovations, car purchases, travel and other personal endeavors. Day Conseils works as a licensed and certified credit intermediary with partners to offer its customers individually tailored and transparent credit solutions.

ECO TCA Consulting GmbH

Financial Services · Zurich · Since 2005

The core activity of ECO TCA Consulting GmbH is financial consulting and brokerage, particularly in the areas of: * Credit brokerage (private loans, mortgages) * Currency exchange * Tax returns * Insurance The company offers individual solutions and consulting for customers in these areas and works with the largest financial institutions.

Global Blue Group II GmbH

Financial Services · Brüttisellen · Since 2020

Global Blue Group II GmbH provides tax-free shopping guidance and VAT refund services for travelers, together with technology and payment solutions for retailers. The company offers tax-free form issuance, payment and post-purchase services, as well as digital marketing and consulting solutions for retail partners.

Global Blue Schweiz AG

Financial Services · Brüttisellen · Since 1995

Global Blue Schweiz AG provides tax-free shopping and VAT refund services for international shoppers and retailers. The company offers retailers technology and services across tax-free shopping, payment solutions and post-purchase e-commerce services.

Crowd Solutions AG

Financial Services · Zug · Since 2016

The core activity of Crowd4Cash is operating a crowdlending platform that directly connects private borrowers and small and medium-sized enterprises (SMEs) with investors to facilitate loans. The company enables borrowers to take out loans through the platform and investors to invest in these loans, while monitoring and supporting the lending and repayment process.

Ludal Conseils, Luis d'Almeida

Financial Services · Aigle · Since 2023

The core activity of Ludal Conseils is the provision of financial services, particularly in the areas of: Financial consulting (Wealth management, Financial advice), Asset management (Wealth management), Real estate management (Real estate management), Corporate consulting (Advice to entrepreneurs), Retirement planning (Retirement preparation), Tax consulting (Tax declaration), Credit brokerage (Loans & Credits), and Insurance consulting (Insurance). The company offers its customers a comprehensive range of services to improve their financial situation and achieve their goals.

Resolve Ostschweiz GmbH

Financial Services · Frauenfeld · Since 2024

Resolve SA, Zweigniederlassung Zürich

Financial Services · Zurich · Since 2022

Resolve SA, Zweigniederlassung Zürich arranges mortgage loans, compares lenders and supports clients through acquisition, refinancing and renewal processes. The firm also provides pension planning, insurance advice and tax-optimization guidance related to property financing.

Schubiger Vertriebs AG St. Gallen

Financial Services · St. Gallen · Since 1975

Schubiger Vertriebs AG St. Gallen is a company that provides kitchen planning and interior architecture services. Its offerings include client consultation, project (baumanagement), in-house carpentry and showroom presentations.

Sienna Finanzen GmbH

Financial Services · Lüen · Since 2020

Sienna Finanzen GmbH provides financial advisory services, tax services, real estate brokerage support and insurance advice. Its offerings include tax optimisation and filing, property valuation and sales support, and guidance on investment matters.

Cambio Parini SA

Financial Services · Lugano · Since 1979

The core activity of Cambio Parini SA is the buying and selling of foreign currencies, both in cash and online, as well as the execution of foreign exchange transactions. The company offers currency exchange services, allowing customers to buy and sell various currencies such as EUR, USD, GBP and many others.

Cantillon Consulting Sàrl

Financial Services · Vevey · Since 2017

Cantillon Consulting Sàrl provides image consulting and styling services for individuals and organizations, including colour and style analysis, wardrobe consultations, personal presence coaching, and corporate workshops on dress codes, etiquette and interpersonal communication.

Financial Mutui Di Antonio Pasquale

Financial Services · Stabio · Since 2016

The core activity of Financial Mutui is the brokerage of loans and mortgages, particularly through the advice and support of customers in finding suitable loans and the execution of loan agreements with banks and notaries. The company offers comprehensive advice, ranging from property search to the conclusion of the loan agreement.

PROGREDO AG

Financial Services · Zurich · Since 2017

The core activity of Progredo is financial planning and wealth management for entrepreneurs, particularly in the areas of tax planning, pension planning, succession planning, estate planning, company sales and wealth consulting.

swiss finance leaders gmbh

Financial Services · Füllinsdorf · Since 2018

The company "swiss finance leaders" provides financial services to businesses, particularly to growth companies and owner-managed SMEs. The core activities include: * CFO services (Chief Financial Officer services) * Trust services (financial planning, budgeting, accounting) * Human resources and payroll (payroll administration, social insurance, expats) * Tax consulting (tax returns) The company supports businesses in financial planning, financing, ERP systems and other financial issues to sustainably improve their profitability and liquidity. It has specialized expertise in the areas of Life-Science, Healthcare and Innovation.

Taxpat GmbH

Financial Services · Zurich · Since 2019

The core activity of Taxpat GmbH is the provision of US tax services for US taxpayers abroad, particularly in Switzerland and the European Union. This includes: preparation and filing of US tax returns (Form 1040, 1040X, 1040NR); consulting and support on US tax obligations, including Green Card and expatriation issues; creation of Foreign Bank Account Reports (FBAR); responding to IRS notices and letters; and support in obtaining an ITIN (Individual Taxpayer Identification Number). The company also offers consulting and support in fulfilling US tax obligations, including annual tax returns and filing tax returns for multiple years.

SIG Group AG

Financial Services · Neuhausen Am Rheinfall · Since 2018

SIG Group AG provides packaging systems and solutions for food and beverage products, including aseptic carton packs, bag-in-box and spouted pouches. The company also supplies filling and equipment technology, services and product sustainability solutions.

First Fidelity Trust AG

Financial Services · Zug · Since 2005

The company offers a wide range of financial services, including: management of financial instruments, incorporation and relocation of Swiss companies, project financing and fundraising, asset management, investment advice, payment transaction services, and trading in financial instruments such as currencies, precious metals, commodities, and securities. The core activity of the company is the provision of financial services and the management of financial instruments for private and institutional clients.

Mesot Agency

Management Consulting · Rotkreuz · Since 2020

Mesot Agency is a strategic partner for growth-oriented companies and investors, structuring capital flows, facilitating private-equity participations, and supporting sustainable value creation. Its services for corporate and private clients include capital-structure optimization, financing solutions, risk insurance, and succession planning.

Refino AG

Financial Services · Lustmühle · Since 1950

Refino AG is a mechanical workshop providing manufacturing and maintenance services for industrial and vehicle applications, including CNC machining, grinding, welding, engine overhauls, driveshaft work and hydraulic services.