Companies in
Financial Services

SWISS AMF AG

Financial Services · Zug · Since 2016

The core activity of Swiss AMF AG is the provision of corporate administration services and the provision of solutions for licensed Swiss financial services companies. This includes, among other things: Corporate administration services such as compliance outsourcing, AML onboarding, accounting and director services; Support in the establishment and licensing of Swiss financial services companies, including asset management companies, payment service providers, forex traders and more; Sale of Swiss financial services companies, including asset management companies, trust companies and forex companies; Consulting and support in complying with regulatory requirements and implementing compliance measures.

A. de Régibus SA

Financial Services · Villars-Ste-Croix · Since 1962

A. de Régibus SA provides metal construction, platework and precision machining services. Its offering includes cutting, 5‑axis milling, turning, welding and assembly, plus on-site repair work, supported by an in-house CAD/technical office and a modern production facility.

Beat Munsch - Finanzplanung. Versicherungsberatung. Steuerservice

Financial Services · Itingen · Since 2016

The company's core activity is providing services in the areas of financial planning, insurance consulting and tax services. This includes, in particular, supporting customers in planning and implementing their financial goals, such as securing retirement, providing financial protection for the family, planning for larger projects or achieving financial independence.

H&H Edelmetalle GmbH

Financial Services · Solothurn · Since 2023

The core activity of H&H Edelmetalle GmbH is the consulting and sales of precious metals such as gold, silver, platinum and palladium, with the goal of supporting customers in building and securing their assets.

Jenni Financials GmbH

Financial Services · Sevelen · Since 2022

The core activity of Jenni Financials GmbH is financial planning and consulting for private individuals and SMEs, including the areas of provision, asset investment, real estate financing, health care, insurance protection, tax, property and inheritance law issues, as well as pension planning.

JLDA SA

Financial Services · Payerne · Since 2023

The core activity of JLDA SA is the provision of financial services, particularly in the areas of wealth management, retirement planning, insurance management and financial consulting. The company offers its clients individual solutions and advice in these areas to optimize their financial situation and achieve their goals.

Life Core GmbH

Financial Services · Kloten · Since 2016

The core activity of Life Core GmbH is independent financial consulting and planning for private individuals and companies. They offer services in the areas of investment, pension and retirement planning, health, mortgages, insurance and general financial planning. The goal is to provide customers with neutral and informed advice to support their financial concerns in every phase of life.

Q - Base Capital Group AG

Financial Services · Zurich · Since 2019

The core activity of Q-Base Capital Group AG is to provide direct investment opportunities in Swiss residential and real estate projects, particularly through the issuance of bonds offering a fixed return. The company enables private individuals and investors to invest in high-quality real estate projects located in sought-after areas, offering transparent communication and professional customer advice.

Stiftung Pensionskasse der Thurgauer Kantonalbank

Financial Services · Weinfelden · Since 1942

The core activity of the company "pktg" (Pensionskasse Thurgau) is the management and investment of pension funds. The company offers mortgages and loans and invests in real estate and capital investments. It is a pension fund specializing in the management of retirement savings.

Swiss Financial Advice - Christophe Bouin

Financial Services · Grand-Lancy · Since 2022

The core activity of Swiss Financial Advice is the provision of financial services, particularly in the areas of: Research and management of LPP advances (2nd pillar of the Swiss pension system); Investment advice and asset management; Planning and optimization of pension planning (3rd pillar); Tax consulting and optimization; Insurance consulting (including health insurance and accident insurance); Support in the founding of companies. The company offers its customers individual consulting and solutions in these areas to improve their financial situation and achieve their goals.

Bucher Group Finance AG

Financial Services · Zürich · Since 2022

ch Finanzberatung GmbH

Financial Services · Auenstein · Since 2023

The core activity of ch Finanzberatung GmbH is independent financial consulting and planning for private individuals. The services include, among others, budget planning, asset accumulation, provision, investments, insurance, real estate, retirement, taxes, and property and inheritance law. The company offers individual and tailored solutions to meet the financial needs of its clients.

CoOpera Immobilien AG

Financial Services · Bern · Since 2006

creditworld Capital AG

Financial Services · Zurich · Since 2018

creditworld Capital AG is a FINMA-licensed asset manager offering private debt investment solutions for qualified investors. The firm originates and structures direct loans, operates financing vehicles and arranges SME financing, providing fund, mandate and single-loan investment options as well as working capital, growth, M&A and mortgage financing.

creditworld AG

Financial Services · Schaffhausen · Since 2015

creditworld AG is a direct-lending provider that connects SMEs with institutional investors and arranges tailored financing solutions such as working capital, growth and M&A loans, and mortgages for business properties. The group also offers investment products for qualified investors and places loans via its own financing vehicles and a network of institutional investors (financings from CHF 100,000 up to CHF 25,000,000, per the website).

gategroup Financial Services S.à.r.l., Luxembourg, Zweigniederlassung Glattbrugg

Financial Services · Glattbrugg · Since 2011

GEO SA

Financial Services · Geneva · Since 2013

The core activity of GEO SA is the operation of a currency exchange office (bureau de change) where customers can exchange currencies such as CHF, EUR, USD, GBP, CAD and JPY without commission. The company also provides advisory services in the field of asset management and acts as an independent asset manager.

MAKE Industries GmbH Passion for Quality

Financial Services · Frick · Since 2023

The core activity of MAKE Industries is factoring, i.e. the takeover of claims and the provision of liquidity for companies.

MB Gestion Conseil Sàrl

Financial Services · Fully · Since 2015

The core activity of MB Gestion Conseil is to provide services in the field of financial planning, insurance and tax consulting. Specifically, this includes: Financial planning and asset management (360° subscription), Insurance services (AVS, LPP, 3rd pillar insurance), Tax consulting and planning (Tax return), Financing advice for the purchase of real estate (Mortgage financing), Investment advice (Financial investments), and Claims settlement (Claims handling). The company thus offers comprehensive consulting services in the field of personal finance and asset management.

RAEE.CH SA

Financial Services · Pregassona · Since 2024

The core activity of Raee.ch is the trading and exchange of currencies, particularly in the foreign exchange business between Swiss Francs (CHF) and Euros (EUR). The company offers its customers the opportunity to buy and sell currencies and provides current exchange rates.

responsAbility Investments AG

Financial Services · Zurich · Since 2003

responsAbility Investments AG is an asset manager specializing in impact investing in emerging markets. It provides investment solutions for professional and retail investors across the themes of Financial Inclusion, Climate Finance and Sustainable Food, and integrates ESG risk assessment, impact measurement and technical assistance into its investment process.

Safecore AG

Financial Services · Freienbach · Since 2014

The core activity of Safecore AG is investment consulting and brokerage of financial transactions, particularly in the areas of private equity, cryptocurrencies and real estate. The company provides its clients with personal and binding support in investing in various asset classes and grants access to exclusive direct investments in companies, cryptocurrencies and real estate.

Smart Business Solutions AG

External Asset Management · Glattfelden · Since 2009

Smart Business Solutions AG provides investment advisory and asset management services focused on alternative and sustainable investments such as solar energy, real estate, precious metals and digital assets. The firm designs tailored investment strategies and arranges specific products including solar bonds, tangible-asset investments and cryptocurrency-based solutions.

SwissComply Group AG

Financial Services · Zurich · Since 2024

SwissComply Group AG provides compliance, risk management and legal services as well as support for authorizations and company formations to independent asset managers, family offices, managers of collective assets, fund management companies, securities firms and banks. Its services include outsourced compliance and risk functions, assistance with FIDLEG/FINIG implementation and a cloud-based Online-IKS internal control system.

SwissComply AG

Financial Services · Zurich · Since 2013

SwissComply AG provides compliance, risk management and legal services for independent asset managers, family offices, collective asset managers, fund management companies, securities firms and banks. Services include risk & compliance outsourcing, licensing and setup support, and a cloud-based internal control system (Online-IKS).

thinkIMPACT Consulting Group AG

Financial Services · Baar · Since 2023

The core activity of thinkIMPACT Consulting Group is the provision of financial services, particularly in the areas of: wealth creation and management, financial planning and consulting, tax consulting and planning, pension and retirement planning, and trust and administrative services. The company offers individual solutions for private individuals and companies to achieve their financial goals and optimize their financial situation.

Allvisa AG

Financial Services · Zurich · Since 1948

The core activity of Allvisa AG is the provision of services in the areas of pension consulting, expert services and brokerage, particularly for pension funds and companies. This includes, among other things: pension consulting and analysis, financial and pension planning, tax consulting and planning, estate planning, retirement seminars, asset liability management (ALM), brokerage services, and training and consulting in the area of IAS/US-GAAP. The company focuses on providing individual and competent services to its customers, particularly in the areas of pension and retirement planning.

CAS Gruppe AG

Financial Services · Kriens · Since 2015

CAS Gruppe AG provides integrated services across the building and real estate lifecycle, including project development, architectural design, construction economics and realization with cost control and project management. Services cover urban and site studies, competitions, planning (including BIM) and construction supervision with schedule and cost management.

Curia AG

Financial Services · Chur · Since 1956

Curia AG is a firm for business consulting and auditing. It provides fiduciary and tax advisory services, accounting, statutory and special audits, internal control systems (ICS), outsourcing and interim management, corporate valuation, restructuring and project-based advisory for companies, municipalities, hospitals, the hospitality sector and non-profit organisations.

FIDRO GmbH

Financial Services · Lachen Sz · Since 2023

The core activity of FIDRO GmbH is the independent and neutral consulting and brokerage of financial services, including asset management, asset accumulation, cryptocurrencies, structured products, life planning, health care, retirement planning, insurance and home ownership. The company offers individual solutions for private and business customers and supports them in planning and implementing their financial goals.

Gruner Beteiligungen AG

Financial Services · Basel · Since 2021

Liro Credit Consulting GmbH

Financial Services · Basel · Since 2016

The core activity of Liro Credit Consulting GmbH is the brokerage and processing of loans for private individuals in Switzerland. The company offers various credit options, including installment loans, debt restructuring and loans for cross-border commuters and pensioners. It advises customers on the selection and application of loans and provides free and non-binding advice.

NatWest Services (Switzerland) AG

Financial Services · Zurich · Since 1998

The company's core activity is banking, particularly the provision of financial services to private and business customers, including commercial banking and personal banking.

Neuchâtel Hypothèques Sàrl

Financial Services · Neuchâtel · Since 2024

The core activity of Neuchâtel Hypothèques is the brokerage of mortgages and financing solutions for real estate, as well as advising and supporting clients in their real estate projects, including the brokerage of insurance and consideration of tax aspects.

PostFinance AG

Financial Services · Bern · Since 2008

The core activity of PostFinance encompasses the provision of financial services, particularly in the areas of payment transactions, accounts, cards, insurance, and investments. The company offers a wide range of products and solutions for private and business customers, including payment transaction solutions, insurance (e.g. life insurance, health insurance, motor vehicle insurance), investment opportunities, and digital banking services.

Seestatt Corporate Finance AG

Financial Services · Altendorf · Since 1988

Seestatt Corporate Finance AG provides corporate finance services including mergers and acquisitions, succession solutions, business valuations, due diligence and capital raising, as well as active board and advisory mandates. The company also offers fiduciary and accounting services such as bookkeeping, annual financial statements, payroll, tax advice, controlling and liquidity management.

SIGMA Finanz GmbH

Financial Services · Felben-Wellhausen · Since 2005

The core activity of Sigma Finanz GmbH is the provision of financial services, particularly: * Pension, retirement and tax planning * General insurance (private and SME) * Wealth management (EAM) * Estate planning (including marriage and inheritance contracts) * Business start-ups * Financial accounting * Taxes * Administration of insurance policies (ServicePack) The company offers individual, independent and serious advice for private individuals and small and medium-sized enterprises (SMEs) in these areas.

Sinvest Finanz AG

Financial Services · Wohlen Ag · Since 1989

The core activity of SINVEST Finanz AG is the provision of financial services, in particular the personal, individual and neutral consulting of customers in financial matters, as well as the brokerage and management of financial products and services.

TERGON Büroeinrichtungen AG

Financial Services · Montet (Broye) · Since 2000

TERGON Büroeinrichtungen AG designs and manufactures office chairs and ergonomic seating systems, and provides product consultation, free trial periods, on-site service and direct sales from the manufacturer.

Ancora Consulting sagl

Financial Services · Bioggio · Since 2024

The core activity of Ancora Consulting is the provision of services in the field of financial and insurance consulting, including: * Pension and provident fund consulting * Insurance consulting * Mortgage consulting * Investment consulting * Mandate and pension consulting * Financial education and training. The company positions itself as an independent advisor with a strong ethical code and offers its customers individual solutions in the mentioned areas.

Be Me! Sàrl

Financial Services · Yverdon-Les-Bains · Since 2021

Be Me! Sàrl provides financial and insurance advisory services for individuals, families and businesses, covering protection, pension planning and wealth-strategy. Services include pillar 3 solutions, health, home and disability insurance, retirement and succession planning, tax optimization, investment research (rather than portfolio management), debt management and budgeting.

BERNARD GROUP AG

Financial Services · Zug · Since 2007

The core activity of Bernard Group AG consists of providing financial services, including: direct investments, debt financing, lending, monetization of financial instruments, issuance of financial instruments, private banking solutions for high net worth individuals and organizations, global KYC investigations (Know Your Customer), verification and authentication of financial instruments, and discreet due diligence reviews to support M&A activities. The company also invests in various sectors such as life sciences, media and entertainment, private equity portfolios, technology and telecommunications infrastructure, construction and real estate, oil and gas, aerospace and defense.

Büro Brunnen AG

Financial Services · Brunnen · Since 2023

The core activity of the company 'Büro Brunnen' is independent financial and insurance consulting. This includes the areas of: * Insurance (comprehensive protection for a worry-free future) * Pension planning (securing financial independence for tomorrow - today) * Financial planning (achieving personal goals with individual solutions) * Taxes (optimized tax solutions for maximum savings) * Consulting for start-ups and SMEs (tailor-made consulting for successful start) The company offers free and non-binding consultations and earns its commissions through contract conclusions with insurance companies and through fees for services such as tax returns, financial planning or accounting.

BZ Berater Zentrum AG

Financial Services · Zollikerberg · Since 2003

The core activity of the company "BZ Berater Zentrum AG" is independent and neutral financial consulting, particularly in the areas of asset management, provision, retirement, mortgages and taxes. The company offers individual solutions and consulting services for private individuals and companies, with the aim of representing and supporting the financial interests of its clients.

CBH Compagnie Bancaire Helvétique SA

Financial Services · Geneva · Since 1981

CBH Compagnie Bancaire Helvétique SA is an independent, family-owned private bank focused on wealth management for private and institutional clients. The bank provides services including wealth management, investment management, family office solutions and banking solutions.

CBH - Compagnie Bancaire Helvétique SA

Financial Services · Zurich · Since 2022

CBH - Compagnie Bancaire Helvétique SA provides private banking services including wealth management, investment management, family‑office solutions and banking services for private and institutional clients. Services include investment advisory, portfolio and asset management, credit solutions, online banking and card services.

GMT CHANGE Sàrl, succursale de Lausanne

Financial Services · Lausanne · Since 2021

GMT CHANGE Sàrl, succursale de Lausanne provides currency exchange services, international money transfers, purchase and sale of gold, and cryptocurrency trading services.

GNG REVISION Sàrl

Financial Services · Porrentruy · Since 2007

GNG REVISION Sàrl is an audit body accredited by the ASR that performs statutory audits and related assurance services. It operates alongside GNG Fiduciaire, which provides accounting, tax and property management services and supports company formation.

Hypolino AG

Financial Services · Bern · Since 2023

The core activity of Hypolino is the brokerage of financing solutions, particularly mortgages and loans, for private individuals and companies. The company offers independent consulting, comparison of offers from various financial institutions, and negotiation of preferential conditions. Additionally, it provides a comprehensive service for real estate, including property management, facility management, and more.