Financial Services in
Lausanne

131 companies in Financial Services based in Lausanne — name and year of registration from the commercial register.

Companies

50 of 131 companies

Compagnie Financière Tradition SA Logo

Compagnie Financière Tradition SA

Since 1959

Interdealer BrokingMarkets for capital market productsEnergy and commodity markets
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Tradition S.A. Logo

Tradition S.A.

Since 1969

Advisory & Lead ManagementFinancial ProductsBrokerage Services
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BNP Paribas Leasing Solutions Suisse SA Logo

BNP Paribas Leasing Solutions Suisse SA

Since 1970

Equipment financingLeasingRent
View profile3.7(3)
Tradafin SA Logo

Tradafin SA

Since 1985

Accounting and financePayroll managementFinancial advisory and analysis
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FONDATION POUR L'INNOVATION ET LA TECHNOLOGIE (FIT) Logo

FONDATION POUR L'INNOVATION ET LA TECHNOLOGIE (FIT)

Since 1995

Scholarships and loans for innovative start-upsFIT TechFIT Digital
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LEMAN CAPITAL SA Logo

LEMAN CAPITAL SA

Since 1998

Real estate investmentsReal estate development projectsArt investments
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MULTI GROUP FINANCE SA Logo

MULTI GROUP FINANCE SA

Since 1999

Wealth ManagementTracker BondTracker Equity
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Coface Services (Suisse) SA Logo

Coface Services (Suisse) SA

Since 2001

Credit insuranceBusiness informationDebt collection
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Galileo Capital Advisors SA Logo

Galileo Capital Advisors SA

Since 2004

Corporate FinanceBusiness DevelopmentSelling Your Business
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Renault Finance SA Logo

Renault Finance SA

Since 2005

Investor RelationsAutomobile manufacturerRenault vehicles
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Mountain Finance, Ernst Hauser Logo

Mountain Finance, Ernst Hauser

Since 2006

Business consulting, succession solutionsInvestment SolutionsInvestment Distribution
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fractals SA Logo

fractals SA

Since 2008

Actuarial servicesInternational accounting standardsInternet hosting
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TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne Logo

TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne

Since 2009

Expat Financial PlanningInvestment AdvisoryPension Planning
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PLUS-SA SA Logo

PLUS-SA SA

Since 2013

Mortgage loan brokerMortgage renewalMortgage calculator
View profile4.7(96)
VP conseils Sàrl Logo

VP conseils Sàrl

Since 2013

Mortgage financingRetirement provisionMortgage renewal
View profile4.8(24)
Alpha Kappa Financial Services SA Logo

Alpha Kappa Financial Services SA

Since 2015

Financial services
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Day conseils SARL Logo

Day conseils SARL

Since 2015

Private creditDebt negotiationHealth insurance advice
View profile4.7(18)
Banque Bonhôte & Cie SA Logo

Banque Bonhôte & Cie SA

Since 2016

Discretionary asset management mandatesAdvisory mandateWealth planning
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PLUS financement immobilier SA Logo

PLUS financement immobilier SA

Since 2017

Mortgage loan brokerMortgage renewalMortgage calculator
View profile4.7(96)
C & G Swiss Finance Sàrl Logo

C & G Swiss Finance Sàrl

Since 2017

Insurance advisoryTaxation, accounting and financial adviceReal-estate consulting and mortgage financing
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IMvestir Partners SA Logo

IMvestir Partners SA

Since 2018

Advice on real estate collective investment schemesSupport for real estate collective investment scheme projectsStructuring an investment vehicle
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Caisses Patronales Sociales MEROBA Logo

Caisses Patronales Sociales MEROBA

Since 2018

Social welfare pension fundsFamily allowancesManagement of paid leave and public holidays
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Makaon Sàrl Logo

Makaon Sàrl

Since 2018

Structure & LeadTransform & OptimizeValue & Transfer
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Salesforce GFO Sàrl Logo

Salesforce GFO Sàrl

Since 2019

CRM software
View profile4.9(9)
DYN Advantage Sàrl Logo

DYN Advantage Sàrl

Since 2019

Fiduciary servicesTax consultingAudit
View profile4.6(19)
Perenity Finance Sàrl Logo

Perenity Finance Sàrl

Since 2020

OptimisationRetirement planningMortgage
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Resolve SA succursale Vaudoise Logo

Resolve SA succursale Vaudoise

Since 2020

Acquisition and renewalInsurance and retirement planning adviceTaxation and optimisation
View profile5(31)
Swiss Capital Guard & Trustees SA Logo

Swiss Capital Guard & Trustees SA

Since 2020

Trust and foundation setup and administrationEstate and wealth planningFiduciary management of corporate shareholdings and governance
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First Impôts Consulting Sàrl Logo

First Impôts Consulting Sàrl

Since 2020

Tax returnSimplified tax returnTenants’ tax return
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GMT CHANGE Sàrl, succursale de Lausanne Logo

GMT CHANGE Sàrl, succursale de Lausanne

Since 2021

Currency exchangeCryptocurrency exchangeMoney transfers
View profile4(5)
Swiss Asia Partner SA Logo

Swiss Asia Partner SA

Since 2021

Financial EngineeringFundraisingPrivate Equity
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DYN Holding SA Logo

DYN Holding SA

Since 2021

Trust companyTax servicesAudit
View profile4.6(19)
VECTORS CAPITAL MARKETS SA Logo

VECTORS CAPITAL MARKETS SA

Since 2021

StructuringSecuritisationStructuring of Private Credit transactions
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MT Finance SA Logo

MT Finance SA

Since 2022

Regulatory and operational advisoryDelegation of finance and control functionsFINMA authorization request
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InvestSuite SA Logo

InvestSuite SA

Since 2022

White-Label Investment Platform (Self Investor)Robo AdvisorNarrative Performance Reporting (StoryTeller)
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PLUS Corporate Services Sàrl Logo

PLUS Corporate Services Sàrl

Since 2024

Insurance & SMEsMortgage brokerageFiduciary
View profile4.7(96)
UNEO Lausanne Sàrl Logo

UNEO Lausanne Sàrl

Since 2024

Risk insurance and analysisAccounting and fiduciary servicesCompany formation
View profile5(1)
Vitale Group SA Logo

Vitale Group SA

Since 2024

InsuranceTaxationReal Estate
View profile3(2)
SwissFx Sàrl Logo

SwissFx Sàrl

Since 2025

Business Payments and Currency ManagementCurrency ExchangeMulti-Currency Accounts & Local Payments
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DYN Audit SA Logo

DYN Audit SA

Since 2025

AuditFiduciaryTaxation
View profile4.6(19)
ADN Family Office S.A. Logo

ADN Family Office S.A.

Since 1987

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Philip Morris Finance SA Logo

Philip Morris Finance SA

Since 2000

View profile4.1(9)
Financimmo SA Logo

Financimmo SA

Since 2007

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Profelia Fondation de prévoyance Logo

Profelia Fondation de prévoyance

Since 2008

View profile4.7(3)
Suisse hypothèque SA Logo

Suisse hypothèque SA

Since 2011

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Global Pro Solutions Sàrl Logo

Global Pro Solutions Sàrl

Since 2016

View profile3(2)
Succession.ch Sàrl Logo

Succession.ch Sàrl

Since 2017

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LM Management Holding Sàrl Logo

LM Management Holding Sàrl

Since 2018

View profile5(2)
MT Private Finance Sàrl Logo

MT Private Finance Sàrl

Since 2019

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Raymond James Lausanne Sàrl Logo

Raymond James Lausanne Sàrl

Since 2021

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Financial Services in Lausanne

131Financial ServicesCommercial register (Zefix) · as of August 26, 2026
2016Median year of registrationCommercial register (Zefix) · as of August 26, 2026
543in the Canton of VaudCommercial register (Zefix) · as of August 26, 2026
4,856in SwitzerlandCommercial register (Zefix) · as of August 26, 2026
Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of August 26, 2026