Financial Services in the
Canton of Valais

136 companies in Financial Services based in the Canton of Valais — name and year of registration from the commercial register.

Companies

50 of 136 companies

QUANTUM ADVICE AG

Since 1993

Wealth managementFinancial, tax and management advisoryFinancial guidance

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Documenta Sion Gmbh

Since 1993

Financial planning and retirementTax optimisationTax domiciliation

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SFU Finances SA

Since 1993

Financial advisoryFinancial investmentsReal estate financing

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PROBUDGET S.A.

Since 2000

TaxationReal estateInsurance

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Fides Conseils Sàrl

Since 2007

Family planningMortgages and amortisationsEstate planning and matrimonial law

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Varone Promotions S.A.

Since 2009

Property valuationProperty salesProperty rental

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Steiger & Cie Verbier SA

Since 2011

Sale of real estatePurchase of real estateReal estate developments

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SWLP Group SA

Since 2011

Coaching and consulting for entrepreneurs and companies (RSB)Personal coaching and personal development seminars (RSV)Stock market coaching

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Capital Markets Consulting SA

Since 2013

Independent advisory for capital markets and corporate financeM&ADebt advisory and debt structuring

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Loyalty conseils en patrimoine Sàrl

Since 2014

Insurance brokerageCentralised management of insurance policiesOnline claims reporting

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Oryctérope Transalpin Sàrl

Since 2014

Proprietary trading servicesTrading & Ski Camp

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MB Gestion Conseil Sàrl

Since 2015

360° SubscriptionInsuranceTax Return

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La Compagnie d'Octodure Sàrl

Since 2017

Global Proprietary Trading

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Financial Services Ombudsman (FINSOM)

Since 2018

Mediation bodyCommercial Mediation/FinSAWorkplace Mediation/EmpA

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LBY Consulting Sàrl

Since 2018

Wealth advisoryProperty acquisitionInsurance solutions

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EXPERT CAUTION SA

Since 2018

Expertise in surety guaranteesSurety servicesWEB CAUTION

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Wilson Advisory Services

Since 2020

Private WealthCorporateInstitutional

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My Tangram Sàrl

Since 2020

Financial adviceRetirement planning adviceRetirement planning

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Daymer Bay Capital (Switzerland) Sàrl

Since 2021

Third-party fund marketingFund distributionRaising assets for separately managed accounts

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Switzerland Investment Consulting Sàrl

Since 2022

Commercial and income propertiesWealth managementInvestment in start-ups

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Jochaco SA

Since 2022

Real estate

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Sans Tracasserie Sàrl

Since 2023

Administrative supportPersonal budget and payments managementTax assistance

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Resolve Valais SA

Since 2023

Mortgage loanRetirement planning adviceTax optimisation

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mali finance gmbh

Since 2023

Insurance consulting and insurance managementInsurance for business clientsInsurance for private customers

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SwissAlps Consulting Sàrl

Since 2024

Insurance brokeragePension and financial planning

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BDT & MSD Partners Switzerland GmbH

Since 2024

Trusted AdviceAligned CapitalInvestment Solutions

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BonVesting SNC

Since 2024

Multi-Family OfficeCrowdfunding platformFinance training

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HES-SO Valais-Wallis Expérience Sàrl

Since 2025

Bachelor in Tourism

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Bancassurances.ch Sàrl

Since 2000

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AWM Advisers SA

Since 2015

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SD Group AG

Since 2017

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Mehara Group Sàrl

Since 2021

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L'Agence25 SA

Since 2025

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Fonds Valaisan de Cautionnement

Since 1972

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Edel Finance SA

Since 1980

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Philippe Dumoulin

Since 1995

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Mercure Sàrl

Since 1996

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UBT-Media SA

Since 1998

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B.S.T. Management S.à r.l.

Since 1998

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Kokatu SA

Since 2000

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NUCLEUS Consulting SA

Since 2002

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GESTION CONSEILS BONVIN

Since 2004

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Prevo-conseils Sàrl

Since 2005

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AAA INVEST SA

Since 2005

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SBI Trust Sàrl

Since 2005

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HORIZON CORPORATE DEVELOPMENT SA

Since 2006

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Rasoira SA

Since 2006

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COFIP Sàrl

Since 2006

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Integrated Financial Advisors SA

Since 2007

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Fiduciaire Rosmarie Voisard Lunastic

Since 2007

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Show 38 more companies

Financial Services in the Canton of Valais

136Financial ServicesCommercial register (Zefix) · as of August 25, 2026

2018Median year of registrationCommercial register (Zefix) · as of August 25, 2026

136in the Canton of ValaisCommercial register (Zefix) · as of August 25, 2026

4,855in SwitzerlandCommercial register (Zefix) · as of August 25, 2026

Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of August 25, 2026

Largest places

Sion27 Martigny17 Crans-Montana8 Sierre7 Crans VS5 Verbier5 St-Gingolph5

Place axis

Other industries in the Canton of Valais

All companies in the Canton of Valais

Real Estate Project Development2,045 Restaurants1,568 Property Management993 Real Estate Brokerage928 Holding Companies743 Hotels682 Management Consulting476 Auto Repair Shops476 Fiduciary Offices475 Architecture Firms472 IT Consulting & Services469 Painting & Plastering440 Automotive & Vehicle Trade422 Technical Consulting & Engineering405 Viticulture392 Plumbing & Building Services357 Logistics & Transport Companies355 Facility Management & Cleaning317 General Contractors307 Advertising Agencies297 Sports & Recreation Instruction275 Timber Construction & Carpentry272 Joinery272 Electrical Planning & Installation265 Hair Salons260 Horticulture & Landscaping242 Food Processing241 Interior Construction239 Retail - Bicycles & Sports Equipment237 Building Construction233 Software Development232 Flooring & Tiling228 Clubs, Bars & Event Venues215 Trade Fair & Event Organizers211 NGOs & NPOs205 Online Shops184 Retail - Food & Luxury Items182 Building Maintenance181 Holiday Apartments & Houses178 Metal Construction172 Cultural & Educational Organizations172 Other Service Industries170 Retail - Textiles & Clothing168 Coaching & Personal Development163 Interior Design & Furnishing151 Physiotherapy148 Civil Engineering146 Beverage Industry145

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Financial Services in theCanton of Valais

50 of 136 companies

Financial Services in the region

Financial Services in other places

Other industries in the Canton of Valais

Financial Services in the
Canton of Valais