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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,089 companies indexed · Last updated: today
DirectoryFinancial Services

Financial Services

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4'901 companies found

RAEE.CH SA Logo

RAEE.CH SA 

Pregassona · Since 2011

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.

Financial Services
View profile5(7)
responsAbility Investments AG Logo

responsAbility Investments AG 

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.

Financial Services
View profile5(7)
Safecore AG Logo

Safecore AG 

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.

Financial Services
View profile4.6(7)
Smart Business Solutions AG Logo

Smart Business Solutions AG 

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.

External Asset ManagementFinancial Services
View profile5(7)
SwissComply Group AG Logo

SwissComply Group AG 

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.

Financial Services
View profile4.4(7)
SwissComply AG Logo

SwissComply AG 

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).

Financial Services
View profile4.4(7)
thinkIMPACT Consulting Group AG Logo

thinkIMPACT Consulting Group AG 

Baar · Since 2017

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.

Financial Services
View profile5(7)
Allvisa AG Logo

Allvisa AG 

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.

Financial ServicesInsurance Brokerage & Consulting
View profile4(6)
CAS Gruppe AG Logo

CAS Gruppe AG 

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.

Financial Services
View profile3.7(6)
Curia AG Logo

Curia AG 

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.

Financial Services
View profile4.3(6)
FIDRO GmbH Logo

FIDRO GmbH 

Lachen Sz · Since 2022

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.

Financial Services
View profile5(6)
Gruner Beteiligungen AG Logo

Gruner Beteiligungen AG 

Basel · Since 2021

Financial Services
View profile4(6)
Liro Credit Consulting GmbH Logo

Liro Credit Consulting GmbH 

Basel · Since 2011

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.

Financial Services
View profile4.3(6)
NatWest Services (Switzerland) AG Logo

NatWest Services (Switzerland) AG 

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.

Financial ServicesIT Consulting & Services
View profile4.2(6)
Neuchâtel Hypothèques Sàrl Logo

Neuchâtel Hypothèques Sàrl 

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.

Financial Services
View profile5(6)
PostFinance AG Logo

PostFinance AG 

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.

Financial Services
View profile4.3(6)
Seestatt Corporate Finance AG Logo

Seestatt Corporate Finance AG 

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.

Financial Services
View profile4.2(6)
SIGMA Finanz GmbH Logo

SIGMA Finanz GmbH 

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.

Financial Services
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Sinvest Finanz AG Logo

Sinvest Finanz AG 

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.

Financial Services
View profile4.8(6)
TERGON Büroeinrichtungen AG Logo

TERGON Büroeinrichtungen AG 

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.

Financial Services
View profile5(6)
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Frequently asked questions

Searching the directory

How the search works, what each filter means, and how the results come together.

What can I search for in the directory?
The search field matches company names, industries and places. Beyond that you can filter by Industry (18 categories based on the NOGA classification), Size (number of employees), Region (canton, language region or postal code) and Special (keywords and entry date). Filters combine freely; the active ones appear as chips below the filter bar and can be removed there individually.
How do keywords work?
Keywords search the description and stated purpose of each company — the text that goes beyond the company name. Multiple keywords are combined with OR: every additional keyword widens the set of matches rather than narrowing it.
What belongs in the postal code field?
A single postal code (e.g. 8000) or a range (e.g. 1000-1010). The field accepts postal codes only — for place names, use Canton or Language region.
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How is organisation size determined?
Size reflects the number of employees and is calculated from publicly available information by a model developed in-house. It is a best-possible estimate, not an official figure.
What does the Verified label mean?
Verified means the entry is tied to a UID (Swiss business identification number) and therefore links back to the official Swiss business register. The label speaks to the company's identity — it is not a rating of its performance.

Source: Federal Statistical Office, UID register

How do I sort the results?
Use the dropdown above the list: Relevance, Name (A–Z), Best rating, Most reviews or Longest established. You can also switch between list and map view and set how many results appear per page.
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