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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

WeEVE Finance Consulting GmbH Logo

WeEVE Finance Consulting GmbH 

Chur · Since 2022

The core activity of WeEVE is independent financial consulting for private individuals and companies, particularly in the areas of pension planning, financial planning, wealth management and real estate financing. The company provides individual solutions for complex financial issues and supports customers in planning and implementing their financial goals.

Financial Services
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21Shares Trading AG Logo

21Shares Trading AG 

Zurich · Since 2022

21Shares Trading AG issues exchange‑traded products (ETPs) that provide investors with regulated, physically backed exposure to cryptocurrencies; its product range includes single‑asset ETPs, diversified/index ETPs, leveraged products and staking offerings. The company also publishes research and provides product documents and investor resources to support access to crypto investments.

Financial Services
View profile4.8(4)
4S Advisory AG Logo

4S Advisory AG 

Steinhausen · Since 1990

4S Advisory AG provides fiduciary (treuhand), audit, tax advisory and consulting services. The firm assists clients with accounting and payroll administration, statutory financial statement audits, tax planning and advice on accounting software and financing options.

Financial Services
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Alto Groupe SA Logo

Alto Groupe SA 

Auvernier · Since 1949

The core activity of Alto Groupe SA encompasses the following areas: * Insurance brokerage (Assurances) * Trust services (Services fiduciaires), including: + Accounting (Comptabilité) + Auditing (Révision) + Tax consulting (Fiscalité) + Other services (Autres services) * Real estate consulting (Conseils en immobilier), including: + Property management (Immobilier de rendement) + Financial planning (Planification financière) The company thus offers a wide range of services focusing on insurance, finance, accounting, tax consulting, and real estate.

Financial Services
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Avinci Sàrl Logo

Avinci Sàrl 

Paudex · Since 2021

The core activity of AVINCI is to provide services in the field of finance and insurance. Specifically, this includes: The brokerage of insurance solutions (assurance) for private individuals and companies, including car, motorcycle and other types of insurance. Investment advice and asset management (finance) with the aim of optimizing customer returns while ensuring a high level of security. The brokerage of mortgages (hypothèque) and support for customers in financing real estate. The provision of services in the area of pension planning (prévoyance), including the planning and implementation of pension concepts for private individuals and companies. Overall, AVINCI positions itself as a financial services provider offering comprehensive solutions in the areas of insurance, finance, mortgages and pension planning to its customers.

Financial Services
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Bellevue Private Markets AG Logo

Bellevue Private Markets AG 

Zurich · Since 2019

Financial Services
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FD Cambi SA Logo

FD Cambi SA 

Ponte Tresa · Since 2019

The core activity of FD Cambi SA is the exchange of currencies, particularly the exchange of Swiss francs into euros and other currencies, without commission fees. Additionally, the company offers further services such as the sale of tobacco products, phone cards, mobile phones and accessories, as well as the registration of SIM cards.

Financial Services
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finance4you.ch, bent kjelsberg Logo

finance4you.ch, bent kjelsberg 

Cudrefin · Since 2009

The company finance4you.ch offers a wide range of services in the fields of finance, taxes, and law. The core activities include: * Accounting and tax consulting for companies and private individuals * Financial consulting and planning * Business consulting and incorporation * Insurance and pension consulting * Trust services and payroll administration * Legal consulting in matters of Swiss private law The company supports clients in the founding and management of companies, provides solutions for financial and tax issues, and helps optimize business processes.

Fiduciary OfficesFinancial Services
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Finelles GmbH Logo

Finelles GmbH 

Zurich · Since 2023

The core activity of Finelles is the provision of financial services, particularly in providing independent financial planning, investment education and financial wellbeing programs for individuals and companies. The company offers online courses, workshops, coaching and consulting to support customers in achieving their financial goals.

Financial Services
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FinVor Beratungs AG Logo

FinVor Beratungs AG 

Dielsdorf · Since 2010

The core activity of FinVor Beratungs AG is neutral and independent financial and pension planning advice for private individuals in all life situations.

Financial Services
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Helvtica Clover Financial Sàrl Logo

Helvtica Clover Financial Sàrl 

Geneva · Since 2019

The core activity of Helvtica Clover Financial is the execution of financial transactions, particularly in the area of money transfer and foreign exchange trading (Cambio/Change). The company offers services for transferring money between different countries and currencies.

Financial Services
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hfc hofstetter finanzplanung & coaching klg Logo

hfc hofstetter finanzplanung & coaching klg 

Rotkreuz · Since 2020

hfc hofstetter finanzplanung & coaching klg provides independent financial planning and coaching, preparing tailored financial, pension and life plans for private clients and businesses. Services include bank-neutral financing, investment options (solar energy, real estate, precious metals), tax and estate planning, and health-related advisory products.

Financial Services
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Holdener Invest & Trade GmbH Logo

Holdener Invest & Trade GmbH 

Rotkreuz · Since 1998

Financial Services
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Meleleo Consulting GmbH Logo

Meleleo Consulting GmbH 

Küssnacht Am Rigi · Since 2022

The core activity of Meleleo Consulting GmbH is the advisory and brokerage of financial products, in particular structured products and pension solutions, to financial intermediaries and their clients. The company offers individual solutions and consulting services to meet the needs of its customers.

Financial ServicesInsurance Brokerage & Consulting
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Monterosa Financial Advisors AG Logo

Monterosa Financial Advisors AG 

Zurich · Since 2009

Financial Services
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PolyReg Allg. Selbstregulierungs-Verein Logo

PolyReg Allg. Selbstregulierungs-Verein 

Zurich · Since 1999

PolyReg Allg. Selbstregulierungs-Verein is a self-regulatory organization (SRO) recognized under Article 24 of the Anti‑Money Laundering Act (GwG) that supervises financial intermediaries affiliated as association members under Art. 2(3) GwG. The association carries out statutory oversight in accordance with its regulations and supervision concept under FINMA oversight, and provides member services such as membership confirmations and authenticity checks, training courses, a public member search, sanctions lists and an adviser register.

Financial Services
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PolyReg Services GmbH Logo

PolyReg Services GmbH 

Zurich · Since 2004

PolyReg Services GmbH: The linked website presents SRO PolyReg, a FINMA‑recognized self‑regulatory organisation under Art. 24 of the Swiss Anti‑Money‑Laundering Act (GwG), which supervises member financial intermediaries and provides services such as membership administration, training, sanctions‑list checks and a consultant register.

Financial Services
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Refinitiv SA Logo

Refinitiv SA 

Geneva · Since 1985

Refinitiv SA provides financial market data, data feeds, analytics and workflow solutions for financial market participants. Its offerings include platforms such as LSEG Workspace, pricing and reference data, trading and post‑trade solutions, and access to Reuters news.

Financial Services
View profile4.3(4)
Steiger & Cie Verbier SA Logo

Steiger & Cie Verbier SA 

Verbier · Since 2011

Steiger & Cie Verbier SA is a real estate agency offering property sales, property management, project management and development services. The office lists residential properties and chalets, provides client advisory and portfolio management, and notes that some listings are available only by direct contact.

Financial Services
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umiker finanz gmbh Logo

umiker finanz gmbh 

Schaffhausen · Since 2020

umiker finanz gmbh is a money broker that provides brokerage services in the money and capital markets, facilitating transactions on these markets.

Financial Services
View profile4(4)
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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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