Financial Services

Finag A.G., Buchhaltungs- und Geschäftsbureau 

Lucerne · Since 1937

The core activity of Finag AG includes consulting and services in the following areas: Mergers and acquisitions, financing and investments, research and research assignments (particularly in Private Equity and Advertising), tax mandates, and accounting and annual financial statements. The company offers these services to a select clientele and conducts research and investigations internationally in various language regions.

Forte Broker Financements Sàrl 

Ecublens Vd · Since 2020

The core activity of Forte Broker Financements is the brokerage of mortgages and property financing, particularly in the Romandy region (the French-speaking region of Switzerland). The company provides consulting and brokerage services for mortgages to support customers in finding the best mortgage offers on the market.

FX-Consulting AG 

Zurich · Since 2014

The core activity of FX-Consulting AG is commercial foreign exchange trading, particularly the purchase and sale of foreign currencies for SMEs, trust companies and private individuals. The company also offers asset management services in the foreign exchange, securities and real estate markets. Additionally, it operates a platform called Better-Change, which enables fast and straightforward currency exchange.

IMPACT FINANCE MANAGEMENT SA 

Grand-Lancy · Since 2010

The core activity of Impact Finance is asset management and the provision of financial services to companies in the agricultural and food sector in Latin America, with a focus on sustainable and socially responsible investments. The company offers specialized financing solutions to companies that promote social and environmental sustainability and supports their growth.

Interim Legal AG 

Zurich · Since 2024

Interim Legal AG provides flexible legal talent solutions by supplying on‑demand legal and compliance specialists to support in‑house legal teams. Services include project‑based commercial, regulatory and compliance support across sectors such as financial services, technology and life sciences, with multilingual and multi‑jurisdictional expertise.

Kaiser Partner Financial Advisors AG 

Zurich · Since 2009

The core activity of Kaiser Partner is Private Banking and Wealth Management, including Trust Services and sustainable investing. The company provides advisory services to clients and has a private bank that offers independent expertise in this field.

LANDERT MEYER & PARTNER GmbH 

Steinhausen · Since 2021

The core activity of Landert Meyer & Partner is the brokerage of financing solutions for companies, particularly in German and French-speaking Switzerland. This includes arranging financing for investments, fleet leasing, construction loans, mortgages, and managing existing financing arrangements. The company provides neutral and independent consulting and acts as an intermediary between companies and over 50 national and international financial partners.

Michel Bussard Sàrl 

Geneva · Since 2018

Nexi Schweiz AG 

Rivera · Since 2022

Nexi Schweiz AG provides payment processing solutions and point-of-sale products for businesses. Services include SoftPOS (Tap to Pay on iPhone), mobile and stationary card terminals, e‑commerce integrations, a SmartPay solution without POS integration, advanced payment/gateway options and additional services such as customer portals and POS accessories.

Limmat Audit AG 

Zurich · Since 1992

Limmat Audit AG provides audit, tax and fiduciary services, including statutory and limited audits for AGs, GmbHs, foundations and associations, as well as reviews related to anti‑money‑laundering rules and supervisory organisations. Services also include tax return preparation and representation, bookkeeping and annual financial statements, and corporate advisory such as formation, restructuring and succession planning.

SIASSI LAW Sàrl 

Geneva · Since 2020

SIX Interbank Clearing AG 

Zurich · Since 1995

SIX Interbank Clearing AG operates the SIC and euroSIC payment systems and provides real‑time processing of interbank and customer payments in Swiss francs and euros. Its services include a 24/7 instant payments capability in Swiss francs and online services for financial institutions.

SIZE CAPITAL SA 

Geneva · Since 2021

Square Consulting AG 

Zurich · Since 2018

The core activity of Square Consulting is the provision of services in the field of wealth management, including: * Wealth management (Wealth Management) * Investment advice (Investment Services) for private equity, real estate investments, crypto investments and ESG (Environmental, Social and Governance) * Tax and estate planning (Tax & Estate Planning) * Reporting and analysis (Reporting & Analysis) The company offers individually tailored solutions for families and high net worth individuals to preserve and increase their wealth in the long term.

Stiftung Schweizerischer Bankenombudsman 

Zurich · Since 2000

The company's core activity is wealth management and investment advice for clients, including account management, execution of client orders and provision of information on held securities. The company also offers services such as verification of payment promises and payment traffic documents. Furthermore, the company acts as an ombudsman for banks and provides a platform for processing complaints and searching for dormant assets (dormant accounts).

TrustPoint AG 

Tägerwilen · Since 2019

TrustPoint AG is an independent financial services company offering financial planning, fiduciary (treuhand) services and insurance administration. Its services cover pension and asset planning, mortgage/financing advice and tailored support for medical professionals.

TrustPoint AG, Zweigniederlassung Zürich 

Zurich · Since 2021

TrustPoint AG, Zweigniederlassung Zürich is an independent financial services firm offering financial planning, fiduciary (Treuhand) services with a focus on medical professionals, and insurance administration. Its services cover wealth planning, mortgage financing, pension and retirement planning, and it cooperates with external specialist partners as needed.

VIONNET - Gestion plus 

Grandvaux · Since 2020

VIONNET - Gestion plus provides accounting and administrative services to small and medium-sized enterprises, individual entrepreneurs and professionals. Services include bookkeeping, payroll administration, tax returns and advice, and administrative secretarial work including official document drafting.

Anteo Partners AG 

Zurich · Since 2003

Anteo Partners AG is an independent, owner-managed advisory firm that advises entrepreneurs and mid-sized companies on mergers & acquisitions, corporate finance, financial modelling and valuations, and transaction services. Services include company sales and acquisitions, succession solutions, integrated financial models, valuations, due diligence and contract support.

Ardelive Sagl 

Stabio · Since 2012

The core activity of Ardelive is the buying and selling of foreign currencies (in particular CHF and EUR) as well as trading in precious metals. The company offers its customers the opportunity to buy and sell foreign currencies online, as well as a range of services in the field of foreign exchange trading.