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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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IndustryFinance & InsuranceIndustryFinancial Services
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Matching companies

4'901 companies found

ALLFINANZ Beratung & Planung, Andreas Gauch Logo

ALLFINANZ Beratung & Planung, Andreas Gauch 

Arth · Since 2009

The core activity of Allfinanz Beratung & Planung is comprehensive financial consulting and planning for private individuals and companies. This includes services such as asset management, tax consulting, insurance consulting, succession planning, real estate consulting, legal consulting, marketing and office services. The company provides its customers with a personal contact person who addresses their individual needs and, if necessary, involves specialists for specific topics.

Financial Services
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Ärzte-Treuhand Schweiz AG Logo

Ärzte-Treuhand Schweiz AG 

Zollikon · Since 2022

Ärzte-Treuhand Schweiz AG provides fiduciary, tax and financial advisory services for medical professionals, including accounting, tax planning, practice consulting, practice financing and asset management. Its services also cover pension and retirement planning, mediation of business loans and mortgages, estate execution and a family office offering, and the organisation manages collective pension assets and a Swiss-focused investment fund.

Financial Services
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ATW Allfinanz Rubli Logo

ATW Allfinanz Rubli 

Zuzwil Sg · Since 2000

Financial Services
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Pemaro Vermögensverwaltung AG Logo

Pemaro Vermögensverwaltung AG 

Basel · Since 2022

Financial Services
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BIEHLER Stiftungsberatungen und Management Logo

BIEHLER Stiftungsberatungen und Management 

Horriwil · Since 2011

The core activity of BIEHLER Stiftungsberatungen und Management is the provision of services in the areas of occupational pension provision, philanthropy and real estate, particularly in the consulting and management of foundations, pension funds and collective foundations.

Financial Services
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blueAUDIT GmbH Logo

blueAUDIT GmbH 

Pfäffikon Sz · Since 2018

blueAUDIT GmbH is an audit firm that provides statutory audits and review services under Swiss law. Its services include limited and ordinary audits, reviews according to PS 910, inspections for contributions in kind, VAT and cryptocurrency audits, and it applies automated audit tools in its processes.

Financial Services
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Bodensee Holding AG Logo

Bodensee Holding AG 

Baar · Since 2001

The core activity of Bodensee Holding AG is finance consulting, including: project financing, investment advice, marketing concepts, classical trust services, refinancing, private equity, and real estate trust. The company provides individual solutions and consulting in these areas to support customers and promote their success.

Financial Services
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Capanalysis S.A. Logo

Capanalysis S.A. 

Geneva · Since 2015

The company Capanalysis offers services in the field of asset management and monitoring. The core activity includes the analysis and monitoring of assets, including the review of fees and taxes, the assessment of risks, and the provision of ESG data (Environmental, Social and Governance). The company also offers a software solution called CAPAct, which enables efficient monitoring and management of assets. The target group of the company are private clients and institutional investors who strive for transparent and secure management of their assets.

Financial Services
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Capital Markets Consulting SA Logo

Capital Markets Consulting SA 

Martigny · Since 2013

The core activity of Capital Markets Consulting is to offer alternative financial services with capital guarantee and fixed interest rates to institutional or qualified clients as an independent financial broker. The company provides professional diversification of products, countries and currencies and works with specialized companies to support tax, insurance and real estate solutions in various countries.

Financial Services
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Cartesian AG Logo

Cartesian AG 

Cham · Since 2010

Cartesian AG provides institutional advice across real estate & infrastructure and private equity & venture capital. It offers services including project development, portfolio building, optimization and structuring, as well as private equity and venture capital support for company development. The firm is also developing PrivateMarket, a blockchain-based marketplace for alternative investments enabling online access, analysis and execution of primary and secondary transactions.

Financial Services
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CBC Finance AG Logo

CBC Finance AG 

Zug · Since 2004

CBC Finance AG provides financial services, in particular asset management, portfolio management and investment advisory.

Financial Services
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CMC AG Logo

CMC AG 

Walchwil · Since 2006

Financial Services
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cm plus sa Logo

cm plus sa 

Lugano · Since 2019

The core activity of CM Plus SA is wealth management and financial consulting, particularly for Private Banking and Family Office. The company offers individualized solutions for wealth management and provides consulting services in this area.

Financial Services
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Consulting Roth Logo

Consulting Roth 

Uttwil · Since 2019

The company's core activity is providing consulting services in the areas of corporate consulting, corporate finance, asset protection and M&A (Mergers and Acquisitions). The company offers specialized consulting services to companies and private individuals, particularly in the areas of financial transactions, succession planning, asset protection and interim management.

Management ConsultingFinancial Services
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Courtinvest Sàrl Logo

Courtinvest Sàrl 

Bulle · Since 1997

The core activity of Courtinvest Sàrl encompasses the financial services sector, specifically: * Brokerage services for mortgages and real estate * Arrangement of capital investments * Insurance services in all branches * Tax consulting and planning * Real estate sales and brokerage * Financial planning and consulting. The company offers its clients a comprehensive range of financial services, from brokerage of mortgages and real estate to planning of capital investments and tax consulting and planning.

Financial Services
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Dönni Finanzbutler GmbH Logo

Dönni Finanzbutler GmbH 

Lachen Sz · Since 2015

The core activity of the company 'Dönni Finanzbutler GmbH' is independent financial planning and consulting for private individuals, including services such as retirement planning, tax consulting, provision planning, mortgage financing, investment and estate planning.

Financial Services
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ECEX Group AG Logo

ECEX Group AG 

Kriens · Since 2020

The core activity of ECEX Group AG is currency exchange and the operation of currency exchange machines at various locations in Switzerland. The company enables customers to exchange various currencies into Swiss francs (CHF) and vice versa, with the available currencies varying by location. The currency exchange machines are installed at various locations in Switzerland, including cities such as Lausanne, Zurich, Lucerne, and Interlaken.

Financial ServicesFinTech
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Entris Holding AG Logo

Entris Holding AG 

Gümligen · Since 1994

The core activity of Entris Holding AG is to provide services to smaller and medium-sized banks in Switzerland, particularly in the areas of Business Process Outsourcing (BPO) and transaction banking. This includes the takeover of back-office and support processes, central bank functions, asset liability management, risk and regulatory management, giro organization and banking, trading and treasury, as well as the management of payment instruments and pension products. Entris Holding AG acts as a giro central for Swiss regional banks and savings banks, enabling its customers to access the money and capital markets.

Financial Services
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Finex Conseils SA Logo

Finex Conseils SA 

Neuchâtel · Since 2017

Financial Services
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FISA Finanzierungen AG Logo

FISA Finanzierungen AG 

Wilderswil · Since 2016

The core activity of FISA Finanzierungen AG is the brokerage of financing solutions for private and commercial customers, particularly in the area of object financing for heating systems, mortgages and corporate loans. The company offers individually tailored financing models supported by several banks and advises customers in selecting the best solution for their needs.

Financial Services
View profile5(1)
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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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