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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

Trumag International AG Logo

Trumag International AG 

Basel · Since 2016

The core activity of Trumag International is the provision of trust and fiduciary services, including asset management, family office services and compliance and risk management. The company positions itself as a 'Swiss Trustee' and offers its services to support clients in managing and safeguarding their assets.

Financial Services
View profile5(1)
UNEO Lausanne Sàrl Logo

UNEO Lausanne Sàrl 

Lausanne · Since 2017

UNEO Lausanne Sàrl provides insurance, fiduciary and administrative services for businesses, including risk analysis, claims management and employee benefit solutions. The firm also offers digitalised accounting, tax and payroll services and support for company formation and business transfers.

Financial Services
View profile5(1)
UNEO Global Sàrl Logo

UNEO Global Sàrl 

Carouge Ge · Since 2019

UNEO Global Sàrl provides fiduciary and insurance services for businesses, including digitalised accounting, tax and payroll management. The company also offers insurance portfolio management, claims handling, risk analysis and advisory support for company formation, transfers and operational implementation.

Financial Services
View profile5(1)
Venture Valuation VV AG Logo

Venture Valuation VV AG 

Zurich · Since 2001

The core activity of Venture Valuation is the independent valuation and assessment of companies, products and assets, particularly in the life sciences sector, including pharmaceuticals, biotechnology, medical technology, nanotechnology, renewable energy and information technology. The company offers services such as company valuation, product valuation and valuation methodologies, supporting both investors and companies in assessing their value.

Management ConsultingFinancial Services
View profile5(1)
Vertex Services GmbH Logo

Vertex Services GmbH 

Zurich · Since 2011

The core activity of Vertex Services is the provision of financial services, particularly in the areas of investment and savings advice, pension solutions and tax returns, global pension transfer, mortgages, and vested benefit accounts. The company provides consulting and support for optimizing medium- and long-term financial plans, aiming to offer customers a professional and transparent service.

Financial Services
View profile5(1)
Vorsorge Impuls GmbH Logo

Vorsorge Impuls GmbH 

Steckborn · Since 2022

The core activity of Vorsorge Impuls GmbH is financial planning and consulting for private individuals, particularly in the areas of provision, pension and estate planning. This includes creating individual financial plans, advising on the implementation of measures, provision consulting, pension consulting and estate consulting.

Financial Services
View profile5(1)
Walser Vorsorge AG Logo

Walser Vorsorge AG 

Rüschlikon · Since 1994

Walser Vorsorge AG is a consultancy and service provider for occupational and private pension solutions and insurance. Its services include pension fund management and administration, vested benefits foundations and 1e pension plans, as well as insurance brokerage, claims management and related advisory services.

Financial Services
View profile5(1)
WK CAPITAL MARKETS SA Logo

WK CAPITAL MARKETS SA 

Geneva · Since 2012

WK CAPITAL MARKETS SA is an independent advisory firm specialising in private debt and structured products. The company arranges private debt investments (including due diligence, legal documentation, fundraising, settlement and listing), issues structured investment products across multiple asset classes, and supports private equity transactions on behalf of its clients.

Financial Services
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Zürcher Performance Management AG Logo

Zürcher Performance Management AG 

Zurich · Since 2011

The core activity of Zürcher Performance Management AG is to provide tailored investment solutions for asset managers in the market for structured products and alternative investments.

Financial Services
View profile5(1)
Clark Switzerland AG Logo

Clark Switzerland AG 

Zurich · Since 2022

The company's core activity is consulting and optimizing taxes, insurance and pension planning for private clients in Switzerland, combined with digital services and personal consulting.

Financial Services
View profile4.2(408)
Geberit Finanz AG Logo

Geberit Finanz AG 

Jona · Since 2014

Financial Services
View profile4.5(343)
Conseilia Sàrl Logo

Conseilia Sàrl 

Coppet · Since 2022

Conseilia offers ethical consulting services, particularly in the areas of finance, taxes, insurance and retirement planning. The core activity includes individual consulting for private individuals, both Swiss citizens and cross-border commuters, in planning and implementing their financial goals. This includes, among other things, asset management, tax planning, selecting insurance solutions and planning for retirement.

Financial Services
View profile5(210)
Personalfürsorge-Finanzierungsstiftung der Merian-Iselin-Stiftung Logo

Personalfürsorge-Finanzierungsstiftung der Merian-Iselin-Stiftung 

Basel · Since 1980

Financial Services
View profile4.5(194)
KREDIT TEAM GmbH Logo

KREDIT TEAM GmbH 

Basel · Since 2010

The core activity of Kredit Team GmbH is the granting of private loans to customers in Switzerland, in particular to permanent employees, self-employed individuals, cross-border commuters and other persons, as well as advising and supporting customers in taking out and repaying loans.

Financial Services
View profile4.9(178)
Reitzel Groupe Management SA Logo

Reitzel Groupe Management SA 

Aigle · Since 2007

Reitzel Groupe Management SA markets food products under the Hugo Reitzel brand, including pickles, sauces and vinegars, and operates an online shop with options for private and professional customers.

Financial Services
View profile4.4(87)
ABB Capital AG Logo

ABB Capital AG 

Zurich · Since 2019

Financial Services
View profile4.6(75)
ABB Equity AG Logo

ABB Equity AG 

Zurich · Since 2015

Financial Services
View profile4.6(75)
ABB Reinsurance AG Logo

ABB Reinsurance AG 

Zurich · Since 2015

Financial Services
View profile4.6(75)
Bio-Rad IHC Europe GmbH Logo

Bio-Rad IHC Europe GmbH 

Basel · Since 2017

Financial Services
View profile4.7(47)
Euro-Change Cambio GmbH Logo

Euro-Change Cambio GmbH 

Basel · Since 2024

The core activity of Euro-Change Cambio GmbH is currency exchange, particularly the exchange of Swiss Francs into other currencies such as Euros, US Dollars, and British Pounds, as well as the exchange of other currencies into Swiss Francs. The company offers this service without fees and at the best exchange rates in the Basel region.

Financial ServicesRetail - Newspapers & Kiosks
View profile4.7(39)
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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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