Financial Services

Findependent AG 

Aarau · Since 2024

The core activity of findependent is wealth management and investment advice for private clients, particularly through the development and provision of a digital investment app that enables customers to invest their savings simply and cost-effectively. The company thereby offers an independent and cost-effective alternative to traditional banks and asset managers.

PLUS Corporate Services Sàrl 

Lausanne · Since 2024

PLUS Corporate Services Sàrl is a company of Groupe Plus that provides insurance and SME services, including insurance advisory and policy management.

PLUS financement immobilier Neuchâtel SA 

Cortaillod · Since 2021

PLUS financement immobilier Neuchâtel SA provides mortgage brokerage and advisory services for real estate financing, including acquisition, mortgage renewal and development financing. The company operates within the Groupe Plus network and coordinates financing solutions with related services such as insurance advice, fiduciary and tax & legal support.

Plus Financement Immobilier Fribourg SA 

Fribourg · Since 2024

Plus Financement Immobilier Fribourg SA is an entity of Groupe Plus providing real-estate financing and mortgage brokerage services. It offers advisory and brokerage for acquisition, mortgage renewal and development financing and coordinates with the group’s insurance, fiduciary and tax/legal services.

PLUS financement immobilier SA 

Lausanne · Since 2017

PLUS financement immobilier SA is a financial services provider specializing in mortgage and real estate financing, including mortgage brokerage, renewals and financing for property development. The company negotiates loan conditions with banks and provides personalised financing advice as part of Groupe Plus.

PLUS-SA SA 

Lausanne · Since 2013

PLUS-SA SA provides financial advisory services with a 360° approach, offering mortgage brokerage and financing, insurance solutions for individuals and businesses, and fiduciary, tax and family-office services.

Advice Group SA 

Renens Vd · Since 2021

The core activity of Advice Group SA is the provision of services in the fields of finance, insurance and consulting. Specifically, this includes: wealth management and financial planning, insurance services (e.g. health insurance, liability insurance, property insurance), credit and leasing services, tax advice and planning, asset protection and security, independent wealth management and investment advice. The company offers these services to both private individuals and companies, emphasizing individual consulting and solutions tailored to the specific needs and goals of its clients.

Nicolas Grundisch Pensionsplanungen GmbH 

Thun · Since 2008

The core activity of Pensionsplanungen GmbH is the creation of individual pension plans for private individuals, aiming to optimize their financial situation before and after retirement. This includes analyzing future liquidity, combining tax-advantaged provisions (particularly in the area of BVG) and developing strategies for financial security in retirement.

Bergblick Finanz AG 

Wängi · Since 2018

The core activity of Wigert Financial Consulting GmbH is independent financial consulting for private individuals and companies. They offer cross-industry services, including investment strategies, corporate consulting, pension planning, financing, taxes, budgeting, insurance, and more. The company serves as a central point of contact for all financial concerns and supports customers in optimizing their financial situation, without selling its own products or being tied to specific products from third-party providers.

HYPOPARTNER GmbH 

Bottighofen · Since 2021

The core activity of HYPOPARTNER is independent mortgage consulting and brokerage. The company supports customers in real estate financing by comparing offers from over 30 selected and financially strong partners, such as banks, insurance companies and pension funds, and seeking the best solution for the customer. The services include personal consulting, individual solutions and the brokerage of mortgages taking into account the customer's needs.

Money & Com SA 

Geneva · Since 2005

Money & Com SA offers a range of services focused on international payment transactions and communication. The company's core activities include: foreign exchange (currency exchange), money transfers and remittances to over 100 countries, international telephone services (calls abroad), internet services (internet access), and the sale of prepaid cards for telephone services (Lebara and Yallo). The company operates several branches in Switzerland, including Geneva and Lausanne, and provides its customers with a variety of services tailored to the needs of travelers, foreigners, and businesses.

Foscaldi Consulting GmbH 

Dübendorf · Since 2018

The core activity of Foscaldi Consulting is the provision of financial services, particularly in the areas of: Financial and pension planning, Asset management, Tax consulting, Insurance services (property and liability insurance, health insurance), Mortgages and real estate financing, Cryptocurrency and investments, Company formation and accounting. The company also offers consulting and services for private clients, business clients and expats.

Hoxy Sàrl 

Geneva · Since 2022

The company HOXY offers consulting services in the areas of finance, taxes, real estate, insurance, and pension planning. The core activity of the company is to support private individuals and companies in managing their administrative tasks in order to optimize their financial situation and reduce stress. This includes, among other things, the analysis and optimization of finances, the preparation of tax returns, the brokerage of insurance and pension products, as well as support in real estate transactions.

Smart Léman Sàrl 

Le Grand-Saconnex · Since 2023

The core activity of Smart Léman is consulting and expertise in the field of Swiss pension planning and prevention, particularly in the analysis and optimization of LPP plans (Federal Law on Occupational Pensions) and the management of pension capital. The company provides personal consulting and support in planning and implementing pension strategies, including reviewing and consolidating pension capital, securing succession and informing about current reforms and their impact.

Avaloq Group AG 

Zurich · Since 2000

Avaloq Group AG provides software platforms and services for banks, wealth managers and other financial institutions. Its offering includes an end‑to‑end banking and wealth management platform (delivered as SaaS, PaaS or on‑premises), managed services and BPaaS for automated back‑office operations, plus integrations with third‑party partners.

SMART VALOR AG 

Zug · Since 2017

The core activity of SMART VALOR is the development and provision of services in the field of digital assets, particularly the development of blockchain-based technologies and the operation of a digital asset exchange. The company also offers development services for complex software platforms and has a subsidiary specialized in the development of artificial intelligence (AI) for investment purposes.

Firetum Real Estate AG 

Oberdiessbach · Since 1970

Kala Swiss SA 

Delémont · Since 2018

The core activity of Kala Swiss SA is the digital management and recovery of 2nd pillar pension funds (vested benefits) for private individuals in Switzerland. The company offers a 100% digital platform that enables the location and recovery of lost 2nd pillar pension funds.

Caisse de prévoyance de l'Etat de Genève 

Grand-Lancy · Since 2014

The core activity of CPEG encompasses the areas of real estate, finance, and pension planning. Specifically, the company offers services such as renting and managing properties, granting mortgage loans, investing in sustainable investments, and advising on financial planning and pension planning.

Baris Kredit 

Winterthur · Since 2006

The core activity of Baris Kredit is the online brokerage of loans to private individuals. The company offers various types of loans, such as personal loans, consumer loans, car loans, mortgage loans and debt consolidation, and brokers these in cooperation with various banks in Switzerland.