Financial Services

CORUM Wealth Management Platform AG 

Zurich · Since 2019

CORUM Wealth Management Platform AG provides wealth management and investment advisory services, including portfolio analyses, capital-protected strategies, and fund and hedge fund advisory. The firm also offers family‑office solutions, wealth and estate planning, trusts and foundations, and works with partner banks and external experts on tax, real estate and insurance matters.

Coué & Hill GmbH 

Baar · Since 2022

C+P Financial Services AG 

Rotkreuz · Since 1999

The core activity of C+P Financial Services AG is the provision of financial intermediary services, particularly in the area of trade and debt financing mediation. The company offers tailored financial solutions for businesses and private individuals, including the mediation of Standby Letters of Credit (SBLC) and Bank Guarantees (BG), as well as the provision of credit enhancements, project financing, and payment guarantees.

CPP Advisors AG 

Hirzel · Since 2002

CPP Advisors AG is a capital advisory firm focused on alternative investments, representing managers across private debt, private equity, real assets (including infrastructure and real estate in Switzerland and the US) and hedge funds. It provides fund placement and capital‑raising services, GP advisory, club‑deal arrangements and advice on credit secondaries and liquidity solutions, including investor mapping, positioning, marketing materials and due‑diligence preparation.

CPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl 

Meyrin · Since 2017

The core activity of CPP (Comprehensive Pension Planning) is consulting and planning pension and retirement solutions for private individuals and companies in Switzerland. This includes in particular: retirement planning and old-age provision, asset protection and risk management, tax optimization, especially in the 2nd and 3rd pillar, mortgages and real estate financing, inheritance planning, and consulting on the selection and management of pension funds and retirement products. The company also offers services for companies, such as setting up and managing occupational pension plans and pension funds, as well as consulting on the implementation of personnel departures and transitions.

Credaris AG 

Zurich · Since 2003

The core activity of Credaris is the brokerage of private loans in Switzerland. The company brokers consumer loans, car loans and other types of private loans, and supports customers in selecting and applying for loans. Credaris works with various credit providers and takes over the entire process of checking and processing loan applications.

Credit General SA 

Montagny-Près-Yverdon · Since 2017

The core activity of Credit General SA is the granting of personal loans and the consolidation of existing loans (Rachat de crédit) for private individuals in Switzerland. The company offers individually tailored credit solutions, including negotiating favorable interest rates with Swiss banks, to provide customers with the best possible conditions.

Crottaz Finance 

Cugy Vd · Since 2007

The core activity of Crottaz Finance is providing financial services and consulting.

Crowdguide GmbH 

Hünenberg · Since 2019

The core activity of Crowdguide GmbH is the independent brokerage of loans and insurance. The company offers consulting and brokerage services for various types of loans (private loans, SME loans, mortgages) and insurance (health insurance optimization, property insurance, life insurance) and provides access to top-class providers with attractive conditions.

Cryptofactory Schadegg 

Bischofszell · Since 2021

Cryptofactory Schadegg supplies technical interior-decoration products, including curtain and interior shading systems, acoustic room solutions, and a wide range of floor-covering profiles. The company supports trade partners with presentation materials, catalogues, training and shopfitting products.

CWS Consultant (Switzerland) Sàrl 

Russin · Since 2020

The core activity of CWS Consultant (Switzerland) Sàrl is the provision of independent financial and trust consulting services, including: wealth planning and management, succession planning and management, tax and legal planning, investment advice and management, and fiduciary structures and asset management. The company provides its clients with individual and independent advice to achieve their financial goals and optimize their asset situation.

Dakson Global AG 

Zug · Since 2019

Dakson Global AG provides digital financial services and payment infrastructure, including mobile banking, global remittance, peer-to-peer and social payments, as well as card programs and eSIM integration. The company develops platforms and partnerships to enable global financial connectivity and increase access to financial services.

Davydov Capital 

Appenzell · Since 2017

The core activity of Davydov Capital is the provision of independent financial services, particularly in the area of investment management, where the company is guided by the interests of its clients and emphasizes a strong focus on entrepreneurship and the interests of its partners.

Daymer Bay Capital (Switzerland) Sàrl 

Sion · Since 2021

The core activity of Daymer Bay Capital (Switzerland) Särl is third-party fund marketing, i.e. the placement and marketing of funds from specialized international fund managers to institutional and wholesale investors in Europe. The company supports fund managers in their asset-raising activities and connects them with investors by professionally and effectively marketing their funds.

DC Placement Advisors AG 

St. Gallen · Since 2007

DC Placement Advisors AG is a placement agent and advisory firm that assists sustainable private markets fund managers in placing institutional capital. The firm arranges capital across alternative asset classes—including infrastructure, private equity, renewable energy, real estate, venture capital and private debt—offers advisory services and the 'advinda' Investor Cloud, and holds licences under the German Banking Act for investment broking and investment advice.

De Auria Finance SA 

Lugano · Since 2019

De Auria Finance SA is a financial services company specializing in wealth and investment management for institutional clients and ultra-high net worth individuals (UHNWIs). The core activities include: wealth management, investment advisory, research and analysis of investment opportunities, selection and management of investments, and advising institutional clients and UHNWIs on the development of investment strategies. The company does not offer direct banking services, but focuses on advising and managing wealth and investments.

DEBITORIS GROUP AG 

Hergiswil Nw · Since 2004

DEBITORIS GROUP AG provides outsourcing services including financial services (credit checks, billing, receivables management, debt collection, reporting), customer relationship management, consulting and IT services. The website states that certified IT processes are used and that all data are stored exclusively in Switzerland.

Decentia Wealth AG 

Zug · Since 2016

The core activity of Decentia Investment Advisory AG is the independent advisory and brokerage of individual investment products, particularly in the area of derivatives, for institutional clients such as independent asset managers, banks, family offices, pension funds and companies. The services include finding the best possible conditions for investment products (Best Execution), monitoring and managing investments throughout their entire lifecycle (Lifecycle Management) as well as providing advice and idea generation for investment decisions.

Deep Wealth SA 

Geneva · Since 2019

The core activity of Deep Wealth SA is the provision of financial advisory and private placement services to family offices, asset managers and private clients.

SAMBLE SA 

Lugano · Since 1993

SAMBLE SA provides insurance and financial advisory services for private and corporate clients, including health, life, property and motor insurance, occupational insurance and pension (LPP), as well as personal loan options.