Financial Services

ECOFINA SA 

Paudex · Since 2003

The core activity of Ecofina is to provide financing solutions for small and medium-sized enterprises (SMEs) in Switzerland, particularly through leasing, asset repurchase and equipment financing. The company also offers services in the field of recycling and reuse of equipment.

GenTwo Digital AG 

Zurich · Since 2018

GenTwo Digital AG provides securitization infrastructure to turn investment ideas into bankable securities. The company operates the GenTwo Pro platform (powered by investOS) for product creation, issuance and lifecycle management, and offers issuer frameworks (dedicated SPVs with segregated cells), legal and operational services and expert support for financial institutions and investment professionals.

BTK Conseils SA 

Nyon · Since 2023

The core activity of BTK Conseils SA is to provide consulting services in the following areas: Insurance, Pensions, Real Estate, Investments, and Cross-Border Workers (i.e. consulting for individuals who work in Switzerland but live abroad). The company offers personalized advice and solutions to individuals and businesses to optimize their financial situation and achieve their goals.

Finance Assurances Solutions Sàrl 

Chêne-Bourg · Since 2013

The core activity of Finance Assurances Solutions is to provide consulting and brokerage services for financial services, particularly in the areas of: * Insurance (Assurance) for private individuals and companies * Tax consulting (Impôts) and support in preparing tax returns * Telecommunications services (Téléphonie), including internet and television * Financial planning and optimization, including investment consulting. The company offers individual and tailored solutions to its customers and supports them in selecting and managing financial products and services.

Finanzberatungen Rubino 

Ermatingen · Since 2020

The core activity of Rubino Finanzberatungen is independent and commission-free financial consulting for private individuals and corporate clients, with the goal of supporting customers in achieving their financial objectives and improving their quality of life. The consulting services include the creation of individual financial plans, minimization of risks, reduction of costs and taxes, as well as optimization of investment strategies.

Pfeiffer GmbH 

Rheineck · Since 2024

The core activity of Pfeiffer GmbH is the provision of financial services, particularly in the areas of: tax consulting and tax returns, financial consulting and investment consulting, pension planning and provision, accounting and insurance consulting. The company offers individual consulting and support for private individuals and companies in all financial matters, aiming to achieve the financial goals of its customers.

Resolve SA 

Geneva · Since 2018

Resolve SA is an independent mortgage brokerage that assists clients in obtaining financing for owner-occupied, secondary and investment properties. The company combines an online platform with specialist advisors to compare lenders, prepare loan applications and provide guidance on pension planning, insurance and tax optimisation.

Resolve Jura Sàrl 

Delémont · Since 2023

Resolve Jura Sàrl arranges mortgage financing and provides advice on pension planning and tax optimisation. The company combines an online platform with specialist advisers to support private clients and real‑estate professionals with acquisition, refinancing and related fiscal matters.

Resolve SA succursale Vaudoise 

Lausanne · Since 2020

Resolve SA succursale Vaudoise is an independent mortgage brokerage that assists private clients and real estate professionals with purchases, refinancing and comparing financing offers. Services include mortgage advice, pension and amortization planning, tax optimisation and an online platform for simulations and loan applications.

Resolve Valais SA 

Sion · Since 2023

Resolve Valais SA offers independent mortgage brokerage and financial advisory services, including brokerage for mortgage acquisition and refinancing as well as pension, insurance and tax optimisation advice.

FINQUEST Finanz AG 

Geuensee · Since 2005

FINQUEST Finanz AG provides financial services to private and corporate clients, including wealth management, pension and tax advice, as well as budget and financing counselling. The company also offers corporate fiduciary and insurance-trust services.

Future Search Group GmbH 

Wollerau · Since 2014

The core activity of Future Search Group GmbH is personnel placement, particularly in the areas of IT, healthcare and finance. The company places qualified employees with companies in the D/A/CH region and supports both candidates and clients in their search for suitable employees and career opportunities.

Mission13 GmbH 

Oberbüren · Since 2018

The core activity of Mission13 encompasses the provision of financial services and consulting for private clients, SMEs, and financial distributors. This includes, among others: * Mortgage financing and consulting * Tax returns and optimization * Financial strategies for private households * Risk management and insurance solutions * Payroll and personnel administration * Sales coordination for financial service providers * Comprehensive solutions for doctors and dentists The company thus offers a comprehensive range of financial services to support customers in planning and implementing their financial goals.

Émile Schneuwly 

Renens Vd · Since 2021

The company provides services and consulting in the field of retirement planning and pension planning in Switzerland, particularly with regard to the 3rd pillar (voluntary retirement savings) and the 2nd pillar (mandatory occupational pension provision). It supports clients in planning and optimizing their retirement savings, including the selection of investment options and the utilization of tax benefits. Additionally, the company also provides information and resources on topics such as mortgages and real estate financing.

Cascais Services GmbH 

Basel · Since 2018

The core activity of Cascais Services GmbH is the provision of services in the areas of finance, insurance, and taxes. Specifically, this includes: Insurance brokerage and consulting (e.g. health, accident, liability, property, and motor vehicle insurance); Credit brokerage and consulting; Tax returns and consulting; Accounting and payroll processing for companies; Support with official matters (e.g. RAV, IV, AHV, SUVA); Translation services. The company positions itself as a competent partner for private individuals, families, and companies in all matters related to finance, insurance, and taxes.

DESCARTES FINANCE AG 

Zurich · Since 2015

Descartes offers financial services, particularly in the areas of investment advice and asset management. It enables customers to manage their finances digitally and provides personal advice on their financial matters. The company is independent and does not offer its own products, but advises customers on the selection of investment opportunities. It also offers special services such as pillar 3a freedom of investment and investments for children.

Kühne + Nagel Fin AG 

Schindellegi · Since 2024

Kühne + Nagel Fin AG is a company of the Kuehne+Nagel Group providing transport and end-to-end supply chain services. Offerings include sea, air and road freight, fulfilment and warehousing, customs clearance, cargo insurance, project logistics, integrated supply‑chain management and digital services such as the myKN platform and supply‑chain consulting.

CACEIS (Switzerland) SA 

Nyon · Since 2006

CACEIS (Switzerland) SA is a financial services provider offering asset servicing including custody, depositary and fund administration, together with execution, clearing, securities lending and middle-office outsourcing. It provides these services to institutional investors, asset managers, pension funds, private equity funds, banks, brokers and corporate issuers.

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz 

Zurich · Since 2006

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz is an asset-servicing bank providing custody, depositary and fund administration services as well as execution, clearing, securities lending, FX, fund distribution support and middle-office outsourcing. It serves asset managers, institutional investors, pension funds, banks and corporate clients.

Evorest AG 

Zurich · Since 2023

The core activity of Evorest AG is the provision of financial services, particularly in the area of rental deposits. The company offers a solution for simplifying and improving rental deposits and works with leading partners to offer customers the best solution.