Financial Services

InnoFInCon AG 

Bern · Since 2018

InnoFinCon (Innovation Finance Consulting) is an asset manager and wealth management consultant specializing in advising and managing assets for private individuals and companies. The company's core activity includes developing individual solutions for asset management, advising on sustainability and environmental protection, and supporting navigation in complex financial markets. Additionally, the company also offers consulting and support for the use of cryptocurrencies and blockchain technologies.

inside finance Capital Partners AG 

Wohlen Ag · Since 2008

inside finance Capital Partners AG arranges and structures tailored financing solutions for companies and real estate, including unsecured or partially secured credit lines. The firm also provides grant/subsidy checks, portfolio analyses and independent financing advisory services.

INSUREit AG 

Thalwil · Since 2009

INSUREit AG is an insurance advisory and brokerage firm offering independent risk assessments, policy reviews, portfolio administration and claims representation. It provides tailored insurance solutions and supports the optimization and placement of coverage.

INTACAPITAL SWISS SA 

Geneva · Since 2011

The core activity of IntaCapital Swiss SA is to provide tailored financial solutions to companies, particularly in the areas of: Collateral Transfer Management, Project Financing, Gemstone Monetization, Raising Lines of Credit, Credit Lines and Monetization, Bank Guarantees, and Monetization Instruments. As a boutique financial services provider based in Geneva, the company has a global presence. It combines traditional Swiss values such as discretion, strength, and reliability with modern financial expertise to support companies in their growth, restructuring, or preparation for sale.

INTEGRA Management & Finanz AG 

Wallisellen · Since 2004

Inter Continental Capital Services SA 

Bourguillon · Since 2010

The core activity of Inter-Continental Capital Services SA is the provision of investment research and advisory services, including dedicated research, policy advisory, portfolio strategy and capital services to international corporations and governments.

Intermarkt GmbH 

Zurich · Since 2014

The core activity of Intermarkt GmbH is the provision of services in the areas of risk management, asset management and project management. Specifically, this includes: coordination and monitoring of projects and tasks delegated or outsourced by customers; monitoring of the activities of asset managers, fund managers, banks, insurers, lawyers and employees; resolution of problems that may impact the business, financial or personal interests of customers; creation of systematic market analyses and research results; and provision of diversified risk management solutions. The company acts as a trusted partner for its customers, supporting them in decision-making and project implementation.

Introcap GmbH 

Zurich · Since 2021

The core activity of Introcap GmbH is to provide access to capital for innovative investment funds. The company acts as a placement agent and connects investment funds with investors such as pension funds, family offices and high net worth individuals.

INTRUST AG 

Zurich · Since 1987

The core activity of INTRUST AG encompasses wealth management services for international clients, particularly the creation of tailored solutions for asset management. This includes trust services, corporate services such as the establishment and administration of companies, as well as accounting and tax services. The company also offers services in the areas of estate and succession planning, cryptocurrency management, and fiduciary asset management.

Intrum Investment Switzerland AG 

Baar · Since 2023

Intuitae (Suisse) Sàrl 

Geneva · Since 2002

The company provides consulting and services to wealthy families to manage and preserve their assets. The core activities include: Asset allocation consulting, Wealth planning consulting, Family governance, Exclusive services, Establishment and operation of mono-family offices. The company supports wealthy families in managing and preserving their assets by offering individual solutions and supporting the family in decision-making and implementation.

INVESCAP SA 

Geneva · Since 2012

The core activity of Invescap is to provide investment research services to a select group of clients worldwide.

Investa-Group GmbH 

Kirchberg Be · Since 2024

The core activity of Investa Group is independent financial planning and consulting, particularly in the areas of real estate, health, tax optimization, financial solutions and pension planning. The company offers transparent and fair services by comparing hundreds of rates and providing fee-only consulting with reimbursement of any compensation from third parties.

InvesTAO Switzerland AG 

Zurich · Since 2021

InvesTAO Switzerland AG is an FCA-regulated investment advisory and placement boutique specialising in China–Europe cross-border markets. It advises institutional investors, asset managers, private banks, wealth managers and family offices on fund selection, capital raising and strategic investor engagement, and provides capital introduction, corporate finance advisory and fund marketing services.

investian GmbH 

Mettmenstetten · Since 2023

The core activity of investian GmbH is the provision of independent wealth management services, particularly in the area of the Swiss pension system. This includes: Pension consultancy, Tax optimisation, and Financial advice. The company specifically supports expats leaving Switzerland in optimising their Swiss pension funds and minimising taxes.

INVESTIERA GROUP AG 

Muri B. Bern · Since 2020

The core activity of Investiera Group AG is the provision of financial services, particularly in the areas of asset management and investment advice. The company supports its clients in achieving their financial goals by creating individual investment plans and monitoring their investments. Investiera Group AG is authorized by the FINMA and offers its clients access to various financial products and services to protect and increase their assets in the long term.

Investment Associates AG 

Altendorf · Since 2017

The core activity of Investment Associates AG is providing advisory services for private markets and alternative investments, particularly in the area of capital raising for institutional investors such as family offices, private banks, pension funds, insurance companies, foundations and endowments. The company offers tailored solutions for asset management and consulting, and facilitates connections between investors and investment managers.

Investment Circle GmbH 

Rotkreuz · Since 2018

Investment Circle GmbH is a privately-held investment and advisory firm that connects investors with carefully curated assets and focuses on capital raising and special situations. It provides investor matchmaking and capital-raising support — including investor readiness, due diligence and negotiation assistance — and targets sustainable technologies across agriculture, food, waste and textiles while working with qualified/professional investors, family offices and institutional clients.

INVESTMENT CONNECTIONS - MEYER 

Corsier Ge · Since 2005

INVESTMENT CONNECTIONS - MEYER is a specialist investor relations firm. It presents small- and mid-cap companies to targeted investors in major European financial centres and provides services such as roadshow organisation, advice on corporate communication materials, shareholder surveys, press release distribution, translations, research reports, listing support and media exposure.

Investor's Dialogue GmbH 

Zurich · Since 1994

The core activity of Investor's Dialogue is independent financial consulting and wealth management for private clients, particularly women, couples and families. The services include financial planning, asset controlling and financial literacy, with the goal of supporting clients in shaping their financial life planning and asset care.