Financial Services

InvestSuite SA 

Lausanne · Since 2022

The company InvestSuite develops and offers digital asset management and investment solutions (InvestTech) for financial institutions to support them in their digital transformation and improvement of customer interaction. The solutions include, among other things, portfolio reporting tools and applications for self-managed investors, with the aim of improving the interaction between customers and their assets and opening up new markets.

INVIN GmbH 

Kilchberg Zh · Since 2022

The core activity of INVIN GmbH is the provision of corporate finance services, in particular: M&A advisory (sell-side and buy-side) for public and private organizations in Switzerland and Europe; fundraising support for start-ups and established companies; development of business models and value enhancement strategies; and valuation and business planning for companies. INVIN GmbH supports companies in transactions, financing, and strategic decisions, and has extensive experience in various industries, including technology, financial services, cybersecurity, and sustainability.

IN-XTRA Versicherungstreuhand GmbH 

Wollerau · Since 2006

IN-XTRA Versicherungstreuhand GmbH is an independent insurance broker that provides risk analyses, pension and financial planning, and review and administration of insurance contracts for corporate and private clients. Services include portfolio management, claims support and representation of clients with insurance companies under a broker mandate.

ISATYS Advisory AG 

Zug · Since 2008

ISATYS Advisory AG is a private investment office. The website identifies the firm as a private investment office and provides contact details (email, telephone) and an imprint.

ISP Securities AG 

Zurich · Since 1998

ISP Securities AG is a licensed securities firm supervised by FINMA. It provides financial services including fixed-income and structured products (AMCs), asset solutions (securitisation, paying-agent services, trading and liquidity provision), investment management (wealth and asset management, placement agent) and services related to digital assets such as custody and structured crypto products.

ISS International Sales & Solutions AG 

Buochs · Since 2020

The core activity of ISS International Sales & Solutions AG is the placement and distribution of investment funds, in particular long-only strategies from selected investment boutiques, to German-speaking investors. The company acts as a placement agent and supports investment managers in the selection and distribution of their funds, while providing investors with access to outstanding investment managers and strategies.

issuance.swiss AG 

Zug · Since 2023

The core activity of issuance.swiss AG is the creation and distribution of financial products, in particular Exchange-Traded Products (ETPs) backed by various assets. The company acts as a special purpose vehicle for the issuance of segregated note series and certificates backed by investment assets. It provides a platform for the creation and distribution of financial products backed by various assets, working with various service providers. The products are offered under the supervision of financial market regulatory authorities such as the Swiss Financial Market Supervisory Authority (FINMA) and the German Federal Financial Supervisory Authority (BaFin).

Istituto per la consulenza e la formazione avanzata Sagl 

Cimadera · Since 2014

The core activity of ICFA is the provision of services in the field of financial consulting, including: financial consulting, insurance consulting, tax consulting, marketing consulting, and accounting. The company offers tailored solutions for businesses and individuals, focusing on providing professional services in the area of financial planning and consulting.

ITACA SA 

Lugano · Since 2015

ITACA SA is a wealth management company offering asset management and family office services. The website states the firm operates as an independent multi-client family office and is authorised by FINMA as an asset manager, and affiliated with the Swiss Asset Managers Association (ASG) and OmbudFinance.

ITERA Corporate Finance AG 

Zurich · Since 2005

ITERA Wirtschaftsprüfung AG 

Zug · Since 1999

ITERA Wirtschaftsprüfung AG provides interdisciplinary fiduciary and audit services in accounting, controlling, IT, human resources, finance, legal and tax. It serves manufacturing, trading and service companies and cooperates with sister companies for corporate finance and real estate matters.

ITERA Wirtschaftsprüfung AG 

Zurich · Since 1997

ITERA Wirtschaftsprüfung AG provides interdisciplinary fiduciary, tax and audit services, including accounting and financial reporting, controlling, IT, human resources, finance and legal advisory.

ITP Management Holding AG 

Freienbach · Since 2016

The core activity of ITP Management Holding AG is to advise and support medium-sized, owner-managed family businesses in the areas of financing, mergers and acquisitions (M&A), corporate structuring and financing. This includes in particular: structuring of corporate financing, growth financing, company acquisitions and takeovers, debt financing, factoring, and M&A consulting in various industries. The company has a network of contacts with private equity companies and family offices in the DACH region and offers tailored finance solutions for its clients.

ITS Research & Finanzdienstleistungs AG 

Rapperswil Sg · Since 2018

ITS Research & Finanzdienstleistungs AG is an independent consulting firm that provides research‑led advisory services in finance and corporate strategy. Core offerings include wealth and estate consulting for private clients, corporate finance and strategic project support, cross‑border structuring and setup guidance, independent research and analytics, and governance, risk and compliance advice with hands‑on project delivery.

Jabiru Finance AG 

Fribourg · Since 2020

The core activity of Jabiru Finance AG is the provision of financial services to companies.

JAK & Cie Consulting Sàrl 

Grand-Lancy · Since 2024

JAK & Cie Consulting Sàrl provides financial advisory services for individuals and businesses, including tax optimisation, pension advice (occupational and private), insurance and real-estate investment guidance, and accounting and administrative support. The firm also assists with company formation, payroll and cross-border tax matters and lists a FINMA accreditation (n° F01501767) on its website.

Jalanbo Wealth Consulting 

Chur · Since 2015

The core activity of Jalanbo Wealth Consulting is the provision of services in the field of wealth management, particularly in the consulting and planning of asset investments, as well as in supporting the implementation of relocation processes to Switzerland.

Jansen Schweiz AG 

Zug · Since 1964

JBJ Consult GmbH 

Winkel · Since 2011

The core activity of JBJ Consult is to provide independent advisory services in the field of Impact Investing, particularly the development and implementation of sustainable investment strategies, programs and structures for private, institutional and sovereign investors as well as philanthropists.

JD Planification Sàrl 

Neuchâtel · Since 2023

JD Planification Sàrl is an independent financial planning firm providing advisory and administrative services to private clients and businesses, including retirement planning, property acquisition support, insurance management and corporate advisory. Services also include a real-estate listings section (“Coin Immo”) and sector-specific solutions for fields such as medical and agricultural professions; the practice is led by Jeremy Della Corte, who holds a Bachelor of Science in business economics and a federal diploma as a financial advisor.