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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,805 companies indexed · Last updated: today
DirectoryFinancial Services

Financial Services

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4'855 companies found

invest.ch Services GmbH Logo

invest.ch Services GmbH 

Thalwil · Since 1998

The core activity of invest.ch consists of creating and providing trading strategies, investment plans and market analyses for investors. The company offers various services, including: short- and long-term trading strategies, market analyses and reports on stocks, indices, ETFs, commodities and currencies, decision support for investors through action proposals and strategic planning, and educational and training offers for investors. The company positions itself as an expert in asset management and supports its customers in achieving their financial goals by providing relevant information and strategies.

Financial Services
View profile5(25)
Sicuro Finance & Prévoyance Sàrl Logo

Sicuro Finance & Prévoyance Sàrl 

Cheseaux-Sur-Lausanne · Since 2019

Sicuro Finance & Prévoyance Sàrl provides financial and pension advice, including mortgage financing support, pension/retirement analysis and financial planning. Other services cover tax matters (including tax returns), administrative assistance in cases of death or divorce, third‑pillar life insurance and support for property sales.

Financial Services
View profile4.5(25)
Muff & Partner AG Logo

Muff & Partner AG 

Mauensee · Since 2021

Muff & Partner AG develops and supplies technical solutions for churches and historic buildings, including bell drives, tower clocks, acoustic systems, climate control and safety equipment. The company designs proprietary components and provides consulting, installation, maintenance and a central church automation system.

Financial Services
View profile4.5(24)
PROBUDGET S.A. Logo

PROBUDGET S.A. 

Crans Vs · Since 2000

PROBUDGET S.A. provides tax advisory, real estate and insurance services, as well as fiduciary, financing and investment services. Services include tax returns and tax planning, mortgage financing and real estate brokerage, insurance intermediation (registered with FINMA), accounting, investment products and credit mediation.

Financial Services
View profile5(24)
Profinder GmbH Logo

Profinder GmbH 

Kloten · Since 2022

The company's core activity is comprehensive financial consulting for private and corporate clients, including wealth management, tax planning, pension planning, insurance, real estate and mortgage consulting, retirement planning and inheritance and estate planning.

Financial Services
View profile5(24)
Trios Concierge Services Sàrl Logo

Trios Concierge Services Sàrl 

Vernier · Since 2021

Financial Services
View profile4.7(24)
VP conseils Sàrl Logo

VP conseils Sàrl 

Lausanne · Since 2013

VP conseils Sàrl is a financial advisory firm specializing in real estate financing and mortgage solutions. It provides services including financing analysis, pension/insurance planning (prévoyance) and mortgage renewals, and supports clients with dossier preparation, lender negotiations and contract finalisation.

Financial Services
View profile4.8(24)
VIFIT Group AG Logo

VIFIT Group AG 

Amriswil · Since 2020

The core activity of VIFIT Group AG encompasses financial consulting, insurance brokerage services, real estate investments, real estate management, mortgage consulting and brokerage, as well as general financial services for private and business clients.

Financial Services
View profile4.7(23)
Cevio Conseils Sàrl Logo

Cevio Conseils Sàrl 

Vevey · Since 2024

The core activity of Cevio Conseils is the consulting and brokerage of financial services, particularly in the areas of: * Insurance (e.g. car, 3rd pillar) * Pension planning * Financing * Loans (private and mortgages) The company offers personal consulting, comparison of offers and proactive management of financial products to help customers achieve their financial goals.

Financial Services
View profile5(22)
FINOP AG Logo

FINOP AG 

Kloten · Since 2022

The company provides independent financial consulting and insurance services. The core activities include: investment consulting and optimization, insurance consulting and brokerage, pension planning, real estate financing, and tax planning. The company supports private and corporate clients in developing individual financial strategies and offers neutral consulting and processing of financial products.

Financial Services
View profile5(22)
Holcim International Finance AG Logo

Holcim International Finance AG 

Zug · Since 2015

Financial Services
View profile4.7(22)
Barron Capital AG Logo

Barron Capital AG 

Gümligen · Since 2022

The core activity of Barron Capital AG encompasses the following areas: * Investment consulting and asset management * Tax consulting and optimization, including preparation of tax returns * Mortgage consulting and brokerage The company offers its clients individual solutions in these areas to achieve their financial goals and improve their asset situation.

Financial Services
View profile5(21)
Bsafe Invest AG Logo

Bsafe Invest AG 

Zug · Since 2023

The core activity of Bsafe Invest AG encompasses the areas of insurance, pension planning and finance. Specifically, the company offers solutions in the following areas: Insurance: health insurance, vehicle insurance, legal protection insurance, household and private liability insurance; Pension planning: retirement planning, vested benefits accounts; Finance: private and mortgage loans, asset accumulation; Business customers: company formation, insurance for SMEs. The company positions itself as a partner for a secure financial future and offers individual solutions for private and business customers.

Financial Services
View profile5(21)
D&R Partnersgroup GmbH Logo

D&R Partnersgroup GmbH 

Rotkreuz · Since 2023

The company Schweizer Immobilienwerte offers tailored investment solutions for Swiss clients looking to invest in German real estate. The company's core activity involves brokering and financing high-yield properties in Germany, particularly for Swiss clients who do not require equity capital. The company provides individual financing options and market analyses to support clients in selecting and financing lucrative properties.

Financial Services
View profile5(21)
kmuOnline ag Logo

kmuOnline ag 

Basel · Since 1999

The company wechselstube.ch offers services in the field of foreign exchange trading and international payment transactions. The core activity is to provide Swiss SMEs and private individuals with a Swiss employer the opportunity to exchange currencies and make payments in foreign currencies on favorable terms. This includes, among other things, the exchange of currencies, the processing of foreign currency transfers and the provision of exchange rate alerts.

Financial Services
View profile4.3(21)
SOAB GmbH Logo

SOAB GmbH 

Buttisholz · Since 2012

The core activity of SOAB GmbH is independent financial services for private individuals, small and medium-sized enterprises (SMEs) as well as agricultural businesses. This includes in particular: Financial consulting (investment consulting, pension planning, asset management), insurance services (health, accident, liability, property and asset insurance), trust and accounting services, corporate consulting (company formation, company sale, business law protection), and investment consulting (sustainable investments, funds, precious metals, real estate). The company thus offers a comprehensive range of financial services to support customers in all financial matters and ensure security for their future.

Financial Services
View profile5(21)
Domiix.ch GmbH Logo

Domiix.ch GmbH 

Zug · Since 2022

Domiix.ch GmbH provides domiciliation services, online company formation, accounting services and business insurance solutions. The company offers c/o and regular business addresses, supports fully digital formation processes (remote notarisation and e-signature) and arranges insurance products through a partnership with Allianz.

Financial Services
View profile5(20)
Domiix.ch GmbH Logo

Domiix.ch GmbH 

Zug · Since 2024

Financial Services
View profile5(20)
Liberty Vorsorge AG Logo

Liberty Vorsorge AG 

Seewen Sz · Since 2001

Liberty Vorsorge AG is a provider of private and occupational pension solutions. It offers pension foundations (e.g., BVG collective foundation, 1e Flex Invest foundation, vested benefits and 3a products), investment products and digital platforms and services for private clients, corporate clients, business partners and institutional clients.

Financial Services
View profile4.7(20)
Technologies of Understanding AG Logo

Technologies of Understanding AG 

Rotkreuz · Since 2021

Technologies of Understanding AG provides AI-powered software for video and document translation, subtitling and dubbing, and offers text-to-speech and related services.

Financial Services
View profile4.5(20)
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Frequently asked questions

Searching the directory

How the search works, what each filter means, and how the results come together.

What can I search for in the directory?
The search field matches company names, industries and places. Beyond that you can filter by Industry (18 categories based on the NOGA classification), Size (number of employees), Region (canton, language region or postal code) and Special (keywords and entry date). Filters combine freely; the active ones appear as chips below the filter bar and can be removed there individually.
How do keywords work?
Keywords search the description and stated purpose of each company — the text that goes beyond the company name. Multiple keywords are combined with OR: every additional keyword widens the set of matches rather than narrowing it.
What belongs in the postal code field?
A single postal code (e.g. 8000) or a range (e.g. 1000-1010). The field accepts postal codes only — for place names, use Canton or Language region.
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How is organisation size determined?
Size reflects the number of employees and is calculated from publicly available information by a model developed in-house. It is a best-possible estimate, not an official figure.
What does the Verified label mean?
Verified means the entry is tied to a UID (Swiss business identification number) and therefore links back to the official Swiss business register. The label speaks to the company's identity — it is not a rating of its performance.

Source: Federal Statistical Office, UID register

How do I sort the results?
Use the dropdown above the list: Relevance, Name (A–Z), Best rating, Most reviews or Longest established. You can also switch between list and map view and set how many results appear per page.
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