Financial Services

Veritas Finance AG 

Schindellegi · Since 2025

Veritas Finance AG provides financial advisory and investment services to private clients and businesses, including individual financial planning, wealth planning, portfolio management, pension and retirement planning, insurance advice and tax planning.

ATARAXIA MANAGEMENT SA 

Lugano · Since 2025

ATARAXIA MANAGEMENT SA provides wealth and financial advisory services for family clients, supporting financial, patrimonial and succession planning and the preservation of assets. Services include legal, tax and corporate advice delivered through a network of external professionals.

FinanzFabio AG 

Lenzburg · Since 2025

moneyfriends GmbH 

Zurich · Since 2026

moneyfriends GmbH provides personal financial advice and a companion app that produces tailored budgeting systems, automates money flows, and supports debt management and investment planning.

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen 

Zofingen · Since 2026

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen provides independent asset management, financial advice and retirement planning. The branch also handles mortgages and real estate services, investment management mandates and offers digital tools such as the VZ Finanzportal.

Ondra Holding AG 

Zurich · Since 2026

Ondra Holding AG is an independent, advisory-only firm that provides strategic financial advice and solutions for complex capital-structure issues. Its services include M&A and capital-allocation advice as well as special-situations work such as restructuring and stressed/distressed financing.

MK Finanzpartner AG 

Langenthal · Since 2026

MK Finanzpartner AG provides financial advice and serves as a point of contact for financial matters. The website indicates that more information about its services will be published soon.

123Credit GmbH 

Bachenbülach · Since 2026

123Credit GmbH is a digital financing platform and a licensed credit intermediary under the Swiss Consumer Credit Act (KKG). The company acts as an independent broker working with banks and financing partners to arrange consumer loans such as auto loans, home loans, loan top-ups and loan consolidation. The website provides a loan calculator, representative interest examples, optional credit protection and telephone advice.

ImmoFinanzMesse

ImmoFinanzMesse is a trade fair for real estate and financial solutions. It brings together exhibitors, professionals and interested visitors around topics such as property, financing, retirement planning, home ownership and investment.

Handeys Finanzen

Handeys Finanzen is a Swiss financial services provider offering credit comparisons, personal loans, financing, mortgages and insurance. It also supports business clients with SME financing and leasing solutions, as well as advice on financing matters.

Fiducia Trustee (Zurich) GmbH 

Zurich · Since 2010

2HF Sàrl 

Geneva · Since 2003

360pay AG 

Zurich · Since 2020

The core activity of 360pay is the provision of payment services and support for companies in opening business accounts in Switzerland. This includes: Opening business accounts for Swiss and European companies; Conducting due diligence checks and Know-Your-Customer procedures; Providing payment services, including transfers, direct debits, and payment cards; Managing payment risks and conducting transaction monitoring; Providing treasury management services, including cash management and payment administration. The company focuses on the needs of small and medium-sized enterprises (SMEs) and offers a range of services to facilitate and secure payment transactions for these companies.

6S Capital AG 

Pfäffikon Sz · Since 2009

Tribe Music Group AG 

Baar · Since 2014

BGC Property AG 

Zug · Since 2019

AA Plus Finanz und Versicherungsvermittlungen GmbH 

Bülach · Since 2021

AB Commodities AG 

Geneva · Since 2023

Tradeon SA 

Geneva · Since 2024

ACT Capital GmbH 

Wollerau · Since 2018

The core activity of ACT Capital GmbH is to support companies in their listing on the stock exchange, particularly on the Luxembourg Stock Exchange. The company offers listing services and has expertise in the field of credit rating and assessment.