Financial Services

Swiss Credit Card Issuance 2023-1 AG 

Horgen · Since 2023

availabill ag 

Zurich · Since 2019

availabill ag is a payment service provider offering online and in-store checkout solutions such as invoice payments, installment plans, monthly invoicing and rental-on-invoice options. The company supplies merchants with technical payment infrastructure, customer support and the my.availabill customer portal, and handles invoice settlement and merchant payouts.

MF Group AG 

St. Gallen · Since 2013

MF Group AG provides payment and billing services for merchants, including purchase-on-account, factoring and servicing, installment payment options, and omnichannel and mobile payment solutions.

Viseca Payment Services AG 

Zurich · Since 1999

bob Finance AG 

Zurich · Since 2023

bob Finance AG is a financial services provider offering digital personal loans and related credit services. It provides loans up to CHF 80,000 with terms up to 120 months and offers services such as debt-protection insurance (Restschuldversicherung), loan-increase requests and an online application process; bob Finance is part of Valora Schweiz AG.

bob Finance, Zweigniederlassung der Valora Schweiz AG 

Zurich · Since 2020

bob Finance, Zweigniederlassung der Valora Schweiz AG offers consumer loans and related credit services, including an online loan calculator, options to increase existing loans, and payment protection insurance (Restschuldversicherung).

wefox Switzerland AG 

Roggwil Be · Since 2015

The core activity of wefox is the digital transformation of the insurance industry through the development and provision of innovative insurance solutions and services. The company focuses on integrating technology and distribution capabilities to enable seamless collaboration among all stakeholders and revolutionize the insurance industry.

iBrokers Swiss GmbH 

Lucerne · Since 2020

The core activity of iBrokers Swiss GmbH is financial consulting and brokerage of financial services, including real estate financing, insurance consulting, asset consulting, mortgages, health insurance and life insurance. The company offers individual and tailored solutions for private and business customers and has many years of experience in the field of finance.

CC Crédits Conseils SA 

Versoix · Since 2003

Crédit Conseil SA provides consulting and brokerage services for private loans. Its core activity is to support customers in applying for loans by taking over administrative tasks, checking creditworthiness and forwarding loan applications to various banks. They also offer personal advice and accompaniment throughout the entire loan process.

Malley Clinic SA 

Prilly · Since 2019

Malley Clinic SA is a multidisciplinary medical centre providing outpatient consultations and treatments across specialties such as dermatology, cardiology, surgery, orthopedics, gynecology, pediatrics and psychiatry. The centre also offers aesthetic and plastic surgery services and states that its outpatient services are reimbursed by the basic health insurance (LAMal).

Assetial Sàrl 

Nyon · Since 2020

The core activity of Assetial is the provision of financial services, particularly in the areas of: Mortgage and financing, Pension planning and prevention (Pillar 3a and 3b), Tax consulting and planning, Investments and asset management, Insurance and risk management. The company offers its customers individual solutions and consulting in these areas to improve their financial situation and achieve their goals.

faircredit.ch GmbH 

Rorschach · Since 2010

The core activity of faircredit.ch GmbH is the brokerage of consumer loans, in particular the brokerage of bank loans, small loans, private loans and credit loans to private individuals in Switzerland.

Swissential SA 

Nyon · Since 2017

The core activity of Swissential SA is to provide financial planning and investment advisory services, particularly for international professionals in Switzerland. The company offers comprehensive Swiss financial planning services, including life cycle planning, investment advice, regular savings, lump sum payments, pension planning, Swiss pension planning, international pension planning and tax planning.

CRIF AG 

Zurich · Since 1994

The core business of CRIF is providing credit information, business information, analyses, outsourcing services and process solutions to companies and financial institutions. In particular, CRIF offers decision-supporting analyses and solutions to optimize credit applications, portfolio management and collection processes.

M & F Conseil SA 

Nyon · Since 2021

The core activity of M&F Conseil is to provide financial and tax consulting services to private individuals, particularly Swiss citizens and cross-border commuters. The services include tax optimization, wealth management, retirement planning (2nd and 3rd pillar) and insurance brokerage.

Lica Crédit Sàrl 

Vevey · Since 2021

Lica provides financing solutions for individuals and businesses in Switzerland, particularly loans for SMEs (Small and Medium-sized Enterprises) and individuals, as well as a debt reduction service.

Vita Finance GmbH 

Schenkon · Since 2022

Vita Finance GmbH provides comparison and advisory services for insurance and financial matters, including health insurance, pension planning, investments, taxes and vested-benefit management.

PKS Finanz GmbH 

Sursee · Since 2020

The core activity of PKS Finanz GmbH is the brokerage of insurance and loans in Switzerland. The company offers a wide range of insurance services, including health, legal, motor vehicle, life and liability insurance. In addition, it brokers consumer loans and provides wealth management services.

Helvetic Capital Consulting AG 

Zurich · Since 2005

Helvetic Capital Consulting AG provides fiduciary and advisory services including accounting and annual financial statements, tax consultancy, legal and notarial services, and representation before authorities. Its services also cover company formation, corporate domiciliation, shelf companies, succession planning and commercial register procedures.

MT Financial Consulting Sagl 

Bioggio · Since 2020

The core activity of MT Financial Consulting Sagl is the provision of services in the field of financial consulting and intermediation, including the brokerage of insurance, pension products and mortgages. The company offers its customers, both private individuals and companies, individually tailored financial solutions and supports them in finding the most suitable products on the market.

Convit Central GmbH 

Rothrist · Since 2019

The core activity of Convit is investment consulting, financial planning and fund services. The company supports customers in developing pension strategies and offers comprehensive financial planning and consulting to achieve their financial goals.

Carefinance GmbH 

Basel · Since 2018

Carefinance GmbH provides holistic financial planning that integrates banking, insurance and tax advice. The company acts as an intermediary for product partners and serves private and corporate clients with services including insurance advice, retirement/pension planning, investment and asset management, tax assistance, and real-estate and mortgage consulting.

Easymotors Zollikofen GmbH 

Zollikofen · Since 2021

The company provides financing services for the purchase of products, particularly in the mobility sector, and works directly with selected dealers to offer customers a comprehensive experience.

SHANSA SA 

Bevaix · Since 2014

The core activity of Shansa SA is the provision of financial services, particularly in the following areas: * Financial consulting and asset management (Shansa Invest) * Real estate consulting and brokerage (Shansa Immo) * Health and medical consulting (Shansa Med) * Insurance and risk management (Assurances de Risques) * Tax and financial planning (Fiscalité) * Career and pension planning (Carrière) The company offers its clients individual solutions and consulting in these areas to achieve their financial goals and improve their asset situation.

Myntro Capital AG 

Zug · Since 2013

Myntro Capital IV AG 

Zug · Since 2019

Myntro Capital V AG 

Zug · Since 2022

Myntro Capital II AG 

Zug · Since 2023

Alektum Capital II AG operates in receivables management and debt collection, providing services such as B2B and B2C debt collection, receivables purchase and international collection solutions. It offers tailored services to manage and recover outstanding claims.

Myntro Capital Holding AG 

Zug · Since 2013

Myntro Capital VII AG 

Zug · Since 2024

Myntro Capital VIII AG 

Zug · Since 2024

Myntro Capital VI AG 

Zug · Since 2023

glimex ag 

Wallisellen · Since 1986

The core activity of glimex is holistic financial consulting and asset management, particularly in the areas of insurance, pension planning and mortgages. The company provides advisory services to support customers in optimizing their finances and selecting the right insurance policies. glimex's financial navigators are certified experts who support customers in managing their finances and achieving their financial goals.

Monfort International GmbH 

Pfäffikon Sz · Since 2021

The core activity of Monfort International is the provision of financial services, including: financial planning and consulting, mortgage consulting, education planning, pension planning, insurance services, investment consulting, Swiss pension planning (1st to 3rd pillar) and international account management. The company provides independent consulting and develops individual strategies for its clients to achieve their financial goals.

Zurich Financial Services AG 

Zurich · Since 1989

Zurich Financial Services AG provides general and life insurance products, risk‑management services, and investment and pension solutions for individuals, small and medium‑sized enterprises and corporate clients. Its offerings include commercial insurance, property and liability coverage, travel insurance, pensions and employee benefits, and investment solutions.

CENTURY FINANCE SARL 

Geneva · Since 2022

The core activity of Century Finance is to provide financial services, particularly in the areas of: * Financial consulting * Wealth management * Investment consulting * Insurance consulting (Prévoyance, Assurance) * Mortgage consulting * Tax consulting (Fiscalité) The company offers its customers individual solutions and consulting in these areas, with the goal of protecting their financial interests in the long term and achieving their goals.

LEASINGEXIT GmbH 

Wädenswil · Since 2023

The core activity of LeasingExit GmbH is advising and supporting customers with leasing contracts, particularly with regard to premature termination or switching of leasing contracts. The company offers tailored leasing solutions and supports customers in all legal aspects of leasing business.

Loyalty conseils en patrimoine Sàrl 

Sion · Since 2014

Loyalty conseils en patrimoine Sàrl is a digital insurance broker providing a platform to centralize policies, compare and subscribe to insurance products, and file claims online. The company operates as an independent, non‑tied insurance intermediary and is registered with FINMA.

Christian Ottiger Beratungen AG 

St. Erhard · Since 2009

Christian Ottiger Beratungen AG is a financial advisory firm providing advice on pension funds and AHV, retirement planning, and wealth management for individuals and small businesses. Services include pension analyses, pillar 3a solutions, portfolio and insurance advice, and assistance with vested benefits and tax-related matters.

MY HYPOTHECA AG 

Zurich · Since 2022

The core activity of MY HYPOTHECA is the independent consulting and brokerage of mortgages and pension products. The company provides neutral consulting, precisely tailored to the needs of its customers, and negotiates offers with over 50 financing partners to offer customers the best conditions.

Findependent AG 

Aarau · Since 2024

The core activity of findependent is wealth management and investment advice for private clients, particularly through the development and provision of a digital investment app that enables customers to invest their savings simply and cost-effectively. The company thereby offers an independent and cost-effective alternative to traditional banks and asset managers.

PLUS Corporate Services Sàrl 

Lausanne · Since 2024

PLUS Corporate Services Sàrl is a company of Groupe Plus that provides insurance and SME services, including insurance advisory and policy management.

PLUS financement immobilier Neuchâtel SA 

Cortaillod · Since 2021

PLUS financement immobilier Neuchâtel SA provides mortgage brokerage and advisory services for real estate financing, including acquisition, mortgage renewal and development financing. The company operates within the Groupe Plus network and coordinates financing solutions with related services such as insurance advice, fiduciary and tax & legal support.

Plus Financement Immobilier Fribourg SA 

Fribourg · Since 2024

Plus Financement Immobilier Fribourg SA is an entity of Groupe Plus providing real-estate financing and mortgage brokerage services. It offers advisory and brokerage for acquisition, mortgage renewal and development financing and coordinates with the group’s insurance, fiduciary and tax/legal services.

PLUS financement immobilier SA 

Lausanne · Since 2017

PLUS financement immobilier SA is a financial services provider specializing in mortgage and real estate financing, including mortgage brokerage, renewals and financing for property development. The company negotiates loan conditions with banks and provides personalised financing advice as part of Groupe Plus.

PLUS-SA SA 

Lausanne · Since 2013

PLUS-SA SA provides financial advisory services with a 360° approach, offering mortgage brokerage and financing, insurance solutions for individuals and businesses, and fiduciary, tax and family-office services.

Advice Group SA 

Renens Vd · Since 2021

The core activity of Advice Group SA is the provision of services in the fields of finance, insurance and consulting. Specifically, this includes: wealth management and financial planning, insurance services (e.g. health insurance, liability insurance, property insurance), credit and leasing services, tax advice and planning, asset protection and security, independent wealth management and investment advice. The company offers these services to both private individuals and companies, emphasizing individual consulting and solutions tailored to the specific needs and goals of its clients.

Nicolas Grundisch Pensionsplanungen GmbH 

Thun · Since 2008

The core activity of Pensionsplanungen GmbH is the creation of individual pension plans for private individuals, aiming to optimize their financial situation before and after retirement. This includes analyzing future liquidity, combining tax-advantaged provisions (particularly in the area of BVG) and developing strategies for financial security in retirement.

Bergblick Finanz AG 

Wängi · Since 2018

The core activity of Wigert Financial Consulting GmbH is independent financial consulting for private individuals and companies. They offer cross-industry services, including investment strategies, corporate consulting, pension planning, financing, taxes, budgeting, insurance, and more. The company serves as a central point of contact for all financial concerns and supports customers in optimizing their financial situation, without selling its own products or being tied to specific products from third-party providers.

HYPOPARTNER GmbH 

Bottighofen · Since 2021

The core activity of HYPOPARTNER is independent mortgage consulting and brokerage. The company supports customers in real estate financing by comparing offers from over 30 selected and financially strong partners, such as banks, insurance companies and pension funds, and seeking the best solution for the customer. The services include personal consulting, individual solutions and the brokerage of mortgages taking into account the customer's needs.