Insurance Brokerage & Consulting

SSM Partner AG 

Rothenburg · Since 2014

VIAC Services AG 

Basel · Since 2020

VIAC Services AG operates the VIAC Life and VIAC Life Plus insurance offerings and provides life and disability coverage within the VIAC platform. The products include the free Life Basic protection and the optional paid Life Plus plan for extended coverage.

Swiss Home Finance AG 

Rothrist · Since 2013

The core activity of Swiss Home Finance AG is the neutral brokerage of insurance, offering individual solutions to customers based on their specific needs and wishes.

Dora Versicherungen GmbH 

Egerkingen · Since 2002

The core activity of Dora Versicherungen GmbH encompasses the following areas: Insurance services (including health insurance, life insurance, car insurance, legal protection, household insurance, and building insurance), Tax consulting and brokerage, and Loan brokerage (including private loans, business loans, and loans for specific purposes such as gastronomy, agriculture, and pilot training). Thus, the company offers a comprehensive range of financial services aimed at providing customers with a secure and straightforward one-stop solution.

AIS Versicherungen AG 

Reiden · Since 2019

The company's core activity is the brokerage and management of insurance services for businesses and individuals, including corporate insurance, health insurance, motor vehicle insurance, household and building insurance, private liability insurance, legal protection insurance, mortgages, pension planning and travel insurance.

Hypo Advisors SA 

Geneva · Since 2016

The core activity of Hypo Advisors AG is the consulting and brokerage of mortgage financing for private individuals and real estate professionals. The company supports customers in selecting the best provider and offers individual consulting, support and optimization with regard to interest rates and financing conditions.

Alvaro Beratungs GmbH 

Wil Sg · Since 1998

The core activity of Alvaro Beratungs GmbH is consulting and brokering insurance policies as well as providing services in the field of tax returns. The company offers a wide range of insurance products, including health insurance, motor vehicle insurance, household contents insurance, legal protection, liability, dental insurance, pension planning and travel insurance. In addition, the company supports private and corporate clients in reviewing and managing insurance contracts.

gf marketing gmbh 

Rothrist · Since 2015

The core activity of gf marketing GmbH is the provision of services in the areas of financial consulting, insurance, tax consulting, auditing and business consulting. This includes in particular: Financial consulting, Insurance (property and asset insurance, health insurance), Tax consulting, Auditing, Business consulting, Mortgage and financing consulting, Support for company formations, Pension and financial planning. The company offers these services to both private individuals and companies throughout Switzerland.

Proxi Conseils et Courtages Sàrl 

Lausanne · Since 2013

The company Proxi Conseils et Courtage Sàrl offers services in the fields of finance, insurance and taxes. The core activities include: insurance consulting and brokerage, tax returns and planning, mortgage and credit brokerage, and administrative support for individuals and companies. The company provides individual solutions for its customers and aims to build a "win-win" relationship between the company, employees and customers.

Fina Finanzplanung AG 

Bern · Since 2017

The core activity of FINA is financial planning and consulting for clients, particularly in the areas of taxes, investments, insurance, pension planning, retirement planning and real estate. The company provides independent and comprehensive consulting with the goal of providing clients with optimally regulated finances on a sustainable basis.

Advisor International Health Insurance (Suisse) SA 

Nyon · Since 2003

Advisor International Health Insurance (Suisse) SA provides insurance programmes and related services, including international health insurance and student health plans, specialised programmes for medical professionals, and legal protection. The company also offers and administers a range of private products (motor, home, liability, travel) and corporate products (occupational pension, liability, cyber, technical insurance and assistance).

LTY SA 

Sion · Since 2020

LTY SA is a digital insurance broker that provides a platform to centralize, compare and subscribe to insurance policies. Its services include a wallet for policy management, a market for quotes and an online claims portal, covering products such as health, vehicle, building, travel and liability insurance.

Cagliesi Conseils SA 

Monthey · Since 2019

The core activity of Cagliesi Conseils SA is the provision of services in the field of financial consulting, insurance and real estate financing. The company offers neutral and professional advice to support customers in selecting the most suitable insurance company or bank. It also provides free information events for companies and individuals to inform them about various financial topics.

ATG Business AG 

Heerbrugg · Since 2012

The core activity of ATG Business AG encompasses three main areas: 1. **Trust Services**: The company provides trust services, including accounting, tax returns, and other financial services. 2. **Insurance**: ATG Business AG acts as an insurance broker and offers insurance services, including the placement of insurance policies and support in the event of claims. 3. **Tax Returns**: The company supports clients in the preparation and submission of tax returns and also offers consulting services in tax matters. Overall, ATG Business AG offers a combination of financial, insurance-related, and tax services to support clients in these areas.

Neuchâtel Assurances Sàrl 

Neuchâtel · Since 2017

The core activity of Neuchâtel Assurances is the brokerage and sale of insurance services for individuals and companies, including car, boat, building, health, liability and legal protection insurance, as well as investment advice and brokerage of mortgages and other financial products.

Arcos Pazos Consulting 

Zurich · Since 2015

The core activity of Arcos Consulting is the provision of services in the fields of finance, taxes and insurance, particularly for expats and returnees to Spain. The specific activities include: tax returns and planning, insurance brokerage, planning and consulting of retirement and pension plans, and support for returning to Spain, including handling necessary formalities. The company thus offers a comprehensive range of financial services tailored to the needs of individuals and companies.

Caveo AG 

Schlieren · Since 2019

The core activity of Caveo AG is the provision of financial services, particularly in financial planning, asset management and insurance consulting. The company offers its customers free advice on inheritance issues, investment strategies and tax planning, and supports them in optimizing their asset structure. In addition, Caveo has developed an app that provides customers with a simple and independent way to manage their finances.

AMHAN Invest Partner Sàrl 

Allens · Since 2011

The company's core activity is to provide services as an insurance broker (Courtier en Assurance) for businesses and individuals in Switzerland. This includes analyzing insurance needs, searching for suitable insurance offers, mediating insurance policies, and supporting the management of insurance claims. The company offers a wide range of insurance services, including corporate insurance, life insurance, accident insurance, health insurance, and property insurance.

Uniconseil Sàrl 

Lonay · Since 2019

The core activity of Uniconseil is consulting and brokering insurance, prevention and tax matters. The company offers independent and neutral consulting in various areas such as health insurance, accident insurance, liability insurance, travel insurance, corporate insurance and tax consulting. Uniconseil aims to provide its customers with individual solutions to minimize their financial risks and reduce their tax burden.

Versicherungspartner Costanzo GmbH 

Laufen · Since 2018

The core activity of the company "Versicherungspartner Costanzo GmbH" encompasses a wide range of services in the field of finance and insurance. The main activities include: insurance consulting, pension consulting, assistance with claims settlement, comparison of insurance policies, health insurance consulting, tax returns, investment consulting, financing (in particular mortgages), legal consulting, and services for corporate clients. The company thus offers comprehensive consulting and services in the area of personal and corporate finance.