Insurance Brokerage & Consulting

Life Gate AG 

Dübendorf · Since 1999

The core activity of Life Gate AG is financial consulting and planning for private and business clients, including the brokerage of insurance, real estate and investment products. The company offers comprehensive services in the areas of financial planning, asset management, pension planning and insurance.

Brülisauer & Partner AG 

Baar · Since 2020

Brülisauer & Partner AG is an independent insurance broker and financial advisor providing advice on insurance, pension and asset solutions for private and corporate clients. Services include risk analysis, product comparisons and claims support, and the firm collaborates with multiple Swiss insurers.

Consilium Finanzen AG 

Rothenburg · Since 2016

Premium Solutions Management GmbH 

Sirnach · Since 2018

The core activity of Premium Solutions Management GmbH is the independent consulting and brokerage of insurance services for private individuals and small to medium-sized enterprises in Switzerland. The services include the analysis of existing insurance policies, the search for suitable offers and the brokerage of insurance policies in the areas of health insurance, life insurance, car insurance, household and liability, legal protection, mortgage financing, tax optimization and loans.

FBK Conseils Sàrl 

Pully · Since 2019

FBK Conseils Sàrl is a fiduciary and advisory firm providing tax, retirement, real estate and insurance services for individuals and businesses. The company operates an online tax-declaration platform, offers financial and mortgage simulators plus informational content (blog and videos), and is registered as an insurance intermediary with FINMA (No. 35094).

Köppel-Legal AG 

Hünenberg · Since 2017

Köppel-Legal AG provides legal advice, tax services (including tax return preparation), financial and pension planning, insurance advisory and fiduciary/accounting services. Its offerings also include corporate consulting and company formation, bookkeeping and annual financial statements, and real-estate financing, brokerage and sales; clients include private individuals, startups and small to medium-sized enterprises.

360 Degrés SA 

Grand-Lancy · Since 2022

The core activity of 360 Degrés SA is the brokerage of insurance services for private individuals and companies in Switzerland. The company offers a wide range of insurance products, including health insurance, accident insurance, liability insurance, property insurance, mortgage insurance, and other financial services. The company's experts support customers in selecting and managing their insurance policies and provide individual solutions tailored to their specific needs.

ELC SA 

Geneva · Since 2017

The core activity of ELC Financial Group encompasses a wide range of services in the following areas: 1. **Financial Planning**: Analysis of the financial situation of private individuals and companies to develop optimal solutions. 2. **Assurance** (Insurance): Provision of insurance solutions, including health insurance, for private individuals and companies. 3. **Fiduciaire** (Trust Services): Administrative services for private individuals and companies, including Family Office services. 4. **Real Estate**: Provision of real estate services in Switzerland and France. The company positions itself as a comprehensive service provider, offering its clients a wide range of solutions to meet their financial, insurance-related and real estate needs.

Huber & Bruderer AG 

Zurich · Since 2009

The company Huber & Bruderer AG offers comprehensive financial services that focus on various areas of life. The core activities include: Financial planning and wealth management (investing money, wealth management), Insurance consulting (independently reviewing insurance policies, securing families), Tax consulting (preparing tax returns), Legal consulting (advising on legal matters), Business consulting (founding a company, optimizing a company, managing accounting, creating a business closure), Pension and retirement planning (planning retirement, finding the right pension plan), Real estate financing (financing a home), and Child and family protection (saving for children/securing children, securing families). Overall, the company offers a comprehensive range of financial services tailored to the needs of private individuals, families, and businesses.

Tria Consulting AG 

Sursee · Since 2021

Tria Consulting AG provides independent financial and insurance advisory services, including retirement planning, investment/savings advice, tax planning and residential mortgage guidance. The company carries out needs analyses, market comparisons and tailored recommendations and is registered with FINMA as an unbound insurance intermediary.

PVB GmbH 

Pfäffikon Sz · Since 2022

The core activity of PVB GmbH is the brokerage and consulting of insurance policies, including health, life, business, legal, car and household insurance. Additionally, the company also offers services in the areas of taxation, accounting and mortgages.

Life & Management GmbH 

Feldbrunnen · Since 2023

The core activity of Life & Management GmbH is the brokerage and management of insurance programs for private and business customers in Switzerland. The company offers a wide range of insurance services, including health insurance, mortgage insurance, motor vehicle insurance, pension contributions, private liability insurance, household contents insurance, travel insurance, and legal protection. It focuses on individual customer consulting and care, providing tailored insurance solutions that meet the specific needs and expectations of its clients.

Neos - Suisse Conseils en investissements SA 

Châtelaine · Since 2006

The company's core activity is the consulting and brokerage of insurance and financial services for private individuals and companies. This includes, among other things: Insurance (e.g. health insurance, accident insurance, liability insurance, travel insurance); Financial planning and asset management (e.g. 3rd pillar, pension planning); Leasing and factoring; Tax consulting and planning; Support for the founding of companies in Switzerland; Legal consulting and protection. The company also offers independent and neutral consulting to support customers in selecting and optimizing their insurance and financial services.

GS Global SA 

St-Aubin Fr · Since 2024

GS Global SA is an insurance broker offering insurance and pension advice as well as mortgage and financing support. Its services include portfolio management mandates, policy analysis and comparisons, claims assistance and administrative support for private and corporate clients.

VIGNY DEPIERRE SUISSE SA 

Geneva · Since 1996

Vigny-Depierre is an insurance company specializing in providing insurance services to businesses and individuals. The company's core activities include: risk management and insurance of businesses against various types of risks, such as industrial risks, liability, business interruption, and others; offering insurance solutions to businesses to protect their activities, employees, and assets; specialized services for businesses, such as assistance with reorganizing companies in cases of succession or takeover; and offering health and social insurance to businesses and individuals. The company focuses particularly on the cross-border market between France and Switzerland, providing solutions tailored to the specific needs of businesses and individuals in this area.

FG Life Innovation GmbH 

Langenthal · Since 2022

The core activity of FG Life Innovation GmbH is comprehensive mortgage and insurance consulting for private and business customers. This includes individual consulting and brokerage of financing solutions for real estate, as well as the brokerage of various insurance products such as daily sickness benefit insurance, life insurance, liability insurance and others. The company also offers consulting and solutions for retirement planning and occupational pension provision.

JURIC Consulting GmbH 

Zug · Since 2013

JURIC Consulting GmbH is an independent insurance broker and advisor providing consulting, contract administration and claims assistance for private clients and businesses. Services include risk analysis and placement for motor, household, liability, health and accident cover, pension/BVG solutions and related administrative support.

JURIC Versicherungsberatung GmbH 

Zug · Since 2004

JURIC Versicherungsberatung GmbH provides independent insurance advice and acts as an intermediary for private clients and companies, offering policy reviews, contract administration and claims assistance. Its services include arranging motor vehicle, household and liability insurance, health insurance, life and pension products, legal protection and business covers such as accident, daily-sickness, occupational pension (BVG), property/liability and fleet insurance.

Invest Plan GmbH 

Nürensdorf · Since 2002

The core activity of InvestPlan GmbH is the neutral brokerage of all types of insurance, including health, life, household and vehicle insurance, as well as the creation of individual insurance concepts in cooperation with leading insurance companies. Additionally, the company offers tax consulting and services, including the preparation of tax returns, in cooperation with Bühler Treuhand AG.

Dürst Insurance GmbH 

Jona · Since 2024

Dürst Insurance GmbH provides insurance brokerage and financial advisory services, including advice on retirement provision, home financing and mortgage matters, and pension planning. Services include property and asset insurance, health insurance options, claims reporting, needs analyses and financial coaching.