Insurance Brokerage & Consulting

Satara AG 

Zurich · Since 2025

Satara AG is an independent financial services provider offering holistic financial advice to private and corporate clients, including services in finance & investment, real estate & mortgages, insurance & pension, and legal & tax matters. Services include a 360° check-up, tailored financial planning and support for implementation and ongoing management.

LP Advice Sàrl 

Geneva · Since 2025

LP Advice Sàrl provides tax advisory services, pension (notably 2nd pillar / LPP) and insurance advice, and assists individuals and employers with real-estate financing, LPP searches and pension coordination.

FGF Global GmbH 

Glattfelden · Since 2025

FGF Global GmbH provides advisory services in insurance, finance, real estate and the development of gastronomy and entertainment concepts. Its services include insurance advice and brokerage, real estate services and concept development for gastronomy and entertainment.

Finpath GmbH 

Ueken · Since 2025

Finpath GmbH provides digital financial and insurance advisory services, conducting systematic analyses and ongoing monitoring to identify improvements in insurance, pension planning, investments, mortgages and tax matters. The company is registered with FINMA as an independent intermediary.

SWISSVALOR Insurance GmbH 

Rickenbach Lu · Since 2025

SWISSVALOR Insurance GmbH is an independent insurance intermediary providing advisory and placement services for private and corporate clients. Its services include health insurance, motor and household/property cover, liability, travel and legal protection insurance, as well as pension- and savings-products (3a/3b).

Lüthi & Kohler GmbH 

Gerlafingen · Since 2025

Lüthi & Kohler GmbH is an independent insurance advisory serving private clients and small and medium-sized enterprises. The firm provides advice on personal and property insurance, corporate coverages, risk management and claims handling, cooperates with multiple insurance companies and is registered with FINMA.

Agence Relax Total Solutions - ARTS Sàrl 

Grand-Lancy · Since 2025

Agence Relax Total Solutions - ARTS Sàrl provides insurance brokerage and advisory services. The firm advises private clients and professionals on health insurance (basic and supplementary), pension solutions (3rd pillar, 2nd pillar management), life and property insurance, motor insurance and income protection (daily allowances, accident cover). Advisors are AFA‑certified and the company is registered with FINMA as an insurance intermediary.

Montalis Finanz GmbH 

Köniz · Since 2025

Montalis Finanz GmbH provides tax advisory services and financial advice on saving, retirement planning, investments and insurance. Services include tax return preparation and review, appeal checks, individual training and personalised financial consultations.

Projexion Conseil Sàrl 

Eysins · Since 2025

Projexion Conseil Sàrl is an independent insurance brokerage and advisory firm specializing in the analysis of insurance, pension and risk exposures. The company provides online diagnostics for individuals, self‑employed persons and companies (including a LAMal comparator) and issues recommendations only after a comprehensive analysis.

Tellancia Sàrl 

Blonay · Since 2025

Tellancia Sàrl is an independent financial advisory and insurance brokerage that advises private and corporate clients on pension planning, health and life insurance, and tax optimization. Services listed on the website include 3rd pillar and LPP analysis, health and complementary insurance solutions, and personalized tax and patrimonial planning.

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.

Alporia SA 

Le Grand-Saconnex · Since 2025

Alporia SA provides tax and financial advisory services, including tax declarations, pension advice (LPP and 3rd pillar), health insurance guidance and investment/insurance consulting. The firm serves residents and cross‑border workers and partners with companies to deliver tailored fiscal and financial solutions for Swiss and French contexts.

AAIBA by Inh. Eberardo De Oliveira Rodrigo da Costa 

Basel · Since 2026

PATRIUM Sàrl 

Châtel-St-Denis · Since 2026

Aurea solutions Sàrl 

Nyon · Since 2026

Aurea solutions Sàrl is an independent advisory firm specializing in insurance and pension services. Its offerings include analysis and optimisation of basic and supplemental health insurance (LAMal/LCA), third-pillar retirement savings (3a/3b), occupational pension (LPP), cross-border (frontier worker) solutions and personal protection (life, disability); an initial consultation is offered free of charge.

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.

4809 Brokers AG 

Zug · Since 2020

The core activity of 4809 Brokers AG is the intermediation of reinsurance (Reinsurance Intermediation) and the structuring, placement and management of innovative insurance and financial solutions for insurance and reinsurance companies.

4NeXt Courtage Sàrl 

Conthey · Since 2013

The core activity of 4NextCourtage Sarl is the brokerage and sale of insurance services, including: * Consulting and brokerage of insurance for private individuals and companies * Offering various types of insurance, such as health insurance, accident insurance, liability insurance, motor vehicle insurance, and mortgage insurance * Brokerage of loans and mortgages * Offering consulting services in the areas of financial planning and asset protection The company positions itself as an independent insurance broker and offers its customers individual consulting and solutions.

AA Plus Finanz und Versicherungsvermittlungen GmbH 

Bülach · Since 2021

AD Finance & Consulting GmbH 

Reutigen · Since 2021

AD Finance & Consulting GmbH provides independent financial and insurance services and brokerage for private and corporate clients. Services include home and property insurance, vehicle and travel coverage, pension and health products (e.g. pillar 3a/3b) and company solutions such as professional liability and cyber protection.