Insurance Brokerage & Consulting

Bucher Invest AG 

Dättwil Ag · Since 2016

The company's core activity is the needs-based consulting and brokerage of financial services, including insurance, retirement planning, health planning, asset and property protection, financial planning and tax returns. The company provides individual and independent consulting to support customers in achieving their financial goals.

Callenium GmbH 

Diessenhofen · Since 2005

Callenium GmbH provides insurance, finance and pension advisory services to private and corporate clients. Services include health, motor, travel and legal protection insurance, asset accumulation, mortgages, occupational pension (BVG) solutions and cyber insurance.

miavita GmbH 

Olten · Since 2019

The company miavita provides independent insurance consulting and brokerage services by comparing the offers of various leading insurers on the Swiss market and offering customers individually tailored insurance solutions to meet their needs.

V&V Consulting AG 

Opfikon · Since 2019

V&V Consulting AG is an independent advisory firm for insurance and financial services. It provides insurance advice (household, liability, building, vehicle, legal protection, pension and health-related products), financial services (investments, mortgage/own-home financing, private loans, tax return support, pension planning) and free policy checks, using a holistic and transparent advisory approach.

BROKERHOUSE GMBH 

Kaisten · Since 2023

The core activity of Brokerhouse is the brokerage and sale of insurance services for private individuals and companies. The company offers a wide range of insurance products, including liability, life, health, accident and property insurance, as well as specialized insurance for companies, such as business liability and professional liability.

Jay Solutions Swiss Sàrl 

Vernier · Since 2022

Jay Solutions Conseil Sàrl 

Vernier · Since 2023

Simply Services AG 

Gümligen · Since 2016

The company's core activity is the brokerage and distribution of insurance services, particularly in the field of health insurance. The company provides consulting services to support customers in selecting and applying for insurance products.

SWISSVIVO AG 

Glattbrugg · Since 2012

The core activity of Swissvivo AG is independent financial consulting, particularly in the areas of insurance, investment, real estate and pension planning. The company offers comprehensive, individual and long-term financial planning to support customers in all life cycles and financial matters.

Fianza AG 

Rüschlikon · Since 2021

The company's core activity is wealth advisory and management, particularly in the areas of finance, insurance and taxes. The company provides consulting services to support customers in planning and implementing their financial goals, and has a team of experts, including financial advisors, insurance brokers and tax experts.

Quality1 AG 

Bubikon · Since 2002

The core activity of Quality1 AG is the brokerage of services and offers in the automotive sector, particularly in connection with Allianz Suisse, as well as the provision of claims handling services and other related services.

FINWIWO AG 

St. Gallen · Since 2020

FINWIWO AG arranges insurance and provides insurance comparison services for private and corporate clients. The company reviews market offers, manages policies online and provides advice from diploma-holding financial advisers, with additional services in tax/finance support, construction and property management, and IT and digital marketing solutions.

enb AG 

Dietlikon · Since 2016

enb AG is an independent insurance broker that compares insurance products and advises clients in selecting suitable coverage. Its services for private and corporate clients include health, motor, household and liability insurance as well as pension and employee insurance solutions.

ENB Versicherungen GmbH 

Dietlikon · Since 2006

ENB Versicherungen GmbH is an independent insurance broker that works with multiple insurance companies and advises clients by comparing insurance products to identify suitable solutions. It serves private and corporate customers and offers products including health, motor, household, liability, legal-expenses, occupational pension (BVG) and accident/collective daily-sickness insurance.

ORIZON SA 

Biel/Bienne · Since 2018

ORIZON SA advises private and corporate clients on financial planning and insurance matters, including pension provision, health and property insurance, and accident and loss-of-earnings coverage. The company also arranges mortgages and real-estate financing and provides support for property transactions and investment matters.

Optimatis AG 

Zurich · Since 2024

The core activity of Optimatis is to act as an online insurance broker, supporting customers in selecting and concluding insurance policies in the areas of health insurance and pension planning. To this end, the company offers a free consulting and comparison service, which includes several customized offers from various insurance companies tailored to the customer's needs. The goal is to help customers optimize their existing insurance policies and save money.

Dübelstein Consulting AG 

Dübendorf · Since 2019

The core activity of Dübelstein Consulting AG is the independent consulting and brokerage of financial services, particularly in the areas of insurance, pension planning and financial planning. The company offers free consulting and collaborates with various providers to find the best contracts with optimal conditions for its clients.

Simplecare.ch AG 

Zurich · Since 2022

The core activity of Simplecare.ch AG is the provision of insurance, financial and real estate solutions, including personal consulting and brokerage of insurance products such as household, building, motor vehicle and travel insurance.

Beyeler Consulting GmbH 

Pfäffikon Sz · Since 2019

The core activity of Beyeler Consulting is the provision of financial services, including: Financial consulting (home ownership, wealth accumulation, pension planning), Trust services (accounting, company formation, tax consulting), Insurance (property and asset insurance, health care), Investment and tax consulting, Accounting and company formation. The company thus offers comprehensive financial services for private and business customers.

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.

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 2021

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 2020

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 2024

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 

Cossonay-Ville · Since 2024

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 2022

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.

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.