Finance & Insurance

CMC AG 

Walchwil · Since 2006

cmp egliada s.a. 

Zurich · Since 2017

The company cmp-egliada is a consulting firm specializing in the care of pension funds and companies in the areas of provision and insurance. The core activities include: Consulting for pension funds and companies on insurance-related, strategic and legal issues; Development of provision and insurance solutions; Claims management; Expert opinions for law firms and courts; Interim solutions for pension funds and companies; International accounting and provision plans; Mergers & Acquisitions; Pooling; Second Opinion; White Labelling. The company thus offers a wide range of services aimed at supporting pension funds and companies in designing and implementing their provision and insurance solutions.

cm plus sa 

Lugano · Since 2019

The core activity of CM Plus SA is wealth management and financial consulting, particularly for Private Banking and Family Office. The company offers individualized solutions for wealth management and provides consulting services in this area.

codebar Investment GmbH 

Zunzgen · Since 2018

COFIDEST SWISS AUDIT SARL 

Geneva · Since 2023

The core activity of COFIDEST Swiss Audit - FGRD is the provision of services in the field of corporate consulting, particularly in the areas of: * Company formation and domiciliation * Accounting and bookkeeping * Tax consulting * Auditing and examination * Administrative and personnel support The company offers its clients a comprehensive range of services to optimize and secure their financial and administrative situation. It supports companies in various phases of their life cycle, from formation to takeover and management.

Cofis consulenza SA 

Lugano · Since 1963

Cofis consulenza aziendale SA provides business consultancy services, supporting companies through corporate restructurings and advising on organizational and strategic matters. Its services draw on fiduciary, tax, corporate and marketing expertise and are complemented by digital solutions and a network of partners.

Cointract AG 

Knutwil · Since 2020

The core activity of Cointract AG is the development and provision of a platform for trading and managing cryptocurrencies and other digital assets. The platform enables users to connect in real-time with major exchanges around the world, place orders and manage their portfolios. Additionally, the company offers an "Earning" program that allows users to earn interest on their held assets.

Complementa AG 

St. Gallen · Since 1984

Complementa offers investment management services. The core activities include: Investment Reporting: creation of reports on investments and their performance; Investment Controlling: monitoring and controlling of investments; Investment Consulting: consulting on the selection and management of investments; Investment Accounting: accounting and management of investments; Portfolio Tools: provision of tools for managing investment portfolios; ESG Services (Environmental, Social and Governance): consulting and support for integrating sustainability aspects into investment decisions; Multi Custody Service: management of investments with various custodian banks and asset managers. The company supports various clients, including pension funds, family offices, companies, foundations, insurance companies, banks and asset managers.

Concept Capital Group AG 

Zurich · Since 2018

The core activity of Concept Capital Group AG is wealth management and asset management for high net worth individuals. The company offers services such as creating individual investment strategies, risk management, asset management and opening bank accounts with leading banks in Switzerland and abroad.

Coneco Holding AG 

Zurich · Since 2005

Coneco Holding AG provides general planning, construction management, cost planning and development and advisory services for building projects.

Confiducia AG 

Birsfelden · Since 2002

Confiducia AG provides fiduciary, accounting and tax services as well as payroll administration and audit services. Offerings include financial accounting and annual statements, payroll and social-insurance handling, tax planning and filings, company formations and restructurings, valuations and statutory or voluntary audits (RAB-qualified audit expert noted on the site).

Confina Treuhand Kümin 

Niederhelfenschwil · Since 2020

The core activity of Confina Treuhand is the provision of trust services for companies based in Switzerland.

Connova Holding AG 

Villmergen · Since 2010

Consensus Partner AG 

St. Gallen · Since 2000

The core activity of Consensus Partner is wealth management for private clients and entrepreneurial families. The company offers individual and personal support from experienced partners and specialists and is approved by the Financial Market Supervisory Authority FINMA as an independent asset management company.

CONSISTENT GmbH 

Winterthur · Since 2008

CONSISTENT GmbH provides insurance brokerage and advisory services for SMEs, with a focus on medical technology, construction & industry, and media/service sectors. Its services include policy and risk reviews, tendering and offer comparisons, claims support, and a transparency-oriented bonus model that returns commissions.

Consonum GmbH 

Uster · Since 2005

The core activity of Consonum GmbH is the provision of services in the field of Human Resources (HR), particularly in the areas of: HR administration, HR management, recruiting and talent acquisition, active sourcing, HR projects, HR training, and employer branding. The company supports its customers in overcoming personnel and organizational challenges and offers individual solutions to support customers in achieving their goals.

CONSTELLATION AG 

Freienbach · Since 1992

CONSTELLATION AG is an independent investment company that acquires stakes in asset‑light mid‑market businesses across the DACH region. It invests via funds in profitable companies (target revenue EUR 10–75m) and pursues a buy‑and‑build approach to develop niche market positions, focusing on healthcare, education & lifestyle, and business services. CONSTELLATION provides portfolio support in strategy, finance and implementation, operates an Entrepreneur‑in‑Residence sourcing model and maintains ESG policies.

CONSTELLATION CAPITAL AG 

Pfäffikon Sz · Since 2007

CONSTELLATION CAPITAL AG is an investment firm that takes participations in companies and founders and supports them with strategic, financial and operational guidance. It focuses on investments in Healthcare, Education & Lifestyle and Business Services, and incorporates ESG considerations in its approach to portfolio companies and partners.

ConsultInFinance Daniel Hausherr 

Volketswil · Since 2001

The core activity of ConsultInFinance is the provision of financial services, particularly financial consulting and planning for private individuals and companies.

Consulting Roth 

Uttwil · Since 2019

The company's core activity is providing consulting services in the areas of corporate consulting, corporate finance, asset protection and M&A (Mergers and Acquisitions). The company offers specialized consulting services to companies and private individuals, particularly in the areas of financial transactions, succession planning, asset protection and interim management.

contreva ag treuhand recht 

Appenzell · Since 1980

contreva ag treuhand recht provides fiduciary and legal services, advising businesses and private clients on accounting, tax matters, corporate consultancy and legal issues including notarial attestations. Services also include audit/revision, VAT and fiscal representation, cloud-based Abacus/AbaWeb bookkeeping solutions and real estate administration and brokerage.

Contresa GmbH 

Dinhard · Since 2005

The core activity of Contresa-Treuhand is the handling of accounting for various companies, particularly for craftsmen, since 1998.

contreva ag 

Appenzell · Since 1988

contreva ag is an owner-managed fiduciary and legal advisory firm. Services include corporate consulting, accounting and payroll, tax advice, audits/revision, legal services and notarisation. The firm also provides fiscal representation, real estate administration and cloud-based accounting solutions (AbaWeb) and supports digitalisation of accounting processes.

conversa.gr treuhand ag 

Sedrun · Since 2013

conversa.gr treuhand ag provides fiduciary and advisory services including bookkeeping, payroll, financial and liquidity planning, and the preparation of annual financial statements. The firm also offers tax consulting, matrimonial and inheritance law support, property management and real estate services, and uses the AbaWeb Treuhand online software for some workflows.

Corbié GmbH 

Winterthur · Since 2007

The core activity of Corbie GmbH is the provision of financial and corporate consulting services, including accounting, tax returns, controlling, structural optimization and financial strategy. The company supports its customers in solving financial and entrepreneurial challenges and offers individual solutions to achieve their goals.

Corvus Partners AG 

Lucerne · Since 2021

The core activity of Corvus Partners AG is the provision of trust and consulting services, particularly in the areas of: * Accounting and administration * Tax consulting and planning * Corporate consulting * Financial consulting for private individuals * Private equity and real estate. The company offers individual solutions and consulting for companies, entrepreneurs, and families to meet their financial and tax needs and achieve their goals.

Cosmo Treuhand AG 

Zurich · Since 1979

The core activity of COSMO Treuhand AG is the provision of services in the areas of trust, accounting and taxes. Specifically, this includes: tax consulting and preparation of tax returns for natural and legal persons; accounting, including financial accounting, VAT settlements and annual financial statements. The company offers these services to both companies and private individuals, particularly from the cantons of Zurich and Schwyz.

Courtinvest Sàrl 

Bulle · Since 1997

The core activity of Courtinvest Sàrl encompasses the financial services sector, specifically: * Brokerage services for mortgages and real estate * Arrangement of capital investments * Insurance services in all branches * Tax consulting and planning * Real estate sales and brokerage * Financial planning and consulting. The company offers its clients a comprehensive range of financial services, from brokerage of mortgages and real estate to planning of capital investments and tax consulting and planning.

CREDIT DES ALPES SA 

Geneva · Since 2017

CREDIT DES ALPES SA is a financial services group specializing in sourcing and financing investment opportunities for institutional clients and family offices. Through its subsidiaries the group provides advisory services and co-invests in selected real estate and private equity transactions.

Cronberg AG 

St. Gallen · Since 2002

The core activity of Cronberg AG is asset management and investment consulting, particularly in the area of stocks and investment funds. The company offers services such as trust, family office, investment solutions and asset management, and focuses on selecting stocks with steady performance and low risk, regardless of the current economic environment.

C & S Comptabilité et Services Sàrl 

Coppet · Since 2007

C & S Comptabilité et Services Sàrl provides accounting and administrative services, including bookkeeping, VAT processing, payroll administration and preparation of tax returns (including simplified/source filings), as well as tax simulations and follow-up with tax authorities. The firm also offers services related to real estate matters, company formation, domiciliation and mail handling.

C & S Immobilien AG 

Bottmingen · Since 2011

The company's core activity is real estate management and development, including planning, financing, realization and marketing of properties. The company also offers services such as trust, economics, management, marketing, sales, rental and contract management.

Cube Finance SA 

Mendrisio · Since 2011

The core activity of Cube Finance is the development and provision of software solutions for the financial sector, particularly in the areas of portfolio management, compliance, risk management and legal consulting, using artificial intelligence and modern technologies.

Cuentax AG 

Basel · Since 2014

Cuentax AG provides fiduciary and tax services, including accounting organization, bookkeeping and preparation of financial statements (OR, Swiss GAAP FER). Its services also include payroll administration, business advisory (company formation, restructuring, liquidation) and tax consultancy, including preparation of tax returns and representation before tax and administrative authorities.

CUROR AG 

Sursee · Since 1999

The core activity of CUROR AG is real estate management and services, including administration of condominium ownership, sale and marketing of real estate, trust and consulting services, valuation, accounting as well as renting and buying of real estate.

Customize Beteiligung & Management AG 

Winterthur · Since 2009

Customize Beteiligung & Management AG is an independent distributor and implementation partner for Abacus Business Software, delivering ERP implementations. The company provides consulting, training and support services and offers cloud solutions, industry-specific Abacus modules and applications for finance, HR, project/service management and trade/production processes.

DAILY TRUST Michèle Hafner 

Baar · Since 2019

The core activity of DAILY TRUST is the provision of services in the areas of trust, accounting, value-added tax and legal advice, particularly for companies and start-ups. This includes, among other things: accounting and annual financial statements, value-added tax consulting and processing, legal advice and representation, company formation and transformation, payroll administration and industry-specific information. The company also offers non-binding sessions and free consulting and works closely with specialists in the fields of taxes, notary and advocacy.

datalevel AG 

Birmensdorf Zh · Since 2017

The core activity of datalevel AG is the development and provision of solutions for the management and analysis of financial data, particularly in the banking and financial institutions sector. This includes the integration and connection of various data sources, the provision of a web platform for customer self-service, and the creation of reports and analyses based on the available data. The company also offers consulting services to support customers in implementing and using their solutions.

dbg sa 

Villars-Sur-Glâne · Since 2011

The core activity of dbg SA is to provide fiduciary services to small and medium-sized enterprises (SMEs). These services include: fiduciary management (company administration), accounting (accounting and financial reporting), payroll management, social insurance, taxation and pension planning, tax consulting, and pension planning. The company thus offers comprehensive services in the areas of finance, accounting, and taxation to help small and medium-sized enterprises reduce their administrative burden and focus on their core business.

db point gmbh 

Reinach Bl · Since 2008

The core activity of db point gmbh is the provision of services in the areas of trust, administration and consulting for small and medium-sized enterprises (SMEs). Specifically, this includes: accounting (financial accounting, VAT returns, annual financial statements), personnel administration (payroll accounting, payroll declarations, withholding tax returns), tax consulting (net income, child deductions, assets), business consulting (customer management, employee leadership, success control), and financial consulting (cash flow management, asset management). The company supports its customers in all trust-related areas and helps them to focus on their core entrepreneurial tasks.

Debrunner Koenig AG 

St. Gallen · Since 1994

Debrunner Koenig AG is a trading and service company serving the construction and industrial sectors, organised into four divisions: Reinforcements, Steel & Metals, Metal Service and Technical Products. Its range includes concrete reinforcement (rebar, meshes), steel profiles and processed metal products, metalworking services, technical installation components and digital services such as an e‑shop and inventory systems.

Decotrend Group AG 

Itingen · Since 2023

Decotrend Group AG is a wholesale supplier of technical LED lighting, offering products such as LED modules, recessed downlights, linear and surface-mounted luminaires, floodlights, and emergency and wet-area luminaires. The company provides project consultation, lighting calculations, installation support, delivery and technical support.

Degef S.A. 

Marin-Epagnier · Since 1989

The core activity of Degef SA encompasses two main areas: 1. **Trust Services**: Degef SA provides trust services, including accounting, tax consulting, and other related services. The company employs qualified personnel holding diplomas such as the Diplôme fédéral d'économiste bancaire and the Brevet fédéral de comptable. 2. **Real Estate Brokerage**: Degef SA is also active in real estate brokerage, offering properties for sale and rent. The company presents specific real estate offers on its website, including detailed descriptions and prices.

DeKa Gastronomie-Treuhand AG 

Frauenfeld · Since 2003

DeKa Gastronomie-Treuhand AG provides fiduciary and accounting services focused on the hospitality sector. Services include payroll (L‑GAV compliant), tax and audit support, and the DeKaOnline platform for online bookkeeping, digital archiving and creditor workflows.

DeKa Gastronomie-Treuhand AG, Zweigniederlassung Zürich 

Zurich · Since 2013

DeKa Gastronomie-Treuhand AG, Zweigniederlassung Zürich provides fiduciary and accounting services tailored to the hotel and restaurant sector. Services include financial accounting, payroll (including L‑GAV‑compliant payroll), tax and audit services, consultancy, and online accounting solutions with electronic archiving (DeKaOnline).

Delico Holding AG 

Gossau Sg · Since 1981

Delico Holding AG is a food importer and distributor that represents international brands, develops private-label products and trades commodities such as fruit and vegetable preserves, nuts and processed goods. The company handles import, logistics, distribution, sales and marketing services and reports an IFS Broker certification for product safety and quality assurance.

Demke Holding GmbH 

Wil Sg · Since 2013

Demke Holding GmbH designs and manufactures DC/DC converters and power-electronic modules, providing standard and custom solutions as well as development services. The product range includes non-isolated and isolated buck/boost converters, THT variants and configurable DC/DC modules for applications such as e-mobility, robotics, material handling and rail systems.

DENTIA Holding SA 

Geneva · Since 2011

de Pury Pictet Turrettini & Cie SA 

Geneva · Since 1996

de Pury Pictet Turrettini & Cie AG, Zweigniederlassung 

Zurich · Since 2020