Finance & Insurance

Helvetia Conseils et Révisions S.A. 

Geneva · Since 2013

The core activity of Helvetia, Conseils et Révisions SA is to provide services in the fiduciary field, particularly in the following areas: Accounting (corporate accounting), Salaries and social charges (payroll and social security administration), Human Resources department consulting (HR consulting), Audit/Revision (audit and revision), Taxation (tax consulting), including: Intercantonal & VAT (value-added tax), International taxation (international tax consulting), Family office (family office), Private individuals (private individuals), Successions (inheritance law). The company thus offers a wide range of services that support companies and private individuals in matters of accounting, tax consulting, personnel management and legal consulting.

IB Financial Management SA 

Lausanne · Since 2014

IB Roth AG 

Uetendorf · Since 1997

IB Roth AG provides services in database marketing, artificial intelligence (AI), design and print. The company delivers data-driven marketing solutions, creative design services and print production.

Incore Holding AG 

Schlieren · Since 2010

Incore Holding AG is an owner-managed group that provides financial and ICT solutions via its subsidiaries, serving banks, asset managers, financial intermediaries and corporates. Group companies include Incore Bank AG (a B2B transaction bank), Incore Technology AG (ICT platforms) and Incore Asset Management Solution AG (asset management platform MyWebDepot).

Inedita Sàrl 

Renens Vd · Since 2012

The core activity of INEDITA group is the provision of services in the field of finance and administration, particularly in the following areas: Insurance, Accounting, Tax and Foreign VAT Consulting, and Administrative Management. The company thus offers a wide range of services that support companies and individuals in managing their finances and administrative tasks.

Investivity SA 

Geneva · Since 2015

The core activity of Investivity is the provision of services in the field of Private Wealth Management, including Wealth Management, Asset Management and Private Wealth Services. The company offers tailored solutions for high net worth individuals, families and institutional clients to manage and grow their investments and assets across generations.

JCMS & Associés GmbH 

Stans · Since 2023

The core activity of JCMS & Associés is the legal advice and support of companies and individuals in insolvency proceedings, particularly in the context of EU insolvency proceedings. This includes the development of strategies and procedural plans, support in COMI relocation and advice on legal matters. The company positions itself as a strategic partner, creating value and securing sustainable success.

kenzelmann roth & partner lyss ag 

Lyss · Since 2020

The core activity of Kenzelmann Roth & Partner Lyss AG is the brokerage and management of insurance policies for private clients and small to medium-sized enterprises (SMEs). This includes analyzing insurance needs, identifying insurance gaps and optimizing premiums. Additionally, the company offers legal consulting and real estate services.

Lemag Treuhand+Partner AG 

Solothurn · Since 1998

Lemag Treuhand+Partner AG is a fiduciary and advisory firm offering bookkeeping and payroll services, statutory audit, tax consulting, corporate advisory, software support and outsourcing. The firm is registered with the Swiss Federal Audit Oversight Authority as an audit firm and is a recommended partner of FMH Services Genossenschaft.

LPCA Fiduciaire Sàrl 

Meyrin · Since 2021

The core activity of LPCA Fiduciaire Sàrl is to provide services in the field of corporate management, particularly in the areas of accounting, taxation, administration, personnel management, consulting, insurance, and business creation. The company offers its clients comprehensive support in managing their businesses, from accounting to personnel management and consulting.

Meier Sadiku Invest AG 

Kriens · Since 2022

Meier Sadiku Invest AG provides legal advice and representation, focusing on criminal law, commercial law and sports law. The firm also handles social insurance, tenancy, employment and contract matters and offers multilingual, cross-border legal services.

Meier Sadiku Law AG 

Kriens · Since 2018

The core activity of Meier Sadiku Law Ltd is a law firm specializing in various areas of law, including: criminal law, commercial law, sports law, social security law, tenancy law, labor law, and contract law. The company provides legal services and has an international, multilingual team that can handle complex, cross-border cases.

NCAB Group AG 

Bachenbülach · Since 2021

NEIM SIMO, FISCA-SERVICES Fiduciaire 

Geneva · Since 2010

The core activity of Fisca-Services is to provide services in the fields of tax consulting (Fiscalité), accounting (Comptabilité) and insurance (Assurances).

Nile Holding AG 

Sutz · Since 2012

Olga und Walter Knecht Stiftung 

Windisch · Since 1960

paperwork Treuhand GmbH 

Dintikon · Since 2018

The core activity of the company "paperwork Treuhand GmbH" is the provision of trust services, particularly in the areas of financial accounting, taxes, payroll administration, personnel services, and company formation. Additionally, the company offers web design services, although this appears to be a secondary activity. The core activities are primarily focused on supporting companies and individuals in financial and accounting matters.

Paradisio Sàrl 

Avenches · Since 2011

Paradisio Sàrl provides fiduciary and real-estate related services. Its fiduciary services include bookkeeping, financial closings, payroll processing, VAT returns, tax declarations, administrative tasks and support for company formation. In real estate the company acts as a general contractor offering project studies, cost estimation, administrative coordination and construction/project management up to turnkey delivery.

Pensionskasse der Orior Gruppe 

Zurich · Since 1941

Personalfürsorgestiftung der Firma Fracht AG 

Basel · Since 1959

Personalfürsorgestiftung der Firma Selectchemie AG 

Zurich · Since 1973

Personalfürsorgestiftung der VSIG Handel Schweiz 

Basel · Since 1947

Personalvorsorgestiftung der Firma Max Müller Schweisstechnik, Inhaber: Jörg M. Müller 

Horgen · Since 1962

Personalvorsorgestiftung der Gherzi AG 

Zurich · Since 1939

PK-SBV, Pensionskasse Schweizerischer Baumeisterverband 

Zurich · Since 1981

The company's core activity is the management of pension plans and pension funds, particularly for the construction industry. The company offers basic and supplementary pension plans to cover the typical risks of the industry and has construction-specific know-how. It also offers special solutions for employees and employers in the construction industry, such as flexible retirement ages and special regulations.

Pragmatix, Büro für Treuhand und Wirtschaftsberatung S. Blaser 

Zurich · Since 2006

The core activity of pragmatix is the provision of trust and economic consulting services, particularly for small and medium-sized enterprises as well as for private individuals. This includes, among other things: accounting and annual financial statements, tax returns and tax consulting, payroll accounting, business consulting, financial and investment consulting, auditing and controlling. The company thus offers comprehensive and high-quality financial and accounting services to its customers.

P & R Buchhaltungs GmbH 

Schaffhausen · Since 2017

The company's core activity is the provision of services in the areas of financial accounting, personnel administration and taxes, including: * Accounting from A to Z * Preparation of VAT returns * Personnel administration including payroll accounting * Annual financial statements including preparation for audit * Preparation of tax returns for companies and individuals * All kinds of work related to new formations or transformations The company offers these services as a trust company and emphasizes personal customer contact, direct communication and customer-oriented solutions.

Profelia Fondation de prévoyance 

Lausanne · Since 2008

The core activity of Profelia is providing services in the field of occupational pension provision (Prévoyance professionnelle) as well as granting mortgage loans (Prêts hypothécaires) and other financial services. The company also offers solutions for private pension planning (3rd pillar) and supports its customers in planning and managing their pension provision.

Reuss Capital AG 

Cham · Since 1996

R-Technik Holding AG 

Matten B. Interlaken · Since 2022

R-Technik Holding AG provides turnkey complete fittings and service for police, fire, ambulance, civil protection and municipal vehicles. The company performs specialised conversions and custom builds, integrates warning and lighting systems, CAN-bus networking and communication equipment, and operates testing and measurement facilities for special-purpose vehicles.

Samuel Arlettaz Sàrl 

Fully · Since 2015

The core activity of Samuel Arlettaz Sàrl is the provision of services in the field of financial and administrative consulting, specifically: Accounting (accounting and financial management), Taxation (tax consulting and declaration), Management & Administration (management and administration of companies and partnerships), Administration of PPE (management of partnerships and private foundations). The company thus offers comprehensive services to companies and individuals in the areas of finance, taxes and administration.

Squaratti Mountain GmbH 

Termen · Since 2020

The core activity of Squaratti Mountain GmbH is comprehensive financial consulting and services, including: insurance brokerage services (independent brokers), investment and asset consulting, financial coaching, tax consulting, succession planning and estate planning. The company provides comprehensive consulting and services in all financial matters, enabling customers to manage all their financial affairs from a single source.

Swiss Line Services SA 

Geneva · Since 2014

Swiss Line Services SA provides business support services including fiduciary and financial administration, facility management and IT/engineering consultancy. The website lists services such as accounting, tax and insurance advice, company formation and domiciliation, HR administration, premises management (security, moves, refurbishments) and network/IT installation.

Titanium Swiss Group Sàrl 

Perly · Since 2014

Titanium Swiss Group Sàrl is a holding company for construction, renovation and interior fit-out that brings together construction firms, engineers and specialist craftsmen under a single point of contact. Services include design and studies, architecture, joinery, electrical and lighting systems, 3D modelling (BIM) and turnkey project management and coordination.

Treuhandbüro TIS GmbH 

Bern · Since 1995

The core activity of Treuhandbüro TIS GmbH is the provision of trust services, particularly in the areas of real estate and taxes. This also includes the brokerage of rental and purchase properties.

Treuhandbüro Werner Eicher Verwaltungs- und Treuhand AG 

Winterthur · Since 1990

The core activity of the company 'Treuhandbüro Werner Eicher' encompasses the provision of services in the field of administration and trust, particularly: accounting and financial and accounting services, tax returns and tax optimization, company formation and consulting, personnel and payroll administration, and inheritance and adult protection law. The company thus provides comprehensive support for small and medium-sized enterprises, associations, foundations, and private individuals in tax and legal matters.

Ueltschi & Cie Sàrl 

Aclens · Since 2020

Ueltschi & Cie Sàrl performs new roof construction, roof renovation and related services. Its services include roofing, sheet-metal work (ferblanterie), ventilated façades, installation of roof windows (VELUX), thermal insulation and maintenance, with many metal components produced in the company’s workshops.

VT Treuhand GmbH 

Affoltern Am Albis · Since 2014

The core activity of VT Treuhand GmbH is the provision of trust services, including accounting, tax consulting and other related services for companies and private individuals.

VVZ Versicherungs-Vermittlungs-Zentrum GmbH 

Diessenhofen · Since 2016

The company VVZentrum offers VBV-certified training and career opportunities in the insurance industry. The core activity of the company is to promote talents for the insurance industry and provide them with a solid foundation for a successful career in the insurance sector.

Wirtschafts-Treuhand AG 

Basel · Since 1965

The core activity of Wirtschafts-Treuhand AG is the provision of trust services, particularly in providing individually tailored services for fiduciary matters. This includes the management and administration of assets, the provision of advisory services, and support in fulfilling legal and tax requirements.

ZebaTech Holding AG 

Amriswil · Since 2017

ZebaTech Holding AG manufactures precision components and assemblies using high‑tech CNC machining, certified precision welding and assembly services. The company also provides supply‑chain and technical consulting plus CAD/CAM programming for single parts, small series and serial production.

Zinshaus Capital AG 

Kreuzlingen · Since 2013

Zollicont Treuhand AG 

Zurich · Since 1987

The company's core activity is the provision of trust services, particularly: accounting, payroll accounting, tax consulting and declaration, auditing, business consulting, personnel administration, and auditing. The company offers these services primarily to small and medium-sized enterprises as well as to private individuals in Switzerland.

Zumstein Treuhand- & Revisions AG 

Zurich · Since 1973

The core activity of Zumstein Treuhand- & Revisions AG encompasses services in the areas of accounting, taxes, organization, consulting and auditing.

Abra Fluid AG 

Rebstein · Since 1988

The company's core activity is tax consulting and declaration for private individuals, small and medium-sized enterprises (SMEs), start-ups and associations, particularly in the cantons of St. Gallen, Zurich and Basel.

ADS Holding GmbH Pratteln 

Pratteln · Since 2009

ADS Holding GmbH Pratteln is a development service provider that supports clients from idea to market-ready product, offering special machine construction, product development, automation and software engineering. Services include concept design, prototyping, mechatronics and assembly of devices and system modules in small series.

AERNE & SCHNELLI TREUHAND AG 

Zuzwil Sg · Since 1971

The core activity of Aerne & Schnelli Treuhand AG is the provision of trust services, particularly in the areas of accounting, financial consulting, tax consulting, business consulting, auditing and financial auditing. The company offers these services primarily to small and medium-sized enterprises (SMEs) and positions itself as a reliable partner for trust services in the region.

AG für Treuhand, Betriebs-Führung und -Beratung 

Zurich · Since 1962

akribe buchhaltung gmbh 

Hergiswil Nw · Since 2013

The core activity of the company "akribe buchhaltung gmbh" is the provision of accounting and administrative services for sole proprietorships, small and medium-sized enterprises, as well as private individuals. This includes, in particular, the preparation of monthly, quarterly and annual financial statements, VAT returns and tax returns, as well as the assumption of administrative tasks.

Alantra AG 

Zurich · Since 2008

The company's core activity is the provision of investment banking and alternative asset management services to corporations, family-owned businesses, and institutional investors. This includes, in particular: Investment Banking: advisory and support services for transactions such as mergers and acquisitions, initial public offerings, and other financing processes Alternative Asset Management: management of alternative investment products such as private equity, private debt, venture capital, and hedge funds. The company offers these services across various sectors, including technology, financial services, healthcare, and industry.