Finance & Insurance

PROGREDO AG 

Zurich · Since 2017

The core activity of Progredo is financial planning and wealth management for entrepreneurs, particularly in the areas of tax planning, pension planning, succession planning, estate planning, company sales and wealth consulting.

Projeco Group SA 

Riaz · Since 2007

Projeco Group SA is a real estate development company that promotes and develops property projects and provides comprehensive development services. Its services include technical feasibility studies, financial planning and project analysis, drawing on the group's construction expertise and regulatory knowledge.

Reichlin Hess AG 

Zug · Since 2013

The core activity of Reichlin Hess AG is a law firm specializing in business and tax law in Zug, Switzerland. They offer a wide range of legal services, including corporate law, M&A, contract law, tax law, blockchain, crypto and FinTech, labor law, litigation and arbitration, matrimonial and inheritance law, intellectual property law, unfair competition law, real estate, construction and environmental law, immigration law, debt collection and bankruptcy law, as well as notary services.

Sana Choice GmbH 

Dättwil Ag · Since 2017

The core activity of Sana Choice is independent financial consulting, including the areas of taxes, real estate financing, insurance and financial planning.

SIG Personalstiftung 

Neuhausen Am Rheinfall · Since 1942

Simple Treuhand GmbH 

Dübendorf · Since 2022

The company's core activity is providing trust services to SMEs and private clients, including: accounting and finance, taxes, payroll and personnel administration, insurance, founding and start-up consulting, systems and document storage, and digital transformation. The company acts as a personal business partner and advisor, aiming to simplify the administration and work of its clients, allowing them to focus on their core business or enjoy more leisure time.

Swiss CryptoTax GmbH 

Zurich · Since 2023

The core activity of Swiss CryptoTax GmbH is professional tax and corporate consulting with a focus on cryptocurrencies, in particular the preparation of tax returns and trust consulting for companies and private individuals trading in cryptocurrencies.

swiss finance leaders gmbh 

Füllinsdorf · Since 2018

The company "swiss finance leaders" provides financial services to businesses, particularly to growth companies and owner-managed SMEs. The core activities include: * CFO services (Chief Financial Officer services) * Trust services (financial planning, budgeting, accounting) * Human resources and payroll (payroll administration, social insurance, expats) * Tax consulting (tax returns) The company supports businesses in financial planning, financing, ERP systems and other financial issues to sustainably improve their profitability and liquidity. It has specialized expertise in the areas of Life-Science, Healthcare and Innovation.

Taxpat GmbH 

Zurich · Since 2019

The core activity of Taxpat GmbH is the provision of US tax services for US taxpayers abroad, particularly in Switzerland and the European Union. This includes: preparation and filing of US tax returns (Form 1040, 1040X, 1040NR); consulting and support on US tax obligations, including Green Card and expatriation issues; creation of Foreign Bank Account Reports (FBAR); responding to IRS notices and letters; and support in obtaining an ITIN (Individual Taxpayer Identification Number). The company also offers consulting and support in fulfilling US tax obligations, including annual tax returns and filing tax returns for multiple years.

Tellco AG 

Schwyz · Since 2002

Tellco AG is a financial services firm offering solutions for occupational and private pension provision, banking, asset management and real estate. Services are provided through group entities such as Tellco Bank AG and Tellco Immobilien AG.