Finance & Insurance

SwissFay Finance Sàrl 

Roche Vd · Since 2020

The core activity of Swissfay Finance Sarl is the provision of financial services, including: investment advice and management, asset management, insurance services (including health insurance and life insurance), tax consulting and planning, corporate consulting and coaching, and financial planning and consulting for individuals and companies. The company offers individual solutions and consulting services to support customers in achieving their financial goals.

Swiss Finance Management International SA 

Geneva · Since 2007

The core activity of Swiss Finance Management International SA is wealth management and the provision of financial services to High Net Worth Individuals (HNWI), institutions and companies. This includes in particular: wealth management and planning, tax consulting and planning, investment consulting and management, portfolio management and analysis, real estate management, and institutional sales activities. The company also offers specialized services such as succession planning, asset valuation and risk management.

Swissgaranta Versicherungsgenossenschaft 

St. Gallen · Since 1984

The core activity of Swissgaranta is to provide guarantees and insurance to entrepreneurs in the construction industry, particularly in the areas of construction guarantee, standard guarantee, performance guarantee, advance payment guarantee and warranty guarantee.

Swiss Innovation Partners AG 

Zug · Since 2012

The core activity of SwissInnovations is the consulting and support of companies in the areas of digital innovation, blockchain technologies and corporate development. They offer specific services such as ICO/STO services, product development, funding support and business acceleration to support start-ups and established companies in their development and scaling.

SwissInterTax AG 

Zurich · Since 1999

The core activity of SwissInterTax AG is the comprehensive consulting of private individuals and companies in the areas of tax consulting, legal consulting and business consulting, with a focus on the interface between companies and private individuals, particularly for globally active companies and individuals with Swiss connections.

Swiss Legal Finance SA 

Geneva · Since 2019

Swiss Legal Finance SA provides third‑party funding for litigation and arbitration, financing legal fees and external costs in exchange for a share of any financial recovery. The firm assumes the funding risk and can intervene at any stage of the proceedings.

Swisspath Capital AG 

Zurich · Since 2014

Swisspath Capital AG is a multi‑family office providing wealth and asset management together with legal, tax and trust services for both bankable and non‑bankable assets. Its offering includes consulting, trust services (including an in‑house FINMA‑licensed trustee or external partnerships), investment and capital advisory across liquid and private markets (including private equity), and yachting services such as brokerage, charter and vessel management.

Swisspath AG 

Zurich · Since 2014

Swisspath AG is a multi-family office providing wealth and asset management and related legal, financial and tax advisory services. Its services include consulting, trust services (including via an in-house FINMA-licensed trustee or external partners), capital and investment management for liquid and private markets, and yachting services such as brokerage, charter, vessel management and build supervision.

Swisspath Consulting AG 

Zurich · Since 2014

Swisspath Consulting AG is a multi-family office providing wealth and asset management, trust services, capital advisory and yachting-related services. Its offerings include tailored consulting, structuring of intergenerational wealth transfers (via an in-house FINMA-licensed trustee or in partnership with external providers), investment strategies for liquid and private markets, and yacht brokerage and management.

Swiss Place AG 

Altendorf · Since 2009

The core activity of Swiss Place AG is the mediation of investors to SMEs (Small and Medium-sized Enterprises) as well as the acquisition of partners in the areas of sales and marketing for these companies. Furthermore, the company is active in the trade of energy-saving products.

Swiss Rock Asset Management AG 

Zurich · Since 2007

Swiss Rock Asset Management AG is a fund management company and institutional asset manager offering research‑driven investment strategies in equities, bonds, multi‑asset solutions and sustainably sourced gold. The firm manages investment funds, provides co‑investing and client services for institutional and private investors, and is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Swiss Tax Services SA 

Verbier · Since 2014

Swiss Tax Services SA is a tax advisory firm providing tax advice and related services to individuals and legal entities. Services include annual tax compliance and return preparation, correspondence and appeals with tax authorities, administrative and fiscal domiciliation, company-formation support, accounting and payroll administration, and tax planning and corporate restructurings.

SWITRECO AG 

Basel · Since 2024

SWITRECO AG is a digital fiduciary group that provides small and medium-sized enterprises with a fully digital finance department on a subscription basis. Services include a digital mailbox, automated bookkeeping, payroll administration, tax and fiduciary services, and controlling and CFO services. Offerings are provided via monthly fixed‑price subscription plans with tiered packages.

TaxConcept Steuerberatung AG 

Maur · Since 2014

The core activity of TaxConcept Steuerberatung AG is the provision of services in the field of tax consulting, tax planning and tax optimization, including the preparation of tax returns, examination of tax assessments, appeal procedures, accounting, human resources and corporate consulting.

TBO Treuhand AG 

Zurich · Since 1976

TBO Treuhand AG provides fiduciary services and supports businesses and private clients in areas such as accounting and financial reporting, payroll administration, tax advisory, legal advice, business consulting and pension planning.

TBO Revisions AG 

Zurich · Since 1984

TBO Revisions AG provides statutory and voluntary audit services, carries out special audits and offers specialised advisory and business consulting services. It serves small and medium-sized enterprises as well as non-profit organisations, foundations, associations and housing cooperatives, and cooperates with TBO Treuhand specialists for legal, tax, payroll and social-insurance matters.

Tebor Treuhand AG 

Zug · Since 1997

The core activity of Tebor Treuhand AG is the provision of services in the fields of trust and corporate consulting, particularly in the areas of taxes, payroll, authorities, legal and publications. The company offers individually tailored consulting and services to ensure customer satisfaction.

Technologiepark Blumenegg AG 

Goldach

Tectus AG 

Zurich · Since 1971

Tectus AG is a family-owned multinational conglomerate that invests in and operates companies across sectors including engineering and construction, inspection technologies, real estate, entertainment and lifestyle, and advisory and investments. Its portfolio includes firms offering construction and engineering services (such as post‑tensioning and structural repair), portable inspection and testing technologies with sensors and software/IoT, as well as real‑estate and advisory services.

Teichmann International (Schweiz) AG, Zweigniederlassung Frauenfeld TG 

Frauenfeld · Since 2018

Teichmann International (Schweiz) AG, Zweigniederlassung Frauenfeld TG is a law firm and notary providing legal advice, litigation support and notarial services. It advises on employment, family, inheritance and corporate law, compliance and dispute resolution, and additionally offers corporate consultancy and family office services.