Finance & Insurance

Xavier Krämer Holding AG 

Zug · Since 1986

Ynoves AG 

Steinhausen · Since 2024

The core activity of Ynoves AG is the provision of services in the areas of trust, tax consulting, corporate consulting and human resources. Specifically, this includes the areas of accounting, payroll administration, group accounting, tax consulting, corporate consulting and human resources. The company offers these services to both corporate and private clients, aiming to implement efficient processes and digital solutions to support customers and save costs.

Yvonne Gilomen Treuhand 

Uitikon Waldegg · Since 2003

The core activity of Yvonne Gilomen Treuhand is the provision of trust services, in particular: accounting and financial management, tax consulting and planning, insurance and pension consulting, business consulting, collection and accounts receivable management, and temporary accounting support (accountant on demand). The company offers these services to small and medium-sized enterprises, freelancers, and private individuals, emphasizing personal contact and individual consulting.

Zovag src GmbH 

Widnau · Since 2006

The core activity of Zovag SRC GmbH is the provision of trust and consulting services for companies and private individuals. This includes in particular: * Corporate consulting and support * Financial planning and consulting * Accounting and bookkeeping * Tax consulting and tax returns * Payroll accounting and human resources * Administration and management of companies The company thus offers comprehensive services for companies and private individuals in the areas of finance, accounting and human resources.

Züger AG 

Siebnen · Since 1979

Züger AG provides fiduciary services, including accounting, personnel/payroll administration, tax advice and VAT consultancy, aimed at small and medium-sized enterprises.

Züger Treuhand AG 

Siebnen · Since 1990

Züger Treuhand AG provides fiduciary, accounting, payroll and tax services, including VAT consulting, for small and medium-sized enterprises.

Zürcher Landbank AG 

Elgg

The company's core activity is the provision of banking services, including accounts, loans, mortgages, investment products, payment transactions, e-banking and mobile banking. The company also offers personal advice and support from advisors.

SCHWARZENBACH CONSULTING 

Kriegstetten · Since 2025

The core activity of Schwarzenbach Consulting is the provision of trust services, legal advice and financial planning.

Confida Treuhand GmbH 

Fischbach-Göslikon · Since 2025

Confida Treuhand GmbH provides fiduciary services and supports companies and private clients with tax services, accounting and payroll administration, limited statutory audits (revision) and business advisory. The firm is registered with the Swiss Federal Audit Oversight Authority (RAB).

3A Alternative Assurance Agency GmbH 

Cham · Since 2015

The core activity of 3A Alternative Assurance Agency GmbH is the provision of insurance services, particularly in the areas of primary and reinsurance. The company offers specialized solutions, such as rental deposit services, and has a network of partners in insurance, reinsurance, and brokerage. The core activities include designing new products, acquiring new risk carriers, sales management through associations and intermediaries, claims handling, establishing and managing captives, as well as administrative processing of insurance cases.

3BE Treuhand GmbH 

Bürglen Tg · Since 2019

The core activity of 3BE Treuhand GmbH is the provision of services in the areas of accounting, financial and accounting, payroll accounting and personnel administration, value-added tax and withholding tax, taxes, company formation and office services, in particular also cloud-based accounting.

3V Asset Management AG 

Schindellegi · Since 1997

3V Asset Management AG is a FINMA‑supervised independent asset manager specializing in Swiss equities, particularly Small‑ and Mid‑Cap securities, and manages the 3V Invest Swiss Small & Mid Cap Fund. The fund follows an active, high‑conviction approach (about 30–35 holdings) based on fundamental company analysis; up to 20% may be allocated to large‑cap SMI stocks.

47 Heritage AG 

Zurich · Since 2018

The core activity of 47 Heritage AG is wealth management and investment consulting for private clients, particularly in the area of wealth management. The company offers individual investment strategies, asset management, risk management, and sustainability solutions to meet the financial goals of its clients. In addition, the company also provides further services such as the selection and management of custodian banks, the administration of foundations and trusts, the optimization of wealth transfer strategies, as well as support in the acquisition of luxury goods and real estate.

AAA services Treuhand GmbH 

Bern · Since 1992

AAA services Treuhand GmbH provides fiduciary and accounting services, including bookkeeping, year-end closings, tax declarations, auditing of accounts, payroll administration, payment processing and business planning.

Aafag Holding AG 

Kleinandelfingen · Since 2019

Aafag Holding AG provides electronic manufacturing services (EMS), including development, PCB layout, SMD and THT assembly, testing and final assembly of circuit boards and electronic modules. The company also handles product industrialization, test-fixture construction, LED PCB production and rework, and delivers sales-ready assemblies with in-house production and packaging.

Aarvia Holding AG 

Würenlingen · Since 2016

Aarvia Holding AG is a construction and infrastructure services company offering a comprehensive range of infrastructure works, including road and civil construction, earthworks and site clearance, utility and sewer installation, structural engineering maintenance, as well as construction logistics, transport, materials, recycling and disposal.

AATO GmbH 

Reichenbach Im Kandertal · Since 2020

AATO GmbH provides plumbing, heating and thermal solar services, covering consultation, 3D planning, installation and maintenance. Services include sanitary and wastewater installations, heating systems (including heat pumps, wood and oil solutions), boiler descaling, service calls, core drilling and building drying.

AbaFin Treuhand AG 

Zug · Since 2013

The core activity of AbaFin Treuhand AG is the provision of services in the areas of trust, auditing, tax consulting, and corporate consulting. Specifically, this includes: tax returns and tax consulting for individuals and companies, accounting and financial planning, company formation and succession, auditing and revision, trust services such as domicile management and mail forwarding, consulting on company formation, including the selection of the suitable legal form, support in creating business plans and liquidity plans, consulting on pension planning and succession planning, and restructuring and liquidation of companies. The company thus offers a wide range of services for companies and individuals to support them in their financial and legal matters.

Abeloo SA 

Geneva · Since 2018

The core activity of Abeloo is independent wealth management and consulting for institutions, families and private individuals. This includes the creation of investment strategies, wealth planning, wealth management and the offer of specific investment products. In addition, Abeloo also provides services in the area of pension planning, including the management of pension funds and consulting on pension planning products.

ABES AG Versicherungstreuhand 

Schaffhausen · Since 2006

ABES AG Versicherungstreuhand provides insurance fiduciary and advisory services for corporate and private clients, including pension fund consulting, employee (personal) insurance and property and liability coverages. The firm performs risk analyses, develops tailored solutions and supports clients with claims handling and insurance aspects of mortgage transactions.