Finance & Insurance

Figexa SA 

Nyon · Since 2004

Figexa SA provides fiduciary and accounting services, including bookkeeping, payroll administration, VAT filings and preparation of tax returns. Services also include company formation and domiciliation, cashflow planning and advice on financing arrangements.

Finadata Consulenza SA 

Muralto · Since 1998

Finadata Consulenza SA provides fiduciary services and tax consultancy, covering tax advisory work and related fiduciary activities. The website lists contact information for enquiries.

Finadata Treuhand GmbH 

Basel · Since 1992

Finadata Treuhand GmbH provides fiduciary and accounting services including bookkeeping, payroll administration, tax return preparation and tax advice. The firm also offers financial and liquidity planning, corporate consulting, VAT support and representation before authorities.

Finanzboutique AG 

Zurich · Since 2016

The company's core activity is wealth management and administration for private clients and companies, including services such as wealth check, portfolio management, investment strategy, tax and trust services, family office services, mortgage advice and company formation support. The company acts as an independent asset manager and supports clients in managing their assets, planning their finances and representing them to banks, authorities and third parties.

Finanz- und Anlagezentrum Vierwaldstättersee AG 

Lucerne · Since 2016

Finanz- und Anlagezentrum Vierwaldstättersee AG provides independent investment and insurance advisory services, asset management, and cost analyses including second opinions. The firm develops investment, financing and insurance concepts, reviews existing solutions to identify risks, and aims to improve return potential while reducing costs.

Finaservices AG 

Hergiswil Nw · Since 2011

Finaservices AG provides fiduciary and advisory services to national and international companies and private clients. Its services include bookkeeping and annual accounts (OR, Swiss GAAP FER, IFRS), consolidated financial statements, tax returns and tax planning, interim finance and board services, payroll administration and support for company formation and domicile matters.

Finaservices AG, Zweigniederlassung Zug 

Zug · Since 2018

Finaservices AG, Zweigniederlassung Zug provides consulting, fiduciary and tax services for domestic and international companies as well as private clients. Services include company formation and domiciliation, bookkeeping and preparation of annual financial statements, consolidation and reporting under national and international accounting standards, tax returns and planning, interim financial management and HR/payroll support.

Fincor Capital SA 

Zurich · Since 2000

Fincor Capital SA provides wealth management and investment services for private and institutional clients. Services include asset management, execution-only order handling, estate planning, fund services and family-office support.

fincorpo.com & Legal Services SA 

Geneva · Since 2008

The core activity of Fincorpo is wealth management and investment consulting for private and institutional clients, with a focus on sustainable and responsible investments.

fin.cube ag 

Pfäffikon Sz · Since 2015

The core activity of fin.cube ag is the development and provision of software solutions for asset management and customer relationship management, particularly for the financial sector. The software covers various aspects, including: asset management (portfolio management, transaction processing, performance measurement), customer relationship management (contact management, contract management, marketing activities), document management (electronic archiving, document management), workflow and process management (automation of business processes, escalation management), and compliance and risk management (monitoring of regulations and risks). The software is designed to be user-friendly and adapt to the operational processes of customers, rather than the other way around.

Finex Conseils SA 

Neuchâtel · Since 2017

Finex-Group GmbH 

Kreuzlingen · Since 2020

The core activity of Finex-Group GmbH is independent financial consulting and support for private individuals in the areas of pension planning, wealth management, insurance, real estate and taxes. The company provides individual consulting and accompaniment in planning and implementing financial goals, including financing of owner-occupied homes, optimizing taxes and selecting insurance policies.

Finezia AG 

Lucerne · Since 2017

The company's core activity is wealth management and investment advice for private clients, including portfolio management, financing and overall wealth strategy. The company offers individual solutions for high-end demands and focuses on serving clients with high net worth.

Finiens Wealth Management AG 

Wollerau · Since 2009

Finiens Wealth Management AG provides wealth management and asset management services, advising clients on asset allocation and investment strategies. The firm manages the Finiens Futura 1 UI fund (ISIN DE000A0N9820) and offers modular, client-tailored advisory solutions.

FiNOW AG 

St. Gallen · Since 2024

The core activity of FiNOW is the provision of services in the field of company formation, management and consulting, including: company formation and mutations, accounting and payroll management, tax consulting and planning, collection services, comparison and consulting of legal forms, company domicile and administration, software and license management. FiNOW positions itself as a trustee offering tailored consulting services to companies to overcome complex tax and entrepreneurial challenges.

Finpromotion Société de Promotion Financière SA 

Lugano · Since 1972

Finpromotion Société de Promotion Financière SA is a wealth management and financial advisory firm that provides portfolio management, advisory and financial engineering services, multi‑family office support and wealth planning.

fintaxa GmbH 

Niederteufen · Since 2020

The core activity of fintaxa GmbH is the provision of fiduciary services and consulting in the following areas: * Tax consulting (taxes, tax returns, value-added tax, real estate gain tax) * Financial planning (liquidity planning, investment planning) * Company formation * Financial accounting (accounts receivable/accounts payable) * Personnel administration * Annual financial statements Thus, the company offers comprehensive services in the areas of finance, taxes, and accounting, and supports customers in managing their financial affairs.

Fintrex AG 

Galgenen · Since 2015

The core activity of Fintrex AG is the comprehensive consulting of Swiss SMEs (Small and Medium-sized Enterprises) in the areas of trust, accounting, taxes and human resources.

Firstcaution SA 

Nyon · Since 2008

Firstcaution SA is a FINMA-authorised insurance company specialising in rental guarantees. It issues rental guarantees for residential and commercial leases, offers flexible alternatives to bank security deposits including provisional certificates, and provides services related to bank-deposit recovery for tenants and property professionals.

FISA Finanzierungen AG 

Wilderswil · Since 2016

The core activity of FISA Finanzierungen AG is the brokerage of financing solutions for private and commercial customers, particularly in the area of object financing for heating systems, mortgages and corporate loans. The company offers individually tailored financing models supported by several banks and advises customers in selecting the best solution for their needs.