Finance & Insurance

RCAP Commodities AG 

Winterthur · Since 2022

The company's core activity is financial consulting and wealth management for private clients. The focus is on developing long-term investment strategies, particularly in the area of stocks and bonds, as well as supporting the implementation of these strategies. The advisor offers training and consulting services to support clients in selecting suitable financial instruments and managing their assets.

Sammelstiftung Flumroc AG, Flums 

Flums · Since 1975

Sammelstiftung Flumroc AG, Flums manufactures stone wool insulation boards and supplies products for thermal insulation, acoustic insulation and fire protection. The company produces stone wool using Swiss rock and recycled production material and provides technical consulting, recycling and custom-cutting services.

Simply Conseils SA 

Yverdon-Les-Bains · Since 2014

The core activity of Simply Conseils SA is the consulting and brokerage of insurance solutions for private individuals and companies. The company offers a wide range of insurance services, including: * Consulting and brokerage of insurance solutions for businesses (commercial insurance, accident insurance, loss of earnings due to illness, LPP/2nd pillar insurance, legal protection for businesses, cyber insurance, fleet insurance, transport insurance) * Consulting and brokerage of insurance solutions for private individuals * Risk analysis and solution development * Ongoing and personalized customer support The company works with leading insurance companies to offer its customers the best solutions.

Sterki Bau Holding AG 

Solothurn · Since 2010

Sterki Bau Holding AG is a construction company performing building and civil engineering works for residential, commercial and public projects. Services listed on the website include renovations, civil-engineering (groundworks) and post-construction customer service, and a catalogue of reference projects is provided.

Technologies of Understanding AG 

Rotkreuz · Since 2021

Technologies of Understanding AG provides AI-powered software for video and document translation, subtitling and dubbing, and offers text-to-speech and related services.

Truvag AG 

Sursee · Since 1961

Truvag AG provides fiduciary, real estate and audit services. Its offerings include accounting, tax and legal advisory, business consulting and auditing, as well as property marketing, property management, valuation and construction project management.

Truvag Revisions AG 

Kriens · Since 2006

Truvag Revisions AG provides fiduciary, real-estate and audit services. Its offerings include accounting, tax and legal advice, business consulting and statutory audits, as well as real-estate services such as marketing, property management, valuation and construction project management.

Truvag Revisions AG 

Sursee · Since 1992

Truvag Revisions AG provides fiduciary services including accounting, tax and legal advice, payroll administration and business consulting. The firm also performs statutory auditing and offers real estate services such as brokerage, property management, valuation and construction management.

Urex AG 

Hochfelden · Since 1997

The core activity of Urex AG is the provision of services in the field of finance and accounting, including tax consulting, accounting, financial reporting and controlling. In addition, the company also offers training and consulting in these areas, particularly in the context of apprenticeships and professional training. Furthermore, the company is active in combating economic crime.

VISIONAPARTMENTS Holding AG 

Lucerne · Since 2019

VISIONAPARTMENTS Holding AG provides fully furnished serviced apartments for short- and long-term stays and operates an online booking platform for these accommodations. Offerings include equipped apartments with guest services such as regular housekeeping, self check‑in and local support.

VISION World Holding AG 

Zug · Since 2023

VISION World Holding AG offers fully furnished serviced apartments for short- and long-term stays and related hospitality services. Offerings include design-oriented apartments, self check-in, weekly housekeeping, high-speed internet, local guest support and an in-house IT platform for bookings and property management.

VRP Holding SA 

Boussens · Since 2019

VRP Holding SA is a construction machinery sales and service company offering new and used machines and importing brands such as CASE, KAISER and Dumpers. The company provides after‑sales services including multi‑brand repairs, maintenance contracts and warranties, hydraulic cylinder manufacturing and overhaul, mobile hydraulic support and rail/road machine solutions.

Wettstein & Partner Treuhand AG 

Jona · Since 2002

The core activity of Wettstein & Partner Treuhand AG encompasses the areas of accounting, tax consulting, auditing and business consulting. The company offers services such as business valuation, tax planning, tax representation, auditing and business consulting to support customers in fulfilling legal requirements and ensuring quality, transparency and trust.

Plutos Solutions AG 

Safenwil · Since 2022

Zofingen Treuhand AG 

Zofingen · Since 2022

Zofingen Treuhand AG provides digital fiduciary services for SMEs, including bookkeeping, payroll administration, tax advisory and annual financial statements. Services also cover company formation support, real estate management, capital gains tax advice and independent pension planning, with a single point of contact and cloud-based client access.

ABS-3 Stiftung 3. Säule der Alternativen Bank Schweiz AG 

Olten 1 Fächer · Since 1991

ABS-3 Stiftung 3. Säule der Alternativen Bank Schweiz AG administers bound third-pillar (3a) pension accounts for private retirement savings, allowing tax-advantaged contributions and withdrawals in legally defined cases. The foundation also offers a pension fund investment option (Swisscanto BVG 3) and publishes account agreements, fee schedules and withdrawal forms on its website.

Across Advisory AG 

Baar · Since 2000

Across Advisory AG provides corporate and financial advisory services to entrepreneurs and private clients, focusing on financing, finance and accounting, succession planning including M&A, and tax advisory and structuring.

allSafety AG 

Allschwil · Since 2020

The core activity of allSafety AG is the brokerage and consulting of insurance policies. The company acts as an insurance broker and provides individual support and consulting services to customers in the Northwestern Switzerland region.

Alternative Bank Schweiz AG 

Olten · Since 1990

Alternative Bank Schweiz AG is a bank with a social and ecological focus that invests clients' funds long-term in social and environmental projects and enterprises. It provides retail, corporate and nonprofit clients with standard banking services—accounts, investment services, mortgages and loans—and publishes its loans to show how deposited funds are used.

Blum Immobilien Treuhand GmbH 

Winterthur · Since 2006

The core activity of Blum Immobilien Treuhand is the investment, management and rental of real estate, particularly residential, office and commercial properties, in Switzerland. The company manages its properties on a long-term and sustainable basis, with the aim of promoting a good quality of life and living for its tenants.

Brokers Union AG 

Reinach Bl · Since 2012

The core activity of Brokers Union AG is insurance brokerage, i.e. the mediation and support of insurance policies for private and corporate clients, both nationally and internationally. The company offers comprehensive services in the field of insurance management, including the search for the best possible solutions for customers, the support of international insurance programs and cooperation with local brokers.

Carletto Management AG 

Brunnen · Since 2001

The core activity of Carletto AG is the distribution and development of brand-centric toys in Europe. As a distributor and dialogue partner, they support companies across Europe in the development and implementation of effective brand and sales strategies, particularly in the areas of toys, arts & crafts, dolls, games and traditional toys.

CDC Dietrich GmbH 

Zurich · Since 2018

The core activity of CDC Dietrich GmbH is neutral all-financial consulting for private individuals in the areas of: National tax law, Social insurance and pension planning, Financial investments and real estate, Marriage and inheritance law, Succession planning, and Business start-ups. The company provides individual consulting and accompanies customers in the optimal use of their financial resources. It works independently of product sales and focuses on customer benefits. Additionally, the company offers board of directors and accounting services.

Clientis Bank Oberuzwil AG 

Oberuzwil · Since 1965

The company's core activity is the provision of banking services, including mortgages, loans, accounts, cards, investment and pension products, as well as e-banking and mobile banking. The company offers these services to both private and corporate clients.

CMO Cassa Malati Online Sagl 

Lugano · Since 2022

The company Cassa Malati Online provides services in the field of health insurance. The core activity consists of supporting customers in managing their health insurance, including processing claims, checking refunds, and communicating with insurance companies. The company also offers consulting and support in selecting and managing health insurance.

COLOS SA 

Evionnaz · Since 2024

The core activity of Colos SA is the provision of insurance services, including health insurance, life insurance, legal protection insurance, property insurance, and travel insurance. The company offers personalized consulting and thorough needs analysis to develop individual solutions for customers and provide comprehensive insurance coverage.

Dosteba Holding AG 

Bachenbülach · Since 2013

Dosteba Holding AG supplies products and components for building and facade applications, including mounting elements and solutions for base, window and roof areas, concrete elements, insulation boards and tools.

DusSteinmann Holding AG 

Ettiswil · Since 2017

DusSteinmann Holding AG provides transport and logistics services, including general cargo, crane, tipper and tractor‑unit transports, as well as warehousing and order‑picking. The website states nationwide distribution using EURO 6 vehicles and a mixed fleet for different transport needs.

DYN Advantage Sàrl 

Lausanne · Since 2019

DYN Assure SA 

Echichens · Since 2006

DYN Assure SA provides insurance and risk-management services for individuals and businesses. Its services include risk analysis, policy tenders and comparisons, contract administration and claims handling.

DYN Audit SA 

Lausanne · Since 2021

DYN Audit SA performs limited and ordinary statutory audits as well as special verifications and attestations of financial statements. DYN Audit SA holds accreditation as an Expert‑Auditor granted by the Autorité fédérale de surveillance en matière de révision (ASR) and carries out audit engagements in accordance with Swiss and international standards.

DYN Holding SA 

Lausanne · Since 2021

DYN Holding SA is the parent company of the DYN|GROUP and brings together entities that provide fiduciary and business services, including accounting, audit, taxation, insurance, advisory and digital back‑office solutions.

DYN Tax SA 

Plan-Les-Ouates · Since 2025

DYN Tax SA provides specialised tax advisory and compliance services for companies, shareholders and private individuals. Its offerings include strategic tax structuring, tax reporting and compliance (direct and indirect taxes, including VAT) and representation before Swiss tax authorities.

DYN SA 

Lausanne · Since 2015

DYN SA provides fiduciary services including accounting, taxation, limited audit, insurance and advisory services, and supports digitalisation and back‑office automation projects. It serves individuals and businesses across sectors such as property, industry, commerce, hospitality and sport/culture/education, is a member of Fiduciaire|Suisse and uses data hosting in Europe.

EUROLANDIA SA 

Ponte Tresa · Since 1999

The core activity of Eurolandia SA is the provision of services in the field of currency exchange (Cambio Valuta) and the granting of private loans (Credito privato). The company offers currency exchange for various currencies and provides private loans to individuals working in Switzerland. Additionally, Eurolandia SA also offers special loans for cross-border commuters (Frontalieri) with a G-permit.

Fidell Fiduciaire SA 

Les Geneveys-Sur-Coffrane · Since 2007

The core activity of Fidell Fiduciaire SA is the provision of services in the field of corporate management and administration, including: accounting and financial management (general accounting, payroll management, VAT returns), tax consulting and planning (taxation, tax returns, tax optimization), insurance consulting and brokerage (insurance, choice of insurance, insurance advice), personnel management and administration (human resources, human resource management), and general management and administration (business management, domiciliation, correspondence management). The company also offers specialized services such as planning and implementation of financial projects, company formation, and takeover of existing companies.

Fondation de prévoyance en faveur du personnel rentier AI des Foyers et Ateliers St-Hubert 

Sion · Since 1989

Founderful AG 

Zurich · Since 2016

Founderful AG is a venture capital investor that leads first financing rounds for technology‑oriented startups and provides strategic and operational support to founder teams.

FRAGA Fiduciaire Sàrl 

Geneva · Since 2020

The core activity of Fragafiduciaire is the provision of services in the fields of auditing, tax consulting and business consulting. Specifically, this includes: Accounting (accounting and financial management), Payroll & social insurance (payroll and social security), Taxation (tax consulting and planning), Consulting (business consulting and strategy), Training (further education and training), Alternative investments (alternative investments and asset management), and Legal (legal consulting and services). The company thus offers a wide range of services for companies and individuals to support their financial and legal concerns.

Früchte Bamert Holding AG 

Tuggen · Since 2009

Früchte Bamert Holding AG supplies fresh fruit, vegetables, salads, herbs, and prepared and frozen products. The company serves gastronomy customers, retailers and wholesalers and manages import trade via the Zurich wholesale market.

Fuhrer Treuhand AG 

Stans · Since 1995

Fuhrer Treuhand AG provides fiduciary services, statutory and voluntary audits, accounting and tax advisory services for corporate and private clients. The firm also offers business consulting (including succession advice), digital client portal solutions and works with online business software such as AbaWeb, Abaninja and Bexio.

Galenica Finanz AG 

Bern · Since 2017

Guyan + Co. AG 

Davos Platz · Since 2015

The core activity of Guyan + Co. AG is the provision of real estate services, particularly in the areas of rental, sales, management and consulting of real estate properties.

Handeys GmbH 

Baden · Since 2000

The company's core activity is the brokerage of financial services, in particular credit comparisons, insurance and private credit solutions, as well as the provision of financing options for private individuals and companies. The company works with partners such as banks, fund providers, property insurers, asset managers and health insurance companies to offer tailored solutions to its customers.

Immobilum AG 

Steinhausen · Since 2007

The core activity of Immobilum AG is the brokerage and management of real estate, including the rental and sale of properties, as well as the provision of trust services.

JAVE Consulting GmbH 

Buchs Ag · Since 2000

JAVE Consulting GmbH provides fiduciary and advisory services including bookkeeping, payroll, social insurance matters and monthly, quarterly and annual financial statements. It also performs tax and VAT filings and offers property management and business consultancy services such as company formation and strategic planning.

MLT Holding AG 

Wettingen · Since 2014

MLT Holding AG provides technical LED lighting solutions for electrical professionals, offering consultancy, lighting planning, in-house production and services such as luminaire retrofitting, custom LED products and Casambi control systems.

Nicoletti GmbH 

Wohlen Ag · Since 1999

Nicoletti GmbH provides plastering and painting services, including interior and exterior renders, drywall and suspended ceilings, seamless surface systems, decorative finishes, facade insulation and fire protection.

Personalfürsorgestiftung der HakaGerodur AG 

Gossau Sg · Since 1961

Personalvorsorgestiftung der AG für Fruchthandel 

Münchenstein · Since 2009