Finance & Insurance

Avadis Finanzpartner AG 

Aarau · Since 2002

The core activity of Dörig & Partner AG is the provision of financial services, particularly in the areas of financial planning, pension planning, tax planning and succession planning for small and medium-sized enterprises (SMEs) and their owners. The company offers consulting, planning and implementation of financial strategies, pension concepts and tax solutions to enable customers to achieve an optimal financial situation.

easycredit AG 

Winterthur · Since 2007

The core business of easycredit AG is the granting of private loans, in particular consumer loans, small loans and car loans, to private customers in Switzerland. The company offers individually tailored credit solutions and supports customers in financing their personal goals.

Eyer Treuhand & Handels GmbH 

Since 2015

Faul Erlach Boaters World AG 

Erlach · Since 2004

Faul Erlach Boaters World AG is a boatyard providing sales, rental and maintenance services for rowing, sailing and motor boats. Services include new and used boat and engine sales, repair and service work with inspection preparation, berths and winter storage, and a marina fuel station (unleaded 95 and diesel).

Ferax Treuhand AG 

Zurich · Since 1989

The company provides services in the area of personal care and consulting for private individuals, particularly in the fields of finance, asset management and security. The core activity consists of long-term, personal care of customers by a fixed contact person, in order to simplify their lives and offer security.

Fiduciaire Carruzzo 

Martigny · Since 2023

The core activity of Fiduciaire Carruzzo is the provision of services in the fields of auditing, tax consulting and accounting for companies and private individuals. This includes in particular: accounting and financial reporting, tax consulting and declarations, payroll accounting and personnel management, social insurance and accident insurance management, and consulting on corporate governance and organization. The company thus offers comprehensive services in the field of finance and accounting for companies and private individuals.

Fiduciaire Daniel Jaggi S.A. 

Neuchâtel · Since 1977

The core activity of Fiduciaire D. Jaggi SA encompasses three main areas: 1. **Property Management (Gérance)**: The company provides services in the field of property management, including the management of studios, apartments, garages, and parking spaces. 2. **Tax and Accounting (Impôts et Comptabilité)**: Fiduciaire D. Jaggi SA also offers services in the field of tax and accounting consulting, including the preparation of tax returns and the management of accounting records. 3. **Real Estate Sales (VENTES)**: The company is also active in the field of real estate sales and offers studios, apartments, and other properties for sale.

FIDUCIAIRE JAQUES SA 

Ste-Croix · Since 1990

The core activity of Fiduciaire Jaques SA encompasses three main areas: 1. **Accounting**: The company provides accounting services, including the preparation of financial reports, tax returns, and other accounting tasks. 2. **Brokerage (Real Estate Agency)**: Fiduciaire Jaques SA brokers real estate, including apartments, houses, plots of land, and commercial properties. The company supports both buyers and sellers in their search and sale of real estate. 3. **Property Management**: The company offers property management services, including the management of rental agreements, the preparation of rental contracts, and the conduct of inventory lists. Overall, the core activity of Fiduciaire Jaques SA is a combination of accounting, real estate brokerage, and property management.

FinanceRock GmbH 

Cham · Since 2023

The core activity of Financerock encompasses three main areas: 1. **Independent Insurance Solutions**: Financerock offers individual insurance solutions in collaboration with renowned Swiss insurance companies. 2. **Financial Planning**: The company supports clients in planning their financial goals, including retirement provision and guidance throughout the pension process. 3. **Trust and Accounting Services**: Financerock provides trust and accounting services, including tax return preparation and accounting customer support. Overall, Financerock offers comprehensive financial services aimed at supporting clients in managing their finances, insurance, and pensions.

Fürsorgefond der Freiämter Mosterei Muri 

Muri Ag · Since 1943

Fürsorgefonds Ernst & Co, Inh. Geiger & Bauknecht 

Küsnacht Zh · Since 1941

Gate-Swiss Maklerservice GmbH 

Kirchberg Be · Since 2006

The core activity of Gate-Swiss Maklerservice GmbH is the brokerage of insurance policies and the provision of services in the area of pension planning. The company works as an independent insurance broker with various insurance companies to offer customers individual solutions for their insurance and pension needs.

GESTIFIN SA 

Payerne · Since 1977

The core activity of Gestifin SA is to provide services in the field of financial and administrative consulting, specifically: debt management, tax returns and consulting, budgeting and financial planning, administrative support following a death, and administrative consulting and support for individuals with administrative difficulties. The company thus offers a comprehensive range of services to support private individuals in managing financial and administrative challenges.

Goldberg Capital Partners AG 

Zurich · Since 2014

The core activity of Goldberg Capital Partners AG is the provision of financial services, particularly in the areas of wealth management, asset management and private debt management. The company offers its clients individually tailored advisory and management services to achieve their financial goals and risk profiles. This includes the development of investment strategies, the placement of financial instruments and support in finding solutions to complex financial problems.

GPC Gérance PPE Courtage SA 

Peseux · Since 1982

The company's core activity is real estate management (Gérance immobilière), including the management of rental properties, the management of condominiums, the brokerage of real estate purchases and sales, as well as the management of real estate portfolios for private individuals and companies.

Greubel Forsey Holding SA 

La Chaux-De-Fonds · Since 2012

Greubel Forsey Holding SA is a watchmaking company that designs and manufactures mechanical timepieces assembled and finished by hand. It develops patented technical inventions, presents distinct collections and distributes watches through boutiques and selected retail partners, with direct customer support via a concierge service.

Greub Holding SA 

La Chaux-De-Fonds · Since 2012

Greub Holding SA sells new and used industrial machines and provides related services such as preventive maintenance, overhauls and retrofit. Its offerings include conventional and CNC machine tools, presses, accessories and a large stock of used machines.

Gysi+Berglas Holding AG 

Baar · Since 2022

Gysi+Berglas Holding AG designs, manufactures and installs customised greenhouse systems and associated technical equipment, and provides project planning, commissioning and maintenance services. The company supplies sales, production and research greenhouses, climate control and automation systems, special structures, and energy and software solutions.

HAAS Treuhand AG 

Jona · Since 1997

The core activity of HAAS Treuhand AG encompasses the provision of fiduciary services, particularly in the areas of: * Tax and legal consulting for natural and legal persons * Administration and brokerage of real estate * Accounting and payroll accounting * Corporate and company consulting The company offers comprehensive services in these areas, ranging from consulting and support to control and settlement of accounting, fiscal and asset-related matters.

Hasenfratz + Strebel Holding GmbH 

Langenthal · Since 2017

Hürzeler Holzbau Holding AG 

Magden · Since 2016

Hürzeler Holzbau Holding AG is a family-owned company specializing in timber element construction, energetic building refurbishments, interior and conversion carpentry/joinery services, and photovoltaic solutions.

IE Engineering Group AG 

Zurich · Since 1998

IE Engineering Group AG is a company for industrial construction that provides integrated planning and delivery of production and industrial buildings. Its services include development, production engineering, operations and building planning, architecture and construction realization as a general contractor, with supporting concepts for logistics, hygiene/cleanrooms, digitalization, energy and ventilation.

IMEDCO Holding AG 

Hägendorf · Since 2023

IMEDCO Holding AG develops and manufactures shielding products for medical equipment and treatment rooms, including radio-frequency (RF) and magnetic shielding and magnetically shielded rooms. Products include RF enclosures, SilentSHIELD™, quench pipes and ambient solutions, and the company provides project services such as consulting, design, engineering, manufacturing, installation, site surveys and acceptance testing.

Investera Capital AG 

Zurich · Since 2019

Investera Capital AG provides tailored investment and advisory services for ultra-high-net-worth families, including active portfolio and risk management, access to Swiss custodian banks, direct private equity and real estate investments, and wealth transfer and administrative services. The firm is listed on its website as a licensed portfolio manager under FINMA and states membership in the Swiss Association of Wealth Managers (SAM) and Ombud Finance Switzerland (OFS).

IQ Plus Holding AG 

Winterthur · Since 1989

IQ Plus Holding AG provides temporary IT specialists and matches them with client projects to support flexible IT resource management. Typical assignment areas include project management/consulting, software development/testing, system engineering/administration, support/training, and SAP.

JAV Jauslin-Anker Verwaltungs AG 

Muttenz · Since 1967

JAV Jauslin-Anker Verwaltungs AG: The website jauslin.ag presents Jauslin Haustechnik AG, which provides planning, installation and maintenance of sanitary, heating, solar and photovoltaic systems, together with maintenance and related services such as boiler and roof work.

Kamber Treuhand AG 

Wattwil · Since 1993

Kamber Treuhand AG provides fiduciary and tax services for private individuals and corporate clients. Services include bookkeeping, VAT returns, annual financial statements, payroll, company formation and register changes, audit services, digitalization projects, outsourcing and property administration.

Kamber Treuhand AG 

Wil Sg · Since 2000

Kamber Treuhand AG provides fiduciary, accounting and tax services for private individuals and companies. Its services also include company formation and commercial-register changes, auditing, payroll, digitalisation, property management, financial planning and outsourcing.

KA-TE Holding AG 

Altendorf · Since 2001

KA-TE Holding AG provides remote-controlled robot systems for sewer rehabilitation. The company’s product range includes cutting robots, filler robots, the KA-TE shuttering system, system units and universal cameras, together with service and spare parts for pipeline repair.

KMU Finanz AG St. Gallen 

St. Gallen · Since 2004

KMU Finanz AG St. Gallen is an independent, 100% Swiss financial institution providing financial services for small and medium-sized enterprises. Its services include factoring (debtor management, debtor financing and credit protection), fiduciary/accounting services (bookkeeping, payroll, annual financial statements) and tax and inheritance advice.

KMU Finanzexperten AG 

Solothurn · Since 1997

KMU Finanzexperten AG provides factoring services, fiduciary (treuhand) services and tax and estate advisory. Factoring offerings include debtor administration, receivables financing and receivables protection, while fiduciary services cover accounting, payroll administration and preparation of annual financial statements.

Lang + Partner Finanzdienstleistungen GmbH 

Wollerau · Since 2023

The core activity of Lang + Partner is the independent consulting and brokerage of insurance solutions, particularly in the field of health insurance, for expats and locals in Switzerland. The company offers individual consulting and solutions tailored to the needs of its clients, including the selection of suitable insurance products and support in navigating the Swiss healthcare system.

LIEBHERR-INTERNATIONAL AG 

Bulle · Since 2023

LIEBHERR-INTERNATIONAL AG is a company of the Liebherr Group offering products and systems across multiple segments, including refrigeration appliances, construction and mining equipment, cranes, material-handling solutions, aerospace and transportation systems, and components. This summary is based on the group and product information published on the official website.

meinTrade GmbH 

Zug · Since 2014

The core activity of meinTrade is the online brokerage service, which enables customers to trade on various stock exchanges worldwide. The company offers a trading platform where customers can buy and sell stocks, options, futures, currencies, CFDs, ETFs, and other financial instruments. meinTrade positions itself as a Swiss online broker offering a wide range of tradable instruments, advanced trading platforms, and competitive prices.

Mellarius Treuhand AG 

Uster · Since 2004

The core activity of Mellarius Treuhand AG and Mellarius Immobilien AG encompasses a wide range of services, including: Financial and accounting services (e.g. accounting, annual financial statements, payroll accounting); Tax consulting (e.g. tax returns, tax planning, VAT declarations); Personnel administration; Corporate consulting (e.g. company formation, conversion, restructuring, succession planning); Inheritance and law (e.g. advice on inheritance law, last will and testament, advance care directive); Real estate (e.g. marketing and brokerage of real estate, management of rental properties, creation of rental agreements); Software (e.g. knowledge of various accounting products). The company thus offers a comprehensive range of services for companies and private individuals, focusing on the areas of finance, taxes, personnel, law and real estate.

Misapor Management AG 

Zizers · Since 2008

Misapor Management AG produces foam glass aggregate from recycled glass and supplies it as a construction material for thermal insulation, load-bearing lightweight fills, drainable backfills in landscaping, and various specialised applications. The company offers multiple product variants (e.g. MISAPOR Standard, Dynamic, bagged products) and provides services for planning, delivery and installation while operating a circular approach that enables material reuse.

Nascom Sàrl 

St-Sulpice Vd · Since 2015

Nascom Sàrl provides accounting, payroll, tax and administrative services, including HR management, support for company formation and financial advice for real estate. The firm uses digitalized accounting processes and an ERP-based platform for financial management.

NILO Holding AG 

Wettingen · Since 2021

NILO Holding AG is a carpentry and kitchen-construction company that handles planning and realisation of kitchens and custom joinery. Services include manufacture of cabinets, doors, furniture and partition systems as well as repair services for joinery and windows, with use of predominantly FSC‑certified solid wood.

OPTIMA SA 

Puidoux · Since 2018

OPTIMA SA is an insurance brokerage and advisory firm that provides insurance and financial solutions for private clients, businesses and real estate stakeholders. Services include motor, motorcycle, household, building, liability, life and health insurance, as well as commercial coverages such as professional liability, fleet, transport, cyber and construction insurance, plus mortgage and construction financing and legal protection.

Optimize Conseils Sàrl 

Plan-Les-Ouates · Since 2018

The core activity of Optimize Conseils is to provide services in the field of tax consulting, accounting, and financial planning for individuals and companies in the Geneva region. This includes in particular: * Tax consulting and planning * Accounting and financial management * Preparation of annual accounts and tax returns * Advice on setting up companies and registering with the commercial register * Management of wages and social security contributions * Planning of insurance and pension provision * Creation of business plans and corporate strategies The company offers its services in particular to: * Private individuals resident in Geneva * Frontaliers (cross-border commuters) * Companies of all sizes * Self-employed and freelancers The core activity of the company is therefore to provide comprehensive financial and tax services to individuals and companies in the Geneva region.

O.R.C. S.A. 

Porrentruy · Since 1999

The core activity of O.R.C. SA consists of debt collection and recovery, both in Switzerland and abroad. The company offers services such as reminding open invoices, pursuing payment defaults and enforcing claims, including legal action.

Paul Vaucher SA 

Crissier · Since 1976

Paul Vaucher SA provides building automation and home-automation systems, water treatment services, and energy metering and billing solutions. Its regulation activities cover controls for heating, ventilation and air conditioning, while the energy division handles metering, monitoring and heating cost allocations.

Pay Solution Bringolf 

Beringen · Since 2013

The company's core activity is the development and provision of innovative payment solutions and trade infrastructures, particularly in the Point of Sale (POS) area. This includes the development of cash register software, the implementation of security technologies, the provision of mobile payment solutions, and the integration of merchandise management systems. The company also offers specialized equipment and services for trade, such as integrated cash register terminals, mobile terminals, and automated terminals.

Pensionskasse der Schweizerischen Epilepsie-Stiftung, Zürich 

Zurich · Since 1958

Pensionskasse der Schweizerischen Epilepsie-Stiftung, Zürich administers occupational pension coverage for employees of the foundation and affiliated entities and is operated as a partially autonomous pension institution under a contribution-based scheme. It provides benefits for retirement, disability and survivors and has gradually reduced external reinsurance to strengthen its independence.

Pensionskasse von Krankenversicherungs-Organisationen 

Solothurn · Since 1958

Personalfürsorgestiftung der Firma Walter Wettstein AG, Spezialunternehmung für Kältetechnik 

Gümligen · Since 1961

Personalfürsorgestiftung der Liebherr-Gesellschaften in der Schweiz 

Bulle · Since 1992

Personalfürsorgestiftung der Sprachheilschule St. Gallen 

St. Gallen · Since 1978

Personalvorsorgestiftung der AVD Goldach 

Goldach · Since 1942

Personalvorsorgestiftung der BearingPoint AG 

Zurich · Since 2003