Finance & Insurance

Büro Barbara Bilstein 

Stein Ag · Since 2007

The company's core activity is the preparation of tax returns, particularly for expatriates.

Businesspoint GmbH 

Uster · Since 2005

The core activity of Businesspoint GmbH is the provision of services in the areas of trust, corporate consulting and administration, including: accounting and financial statements, tax consulting and tax returns, corporate consulting, liquidity planning and budgeting, business planning, real estate management and brokerage, insurance consulting and brokerage, office services, including telephone and secretarial services as well as translations. The company thus offers a comprehensive range of services for companies and private individuals in the areas of finance, taxes, law and administration.

BWM AG 

Wilen B. Wollerau · Since 2007

BWM AG is an asset manager focused on value investing that offers collective investment products and portfolio management services. The firm manages the Classic mutual funds (e.g. Classic Global Equity Fund, Classic Value Equity Funds) and provides fund management and related investment services.

Cabinet Conseils CV Sàrl 

Etagnières · Since 2015

The company is an independent insurance broker offering a wide range of insurance services, including: mortgages, private insurance, corporate and self-employed insurance, expatriate insurance, life insurance, Swiss and international health insurance, payroll and accounting services, and property management. The company works with various Swiss insurance companies to provide tailored solutions for its clients.

CAS Gruppe AG 

Kriens · Since 2015

CAS Gruppe AG provides integrated services across the building and real estate lifecycle, including project development, architectural design, construction economics and realization with cost control and project management. Services cover urban and site studies, competitions, planning (including BIM) and construction supervision with schedule and cost management.

CGA Conseils et Gestion en Assurances SA 

Geneva · Since 1995

CGA is an insurance broker specializing in the placement of insurance policies for companies, real estate and pension funds. The company's core activity is to offer its customers a global service in the areas of insurance consulting and management, in order to help them manage their risks and achieve their goals.

CG Car-Garantie Versicherungs-Aktiengesellschaft, Freiburg i. Br., Zweigniederlassung Therwil 

Therwil · Since 2001

CG Car-Garantie Versicherungs-Aktiengesellschaft, Freiburg i. Br., Zweigniederlassung Therwil is an insurance company providing vehicle warranty products and related services for dealers, repair shops and vehicle owners. Its services include warranty products for new and used vehicles and motorcycles, claims processing and partner support.

CGS Management AG 

Pfäffikon Sz · Since 2000

CGS Management AG is an independent investment firm focused on industrial buy-and-build strategies for small and mid-sized companies. It invests in selected European markets and sectors such as automation, construction suppliers, electronics, plastics, machinery and instrumentation, and supports portfolio companies with integration, process and operational optimisation and international expansion.

Constance Grimaud SA 

Locarno · Since 2000

The company offers services in the areas of financial consulting, legal consulting and corporate management, particularly for international companies and private individuals. The core activities include: company formation and structuring, legal and tax consulting, accounting, financial management and payroll management, risk management and corporate finance, trust and foundation administration, residence and tax consulting, legal consulting for art and blockchain projects, and escrow services. The company positions itself as a full-service provider for international companies and private individuals who need to resolve complex financial and legal issues.

Consultinform Holding AG 

Zurich · Since 2014

Consultinform Holding AG is an IT service provider and business software vendor focused on project-oriented organisations. Its offerings include in-house solutions such as the Project Account ERP and the PLEAN business application, Microsoft Dynamics 365 (CRM), Microsoft 365 services, plus consultancy, implementation, training and support.

ConX Holding AG 

Lucerne · Since 2018

ConX Holding AG develops custom software solutions and builds websites, web applications, customer portals and mobile apps. The company provides consulting for digitalizing business processes and offers the Confinity content management system for centralized content and configuration management.

Creative Consulting GmbH 

Dietwil · Since 2016

The core activity of Creative Consulting GmbH is tax consulting and planning, including the preparation of tax returns, tax optimization, review of tax assessments and invoices, as well as representation before tax authorities.

Curia AG 

Chur · Since 1956

Curia AG is a firm for business consulting and auditing. It provides fiduciary and tax advisory services, accounting, statutory and special audits, internal control systems (ICS), outsourcing and interim management, corporate valuation, restructuring and project-based advisory for companies, municipalities, hospitals, the hospitality sector and non-profit organisations.

CVM Services SARL 

Vernier · Since 2001

The core activity of CVM Services Sàrl is the provision of financial management services, specifically: Accounting (accounting and financial reporting), Taxation (tax consulting and planning), and Administration (company formation, management and consulting). The company positions itself as a "Fiduciaire de proximité" (local trustee) and offers its clients individual advice and support in financial and administrative matters.

CV Treuhand AG 

Solothurn · Since 2003

CV Treuhand AG provides bookkeeping, tax advisory, payroll administration, corporate consulting and audit services. The firm is registered with the Swiss audit supervisory authority as a licensed audit expert and carries out statutory and limited audits. CV Treuhand AG also offers web‑based eCV Treuhand solutions for financial administration.

DACHCOM Holding AG 

St. Gallen · Since 2006

DACHCOM Holding AG is an advertising and digital agency that provides brand communication, strategy, design, motion/video content, digital solutions, online marketing and social media services.

DAXA Pianificazione Finanziaria SA 

Mendrisio · Since 1999

The core activity of DAXA Pianificazione Finanziaria Globale SA is the provision of financial services, particularly in the areas of: Financial Planning, Pensions and Retirement Planning, Investments, Trust Services, and Brokerage Services for Insurance and Banking. The company offers consulting and services to private individuals and companies in these areas, working in partnership with partners from the financial and insurance sectors.

DECOM Switzerland AG 

Sursee · Since 2017

The core activity of DECOM Switzerland AG is asset management, particularly in the field of cryptocurrencies. The company offers various investment strategies to customers to invest and manage their assets in digital assets such as cryptocurrencies.

Dentakont AG 

Wohlen Ag · Since 1982

Dentakont AG is a factoring provider for dentists and dental laboratories, handling invoicing, payment processing and receivables management. Its modular services include billing and patient-account management (Invoice), debt collection (Invoice plus), fee pre-financing (Liquidity), loss-protection (Cover), outsourcing services and electronic interfaces to common practice software.

DIGITALPARTNER TREUHAND AG 

Bad Ragaz · Since 2021

The core activity of Digitalpartner Treuhand AG is the provision of trust services, particularly in the areas of: * Accounting * Tax consulting (including tax planning, tax optimization, tax rulings and representation before tax authorities) * Payroll * Auditing * Legal consulting * Business succession * Digitalization The company offers these services primarily to companies, start-ups and private individuals, aiming to efficiently achieve their financial, tax and business goals.

Divino Treuhand GmbH 

Toffen · Since 2021

The core activity of Divino Treuhand GmbH is the provision of trust services, particularly in accounting and tax returns for small and medium-sized enterprises (SMEs) in Switzerland.

Duemila Sagl 

Ascona · Since 1998

Duemila Sagl is an insurance brokerage firm that advises and supports both private individuals and companies. The company's core activity includes the brokerage and management of insurance policies, risk management, and the provision of insurance solutions for various needs, including liability, property and personal damage.

Dürrenberger Holding AG 

Basel · Since 2002

Dürrenberger Holding AG provides painting and coating services and project-related work for private and commercial clients, including façade renovation, specialist coatings, acoustic solutions and customer plastering.

Egger Holding AG Frutigen 

Frutigen · Since 2010

Egger Holding AG Frutigen is a provider of print, dialog and digital communication services. Its services include printing, finishing, mailings and logistics, dialog and agency services (consulting, marketing, personalization) and digital solutions such as portals, newsletters, websites, data and editorial systems, with production options using FSC paper and climate-neutral production on request.

Eigl Holding AG 

Grosshöchstetten · Since 2011

Eigl Holding AG is a precision manufacturing company specialising in CNC turning, CNC milling, grinding and laser marking. It manufactures complex components for sectors such as pump technology, defence, aerospace, electrical engineering, vehicle engineering and medical technology.

Enz Group AG 

Giswil · Since 2014

Enz Group AG combines expertise in landscaping, garden maintenance, planning and civil engineering. The company also provides real estate services and manages overall projects for new builds, renovations and small construction works.

FCAG Fiduciaire, Goy Charles-Antonin 

Lausanne · Since 2010

The core activity of FCAG Fiduciaire is to provide services in the fields of auditing, tax consulting and corporate management. Specifically, this includes: accounting and financial reporting, tax consulting and planning, administrative and organizational services, as well as tax returns and payments. The company thus offers comprehensive services to companies and individuals in the areas of finance, taxes and administration.

Fehr Egli Partner AG 

Schaffhausen · Since 1993

The core activity of Fehr Egli Partner AG is the brokerage and consulting of insurance services. They provide their customers with easy access to complex insurance issues and ensure seamless protection at the best possible conditions.

Felix Transport Holding AG 

Zwingen · Since 2006

Felix Transport Holding AG provides transport and logistics services, including general cargo and full-load road transport as well as specialist transports such as pharma, temperature-controlled, exhibition and crane transports. The company also offers warehousing and goods-handling services, operates a vehicle wash and a hazardous-substances/hazardous-goods storage facility, and is certified to ISO 9001:2015.

fenix Consulting GmbH 

Glattpark (Opfikon) · Since 2005

The company offers services in the areas of insurance, financing, real estate, accounting, and trust. The core activities include: insurance consulting and brokerage, financing consulting and brokerage (loans, mortgages), real estate consulting and brokerage, accounting and business management analysis, and trust services (company formation, tax planning, tax optimization). The company positions itself as a full-service provider for businesses and private individuals, taking over all administrative tasks so that customers can focus on their core business.

FFJ Favre Fiscal et Juridique SA 

Lausanne · Since 2021

FFJ Favre Fiscal et Juridique SA provides tax and legal services to individuals and companies to address complex issues. The firm collaborates closely with Fiduciaire Michel Favre SA and Fiduciaire Favre Révision SA.

Fidawa Sàrl 

Geneva · Since 2016

The core activity of FIDAWA Sàrl is to provide services in the field of financial and accounting management, specifically: accounting for individuals, companies and organizations; tax consulting and VAT; human resources management and payroll processing; preparation of tax returns and other financial documents; and family office services (management of wealth and finances for private individuals). The company thus offers comprehensive services in the field of financial management and consulting.

Fid Express Sàrl 

Cheseaux-Sur-Lausanne · Since 2017

The core activity of Fid Express is to provide services in the areas of tax returns, company formation, business management and insurance for small and medium-sized enterprises (SMEs).

FIDO CONSULT REVISIONI SA 

Grono · Since 2008

FIDO CONSULT REVISIONI SA provides fiduciary, auditing and business advisory services, including accounting and administrative services as well as real estate and tax consultancy.

FIDRO GmbH 

Lachen Sz · Since 2022

The core activity of FIDRO GmbH is the independent and neutral consulting and brokerage of financial services, including asset management, asset accumulation, cryptocurrencies, structured products, life planning, health care, retirement planning, insurance and home ownership. The company offers individual solutions for private and business customers and supports them in planning and implementing their financial goals.

Fiduciaire du 1er Mars SA 

Neuchâtel · Since 2007

Fiduciaire du 1er Mars SA provides accounting, tax and property-management services as well as corporate administration and advisory support for companies, self-employed clients and private individuals. Services include bookkeeping and annual accounts, tax return preparation and VAT settlements, payroll administration, property management and assistance with company setup and administration.

Fiduciaire Favre Révision SA 

Lausanne · Since 2007

Fiduciaire Favre Révision SA performs statutory and limited audits and provides specialised audit services. Its licensed auditors work closely with the group's legal and tax specialists.

Fiduciaire Investissa Sàrl 

Geneva · Since 2020

Fiduciaire Investissa Sàrl provides fiduciary services including accounting, tax return preparation, company formation assistance and administrative management. Services also cover payroll processing, social‑insurance declarations and guidance on accounting software for businesses and individuals.

Fiduciaire Jérémie Lecoultre Sàrl 

Yverdon-Les-Bains · Since 2022

The core activity of Fiduciaire Jérémie Lecoultre Sàrl is the provision of services in the field of auditing and business consulting, particularly in the following areas: accounting and financial management, business management and administration, and taxation. The company offers these services specifically to small and medium-sized enterprises (SMEs) as well as to private individuals.

Fiduciaire Juan Gomez 

Valeyres-Sous-Rances · Since 1999

The core activity of Micronet Services Sàrl is the provision of fiduciary services, including: Tax planning and financial planning, Accounting, expertise and auditing, Advice to entrepreneurs, Management of your real estate assets. The company thus offers comprehensive services in the fields of financial and tax consulting, accounting and real estate management.

Fiduciaire Michel Favre SA 

Lausanne · Since 1983

Fiduciaire Michel Favre SA is a fiduciary firm offering fiduciary, tax and accounting services and advising companies on business law, audit and succession matters. Its services also include M&A and transmission support, outsourced CFO services, training and digitalization.

fiduciaire mobile sàrl 

Mossel · Since 2004

The company provides fiduciary services, particularly in the areas of: accounting, tax declaration, new business setup, and personnel management. It supports clients in setting up and running businesses, including creating business plans, accounting, tax declaration, and personnel administration.

Fiduciaria Boverat SA 

Chiasso · Since 1976

The core activity of Boverat SA is the provision of fiduciary and trust services, particularly in the areas of finance, accounting and administration. The company supports businesses and individuals in managing their finances, creating business plans and implementing solutions tailored to their specific needs. As an independent fiduciary office, it specializes in providing customized services to its clients.

finalution gmbh 

Rüegsauschachen · Since 2001

The core activity of finalution gmbh is the independent consulting and brokerage of insurance and pension solutions for companies, particularly in the area of occupational pension provision. This includes the analysis and optimization of insurance contracts, the conduct of tenders and offer comparisons, support in the settlement of claims and damage cases, as well as the creation of pension plans and pension planning.

Finanzierungsstiftung der Gruner 

Basel · Since 2012

FIREGROUP HOLDING AG 

Wollerau · Since 2013

FIREGROUP HOLDING AG is a digital agency providing strategy and UX, web and e‑commerce development, apps and portals, and digital marketing services. The company presents a full‑service offering including research and prototyping, CMS and headless websites, B2B platform solutions and data‑driven marketing.

FISC-Center GmbH 

Biel/Bienne · Since 2002

The core activity of FISC-Center GmbH is wealth management, financial planning, pension and retirement planning, as well as legal advice and representation for individuals and SMEs.

Floating Life Holding SA 

Vacallo · Since 2020

Floating Life Holding SA provides yacht services including yacht management, charter, brokerage, new-build and refit project supervision, and technical surveys and consultancy for superyachts.

Fondation de libre passage de la Banque Cantonale du Jura SA 

Porrentruy · Since 1996

Fondation de prévoyance EPARGNE 3 de la Banque Cantonale du Jura SA 

Porrentruy · Since 1985