Finance & Insurance

Advero GmbH 

Pfäffikon Sz · Since 2017

The core activity of Advero GmbH is the provision of financial services for private and corporate clients. Specifically, this includes: insurance consulting and support, pension consulting and analysis, investment consulting, financial consulting, mortgages, risk analysis and management, claims management, framework agreements, and occupational pension provision. The company thus offers a comprehensive range of financial services to support customers in planning and implementing their financial goals.

AD Verwaltung, Dzidic 

Basel · Since 2009

The core activity of AD-Verwaltung encompasses trust services in the areas of taxes, financial accounting, company formations, and insurance. Specifically, the company offers comprehensive tax consulting, accounting services, creation of graphical evaluations, company formation consulting and support, as well as insurance analysis and optimization.

AdVia Treuhand GmbH 

Maseltrangen · Since 2011

Advice2 AG 

Schindellegi · Since 2008

The company's core activity is the independent brokerage of insurance solutions for private individuals, commercial and industrial enterprises, as well as specific customer groups, including risk management and claims settlement.

Advice Online AG 

St. Gallen · Since 2013

The company Advice Online offers a digital platform for asset managers and banks, enabling them to efficiently and simply serve their clients and meet regulatory requirements. The core activity of the company consists of developing and operating a Software-as-a-Service solution that includes the following functions: customer relationship management (CRM), portfolio management, investment and financing proposals, risk profile and investor profile creation, account reviews and statements, simulations and visualizations, and journaling and audit trails. The solution is specifically designed to meet the FIDLEG behavioral rules (Financial Services Act) and provides a simple and cost-effective way for asset managers and banks to digitally serve their clients and meet regulatory requirements.

AdviQ Group GmbH 

Dübendorf · Since 2021

The core activity of AdviQ Group GmbH is financial planning and consulting for private individuals and companies. They offer individual strategies and solutions in the areas of investments, pension planning and insurance to help their clients make informed financial decisions and create long-term security and perspectives.

Advise Treuhand AG 

Meilen · Since 2001

Advise Treuhand AG is a fiduciary and auditing firm offering bookkeeping, payroll, controlling and limited audits, together with tax and legal advisory services. Additional offerings include pension, succession and organisational consulting.

Advise Treuhand & Beratung GmbH 

Meilen · Since 2007

Advise Treuhand & Beratung GmbH provides fiduciary and advisory services, including accounting, payroll, controlling, tax and legal advice, and auditing for SMEs, start-ups and private clients.

Advisis Group GmbH 

Bern · Since 2021

Advisis Group GmbH provides consulting and event-organisation services for the healthcare sector, including marketing and sales concepts, market-access projects, and the planning and delivery of medical continuing-education events. Services include programme development with scientific boards, speaker recruitment, accreditation, participant management, contract handling and quality assurance.

Advisor Swiss Insurance (ASI) SA 

Nyon · Since 2014

Advisor Swiss Insurance (ASI) SA provides insurance programs and services for private and corporate customers, including coverage for medical and paramedical professionals, legal protection, international student health insurance, and commercial products such as motor, property, liability, cyber and occupational pension solutions.