Finance & Insurance

Stiftung für Bally Familien- und Firmengeschichte 

Schönenwerd · Since 2000

The core activity of Ballyana is the preservation and presentation of the industrial history and heritage of the Bally family, particularly in the areas of shoe production, band manufacturing and textiles. The company operates an archive and exhibition, offers guided tours and collects objects, documents and memories of industrial history.

Patrick Evans, Certified Public Accountant GmbH 

Lenzburg · Since 2015

The core activity of Patrick Evans, Certified Public Accountant GmbH is the provision of services in the field of US tax consulting and planning, particularly for expats in Switzerland. This includes: Preparation and submission of US tax returns, Consulting and implementation of strategies to minimize tax liabilities, Support in complying with US tax regulations, including FATCA and FBAR requirements, Planning and consulting related to emigration from the US, Provision of individual tax planning and consulting services.

Vorsorgestiftung für das Personal der Woertz AG 

Muttenz · Since 1985

Wohlfahrtsfonds der Schmid Textilrewashing AG 

Suhr · Since 1985

Yapeal AG 

Zurich · Since 2018

The core activity of YAPEAL AG is the development and provision of digital financial solutions for companies, particularly in the areas of payment transaction services, identity verification (KYC) and account management. The company offers a platform that enables the integration of financial services into the customer journey and value chain of companies. Specific offerings include, among others: Digital identity verification (KYC), Transaction accounts with self-created or virtual IBANs, Independent issuance and management of cards, Payment transaction services such as Mission-Critical Payments, Digital accounts for companies, including Swiss Business Accounts, and Expense and cost management solutions. The company positions itself as a provider of innovative, reliable and FINMA-compliant financial solutions that enable companies to make their financial processes more efficient and data-driven decisions.

AFG SA 

Farvagny-Le-Grand · Since 1998

The company offers financial services, particularly in the following areas: Insurance (Assurances): life insurance, accident insurance, health insurance, liability insurance, etc. Mortgages and Financing: consulting and brokerage of mortgages and other financing solutions. Tax Consulting: preparation of tax returns and consulting in tax matters. Wealth Management: consulting and management of assets, including investment consulting and portfolio management. Inheritance and Estate Planning: consulting in matters of inheritance and estate law. Corporate Consulting: consulting for companies in financial and tax matters. The company offers these services to both private individuals and companies.

bitcoin-schweiz.ch GmbH 

Ipsach · Since 2018

The company offers a wide range of services and information related to cryptocurrencies, particularly Bitcoin. The core activities include: * Training sessions and seminars on the topic of Bitcoin and cryptocurrencies * Consulting and support for individuals and companies in using Bitcoin * Information and evaluations of cryptocurrency exchanges and providers * Resources and articles on the topic of cryptocurrencies and digital finance * Support in opening Bitcoin accounts and securely storing cryptocurrencies The company positions itself as an expert in Bitcoin and cryptocurrencies in Switzerland, offering comprehensive information and services for beginners and advanced users.

Crea-Glass Holding GmbH 

Unterseen · Since 2021

Crea-Glass Holding GmbH manufactures bespoke glass products, transforming raw glass into customised elements for interior and exterior applications. Its product range includes fused glass elements, shower enclosures, kitchen splashbacks, stair treads and doors, and the company provides production, planning support and installation. In-house workshops use glass fusing ovens, waterjet cutting and CNC processing for finishing, tempering and coating.

GenTwo AG 

Zurich · Since 2018

GenTwo AG is a B2B fintech that provides technology and infrastructure to structure and issue investment products. Using the GenTwo Pro platform and tools such as AMC Creator, the firm enables the creation of AMCs, CLNs, trackers and tokenized assets, supports off‑balance‑sheet issuance and dedicated issuer setups, and serves asset managers, banks, family offices and other institutional clients.

GenTwo Digital AG 

Zurich · Since 2018

GenTwo Digital AG provides securitization infrastructure to turn investment ideas into bankable securities. The company operates the GenTwo Pro platform (powered by investOS) for product creation, issuance and lifecycle management, and offers issuer frameworks (dedicated SPVs with segregated cells), legal and operational services and expert support for financial institutions and investment professionals.