Finance & Insurance

Bonaventura Beratungen 

Bern · Since 2005

The core activity of Bonaventura Beratungen is independent financial consulting and planning for private individuals, including pension planning, provision planning, asset planning, insurance, home ownership, tax planning, inheritance and matrimonial law.

Bonfina Treuhand GmbH 

Solothurn · Since 2008

The core activity of Bonfina Treuhand GmbH is the provision of services in the areas of: tax consulting, business consulting, support in finance and accounting, and trust services. The company positions itself as a revision and consulting firm, particularly supporting small and medium-sized enterprises (SMEs) and their employees.

BonVesting SNC 

Crans-Montana · Since 2024

The core activity of BonVesting encompasses three main areas: 1. **Financial Services**: BonVesting provides a platform for participatory financing, enabling investments in the regional economy or the taking out of loans. 2. **Tax Consulting**: The company offers personalized tax consulting to support clients in optimizing their assets. 3. **Financial Education**: BonVesting provides excellent training for future financial advisors, imparting specialized knowledge in the fields of finance, investments, economics, and taxation.

Bovay & Partenaires S.A. 

Lausanne · Since 1998

The core activity of Bovay & Partenaires SA is wealth management.

Brabender Holding AG 

Unterägeri · Since 2007

Brabender Holding AG is a holding company that invests in new business areas and technologies. It is part of the BRABENDER group, which develops freight forwarding software, controlling/BI solutions and telematics systems.

braintec financial AG 

Brig · Since 2023

braintec financial AG provides consulting, implementation, customization, hosting and support services for the Odoo ERP software and delivers finance and accounting solutions tailored to business requirements to support process digitalization.

BRG Insurance Broker AG 

Arlesheim · Since 1993

The core activity of BRG Insurance Broker AG is the neutral representation of its clients' interests in insurance and risk management matters as an insurance broker. It provides consulting and support in the areas of property, asset, personal and life insurance, and serves national and international customers from the industrial and SME segments.

Britt Treuhand AG 

Herisau · Since 2021

The core activity of Britt Treuhand AG is the provision of trust services.

Brivola-Treuhand AG 

Liestal · Since 1961

The core activity of Brivola-Treuhand AG is the provision of services in the areas of accounting, taxes, and payroll administration for small and medium-sized enterprises (SMEs) as well as one-man and one-woman businesses. This includes in particular: accounting and financial reporting, tax returns and tax planning, payroll administration and accounting, financial accounting and annual financial statements, accounts receivable and accounts payable accounting, liquidity planning and payment receipt control. The company positions itself as a coach and partner for its clients, offering individual consulting and support in these areas.

Bruno Peter Holding AG 

Büren An Der Aare · Since 2014

Bruno Peter Holding AG produces color masterbatches, additives and compounds for the plastics industry and supplies color concentrates. Its services include consulting, product development, production, quality control and logistics.

BSI Consulting & Treuhand AG 

Dietikon · Since 2021

The core activity of BSI Consulting & Treuhand AG is the provision of services in the areas of company formation, management and consulting, including trust matters and general advisory services.

BT Barlocchi Treuhand AG 

Thalwil · Since 2019

The company's core activity is providing services in the field of Corporate Finance, particularly: Mergers and Acquisitions (M&A), Company Valuations, Creation of Business Plans, Support in Negotiations, Succession Planning, Restructurings, Financial Advisory, Investment Calculations, Liquidations, Budget and Liquidity Planning, Strategic Analysis, and CFO Function. Additionally, the company also offers services in the areas of Payroll Administration and Support for Company Founding.

BTG Suisse Holding AG 

Pratteln · Since 2013

BTG Suisse Holding AG provides logistics solutions for exhibitions, events, congresses, road shows and general cargo transport. Services listed on the website include consulting and planning, exhibition-specific guidelines and document support, coordination of transports by truck/ship/air/rail, customs documentation and clearance, insurance, storage, onsite handling and event support before, during and after events.

Buchex Treuhand AG 

Basel · Since 1973

The core activity of Buchex Treuhand AG is the provision of services in the fields of auditing, tax consulting and business consulting, particularly for small and medium-sized enterprises (SMEs) and private individuals. The specific services include: tax returns and consulting, business consulting, accounting and financial management, auditing, payroll accounting and personnel management. The company positions itself as a partner for SMEs and private individuals in the Basel region, offering individual solutions and consulting through an experienced team of tax experts and auditors.

Buchhaltungs- und Revisions - AG 

Zug · Since 1962

The company provides comprehensive services in the areas of finance and accounting, tax consulting, trust services, business consulting and auditing for small and medium-sized enterprises (SMEs), international companies with local presence and private individuals. The core activity of the company is the individual and personal support of its customers in all financial and business-related matters, from company formation to financial planning and succession planning.

Buchmann & Berger Treuhand AG 

Buchs Sg · Since 2001

Buchmann & Berger Treuhand AG provides fiduciary services including bookkeeping, tax advisory, and real estate management and sales. Services include annual financial statements, payroll and social-insurance settlements, VAT declarations, and property-management tasks such as service-charge accounting, rental administration and rent collection.

Burkhalter Wassertechnik AG 

Worblaufen · Since 2000

Burkhalter und Partner, Wassertechniken AG supplies engineering, manufactured equipment and products for water treatment, including water softening units, reverse osmosis and ultrafiltration systems, mixed-bed deionisation, purified water tanks, UV systems and dosing chemicals. The company also provides engineering and plant construction, control systems, qualification and calibration services, water analysis, regeneration service and training.

Büro Konstrukt Holding AG 

Lucerne · Since 2017

Büro Konstrukt Holding AG is an architectural practice that provides design and project-planning services. Its portfolio includes buildings for culture, education, healthcare and housing, with many projects developed through regional and national competitions.

büro ö heiden gmbh 

Heiden · Since 1997

büro ö heiden gmbh provides fiduciary and advisory services, including accounting, payroll and VAT processing, and tax returns for private clients, businesses and non-profit organisations. The firm also offers financial statement advice, management and project accounting, and representation before authorities.

büro ö ag 

St. Gallen · Since 1995

büro ö ag is a fiduciary and advisory firm providing accounting, tax and business consultancy services. Offerings include financial and payroll accounting, VAT and tax filings, tax planning and representation, and accounting for non-profit organisations in accordance with Swiss GAAP FER 21.

Büro-Ritterin Francine Riesen 

Burgistein · Since 1992

Büro-Ritterin Francine Riesen provides services for tax returns, administration with authorities, bookkeeping, office organization and support for seniors.

Busch Jura Holding SA 

Porrentruy · Since 2002

Busch Jura Holding SA provides development and manufacturing of composite materials and additive manufacturing, offering engineering, composites manufacturing and quality management services. The website lists sectors served including medtech, watchmaking & luxury, aerospace & mobility, and industry.

Business Concepts & Services AG 

Beckenried · Since 2011

Business Concepts & Services AG is an investment company that takes stakes in promising companies and startups and supports them with business concepts, management expertise and a professional network. Its participation focus includes the energy sector and technology (digitalisation).

BVConsult SA 

Biel/Bienne · Since 2011

The core activity of BVConsult is to provide fiduciary services, including: Accounting, Auditing, Tax Consulting, Human Resources and Payroll Management, Support in the life stages of companies (start-up, management and succession), Expert opinions and valuations, and Succession planning. The company offers these services to both businesses and individuals and has a multilingual team.

BV Fiduciaria SA 

Chiasso · Since 2004

The core activity of BV Fiduciaria SA encompasses a wide range of services in the field of economic and financial consulting, including: fiduciary services, such as the establishment and management of companies, preparation of annual accounts and tax consulting; real estate management and brokerage, including the management of real estate portfolios and the brokerage of real estate; personnel management, including the recruitment of employees, management of personnel files and the processing of salaries and wages; auditing and trust services, including the execution of audit mandates and the preparation of audit reports; tax consulting and planning, including the preparation of tax returns and representation of clients before tax authorities. Overall, the company offers a comprehensive range of services tailored to the needs of companies and private individuals in the field of economic and financial consulting.

BVG Stiftung der Endress+Hauser Gruppe 

Reinach Bl · Since 2007

BVG-Stiftung der Weibel AG 

Bern · Since 1987

BW Buchführungen GmbH 

Wangen Sz · Since 2012

The core activity of BW Buchführungen GmbH is the provision of trust services, particularly in the areas of accounting, tax consulting, financial controlling, personnel management, and representation. The company offers its customers comprehensive services in the field of accounting, ranging from bookkeeping and preparation of tax returns to representation and consulting in personnel management and financial controlling.

CA3P Sàrl 

Chêne-Bourg · Since 2010

CA3P Sàrl is a specialized insurance broker that focuses on consulting in the areas of insurance, pension planning and financing. The company's core activity is the individual consulting of private individuals and companies, particularly start-ups and small businesses, in the selection and management of insurance solutions and financial products.

Cabinet Fiscal & Patrimonial BTR SA 

Lausanne · Since 2016

Cabinet Fiscal & Patrimonial BTR SA is a service firm providing tax and wealth advisory based on a holistic patrimonial approach. Services include tax and pension planning, matrimonial and succession law, accounting, payroll and training; the firm prepares individualized studies and strategies to optimize income and preserve client assets, and its team includes a federally qualified wealth-management expert, a certified fiduciary agent and a jurist.

Caisse de retraite et d'invalidité du personnel de la Banque Cantonale Neuchâteloise 

Neuchâtel · Since 1961

Caisse de retraite paritaire de l'artisanat du bâtiment du canton du Valais (CAPAV) 

Sion · Since 1972

The company's core activity is the management of a joint pension fund for the construction industry in the canton of Valais, Switzerland. The company offers various services, including the management of pensions, disability and survivor benefits, as well as the provision of information and advice for companies and employees in the construction industry.

Calcul GmbH 

Buochs · Since 2009

The core activity of Calcul GmbH is the provision of services in the areas of trust, accounting and taxes. This includes in particular the areas of financial accounting, social insurance, pension planning and tax consulting. The company also provides publications and information on these topics and offers its customers assistance and advice.

Cancellarius AG 

Winterthur · Since 2018

The core activity of Cancellarius encompasses a wide range of services in the fields of trust, law, taxes, and corporate consulting. Specifically, the company offers the following services: Trust: accounting, personnel administration, tax consulting for SMEs and private individuals; Law: legal consulting for private individuals and companies, data protection consulting, notary services, civil law, and criminal law; Taxes: tax consulting for SMEs and private individuals; Corporate consulting: secretarial services, economic consulting, services, and gemstone testing through its own laboratory; Additional services: data protection declaration generator, CH-EU checklist, contact forms, forms, and PDF documents. The company positions itself as an agile legal, consulting, and investment trust company serving national and international clients.

Candoni Holding AG 

Günsberg · Since 2022

Candoni Holding AG provides services in road and civil engineering and in trenchless pipeline construction, including guided horizontal drilling and steel-pipe jacking. Offerings also include emergency repairs for water main breaks with an on-call service, pavement consultancy and the supply of construction materials.

Capita GmbH 

Balgach · Since 2002

The core activity of Capita Liegenschaften GmbH is the brokerage and management of real estate, including rental and purchase properties, as well as consulting and support for customers in the field of real estate economics.

carpi kmu-consulting gmbh 

Münchenstein · Since 2016

Cassa pensioni di Lugano 

Lugano · Since 2011

The core activity of Cassa Pensioni di Lugano (CPdL) is the management of pension and retirement plans for its members, including the investment and management of pension funds, the calculation and payment of pensions and other retirement benefits.

CEMA Treuhand GmbH 

Brunnadern · Since 2020

CEMA Treuhand GmbH provides fiduciary and accounting services, including bookkeeping, accounting software support, payroll and tax advice, as well as property management and condominium administration.

CERFEDA HOLDING AG 

Winterthur · Since 2014

CERFEDA HOLDING AG works in architecture and urban planning, providing design and execution services for new-build and renovation projects across various scales. Project types include residential settlements, apartment buildings, school facilities and building refurbishments.

CFO Treuhand AG 

Lucerne · Since 1981

The core activity of CFO Treuhand AG primarily encompasses trust and accounting services for small and medium-sized enterprises (SMEs) as well as startups. These services include, but are not limited to: financial accounting, external payroll accounting, annual and interim financial statements, tax consulting, financial planning and analysis, support for company formations, and real estate management and brokerage. The company also offers specialized services such as setting up cloud-based ERP systems (e.g. Bexio) and supporting the financing of real estate projects.

Chameleon Asset Management AG 

Basel · Since 2007

The company's core activity is the management of assets and investment in various financial products, particularly in high-yield bonds, structured products and convertible bonds, with a focus on sustainability and social responsibility. The company provides consulting and customer care services and has experience in portfolio management and collective asset management.

Christian Greub Holding GmbH 

Huttwil · Since 2019

Christian Greub Holding GmbH performs locksmith and metal fabrication work and operates in areas such as CAD-based design, mechanical engineering, automation and elevator-related projects.

CIMEN ADVISOR 

Lugano · Since 2016

The core activity of CIMEN ADVISOR is the provision of wealth management and financial advisory services (Gestione Patrimoniale & Advisory). The company offers independent financial services, particularly in the areas of wealth management and financial advisory for private and institutional clients.

Cité Gestion SA 

Geneva · Since 2009

Cité Gestion SA is a private bank providing wealth management services. It offers account opening and custody under a FINMA-regulated banking license, works with independent wealth managers, maintains an alliance with EFG International for infrastructure support, and provides the MyCGE online platform developed by Lombard Odier.

Claudia Rechsteiner GmbH 

St. Gallen · Since 2003

The core activity of Rechsteiner Finanzplanung is independent and individual financial consulting for private individuals and companies. The services include the creation of financial plans, the analysis and optimization of pension and insurance solutions, tax consulting and planning, as well as the brokerage of financial, pension and insurance products. The company also offers trust services and supports customers in achieving their financial goals.

Cleantec Holding AG 

Nürensdorf · Since 2022

Cleantec Holding AG provides cleaning systems and services for industrial parts and equipment cleaning, including sale and rental of cleaning machines as well as maintenance, repair, contract parts cleaning and solvent regeneration and sales. The company also offers training and is certified to ISO 9001:2015.

Clientis Entlebucher Bank AG 

Schüpfheim · Since 1926

The company's core activity is the provision of banking services, in particular mortgage financing, loans, accounts and cards, investment and pension services, as well as specialized services for small and medium-sized enterprises (SMEs).

CLOUDSIGMA Holding AG 

Zug · Since 2013

CLOUDSIGMA Holding AG provides a Cloud‑as‑a‑Service platform that enables system integrators, managed service providers, datacenter operators, distributors and telcos to deliver white‑label sovereign hybrid cloud services under their own brand. The company offers virtualized compute and storage tiers, networking, billing and APIs, plus security and compliance features (ISO certifications, DDoS protection) and support for VMware migrations, GPU and ARM workloads.

CMK advice GmbH 

Zurich · Since 2013

The core activity of CMK advice is independent financial planning and consulting for private and corporate clients in the areas of insurance, finance, real estate, pension planning and start-up support.