Finance & Insurance

CoFima SA 

Comano · Since 1998

The core activity of Cofima Insurance Broker SA is the brokerage and sale of insurance services for private individuals and companies. As an independent insurance broker, they work with various insurance companies to find individual solutions for their customers' needs. Their services include, among others, the brokerage of insurance policies for liability, accident, illness, life, property and other risks.

cogefin SA 

Fribourg · Since 2015

The core activity of Cogefin SA is the provision of services in the field of finance and accounting, particularly in the following areas: fiduciary and external accounting, management control and consulting, taxation and auditing, accounting management, payroll and human resources, business creation and incorporation, tax declaration and tax consulting, insurance consulting, and administrative support. The company offers these services primarily to small and medium-sized enterprises (SMEs) and aims to provide them with the same services and solutions used by large companies.

Compt'AAA Sàrl 

Plan-Les-Ouates · Since 2016

Compt'AAA provides fiduciary services, including: accounting and financial reporting, payroll and social security administration, tax returns and VAT, financial planning and consulting, support for the establishment and management of companies, and digitization of business processes. The company's core activity is the provision of fiduciary services to businesses and individuals in Switzerland.

concept4you ag 

Frauenfeld · Since 1980

The company offers a wide range of services related to cryptocurrencies, including cryptocurrency trading, development of innovative technologies, provision of crypto credit cards, supply of POS terminals for crypto payments, KYB and KYC services, as well as the sale of relevant products such as hardware wallets and merchandise items. The core activity of the company is to support customers in using cryptocurrencies and provide secure and simple solutions for buying, selling and managing cryptocurrencies.

ConfiTax AG 

Basel · Since 2017

The core activity of ConfiTax Consulting GmbH is the provision of trust services, particularly in the areas of: * Accounting and bookkeeping * Tax consulting and tax returns * Payroll administration * Fiscal representation and tax representation for foreign companies * Strategy development and support * Insurance consulting and brokerage. In addition, the company offers support for company formation, crisis situations and debt management.

Consena GmbH 

Alpnachstad · Since 2021

Consena GmbH provides fiduciary and administrative services, including accounting, tax return preparation, payroll administration, VAT and social‑security declarations, as well as support for company formations and temporary specialist placements.

Contam SA 

Chiasso · Since 1976

The core activity of Contam SA is the provision of services in the fields of auditing, tax consulting and corporate management. Specifically, this includes: accounting and financial management, personnel management, tax consulting and planning, and corporate planning and consulting. The company thus offers comprehensive services for companies and individuals in the areas of finance, taxes and administration.

CONTARIS FIDUCIARIA di R. Marghitola e O. Mercurio 

Locarno · Since 2013

The core activity of Contaris Fiduciaria is the provision of fiduciary and business management services, particularly for small and medium-sized enterprises (SMEs) in the canton of Ticino, Switzerland. These services include, but are not limited to: fiduciary services, business management consulting, financial and accounting services, personnel management, and support in the design of business strategies and processes. The company offers its clients tailored solutions and consulting to achieve their business goals and overcome their challenges.

Contas Treuhand AG 

Solothurn · Since 2000

The company's core activity is the provision of services in the areas of auditing, tax consulting, accounting and business consulting. This includes in particular: * Financial statement and accounting services (financial accounting, subsidiary and auxiliary accounting, annual and interim financial statements) * Tax consulting and tax planning (tax returns for natural and legal persons, advice on value-added tax matters) * Auditing and revision (ordinary and limited audits, special audits) * Business consulting (company valuations, succession planning, company formations, process optimizations) * Personnel administration and payment transactions The company thus offers a comprehensive range of services for companies and private individuals in the areas of finance and accounting.

Contat et fils Sàrl 

Monthey · Since 2007

The core activity of Contat & Fils Sàrl is the independent consulting and brokerage of insurance solutions for private and business customers. The company offers a personalized and efficient service to meet the needs of its customers in the areas of risk management and insurance protection.

Contex Treuhand AG 

Basel · Since 2001

Contex Treuhand AG provides fiduciary and administrative services for SMEs, including accounting, tax advisory, payroll administration, company formation and business consulting. Services include digital bookkeeping, payroll processing and modular service packages with multilingual communication.

Contex Verwaltungs AG 

Basel · Since 1995

Contex Verwaltungs AG provides property management services, including management of rental apartments and multi‑family buildings, administration of condominium/owner associations, administrative property management, and coordination of technical maintenance. The company also handles ongoing support for owners and tenants.

CONTINUUM AG 

St. Gallen · Since 2013

The company's core activity is advising and supporting family-owned businesses in the areas of succession planning, corporate development, asset management, as well as coaching and further education. The company offers a holistic consulting approach that covers personal, family, asset-specific and entrepreneurial issues to develop sustainable solutions in the long term.

Contor Treuhand AG 

Zurich · Since 1947

The company's core activity is the provision of trust services, including: accounting (financial and payroll accounting), business consulting (accounting, taxes, social security and law), tax consulting, auditing, real estate services (management, administration, sales, brokerage, consulting, construction management, valuation and appraisal), and company domicile services (rental of office space and provision of services). The company thus offers a wide range of services for companies and individuals specializing in the management and consulting of finances, taxes and real estate.

contratto immobilien ag 

Goldau · Since 2016

contratto immobilien ag develops, constructs and manages residential projects and provides integrated real-estate services. The company emphasises sustainability and compact development, including recycling materials from deconstruction.

contratto holding ag 

Goldau · Since 2015

contratto holding ag provides civil engineering and construction services, including earthworks, road construction and specialist deep foundation work, together with service and logistics offerings and property-related activities.

Controva AG 

Zurich · Since 2004

Controva AG is an audit and fiduciary firm that provides auditing, accounting, tax, human resources, management consulting, estate planning and real estate property law services.

Controva Services GmbH 

Zurich · Since 2022

Controva Services GmbH is an auditing and fiduciary firm offering accounting, tax advice, statutory and special audits, human resources administration, management consulting, estate planning and real estate law services. The firm is registered with the Swiss Federal Audit Oversight Authority and provides full or partial mandates tailored to client requirements.

Cordeiro Conseils, titulaire Aguiar Fernandes Cordeiro 

Bulle · Since 2023

The core activity of Cordeiro Conseils is consulting and brokering services in the areas of insurance, pension planning, loans, and other related financial services. Specifically, this includes: * Consulting and brokering of insurance solutions for individuals and companies, including health insurance, accident insurance, liability insurance, property insurance, and other specialty insurances. * Consulting and brokering of pension products, particularly in the area of the 3rd pillar (private pension planning) and the 2nd pillar (occupational pension planning). * Consulting and brokering of loans for individuals and companies. * Preparation and support with tax returns. * Other related financial services. The company positions itself as an independent advisor and broker, offering its clients individual solutions and supporting them in selecting and managing their financial products.

Corrado Versicherungen & Vorsorge GmbH 

Chur · Since 2022

The core activity of Corrado Versicherungen & Vorsorge GmbH is the independent consulting and brokerage of insurance solutions for private individuals and companies in Eastern Switzerland. The company offers tailored solutions in various areas, including property insurance, pension planning, health insurance, accident insurance and others, to determine and cover the individual protection needs of its customers.

CST Treuhand GmbH 

Boswil · Since 2022

The core activity of CST Treuhand GmbH is the provision of trust services, particularly in the areas of accounting and financial management, tax returns and tax consulting, as well as company formation and business consulting. The company offers individual solutions for businesses and private individuals to take over administrative and accounting tasks, thereby relieving its clients.

curaVer GmbH 

Cham · Since 2022

curaVer GmbH provides online fiduciary and accounting services for SMEs, along with HR services, company formation support and coaching. The firm uses digital workflows and automated document processing and offers services such as VAT returns, tax filings and annual financial statements.

curaVer GmbH 

Baden · Since 1999

curaVer GmbH provides digital fiduciary and accounting services for small and medium-sized enterprises. Its offerings also include HR administration, support for company formations and coaching, including KLARA-related support for digital accounting workflows.

Curvér Treuhand + Verwaltungen AG 

Savognin · Since 2024

Curvér Treuhand + Verwaltungen AG provides fiduciary, property management and real estate services. The firm offers accounting, tax and corporate advisory services, manages condominium and rental properties, and supports brokerage, property development, renovation and sales.

Curvér Viamala GmbH 

Thusis · Since 2023

Curvér Viamala GmbH is a real estate company offering brokerage, property management, development and fiduciary services. The firm handles sales and purchases of primary and secondary residences, holiday properties and land in the Viamala/Thusis area and surrounding communities.

cw Treuhand GmbH 

Schwerzenbach · Since 2000

The core activity of cw Treuhand GmbH is the provision of services in the fields of accounting, tax consulting and legal consulting for small and medium-sized enterprises (SMEs) as well as private individuals. This includes in particular: Accounting: management of financial and accounting, including the use of specialized software programs such as Topal, Banana, Bexio, Eezy tool and Pharos. Tax consulting: advice and representation in tax matters, including the preparation of tax returns and communication with the relevant authorities. Legal consulting: advice and representation in legal matters, particularly in connection with corporate law and tax law. The company offers these services as a trust office and has a small, dynamic and multilingual team that serves customers in the Zurich Oberland region and beyond.

DAX Holding AG 

Cham · Since 1995

The core activity of DAX Holding AG is to act as a management company and holding company for various subsidiaries, including LR Industrial AG, LR Real Estate AG, and LR Private Capital AG. DAX Holding AG focuses on controlling and managing these companies to generate sustainable and profitable growth, create value, and build a future-oriented portfolio. The core activities of the subsidiaries include: LR Industrial AG: Holds the majority of BURU Holding AG and its strategic participations. LR Real Estate AG: Combines various real estate activities of the family to generate long-term income and diversify the investment portfolio. LR Private Capital AG: Invests in various private equity, venture capital, and start-up companies in Switzerland and abroad. DAX Holding AG places the highest value on financial independence, stability, and a high equity ratio.

DCL Concept GmbH 

Winterthur · Since 2006

DCL Concept, Daniel Spadin 

Winterthur · Since 2007

DCL Concept, Daniel Spadin provides administrative services for private individuals and small and medium-sized enterprises, including tax return preparation, accounting, and company formation. Additional services include domiciliation, telephone and mail forwarding, and services related to property sales and property management.

DEMAFID SA 

Lugano · Since 2002

The core activity of Demafid SA is the provision of services in the field of fiduciary economy, particularly in the areas of: Tax Consulting, Accounting and Administration, Human Resource Management, Auditing, Legal Consulting, and Market Analysis. The company offers these services primarily to small and medium-sized enterprises, focusing on providing qualified and personalized support in these areas.

Diener Immo AG 

Waldkirch · Since 1981

Diener Immo AG provides real estate services, including property management, market and income valuations, and support for sales and brokerage transactions.

Digital Assets Technologies AG (DAT) 

Zurich · Since 2021

The core activity of Digital Assets Technologies AG is the development and provision of Software-as-a-Service (SaaS) solutions for the management and protection of digital assets, particularly in the areas of cryptocurrencies and blockchain technologies. The solutions focus on the areas of financial auditing, compliance, data protection and security, and are aimed at various target groups such as auditors, financial auditors, companies and trustees in the digital asset sector.

Digital Minds GmbH 

Stettlen · Since 2019

The company's core activity is consulting and developing solutions in the field of Blockchain/Distributed Ledger Technology (DLT) for businesses.

DKI Schweiz - Benjamin Koch 

Steinhausen · Since 2018

The core activity of DKI Switzerland is the consulting and brokerage of financing solutions for companies and private individuals, particularly in the areas of corporate financing, real estate financing, mortgages, leasing (corporate leasing, machine leasing, vehicle leasing) and factoring. The company provides independent and personal consulting to develop individual financial solutions tailored to the needs of its clients.

DOKA Gestion Sàrl 

Domdidier · Since 2003

The core activity of Dokagestion Sàrl is to provide fiduciary services, with a focus on: * Company formation and consulting * Accounting and financial management * Tax consulting and planning * Administrative and financial management * Real estate management The company offers its clients comprehensive services in these areas to optimize their financial situation and reduce their administrative burden.

Dr. Eric Jucker Steuern Treuhand GmbH 

Zurich · Since 2019

The core activity of Dr. Eric Jucker Steuern Treuhand GmbH is the provision of services in the fields of taxes, trust and corporate consulting, particularly: tax consulting and planning, fiduciary services (trust), corporate consulting, especially in the areas of Corporate & Tax Law, accounting, controlling and tax returns. The company thus offers comprehensive services for companies and individuals in the areas of taxes, finance and law.

Dr. Steiner & Partner AG 

Zurich · Since 1981

The core activity of Dr. Steiner & Partner AG is management consulting, particularly in the areas of legal and tax consulting, trust and auditing. The company offers a wide range of services, including management consulting, legal consulting, tax consulting, trust services and auditing. It supports small and medium-sized enterprises (SMEs) as well as private individuals in solving complex problems and provides individual consulting and solutions.

Dubler Treuhand AG 

Volketswil · Since 1989

The company's core activity is the provision of trust services, particularly in the areas of accounting, auditing, taxes and economic consulting.

Durolaminat Holding AG 

Büsserach · Since 1988

Durolaminat Holding AG is a supplier and processor of engineering plastics, offering duroplastics, thermoplastics and elastomers. The company provides machining services (milling, turning, cutting, laser and waterjet cutting, bending), a standard product range (insulators, insulating hoses, resins) and serves industrial sectors such as transport, lighting/building technology and machinery; it holds ISO 9001 certification.

Duss Treuhand GmbH 

Zug · Since 1995

The core activity of Duss Treuhand GmbH is the provision of services in the areas of trust, taxes, accounting, auditing, estate planning, settlements, interim CFO and online accounting for private individuals, SMEs and companies.

DW Finanz GmbH 

Kaltenbach · Since 2007

The core activity of DW Finanz GmbH is the independent and neutral consulting and brokerage of financial matters, particularly in the areas of: tax returns and consulting, accounting and trust services, pension planning, financial planning, mortgages and home ownership, loans and credit cards, insurance, health insurance, and business consulting and self-employment. The company thus offers comprehensive financial services for private individuals and companies.

eAs efficient actuarial solutions GmbH 

Root D4 · Since 2018

The core activity of eAs efficient actuarial solutions GmbH is the consulting and support of insurance companies in the areas of risk management, Solvency II and actuarial functions. This also includes the assumption of key functions such as risk management and compliance, as well as the development and validation of internal models. The company also offers training and consulting services on these topics.

Echo Rückversicherungs-AG 

Zurich · Since 2008

The core activity of ECHO RE is reinsurance. The company offers individual reinsurance solutions for insurers and identifies needs, opportunities and risks for its customers. It develops efficient and meaningful services and contributes to the financial stability of the markets.

Ecofim SA 

Bretigny-Sur-Morrens · Since 2012

The core activity of Ecofim SA is the provision of financial services, particularly in the area of brokerage of insurance and mortgages. The company offers personalized solutions for individuals and businesses in Switzerland, including the brokerage of insurance, mortgages and other financial products.

Ecofinanz.ch GmbH 

Zug · Since 2012

The core activity of Ecofinanz encompasses the provision of services in the following areas: Insurance: consulting and brokerage of insurance solutions Mortgages: consulting and brokerage of mortgages and financing for owner-occupied homes Pension planning: consulting and planning of financial security and provision Taxes: tax consulting and handling to avoid delays and save costs. The company positions itself as a credit, insurance and trust office that strives for long-term customer and partner relationships and relies on expertise and connections in the banking and insurance industry.

ECOFISC, Fiduciaire et Gérance Michel Pasche 

Lausanne · Since 2004

ECOFISC, Fiduciaire et Gérance Michel Pasche provides fiduciary and property management services, including tax declarations for individuals and companies, accounting, payroll administration and VAT reporting. Services also include property management, administration of condominium (PPE) portfolios, real estate brokerage, and resale of the CRESUS accounting software; staff communicate in French, Italian and English.

Edhob Holding AG 

Benken Sg · Since 1998

Edhob Holding AG is an industrial company offering large-part machining and precision mechanical components, including milling, turning and grinding. The company also provides repairs, spare parts and full-service solutions covering design, procurement and documentation, and lists ISO 9001 and ISO 14001 certifications on its website.

efficasa GmbH 

Bern · Since 2020

The core activity of efficasa GmbH is the brokerage and management of mortgages and loans for homeowners, particularly for retirees, to tap into the capital of their property without having to leave their home. The specific services include: * Pensioner Mortgage: A mortgage tailored to the needs of retirees. * Immo-Loan: A mortgage-backed loan from private Swiss investors. * Equity Release: An option for homeowners to tap into their property's equity and continue living in their home. The company offers consulting, forecasting, and support in applying for these services.

Effista AG 

Jegenstorf · Since 2006

The core activity of Effista AG is the provision of services in the areas of trust, accounting, corporate consulting, taxes, administration and real estate. The company offers its customers individual solutions and packages tailored to their specific needs.

EFZ Recht & Steuern Lukas Strittmatter 

Zurich · Since 2009

The core activity of EFZ Recht & Steuern Lukas Strittmatter encompasses the following areas: * Inheritance Law: Support with wills, inheritance contracts, advance directives, patient decrees, estate administration, estate division, and marriage contracts * Taxation: Tax returns, tax consulting, tax optimization, support in avoiding tax back payments and penalties * Fiduciary Services: Succession planning, accounting, and personnel management for companies, insurance for companies and private individuals * Real Estate: Tax optimization for real estate, support in finding tax-advantageous locations, consulting for real estate management and brokerage The company thus offers comprehensive services in the areas of law, taxes, and finance for private individuals and companies.