Directory · CH
Financial Services in Switzerland
A register of firms and the professionals working at them in the Financial Services sector based in Switzerland. Browse the public index, then filter or export on Kipplo.
Companies
3.7K on file
Dukascopy Bank Sa
Dukascopy Bank SA offers direct access to the Swiss Foreign Exchange Marketplace. This marketplace provides the largest pool of ECN spot forex liquidity available for banks, hedge funds, other institutions and investors. The Swiss Forex Marketplace (SWFX) is the technological solution for Forex trading utilizing a centralized-decentralized marketplace model. Its successful launch is the result of home-made IT solutions and close cooperation with selected banks and other financial institutions.
201 to 500 staff
Swisscard Aecs Gmbh
Swisscard AECS is a joint venture between Credit Suisse AG and American Express. Swisscard AECS is the only company in Switzerland to offer the world leading credit card brands American Express, MasterCard and Visa from a single source, in the name and on behalf of Credit Suisse AG. Customers managed by Swisscard AECS have the largest choice of credit card products on the Swiss market. Thanks to the different product ranges, customers can put together a personalized combination of cards. Swisscard AECS was established as a joint venture between Credit Suisse AG and American Express in 1998. The company handles product development, sales and marketing, customer service and card processing in Switzerland on behalf of the card issuer Credit Suisse AG. As a merchant acquirer, Swisscard AECS is also responsible for expanding and handling the American Express network of points of acceptance in Switzerland. Swisscard AECS combines the strengths of its two parent companies in the credit card business, with American Express being the global leader as far as card management is concerned and Credit Suisse AG owning strong national sales channels. As a merchant acquirer for American Express, Swisscard AECS’s job is to guarantee that the customers can use their card wherever they want all over Switzerland. SIX (formerly Telekurs) and Aduno are primarily responsible for acquiring MasterCard and Visa in Switzerland.
501 to 1000 staff
Svag Ticino - Swiss Wealth Advisory
Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client. With our cross-sector bankinsurance offering, we are able to find solutions for each client that fit perfectly and help to provide for themselves, as well as to build, protect and increase resources. You have only one person of contact for all your financial matters: your wealth advisor!
10001+ staff
Amina Bank
Founded in April 2018 and headquartered in Zug, Switzerland, AMINA Bank is one of the world’s first crypto banks providing a seamless, secure and easy-to-use bridge between digital and traditional assets. We serve professional investors, companies, family offices and institutions. In August 2019, AMINA Bank received a Swiss banking and securities dealer licence from FINMA. The bank has since expanded to open international offices in Hong Kong, Abu Dhabi and Austria.
51 to 200 staff
Bsi Bank
Founded in 1873 in Lugano, Switzerland, as Banca della Svizzera Italiana, in 2016 BSI was acquired by EFG International thus forming one of the largest private banking groups headquartered in Switzerland and operating in around 40 locations worldwide.
1001 to 5000 staff
Combinvest.Ch Ag
Die Combinvest.ch AG bietet als unabhängiger Finanzdienstleister jedem Menschen die Möglichkeit wirtschaftlich sicher und finanziell unabhängig zu werden. Die Combinvest.ch AG wurde im Jahre 2015 durch fünf branchenerfahrene Partner gegründet und hat sich innert kürzester Zeit erfolgreich im Schweizer Finanzmarkt etabliert. Mit fünf Niederlassungen und über 45 Fachspezialisten ist es uns möglich schweizweit unsere Kunden zu beliefern. Die Kernkompetenz der Combinvest-Gruppe liegt in der individuell auf den Kunden abgestimmten Beratung und Servicedienstleistung. Durch die intern bestehenden Synergien ist es uns möglich, bei Privat – und Unternehmenskunden von der Steuererklärung, über Bank – und Versicherungsprodukte bis hin zur Finanzierung von Liegenschaften in allen Belangen zur Seite zu stehen. Bei einem Ersttermin lernen wir Sie und Ihre Bedürfnisse kennen. Nach Ihren Wünschen und Zielen erarbeiten wir Ihr massgeschneidertes Konzept und begleiten Sie bei der Umsetzung.
51 to 200 staff
Everon Ag
Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.
11 to 50 staff
Fides Treasury Services
Fides is a leading provider of multibank connectivity, payments, and transaction communications. With over 100 years of experience, we connect thousands of corporates to more than banks and payment providers worldwide, enabling cash and liquidity management for treasury and finance teams. Our services are accessible via our ONEHub platform or through seamless integration with third-party ERP and TMS systems.
51 to 200 staff
Mf Group Ag
MF Group is the leading provider of business to consumer (B2C) factoring services in Switzerland. We implement comprehensive credit risk, liquidity and customer relationship management solutions for retail firms in Switzerland as well as abroad. Our product offering ranges from invoice factoring with immediate credit risk assumption to tailored lending- and customer loyalty solutions such as consumer loans, private label debit-/credit cards, gift cards and white labelled mobile applications. The group employs 80 People in two locations in Switzerland (St. Gallen SG and Manno TI).
51 to 200 staff
Pictet Wealth Management
Partnership is how we work with clients. Taking the time to listen to and understand their goals, we build investment solutions based on each client's needs.#Independence enables us to always act in the best interests of our clients, to the benefit of investment performance. We resist the temptation of chasing short-term gains in favour of sustainable decision-making based on #long-term thinking. Centre to our culture is an #entrepreneurial spirit and a strong sense of #responsibility, towards both present and future generations, the real economy and the wider world.
1001 to 5000 staff
Planifique
Unique en Suisse, Planifique accompagne les résidents suisses, français et les frontaliers de plus de 50 ans vers la retraite afin d’optimiser leur départ d’un point de vue patrimonial et fiscal. Lors d'un premier rendez-vous qui est sans honoraires, nous analysons votre situation à vos côtés pour regarder ensemble comment nous pouvons vous accompagner, chaque personne ayant une situation unique. D’une manière générale, nos services permettent de répondre aux questions suivantes - Combien vais-je toucher à la retraite? Calcul tenant compte de vos objectifs - Puis-je me permettre une retraite anticipée - Dois-je plutôt percevoir ma LPP sous forme de capital et de rente - Quelle sera ma fiscalité à la retraite - Comment économiser mes impôts à la retraite - Dois-je accepter ou refuser ma retraite française - Quel régime d’assurance maladie choisir? Quelles seront mes cotisations - Comment optimiser ma fiscalité actuelle - Dois-je faire des rachats dans ma caisse de pension - Comment mon patrimoine va-t-il évoluer à la retraite? Si vous pensez que notre travail peut vous apporter une plus-value dans la préparation de votre retraite, nous serons ravis de vous rencontrer dans nos bureaux ou à votre domicile, selon votre convenance.
51 to 200 staff
Swiss Life Select
Das zur Swiss Life Gruppe gehörende Unternehmen hat sich auf die Finanzplanung privater Haushalte und die Vermittlung von Finanzprodukten spezialisiert. Im kaum überschaubaren Schweizer Markt sorgt Swiss Life Select für Transparenz. Um wirksam im Sinne der Kundschaft zu handeln, wählen die Swiss Life Select Berater aus einer breiten Palette von 60 Finanzpartnern das bestpassende Produkt für ihre Kunden aus. Swiss Life Select begleitet ihre Kunden somit in allen Lebenslagen und unterstützt sie dabei, ein selbstbestimmtes Leben zu führen. Mehr dazu auf:
501 to 1000 staff
Swissborg
SwissBorg democratising wealth management by making it fun, fair, and community-centric. Headquartered in Lausanne, Switzerland, SwissBorg has an international team of over 250 people and holds two licenses to provide Virtual Currency Exchange and Virtual Currency Wallets internationally as well as the French PSAN or DASP (digital asset service provider). We believe that blockchain technology can empower everyone to control their wealth and that this is the next step towards a world of decentralised nations, where every individual is welcome and is fairly rewarded for their contributions. SwissBorg App is a crypto wealth platform where 630k+ users buy, sell and earn on 40+ digital assets, 16 fiats, across 11 Exchanges and DEXs, and all in one app. By connecting to leading crypto exchanges like Binance, HitBTC, LMAX, Bitfinex and Kraken, our exclusive smart engine technology offers access to the best liquidity and rates in seconds while creating unlimited crypto/fiat trading pairs. Learn more at https://linktr.ee/SwissBorgofficial
201 to 500 staff
Transfero
Transfero enables global companies to access the numerous opportunities in the Latin American market seamlessly and without bureaucracy. We connect the banking, crypto, and financial systems, providing the necessary infrastructure for companies that want to offer financial services to their individual and institutional clients.
51 to 200 staff
Youhodler
Explore YouHodler - A Bitcoin wallet that bridges the gap between TradFi and cryptocurrency, making one powerful, user-friendly platform. Manage your cryptocurrency and fiat finances all in one app. Get instant loans and earn anywhere in the world with no hidden fees. Open an account today! Transform your phone into a multi-functional Web3 powerhouse to buy, sell, trade, lend, earn and store digital assets all in one place.
51 to 200 staff
Zugerberg Finanz Ag
Wer uns sein Geld anvertraut, verlässt sich auf uns. Darum investieren wir all unser Wissen, unsere Leidenschaft und unsere Erfahrung in Ihr Vermögen – und kümmern uns aktiv, unabhängig und verantwortungsvoll um Ihr Kapital. Tag für Tag, persönlich und immer in Ihrem Interesse. Willkommen bei der Zugerberg Finanz.
51 to 200 staff
Amag Leasing Ag
Die AMAG Leasing AG ist eine 100 prozentige Tochtergesellschaft der AMAG Group AG. Gegründet wurde sie 1980 und hatte ihren Sitz von 2002 bis 2019 in Baden-Dättwil (AG). Seit Oktober 2019 liegt der Sitz in Cham ZG. Die AMAG Leasing AG bietet Leasing für Fahrzeuge im Bereich der individuellen, nachhaltigen Mobilität sowie Dienstleitungen in Ergänzung zum klassischen Leasinggeschäft an. Mit einem verwalteten Leasingportfolio von CHF 4.9 Mrd. per Ende 2022 ist sie die grösste Leasinggesellschaft für Privat- und Nutzfahrzeuge der Schweiz. Mit über Kunden betreut sie einen Gesamtvertragsbestand von über Verträgen. Im Verbund der AMAG Group AG steht sie als wichtiger Vertriebspartner den AMAG Garagen sowie weiteren Partnerbetrieben zur Verfügung. Die AMAG Leasing AG ist Mitglied des Schweizerischen Leasingverbandes und beschäftigt aktuell gut 150 Mitarbeitende.
51 to 200 staff
Bancor
An ecosystem of decentralized, open-source DeFi protocols that foster on-chain trading and liquidity. The newest protocol in the Bancor ecosystem and Bancor's flagship product, CarbonCarbonDeFi.xyz, a feature-rich automated trading protocol, now in Beta on Ethereum Mainnet.
11 to 50 staff
Bob Finance
Wir sind bob Finance – wir verbinden zuverlässige Finanzlösungen mit modernem, technischen Komfort, um unseren Kunden das Leben zu vereinfachen.
11 to 50 staff
Leonteq
Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries, through which it serves over 50 markets. Leonteq AG is listed on the SIX Swiss Exchange (SIX: LEON).
501 to 1000 staff
Swissential Sa
At Swissential SA, we have one simple mission: To empower you to ask the important questions and make the right decisions, when it matters most. We strive to be a source of relevant information, helping you understand your finances, rights and obligations and most importantly the fundamentals of how the Swiss system affects you and your family. We will help you understand the benefits of utilising the tools available to you during your time in Switzerland. The majority of professionals we meet are looking for simple solutions that fit their individual or family circumstances. Solutions that protect their income, their savings and their loved ones, whilst providing consistent growth over the long term. Our approach has been developed over numerous years of advising people from different nationalities, age groups and industries in Switzerland. We have learned to tailor our advice to your personal circumstances by actively listening. Our mantra is simple at Swissential SA: Always start with the basics as these are essential. We won’t promise to make you rich but we will promise to make you efficient.
11 to 50 staff
Twint
Simply TWINT it. With the TWINT app, you can make payments easily and conveniently: in online shops, at supermarket cash registers, in canteens and at vending machines. TWINT offers you many options and is always secure. TWINT AG creates digital innovations in the financial sector. Since being founded in 2014, it has been developing Switzerland’s digital cash. In 2016, TWINT merged with Paymit. Today, Switzerland’s biggest banks and SIX are united in their support of the TWINT app, the Swiss standard solution in the area of mobile payments. With TWINT, you can transfer money in real time – easily from smartphone to smartphone. And you can also request and receive money from friends and family. Pay at the parking meter without the need for coins: to do so, simply scan the QR code that is attached to the parking meter. You can store more and more cards digitally in the TWINT app. Whether with a customer loyalty card like the Coop Supercard or a membership card: you take advantage of the respective benefits of the saved card every time you pay with TWINT. We are based in Zurich and Bern.
51 to 200 staff
Allshares
Allshares is a global fintech platform transforming how companies manage equity and incentives. It combines enterprise-grade technology with expert advisory to help businesses design and scale strategic equity programs from startup through IPO and beyond, rewarding high-performing teams for the value they create. Creating a culture of ownership.
51 to 200 staff
Bic-Bred Suisse Sa
BIC-BRED (Suisse) SA is a swiss bank engaged in the trade of energy, metal and soft commodities. Based in Geneva for close to 35 years, it is a wholly owned subsidiary of the BRED Banque Populaire, part of BPCE Group. BIC-BRED (Suisse) SA supports you through the following core activities : Trade Finance, Corporate Services, Trading Room and Banking Relationships.
51 to 200 staff
