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
Brighty App
Brighty is a neodigital bank, driven by the mission to give people complete control over their finances and to enable them to unlock the full potential of the emerging crypto-economy. Headquartered in Zug, Switzerland, Brighty operates fully regulated and licenced subsidiaries in Switzerland, the European Union and the United Kingdom.
11 to 50 staff
Decalia
Founded in 2014, DECALIA SA is a fast-growing investment management company, managing and advising private and institutional client assets. Our DNA comes from institutional asset management built over the past 30 years. DECALIA is solution-oriented & focuses on generating risk-adjusted performance for its clients. It naturally pays particular attention to service quality as ‘behind a portfolio, there is always a person with a unique history.’ Our investment philosophy is based on several principles: rigorous risk management, capital preservation, active management & enlisting the best talents. Commitment, innovation, teamwork are the core values that define who we are, what we do and what we stand for. We are a member of the Swiss Association of Asset Managers (SAAM) & regulated by the Swiss regulatory authority FINMA to manage investment funds as per CISA (Collective Investment Schemes Agreement). Our investment funds, including UCITS-compliant strategies, are focused around four investment themes considered to be promising on the long-term: disintermediation of the European banking sector, the yield optimization, long-term trends & market inefficiencies in Europe. Disclaimer This is a marketing communication issued by DECALIA SA. It is not intended to be distributed to or used by any person or entity who is a citizen or resident of any locality, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. Please consult the latest version of the fund prospectus and the Key Investor Information Document (KIID) before making any final investment decision. The information and data presented in this document should not be considered as an offer or invitation to buy or sell securities or financial instruments or to subscribe to services. Past performance does not constitute and is not a reliable indicator of future results.
51 to 200 staff
Ecollect
eCollect applies high-end technology to cover the full receivables management cycle for any business: from the initial invoice to the final payment. Our AI-based service surpasses the outdated methods of traditional debt collection employing a proven workflow to take customer communication to the next level. The result is a fully integrated platform, which allows the cost-effective processing of even small-sized and cross-border receivables. Backed up by a professional legal team handling every conceivable aspect of the process, eCollect ensures full compliance with regulatory requirements and offers the highest standards of data protection and system security.
11 to 50 staff
Etops
Etops is focused on empowering individuals and financial service companies through data & technology. We are a pan-European consolidator for wealth and asset management technology. With more than 250 dedicated professionals, we serve over 550 clients across the full spectrum of financial services, including banks, wealth and asset managers, independent advisors, and insurance firms in Germany, Switzerland, and other continental European markets. We offer modular, end-to-end technology solutions that span the entire wealth and asset management value chain, enabling clients to enhance customer experiences and optimize their core processes.
201 to 500 staff
Invoitix Ag
invoitix ag offers road transport and logistics companies throughout Europe invoice purchasing and accounts receivables management assisting to reduce the daily stress of collection management. Our professional team of multi-lingual account representatives can bridge the language barrier between companies in many European countries and our cloud-based IT solutions offer efficient processes for those in need. With Headquarters in Switzerland, invoitix AG operates with two subsidiary offices located in Serbia and Bulgaria, alongside branch offices situated in Spain, Poland, Romania, and the Czech Republic.
51 to 200 staff
Lumrisk
LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients. LumRisk provides risk analysis and reporting, based on full transparency into underlying instruments, on many types of investment programs, such as funds-of-hedge-funds, multi-asset programs, alternative risk premia programs and traditional long-only investments.
11 to 50 staff
Numarics
Der digitale Treuhänder der Schweiz Numarics liefert preisgekrönte Lösungen für die Business-Administration von Schweizer KMUs. Führende Treuhänder haben hier zusammen mit Technologie-Experten sämtliche Aspekte der Buchführung prozessoptimiert. Unser Starter-Paket deckt sämtliche Treuhanddienstleistungen ab für Startups und Einzelfirmen. Unsere intelligenten Funktionen umfassen Buchhaltung, Gehaltsabrechnung, Dokumentenmanagement, Angebote und Rechnungen, Mail Concierge, 24/7 Cashflow-Übersicht, 24/7 Beratung und mehr. Gerne erstellen wir dir gerne ein massgeschneidertes Angebot auf Anfrage an hey@numarics.com. Hol dir jetzt die Numarics-App und teste 30 Tage lang kostenlos Switzerland's digital accountant Numarics delivers award-winning business administration solutions for Swiss SMEs. Leading auditors have worked here with technology experts to optimize all aspects of accounting processes. Our starter package covers all accounting services for startups and solopreneurs. Our smart features include bookkeeping, payroll, document management, quotes & invoices, mail concierge, 24/7 cashflow overview, 24/7 consulting and more. We are happy to provide you with a customized offer upon request to hey@numarics.com. Get the Numarics app now and try for free for 30 days
51 to 200 staff
Postfinance
PostFinance Ltd is one of Switzerland’s leading retail financial institutions. We are a diversified, innovation-driven financial service provider. At PostFinance, you’ll work on current and future ways of managing Switzerland’s money, helping to drive the digitization of the Swiss financial sector forward. We offer our customers fresh solutions and smart money-related innovations. We achieve this thanks to our unique culture, which enables us to work with a pioneering spirit every day. We treat each other as equals at all times, regardless of where we are on the company hierarchy. Because working in an agile environment is fun. PostFinance – Shaping progress.
1001 to 5000 staff
Swisscanto Fund Management Company Ltd
Swisscanto Holding Ltd. is a Zürcher Kantonalbank group company. Swisscanto Fund Management Ltd, Swisscanto Pensions Ltd. and Swisscanto Asset Management International S.A.(Luxembourg) are wholly owned subsidiaries of Swisscanto Holding Ltd.
51 to 200 staff
Yuh
Don't be fooled by the tiny name: Yuh is packed with big ideas. We are Switzerland's all-in-one finance app, combining paying, saving, and investing in one place. Because payments are part of daily life. Because saving helps you reach your goals. Because investing should be simple and accessible. Since its launch in 2021, Yuh has grown to become Switzerland’s #1 finance app, backed by Swissquote, a pioneer in online banking and trading for over 25 years. Our model is centred around low, transparent fees, innovation and complete freedom of choice. With Yuh, you can- Pay with ease using your Yuh card - Save automatically to grow your money over time - Invest in ETFs, fractional shares, trending themes, and even plan your retirement with Pillar 3а Yuh is more than an app. It's a mindset. A community. A #Yuhniverse for people who believe finance should be simple, smart, and even fun. Yuh: Your app. Your money. Pay, save & invest your way.
11 to 50 staff
Zurich Invest Ag
Zurich Invest Ltd (founded 1998) is a major player in the Swiss asset management market with over CHF 38 billion in assets under management. We are regulated by the Swiss Financial Market Supervisory Authority (FINMA). Our institutional funds conform to the guidelines and standards of the Swiss Funds & Asset Management Association (SFAMA). We are a wholly owned subsidiary of the Zurich Insurance Company Ltd. Let us show you who we are and what we do.
51 to 200 staff
Belgravia Wealth Management
We offer a compelling experience to our growing base of partners and clients. We are absolutely focused in ensuring each and everyone of our clients is succeeding financially. If you're not succeeding, neither are we. Fully understanding our clients needs is what creates our success. We maintain close communication throughout the relationship and build an educational framework so your decisions are fully informed. Our goal is to build increasing wealth under management, which is only accomplished through our concise and reliable proposition.
51 to 200 staff
Blue Bridge Wealth Management Inc & Family Office Services
Blue Bridge is a family office established in Montreal in 2002. We offer global support to our clients and their families that is tailored to their unique lifestyle, needs and aspirations. To meet the increasingly complex needs of our clients, we offer a choice of services at the crossroads of wealth management, financial and tax planning, law, international taxation, philanthropy, inter-generational wealth and business transfer and concierge services. Our experience, diverse expertise, and the individual talents of our team coalesce to enable our clients to reach their fullest potential in their chosen endeavours.
11 to 50 staff
Brightside Capital
Being good in business is the most fascinating kind of art. Making money is art and good business is the best art"- Andy Warhol Welcome to Brightside Capital LinkedIn homepage. We are a swiss based investment office for complicated people. Why complicated? Simply because we enjoy complexity. Two elements differentiate our team: BRIGHT: it’s the company raison d’etre, the ability to put the smartest minds in front of our clients, so they can design solutions and reduce complexity BLUEPRINT: Silicon Valley is teaching us that the only way for businesses to consistently succeed is by attracting smart, creative employees and creating a corporate culture in which they can be as innovative as they like Enjoy: & list=RDxSUoqHrqXFA
11 to 50 staff
Brp Bizzozero & Partners Sa
WHO WE ARE BRP Bizzozero & Partners #brpsa is a Swiss group dedicated to compliance solutions for the banking and financial regulation. Our aim is to simplify increasingly complex regulations. WHO OUR CLIENTS ARE Our clients are financial intermediaries of all sorts – banks, asset managers, securities firms, fund distributors etc. More than 300 banks and banking groups and more than asset managers, worldwide, put their trust in our services and products. The company was founded in 2010 and is headquartered in Geneva with two branches in Zurich and in Lugano. Right from the start, it has focused its activities on the creation of standardised products that simplify our complex regulatory world. The company is now a recognised leader in the field of cross-border financial activities, where it covers more than 190 countries with manuals written in association with more than 300 expert law firms worldwide. The company is also a leader in Swiss financial regulation. Its pragmatic approach is appreciated by all of its BRP Group also provides training on a comprehensive range of regulatory topics and via different channels (class-room training, webinars, e-learning). REGORA Training
51 to 200 staff
Clark Schweiz
Als Partner für Steuern, Versicherungen oder Finanzlösungen unterstützen wir unsere Kunden bei deren Optimierung. Unser erklärtes Ziel ist es, Transparenz in die Finanz- und Versicherungswelt zu bringen und individuelle, kundenorientierte Lösungen anzubieten.
51 to 200 staff
Fina Finanzplanung Ag
Fina Finanzplanung AG ist in der ganzheitlichen und umfassenden Finanzberatung für Firmen und Privathaushalte tätig. Erfahrene Finanzplaner treten an Ihre Seite und betreuen Sie unabhängig in allen Bereichen der Finanzplanung. Durch die Vernetzung mit zahlreichen Spezialisten wie Immobilienexperten, Notaren, Steuerexperten und Anwälten erfahren Sie bei uns eine engagierte, kompetente und zuverlässige Beratung aus einer Hand. Dienstleistungen im Überblick- Wohnen und Immobilien:"Sie sind wahrscheinlich näher an Ihrem Eigenheim als Sie denken"- Schutz: 63% der Schweizer sind überversichert. Unser Motto:"So wenige Versicherungen wie möglich, aber so viele wie existenziell notwendig!" Wir vergleichen hunderte von Tarifen- Steueroptimierung:"Lehnen Sie sich zurück, wir senken Ihre Steuern"- Rechtssicherheit:"Mit uns kommen Sie zu Ihrem verdienten Recht. Zudem helfen wir Ihnen, in jeder Lebenslage selbstbestimmt handeln zu können."- Vorsorge:"Vorsorge ist Ihre Zukunft. So planen Sie Ihre längsten Ferien zielgerichtet und mit Erfolg."- Investment:" Wie Sie mit ökologisch und sozial nachhaltiger Vermögensanlage eine attraktive Rendite erzielen können" Warum existiert FINA Finanzplanung AG? Das Gründerpaar Nadine und Samuel Clemann arbeiteten früher viele Jahre in einem grossen Finanzdienstleistungskonzern, wobei Nadine Clemann sehr erfolgreich als Finanzplanerin und Samuel Clemann als Manager tätig war. Die Idee der Gründung einer eigenen Firma wuchs aus der zunehmenden Überzeugung heraus, den Kundennutzen konsequent in den Vordergrund zu stellen und die Unternehmenstätigkeit nachhaltiger, sozialer und transparenter zu gestalten als es aktuell in der Finanzbranche üblich ist. Wir glauben, dass ein Unternehmen sich in der Verantwortung gegenüber der Gesellschaft und ihrer Umwelt zu sehen hat und dass der Beitrag dabei wertschöpfender und sinnstiftender Natur sein soll.
1 to 10 staff
J. Safra Sarasin
As an international group committed to sustainability, J. Safra Sarasin is well established through its banks in more than 30 locations in Europe, Asia, the Middle East, Latin America and the Caribbean. A global symbol of private banking and wealth management tradition, the group emphasises security and well-managed conservative growth for its clients. J. Safra Sarasin is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, Management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide and J. Safra Sarasin is particularly keen to ensure that they are treated in a fair manner. At J. Safra Sarasin, employees are very much aware of their entrepreneurial responsibilities.
1001 to 5000 staff
Kepler Cheuvreux Solutions
Kepler Cheuvreux Solutions is the independent European leader for research, design and commercialisation of tailor-made structured investment solutions. Being part of the Kepler Cheuvreux Group enables the business line to place Research at the heart of its offering and to benefit from the critical size of a major player in financial services in Europe. Created in 2011, this business line - based in Paris, Geneva, and Zurich - now employs more than 40 experienced professionals, one third of whom are financial engineers. The team embodies five fundamental values to serve their clients: creativity, adaptability, independence, cohesion, and stability. Kepler Cheuvreux Solutions’ offering and services are based on four pillars: 1) Cross-asset research, relying on the largest equity coverage in Europe, with more than 100 analysts. 2) Financial engineering, designing differentiating investment solutions in full independence. 3) Open architecture, giving privileged access to more than 30 issuing banks. 4) Personalised follow-up, combining local commercial support and the implementation of dedicated digital solutions. Taking no position on the financial markets, Kepler Cheuvreux objectively detects the best investment opportunities for its clients. Its unique positioning allows it to meet the needs of institutional investors, asset managers, and distribution networks in Europe and Latin America.
51 to 200 staff
Lykke
Lykke is a Swiss fintech company. The companies of the group offer blockchain solutions on a B2B and B2P levels. The main product is the Lykke Cryptocurrency Exchange on the market from 2015. The venue offers truly unique trading conditions since its business model is commission independent. All traders can trade without trading fees (to taker and no maker fees), regardless of the volume they generate. At the same time, the buy-sell spreads are very minor, which make the exchange a true golden mine for high-frequency trading. To trade with cryptocurrency bots, we integrated our trading platform with Margin, a German company providing simple crypto bots. Apart from the favorable trading conditions, Lykke creates a whole trading ecosystem that makes it an all-in-one solution for any crypto trader- deposit fiat or crypto with 0 fees - trade with limit or market orders with 0 fees - automate your trading strategies by connecting your own bots through our API or by using the Margin integration - store your assets in private or even cold wallets - ask our human support any question any time - withdraw your revenue to your bank or to another crypto venue and - prepare your tax report with the help of our partners.
11 to 50 staff
Magnolia Private Office S.A
Magnolia Private Office S.A is a Geneva based Trust Company with a highly experienced and integrated professional team. We act as trustees, regulated by the Swiss the Financial Institutions Act (FinIA). Magnolia Private Office, a new trust and fiduciary company in Geneva, is dedicated to a philosophy of stability, continuity, and endurance to protect, preserve and enhance our clients’ wealth. We nurture a long-term, inter-generational vision, adapting our solutions to a constantly evolving environment, while remaining true to our roots and values. Our client’s success and peace of mind matter most to us. Magnolia : Roots, Resolve, Responsibility
11 to 50 staff
Monetum
Monetum redefines the way businesses handle euro and crypto transactions. Our all-in-one fintech platform empowers companies to move funds instantly and securely—without the usual banking delays, high fees, or compliance headaches. We offer a robust infrastructure that includes instant dedicated IBANs, batch payments, C2B open banking, and integrated crypto operations—all from a single dashboard. We’re open-minded, regulation-compliant, and built for speed, helping underserved businesses regain financial control and operate without friction. In a world where traditional banking excludes rather than empowers, Monetum is the agile, secure, and forward-thinking alternative for companies who need payment solutions that work.
11 to 50 staff
Novum Partners
Novum Partners was founded in 2018 by a group of four partners who shared a common vision. The vision was to build a conflict-free Multi-Family Office to serve a select number of UHNW European families. Our team, comprised of highly experienced professionals, share one common objective: to be fully dedicated to our clients and support them across all aspects of their needs, in the best way possible. We are driven by 3 core principles: Complete independence from banks, No in-house financial products, Helping families at all levels and solely representing their interests. Our objective is to have a holistic view of our clients’ wealth, always enabling them to make the right decisions and approach the future with confidence. Novum Partners is licensed in Switzerland by the Swiss Financial Market Authority (FINMA) and monitored by OSIF (a supervisory organization).
11 to 50 staff
Pair Finance
PAIR Finance is a leading fintech for digital debt collection and receivables management. The company is transforming the debt collection industry with its sustainable, digital, efficient, and customer-centric approach. Using artificial intelligence, behavioural psychology and data science, PAIR Finance is setting a new standard in debt collection that supports businesses and consumers alike. More than 600 companies from a wide range of industries are already successfully working with the debt collection solution for the digital age. Founded in Berlin in 2016, the fast-growing company has a renowned private equity investor at its side in Pollen Street. PAIR Finance has more than 250 experienced employees (FTE) in its offices in Berlin, Vienna, Amsterdam, Zurich, Stockholm, Warsaw and Miland and is led by founder and CEO Stephan Stricker. We are continuously looking for exceptional talents across our organisation. Please check out our career page pairfinance.com/en/careers/. Legal Notice: https://pairfinance.com/impressum/ Data Protection: https://pairfinance.com/datenschutz/
201 to 500 staff
