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CategoryFinance and insuranceNo. 1 in the sectorUpdated November 7, 2026

Financial consultants in Switzerland

Database of financial consultants in Switzerland: 3,833 records with address and coordinates, postal code, phone numbers, website, email, social media, opening hours and chain — in all cantons, one file for 20 €. Also separately: a canton or a city — a share of the price of the category, from 10 €. Part of the “Finance and insurance” sector.

3,833 records26 cantons3,597 with phone271 chains
Financial consultants · Switzerland SampleCantonsChainsFAQ

How many financial consultants are there in Switzerland?

3,833 records

As of November 7, 2026, our database contains 3,833 records in the “Financial consultant” category in Switzerland — 13% of the “Finance and insurance” sector. That is 42.0 per 100,000 inhabitants. Most are in the cantons of Zurich (802), Vaud (354) and Geneva (345). 1,002 (26%) belong to chains; the largest are Swiss Life Select (335), Raiffeisen (91) and Entfernter Eintrag (56).

3,833
Financial consultants
in 26 cantons
3,597
With phone
94% · unique numbers: 3,456
1,556
Unique emails
at 1,157 companies · website at 62%
26%
In chains
271 chains

B2B contacts of financial consultants in Switzerland: contents

How often the fields are filled in this category.

FieldFormatFilled%
Company nametext, as in the listing
100%
Sector and categorye.g. Health and medicine · Dentist
100%
Other categoriese.g. “Orthodontist, Dental hygienist”
33%
Addresstext
100%
Postal code4 digits
99%
Canton, major region and city26 cantons, 7 major regions
99%
Coordinateslatitude and longitude
100%
Phone+41 format, up to 5 numbers · unique numbers: 3,456
94%
Mobilemobile number flag
8%
WebsiteURL
62%
Emailfrom the company’s website · unique addresses: 1,556
30%
Social mediaFacebook, Instagram, LinkedIn …
19%
Opening hourspublished or not
48%
Chainname of the chain; empty — independent
26%

List of financial consultants in Switzerland: data sample

Rows from the export — you can page through the table. Click a phone number, website or email: the contacts open after a free sign-up, up to 20 companies a day.

Sample as CSV
CompanyCityPhoneWebsite and emailSocial media
AR
ARX Capital AGDreikönigstrasse 12, 8002 Zürich Financial consultant
ZurichZurich
FL
Flash Credit saglPiano IV, Via Giuseppe Motta 2b, 6850 Mendrisio Financial consultant Bail bonds service, Debt counseling service Chain: Flash Credit sagl
 MendrisioTicino
AS
Asermo AGAlpenquai 28a, 6005 Luzern Financial consultant Financial broker, Financial planner
LucerneLucerne
Gastroconsult SAPl. du Midi 24, 1950 Sion Financial consultant Accountant, Business management consultant Chain: Gastroconsult
 SionValais
Helvetic Trust AG - Family Office & VermögensverwaltungChristoffelgasse 3, 3011 Bern Financial consultant Coaching service, Family counselor Chain: Helvetic Trust
 BernBern
AC
Actoria Asset Management SARue Hans-Fries 1, 1700 Fribourg Financial consultant Business to business service Chain: Actoria
 FribourgFribourg
SO
Sound Capital AGHauptstrasse 16, 8280 Kreuzlingen Financial consultant Financial institution Chain: Sound Capital AG
 KreuzlingenThurgau
DA
D.A. Fiduciaire SàrlAv. du Grey 58, 1018 Lausanne Financial consultant
LausanneVaud
BMU Treuhand AGHartbertstrasse 9, 7000 Chur Financial consultant Fiduciary service Chain: BMU Treuhand AG
 ChurGrisons
AD
Admivis GmbHLyon-Strasse 31, 4053 Basel Financial consultant
BaselBasel-Stadt
VO
VorsorgeberatungPlusRainstrasse 35, 4528 Zuchwil Financial consultant Bookkeeping service, Tax preparation service
ZuchwilSolothurn
mobile
AR
Arter Asset Management AGBaarerstrasse 137, 6300 Zug Financial consultant
ZugZug
SW
Swiss Home Finance AGBernstrasse 28A, 4852 Rothrist Financial consultant Consultant, Insurance agency
RothristAargau
DE
DE Planification SAFbg de l'Hôpital 10, 2000 Neuchâtel Financial consultant
NeuchâtelNeuchâtel
CO
CONSTELLATION CAPITAL AGZentrum Staldenbach 1, 8808 Pfäffikon Financial consultant Investment company
PfäffikonSchwyz
AT
ATHL Research & Technology SA - Nick BangRue des Bains 35, 1205 Genève Financial consultant
GenevaGeneva
FIGAS Autogewerbe-Treuhand der Schweiz AG, FIGAS Revision AGRheinweg 9, 8200 Schaffhausen Financial consultant Accountant, Auditing firm Chain: FIGAS Autogewerbe-Treuhand der Schweiz AG, FIGAS Revision AG
 SchaffhausenSchaffhausen
KS
KS Treuhand AGBahnhofstrasse 14, 9450 Altstätten Financial consultant Accountant, Bookkeeping firm
AltstättenSt. Gallen
SW
Swiss Finance LeadersWölferstrasse 5, 4414 Füllinsdorf Financial consultant Bookkeeping service, Fiduciary service
FüllinsdorfBasel-Landschaft
GO
Go CreditRue du N 25, 2854 Bassecourt Financial consultant
BassecourtJura
mobile
Click a contact to see it — free after signing up, up to 20 companies a day. You receive the full list as a file after purchase.1–20 of 3,833

Financial consultants by canton

Active records of the category in each canton and per 100,000 inhabitants. Click a column to sort.

Canton ↕Records ↓Share ↕Per 100,000 inh. ↕
ZurichZurich region 802
21%
 49.1
VaudLake Geneva region 354
9%
 41.0
GenevaLake Geneva region 345
9%
 64.2
BernEspace Mittelland 318
8%
 29.6
TicinoTicino region 251
7%
 69.8
ZugCentral Switzerland 234
6%
 173.3
St. GallenEastern Switzerland 201
5%
 36.9
AargauNorthwestern Switzerland 168
4%
 22.6
Basel-LandschaftNorthwestern Switzerland 132
3%
 43.4
ValaisLake Geneva region 123
3%
 32.7
ThurgauEastern Switzerland 116
3%
 38.3
SchwyzCentral Switzerland 114
3%
 67.0
LucerneCentral Switzerland 108
3%
 24.5
FribourgEspace Mittelland 98
3%
 27.9
Basel-StadtNorthwestern Switzerland 95
2%
 46.5
GrisonsEastern Switzerland 85
2%
 41.0
SolothurnEspace Mittelland 76
2%
 26.1
NeuchâtelEspace Mittelland 68
2%
 37.7
JuraEspace Mittelland 35
1%
 46.6
SchaffhausenEastern Switzerland 33
1%
 36.6
Appenzell AusserrhodenEastern Switzerland 28
1%
 48.9
NidwaldenCentral Switzerland 17
<1%
 37.2
ObwaldenCentral Switzerland 12
<1%
 30.1
UriCentral Switzerland 7
<1%
 18.1
Appenzell InnerrhodenEastern Switzerland 7
<1%
 41.4
GlarusEastern Switzerland 6
<1%
 14.1
The cantons link to “Finance and insurance” in the respective canton3,833 in Switzerland

Where there are the most

Cities with the most records in this category.

Zurich372 Geneva244 Zug123 Lugano119 Basel92 Lausanne72 St. Gallen67 Bern63 Renens59 Lucerne46 Baar46 Sant'Antonino44 Sion43 Winterthur41 Birsfelden41

Financial consultants: chains

Chains with locations in this category. Share — of all records of the category of Switzerland.

RankChainLocationsCantonsMarket shareAddresses
01
SL
Swiss Life SelectFinancial consultant · 493 locations in Switzerland
 335 16
8.7%
02
RaiffeisenBank · 767 locations in Switzerland
 91 18
2.4%
03
EE
Entfernter EintragFinancial consultant · 68 locations in Switzerland
 56 12
1.5%
04
UBSBank · 249 locations in Switzerland
 32 14
0.8%
05
ES
Entrée suppriméeFinancial consultant · 58 locations in Switzerland
 32 6
0.8%
06
VZ VermögensZentrumFinancial consultant · 41 locations in Switzerland
 25 12
0.7%
07
BEKBBank · 56 locations in Switzerland
 12 1
0.3%
08
BDOBusiness management consultant · 42 locations in Switzerland
 11 11
0.3%
09
FI
FiduciaireFinancial consultant · 32 locations in Switzerland
 11 6
0.3%
10
Hypothekarbank LenzburgFinancial consultant · 12 locations in Switzerland
 11 1
0.3%

More categories in the “Finance and insurance” sector

All categories
Insurance agency3,486Bank3,383Tax preparation service3,201Fiduciary service1,700Tax consultant1,599Financial institution1,304Money transfer service1,191Insurance company1,127Financial planner1,073Bookkeeping service1,005Insurance broker952Investment service884Accountant836Investment company586Health insurance agency551Credit institution495Auditing firm349Holding company309Real estate investment company211Currency exchange service190Financial broker175Mortgage broker169Certified public accountant105Collection agency77

Questions about the “Financial consultant” category

As of November 7, 2026, our database contains 3,833 financial consultants in Switzerland. 1,002 (26%) belong to chains; the rest are independent. The largest chains here are Swiss Life Select (335), Raiffeisen (91) and Entfernter Eintrag (56).

All financial consultants in Switzerland cost 20 € — one file for the whole country. The price depends on the number of records; a canton or a city is available separately, at the corresponding share of this price (from 10 €). The complete database of all sectors costs 620 €.

94% of the records have a phone number (310 with a mobile number), 62% a website, 19% social media and 48% published opening hours. 30% have an email address — it comes from the company’s own website. All rows have an address and coordinates.

XLSX and CSV (UTF-8, semicolon as separator), one row per company: name, sector, category and other categories, chain, canton, major region, city, postal code, address, coordinates, phone numbers, website, email, social media, published opening hours and the date the listing was added. The files appear in your account after payment.

Each update adds new listings and removes companies that the source marks as closed. The date of the data is shown at the top of every page.

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