- Switzerland
- Finance and insurance
- Financial broker
Financial brokers in Switzerland
Database of financial brokers in Switzerland: 175 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.
How many financial brokers are there in Switzerland?
175 records
As of November 7, 2026, our database contains 175 records in the “Financial broker” category in Switzerland — 1% of the “Finance and insurance” sector. That is 1.9 per 100,000 inhabitants. Most are in the cantons of Zurich (53), Geneva (30) and Zug (14). 28 (16%) belong to chains; the largest are Immediate Profit (5), Bitcoin Code (3) and Kepler Cheuvreux (2).
B2B contacts of financial brokers in Switzerland: contents
How often the fields are filled in this category.
| Field | Format | Filled | % |
|---|---|---|---|
| Company name | text, as in the listing | 100% | |
| Sector and category | e.g. Health and medicine · Dentist | 100% | |
| Other categories | e.g. “Orthodontist, Dental hygienist” | 11% | |
| Address | text | 100% | |
| Postal code | 4 digits | 98% | |
| Canton, major region and city | 26 cantons, 7 major regions | 98% | |
| Coordinates | latitude and longitude | 100% | |
| Phone | +41 format, up to 5 numbers · unique numbers: 140 | 81% | |
| Mobile | mobile number flag | 21% | |
| Website | URL | 69% | |
| from the company’s website · unique addresses: 60 | 29% | ||
| Social media | Facebook, Instagram, LinkedIn … | 22% | |
| Opening hours | published or not | 61% | |
| Chain | name of the chain; empty — independent | 16% |
List of financial brokers 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.
| Company | City | Phone | Website and email | Social media |
|---|---|---|---|---|
PR Privatam AGBärengasse 29, 8001 Zürich
Financial broker
|
ZurichZurich | |||
WE Weibel Hess & Partner AGInseliquai 12A, 6005 Luzern
Financial broker
Chain: Weibel Hess |
LucerneLucerne | |||
PS P-Strategic Financial Allocation SAVia Pretorio 9, 6900 Lugano
Financial broker
|
LuganoTicino | |||
TR Trade Center AGKobiboden 63, 8840 Einsiedeln
Financial broker
|
EinsiedelnSchwyz | |||
GI Giovanni SingarellaRue de Saint-Jean 69, 1201 Genève
Financial broker Insurance broker, Mortgage broker
|
GenevaGeneva | |||
HE Herculis GroupRue du 23 Juin 30, 2900 Porrentruy
Financial broker
|
PorrentruyJura |
mobile |
||
OR orango gmbhKunimattweg 14, 4133 Pratteln
Financial broker
|
PrattelnBasel-Landschaft |
mobile |
||
FC FCG Private Finance SAAv. de la Gare 38, 1618 Châtel-Saint-Denis
Financial broker
Chain: FCG Private Finance SA |
Châtel-Saint-DenisFribourg | |||
DR Dr. Pirmin Hotz Vermögensverwaltungen AGDorfstrasse 16, 6340 Baar
Financial broker Financial consultant, Financial planner
|
BaarZug | |||
TI TIBC sàrlErlenstrasse 32, 2555 Brügg
Financial broker
|
BrüggBern |
— |
||
SU SuissAssurChem. de Closalet 4, 1023 Crissier
Financial broker
|
CrissierVaud | — |
||
FI FISA Finanzierungen AGAarauerstrasse 16, 4656 Starrkirch-Wil
Financial broker
|
Starrkirch-WilSolothurn | — |
||
EC ECO Treuhand GenossenschaftSt. Gallerstrasse 72B, 9500 Wil
Financial broker Fiduciary service, Insurance broker
Chain: ECO Treuhand Genossenschaft |
WilSt. Gallen | |||
CA Capital Markets Consulting SAAv. de la Gare 56, 1920 Martigny
Financial broker
|
MartignyValais | |||
CR credXperts AGBreitholzstrasse 17, 8370 Sirnach
Financial broker
|
SirnachThurgau | — |
||
SV Svv Insurance Group AGLange Gasse 90, 4052 Basel
Financial broker
|
BaselBasel-Stadt | — |
||
FI Fiscura AG—
Financial broker
|
—Glarus |
mobile |
||
CL Client Consulting GmbHLuzernerstrasse 52, 4665 Oftringen
Financial broker
|
OftringenAargau | — |
||
AS Astra Anlage AGRotzbergstrasse 1, 6362 Stansstad
Financial broker
|
StansstadNidwalden |
— |
— |
|
EN Enness Global SwitzerlandC/o Interis AG, Löwenstrasse 20, 8001 Zürich
Financial broker Financial consultant, Mortgage broker
|
ZurichZurich |
Financial brokers 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 | 53 | 30% |
3.2 |
| GenevaLake Geneva region | 30 | 17% |
5.6 |
| ZugCentral Switzerland | 14 | 8% |
10.4 |
| VaudLake Geneva region | 12 | 7% |
1.4 |
| BernEspace Mittelland | 10 | 6% |
0.9 |
| TicinoTicino region | 9 | 5% |
2.5 |
| AargauNorthwestern Switzerland | 8 | 5% |
1.1 |
| SchwyzCentral Switzerland | 6 | 3% |
3.5 |
| Basel-StadtNorthwestern Switzerland | 6 | 3% |
2.9 |
| St. GallenEastern Switzerland | 4 | 2% |
0.7 |
| FribourgEspace Mittelland | 4 | 2% |
1.1 |
| Basel-LandschaftNorthwestern Switzerland | 4 | 2% |
1.3 |
| ValaisLake Geneva region | 4 | 2% |
1.1 |
| SolothurnEspace Mittelland | 3 | 2% |
1.0 |
| LucerneCentral Switzerland | 3 | 2% |
0.7 |
| JuraEspace Mittelland | 1 | 1% |
1.3 |
| Appenzell AusserrhodenEastern Switzerland | 1 | 1% |
1.7 |
| NidwaldenCentral Switzerland | 1 | 1% |
2.2 |
| ThurgauEastern Switzerland | 1 | 1% |
0.3 |
| GlarusEastern Switzerland | 1 | 1% |
2.4 |
Where there are the most
Cities with the most records in this category.
Financial brokers: chains
Chains with locations in this category. Share — of all records of the category of Switzerland.
| Rank | Chain | Locations | Cantons | Market share | Addresses |
|---|---|---|---|---|---|
| 01 |
IP Immediate ProfitFinancial broker · 5 locations in Switzerland |
5 | 4 | 2.9% |
|
| 02 |
BC Bitcoin CodeFinancial broker · 3 locations in Switzerland |
3 | 3 | 1.7% |
|
| 03 |
KC Kepler CheuvreuxFinancial broker · 2 locations in Switzerland |
2 | 2 | 1.1% |
|
| 04 |
QC Quantum CodeFinancial broker · 2 locations in Switzerland |
2 | 2 | 1.1% |
|
| 05 |
TN The News SpyFinancial broker · 2 locations in Switzerland |
2 | 2 | 1.1% |
|
| 06 |
VF VFSMarketsFinancial broker · 2 locations in Switzerland |
2 | 2 | 1.1% |
|
| 07 |
PD PI Digital AGFinancial broker · 2 locations in Switzerland |
2 | 2 | 1.1% |
|
| 08 |
WH Weibel HessFinancial broker · 4 locations in Switzerland |
2 | 2 | 1.1% |
|
| 09 |  MoneyGramMoney transfer service · 94 locations in Switzerland |
1 | 1 | 0.6% |
|
| 10 |
PR PretendeviseFinancial broker · 3 locations in Switzerland |
1 | 1 | 0.6% |
More categories in the “Finance and insurance” sector
Questions about the “Financial broker” category
As of November 7, 2026, our database contains 175 financial brokers in Switzerland. 28 (16%) belong to chains; the rest are independent. The largest chains here are Immediate Profit (5), Bitcoin Code (3) and Kepler Cheuvreux (2).
All financial brokers 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 €.
81% of the records have a phone number (37 with a mobile number), 69% a website, 22% social media and 61% published opening hours. 29% 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.