- Switzerland
- Finance and insurance
- Financial planner
Financial planners in Switzerland
Database of financial planners in Switzerland: 1,047 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 planners are there in Switzerland?
1,047 records
As of November 6, 2026, our database contains 1,047 records in the “Financial planner” category in Switzerland — 4% of the “Finance and insurance” sector. That is 11.5 per 100,000 inhabitants. Most are in the cantons of Geneva (233), Zurich (199) and Vaud (109). 176 (17%) belong to chains; the largest are Swiss Life Select (37), VZ VermögensZentrum (6) and Entfernter Eintrag (5).
B2B contacts of financial planners 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” | 31% | |
| Address | text | 100% | |
| Postal code | 4 digits | 99% | |
| Canton, major region and city | 26 cantons, 7 major regions | 99% | |
| Coordinates | latitude and longitude | 100% | |
| Phone | +41 format, up to 5 numbers · unique numbers: 960 | 93% | |
| Mobile | mobile number flag | 11% | |
| Website | URL | 65% | |
| from the company’s website · unique addresses: 509 | 33% | ||
| Social media | Facebook, Instagram, LinkedIn … | 22% | |
| Opening hours | published or not | 48% | |
| Chain | name of the chain; empty — independent | 17% |
List of financial planners 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 |
|---|---|---|---|---|
AM Amadeus Capital SAFreigutstrasse 27, 8002 Zürich
Financial planner Financial consultant
|
ZurichZurich | |||
EL ELP SACorso S. Gottardo 8A, 6830 Chiasso
Financial planner
|
ChiassoTicino | |||
DE DECOM Switzerland AG - Crypto Asset ManagementChristoph-Schnyder-Strasse 1C, 6210 Sursee
Financial planner
|
SurseeLucerne | |||
BF BFid SARue du Rhône 3, 1920 Martigny
Financial planner
|
MartignyValais | |||
BA Baeriswyl Beratungen GmbHImp. du Castel 14, 1700 Fribourg
Financial planner Financial consultant, Investment service
|
FribourgFribourg |
mobile |
||
MA Mauerhofer FinanzplanungAarbergergasse 46, 3011 Bern
Financial planner Financial consultant, Insurance agency
Chain: Mauerhofer |
BernBern | |||
BF B&F Partner GmbHFreie Str. 2a, 4001 Basel
Financial planner
|
BaselBasel-Stadt | |||
DYN | GroupRue de la Grotte 6, 1003 Lausanne
Financial planner Bookkeeping service, Business management consultant
Chain: DYN | Group |
LausanneVaud | |||
SF SFG - Swiss Finance GroupHauptstrasse 37, 4562 Biberist
Financial planner
|
BiberistSolothurn |
mobile |
||
VA Valitas AGDammstrasse 23, 6300 Zug
Financial planner
|
ZugZug | |||
CO Convit Central GmbHBernstrasse 24, 4852 Rothrist
Financial planner Financial institution, Life coach
Chain: Convit |
RothristAargau | |||
AA AAMIL (Swiss) S.APl. du Bourg-de-Four 8, 1204 Genève
Financial planner Financial consultant, Credit institution
|
GenevaGeneva | |||
KE Kepi Finanz GmbHRorschacher Str. 150, 9000 St. Gallen
Financial planner
|
St. GallenSt. Gallen | |||
RE retraites.ch (une marque de Finex Conseils SA)Rue J.-L.-Pourtalès 1, 2000 Neuchâtel
Financial planner
Chain: Finex |
NeuchâtelNeuchâtel | |||
BE Bergblick Finanz AGWilerstrasse 5, 9545 Wängi
Financial planner Financial consultant
|
WängiThurgau | |||
WE WeEVE Finance Consulting - FinanzberatungGürtelstrasse 70, 7000 Chur
Financial planner Financial broker, Financial consultant
|
ChurGrisons |
mobile |
||
EN Enzler AG VermögensberatungBlattenheimatstrasse 10, 9050 Appenzell
Financial planner Investment service
|
AppenzellAppenzell Innerrhoden | |||
SA Santro Invest AGNeuhofstrasse 8, 8834 Feusisberg
Financial planner
|
FeusisbergSchwyz | |||
FI Fiduciaire Cuenin SARue des Planchettes 1a, 2900 Porrentruy
Financial planner
|
PorrentruyJura | |||
MV MVP Partner GmbHZwislen 393, 9056 Gais
Financial planner Business management consultant, Financial consultant
|
GaisAppenzell Ausserrhoden |
mobile |
Financial planners 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. ↕ |
|---|---|---|---|
| GenevaLake Geneva region | 233 | 22% |
43.4 |
| ZurichZurich region | 199 | 19% |
12.2 |
| VaudLake Geneva region | 109 | 10% |
12.6 |
| BernEspace Mittelland | 70 | 7% |
6.5 |
| ZugCentral Switzerland | 66 | 6% |
48.9 |
| AargauNorthwestern Switzerland | 44 | 4% |
5.9 |
| TicinoTicino region | 43 | 4% |
12.0 |
| St. GallenEastern Switzerland | 38 | 4% |
7.0 |
| SchwyzCentral Switzerland | 30 | 3% |
17.6 |
| FribourgEspace Mittelland | 25 | 2% |
7.1 |
| ThurgauEastern Switzerland | 23 | 2% |
7.6 |
| LucerneCentral Switzerland | 22 | 2% |
5.0 |
| SolothurnEspace Mittelland | 21 | 2% |
7.2 |
| NeuchâtelEspace Mittelland | 18 | 2% |
10.0 |
| Basel-StadtNorthwestern Switzerland | 17 | 2% |
8.3 |
| ValaisLake Geneva region | 16 | 2% |
4.3 |
| GrisonsEastern Switzerland | 14 | 1% |
6.8 |
| SchaffhausenEastern Switzerland | 12 | 1% |
13.3 |
| Basel-LandschaftNorthwestern Switzerland | 10 | 1% |
3.3 |
| Appenzell AusserrhodenEastern Switzerland | 9 | 1% |
15.7 |
| NidwaldenCentral Switzerland | 8 | 1% |
17.5 |
| JuraEspace Mittelland | 6 | 1% |
8.0 |
| Appenzell InnerrhodenEastern Switzerland | 6 | 1% |
35.5 |
| ObwaldenCentral Switzerland | 3 | <1% |
7.5 |
| GlarusEastern Switzerland | 3 | <1% |
7.1 |
| UriCentral Switzerland | 2 | <1% |
5.2 |
Where there are the most
Cities with the most records in this category.
Financial planners: chains
Chains with locations in this category. Share — of all records of the category of Switzerland.
| Rank | Chain | Locations | Cantons | Market share | Addresses |
|---|---|---|---|---|---|
| 01 |
SL Swiss Life SelectFinancial consultant · 493 locations in Switzerland |
37 | 10 | 3.5% |
|
| 02 |  VZ VermögensZentrumFinancial consultant · 41 locations in Switzerland |
6 | 6 | 0.6% |
|
| 03 |
EE Entfernter EintragFinancial consultant · 67 locations in Switzerland |
5 | 3 | 0.5% |
|
| 04 |
SS SRG Schweizerische Revisionsgesellschaft AGFinancial planner · 7 locations in Switzerland |
4 | 4 | 0.4% |
|
| 05 |
SO SolvableFinancial planner · 3 locations in Switzerland |
3 | 3 | 0.3% |
|
| 06 |  Plus GroupeFinancial planner · 4 locations in Switzerland |
3 | 3 | 0.3% |
|
| 07 |  AXAInsurance agency · 364 locations in Switzerland |
2 | 2 | 0.2% |
|
| 08 |  SVAGFinancial consultant · 11 locations in Switzerland |
2 | 2 | 0.2% |
|
| 09 |
AC ACADEMIX Consult AGConsultant · 6 locations in Switzerland |
2 | 2 | 0.2% |
|
| 10 |
ED EDURANFinancial planner · 5 locations in Switzerland |
2 | 2 | 0.2% |
More categories in the “Finance and insurance” sector
Questions about the “Financial planner” category
As of November 6, 2026, our database contains 1,047 financial planners in Switzerland. 176 (17%) belong to chains; the rest are independent. The largest chains here are Swiss Life Select (37), VZ VermögensZentrum (6) and Entfernter Eintrag (5).
All financial planners 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 €.
93% of the records have a phone number (113 with a mobile number), 65% a website, 22% social media and 48% published opening hours. 33% 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.