Financial Services in the
Canton of Lucerne

303 companies in Financial Services based in the Canton of Lucerne — name and year of registration from the commercial register.

Companies

50 of 303 companies

Truvag AG Logo

Truvag AG

Since 1961

Bookkeeping & financial statement advisoryBusiness advisoryTax advisory
View profile3.8(56)
Truvag Revisions AG Logo

Truvag Revisions AG

Since 1992

Financial auditFinancial audit in the public sectorBusiness consulting
View profile3.8(56)
PROM AG Logo

PROM AG

Since 1998

Business consultingReal estate brokerage portal for SwitzerlandBrokerage of photovoltaic projects
View profile
WM Weibel Mueller AG Logo

WM Weibel Mueller AG

Since 1999

Financial advisoryWealth investmentsReal estate and mortgages
View profile
FirstValue AG Logo

FirstValue AG

Since 2002

Financial modellingEnterprise valuationTransaction Services
View profile
FINQUEST Finanz AG Logo

FINQUEST Finanz AG

Since 2005

Financial advisoryCompany fiduciary servicesInsurance advisory
View profile4(55)
Truvag Revisions AG Logo

Truvag Revisions AG

Since 2006

Statutory auditBusiness consultingPublic sector audit
View profile3.8(56)
paysafecard.com Schweiz GmbH Logo

paysafecard.com Schweiz GmbH

Since 2007

Prepaid card and prepaid code (PaysafeCard)PaysafeCard account / registrationInstant Gifting
View profile
Christian Ottiger Beratungen AG Logo

Christian Ottiger Beratungen AG

Since 2009

Pension Fund and AVS AdviceWealth Management AdviceRetirement Planning Advice
View profile4.9(133)
innoValuation Partners GmbH Logo

innoValuation Partners GmbH

Since 2009

Publications and expert articles
View profile
ER Erwin Röösli Finanzberatung AG Logo

ER Erwin Röösli Finanzberatung AG

Since 2010

Independent Financial Advisory
View profile
Key Invest AG Logo

Key Invest AG

Since 2010

Real estate project developmentAdvisory and structuring of financings and participation modelsSite analysis and acquisition
View profile
Strässle Schumacher AG Logo

Strässle Schumacher AG

Since 2010

Wealth conceptsStrategic-tactical investment advisoryDecision models
View profile
SOAB GmbH Logo

SOAB GmbH

Since 2012

Insurance advice and brokerageRetirement planningProperty and asset insurance
View profile5(20)
Vita Finance GmbH Logo

Vita Finance GmbH

Since 2014

Health insuranceInsuranceRetirement planning
View profile4.7(211)
Whitehall Partners GmbH Logo

Whitehall Partners GmbH

Since 2015

Structured Finance AdvisoryAnalytics ServicesProprietary Analytics Platform
View profile
CAS Gruppe AG Logo

CAS Gruppe AG

Since 2015

Construction economicsArchitectureImplementation
View profile4.2(5)
arego partner gmbh Logo

arego partner gmbh

Since 2015

Administration and financial advice
View profile
Smart Input GmbH Logo

Smart Input GmbH

Since 2015

Wealth advisoryInvestment strategy advisoryCoordination with specialist advisers
View profile
Wigger's Financial Service GmbH Logo

Wigger's Financial Service GmbH

Since 2016

Financial Advisory
View profile1(1)
COR One AG Logo

COR One AG

Since 2017

Contact Form and Email Contact
View profile
Apex Rail GmbH Logo

Apex Rail GmbH

Since 2017

Financial Advisory ServicesInvestment Management ServicesBusiness Advisory Services
View profile
MSP Lifechange GmbH Logo

MSP Lifechange GmbH

Since 2018

ConsultationCoin analysesFree cashback cards
View profile5(5)
Glanzmann Dreifuss Viesel AG Logo

Glanzmann Dreifuss Viesel AG

Since 2018

Property managementArt gallery
View profile5(1)
reach wealth GmbH Logo

reach wealth GmbH

Since 2018

Business AdvisoryProject ManagementProduct Development
View profile
Heini Adolf Finanzberatung Logo

Heini Adolf Finanzberatung

Since 2019

Financial consultingFee-based consulting
View profile
FINAviva Inhaberin Barbara Sommerhalder Logo

FINAviva Inhaberin Barbara Sommerhalder

Since 2019

Financial planning for private individualsFinancial advice in acute life situationsFinancial advice for life planning and retirement provision
View profile
Window of the World AG Logo

Window of the World AG

Since 2019

Family wealthFamily BusinessPaymaster services & Escrow management
View profile
PKS Finanz GmbH Logo

PKS Finanz GmbH

Since 2020

Health insuranceCar insuranceLegal protection insurance
View profile4.9(342)
iBrokers Swiss GmbH Logo

iBrokers Swiss GmbH

Since 2020

Insurance brokeragePrivate client insurance and pension solutionsBusiness insurance
View profile4.8(529)
Dietschiberg Finanz AG Logo

Dietschiberg Finanz AG

Since 2020

Financial planningInvestment advisoryFinancing and mortgage advisory
View profile
ACADEMIX Consult AG Logo

ACADEMIX Consult AG

Since 2020

Comprehensive Financial PlanningMedical Practice Fiduciary ServicesBusiness Advisory
View profile
ECEX Group AG Logo

ECEX Group AG

Since 2020

Foreign currency exchangeCurrency Exchange Machine Software
View profile5(1)
VERSICHERUNGS-TREUHAND HAAS Logo

VERSICHERUNGS-TREUHAND HAAS

Since 2021

Insurance advisoryHealth insurance advisoryMortgage and credit advisory
View profile
Muff & Partner AG Logo

Muff & Partner AG

Since 2021

Bell and drive technologyChurch automation (SIGNUM 3)Church sound reinforcement
View profile4.3(26)
Swissleasing AG Logo

Swissleasing AG

Since 2022

Premium serviceFinancial services
View profile
Sandana GmbH, München, Zweigniederlassung Luzern Logo

Sandana GmbH, München, Zweigniederlassung Luzern

Since 2022

Financial restructuring
View profile
i.l. team Zentralschweiz GmbH Logo

i.l. team Zentralschweiz GmbH

Since 2022

Tax returnRetirement planningTravel insurance
View profile5(1)
Meier & Partner Finanzberatung GmbH Logo

Meier & Partner Finanzberatung GmbH

Since 2023

Tax AdvisoryFinancial PlanningRetirement Planning
View profile5(14)
GWF Investment GmbH Logo

GWF Investment GmbH

Since 2023

Measurement and control technologyDigital platforms and solutionsService portfolio
View profile4.3(19)
ABG Sundal Collier AG Logo

ABG Sundal Collier AG

Since 2023

Mergers & AcquisitionsEquity FinancingDebt Financing
View profile
Rhenus AG Logo

Rhenus AG

Since 2023

Transport logisticsWarehousing solutions4PL logistics
View profile
Dolomites Capital Advisory GmbH Logo

Dolomites Capital Advisory GmbH

Since 2024

Real Estate InvestmentsReal Estate Loans
View profile
Zimogold Strategy GmbH Logo

Zimogold Strategy GmbH

Since 2024

Precious metals investment advisoryDevelopment of precious metals investment strategy
View profile
ConAcc GmbH Logo

ConAcc GmbH

Since 2025

Online shop
View profile
KWP Consulting GmbH Logo

KWP Consulting GmbH

Since 2008

View profile
Timetraders GmbH Logo

Timetraders GmbH

Since 2009

View profile
LAZCO Investment AG Logo

LAZCO Investment AG

Since 2010

View profile
Prime Relations AG Logo

Prime Relations AG

Since 2010

View profile
OTT Investments GmbH Logo

OTT Investments GmbH

Since 2013

View profile

Financial Services in the Canton of Lucerne

303Financial ServicesCommercial register (Zefix) · as of September 23, 2026
2018Median year of registrationCommercial register (Zefix) · as of September 23, 2026
303in the Canton of LucerneCommercial register (Zefix) · as of September 23, 2026
9,000in SwitzerlandCommercial register (Zefix) · as of September 23, 2026
Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of September 23, 2026