Financial Services in
Lugano

219 companies in Financial Services based in Lugano — name and year of registration from the commercial register.

Companies

50 of 219 companies

Henry Heyden SA

Since 1973

Asset ManagementBanking ConsultingFamily Office

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Helvetia Financial Services & Software SA

Since 1978

Payment ServicesCryptocurrency Trading and CustodyCurrency Exchange

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Cambio Parini SA

Since 1979

Online currency exchangeCash currency exchange

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Newfin SA

Since 1983

Wealth managementFamily OfficeInvestment monitoring

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Nuovo Cambio SA

Since 1985

Cash currency exchange

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S.P.F. Società Professionale Fiduciaria SA

Since 1993

Corporate and fiduciary servicesTransaction and restructuring advisoryMulti-client family office

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SAMBLE SA

Since 1993

Insurance for Private CustomersBusiness InsuranceLoans

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Thema Consulting SA

Since 1994

Treasury and Risk Management SolutionsMasterFinance

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FINSUIZA AG

Since 1996

ConsultingAdministrative mandate servicesCompany formation and registration services

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Asfin Consult SA

Since 1997

Tax advisoryFamily office and wealth managementCorporate services

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Century City Securities SA

Since 1998

Investment AdvisoryExecution of Securities and Credit Market TransactionsFinancial Planning and Tailored Services

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BNP Paribas (Suisse) SA, succursale de Lugano

Since 1999

Corporate and Institutional BankingWealth Management

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Medigest SA

Since 2000

Capital MarketsConsultingWealth Management

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ATLANTINVEST SA

Since 2000

Wealth managementMandates for financial instrumentsInvestment fund and Actively Managed Certificate management

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On Finance SA

Since 2000

Client’s PlatformFinancial Engineering

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AEQUITAX SA

Since 2001

International recovery of withholding taxes on dividendsRecovery of tax claims on direct and indirect holdingsTax claims for US investments

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Studio Fiduciario Pagani SA

Since 2001

Corporate advisoryTax and accounting advisoryHR and payroll advisory

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SECTRAM PARTNERS SA

Since 2001

Investment advisoryOrder execution

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CREDITFINANZ SA

Since 2002

Personal loanMortgageHealth insurance

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Thalia Capital Advisors SA

Since 2003

Private Equity & Alternative Investments

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R.T.B. SA

Since 2003

Inter-dealer BrokerExecution servicesMarket quotations

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LUGACHANGE SA

Since 2005

Counter exchangeOnline exchangeTax Free Global Blue

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COLOMBO WEALTH SA

Since 2005

Wealth ManagementFamily Office ServicesInvestment Fund Management

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Capital Finance & Bravo Company SA

Since 2005

Discretionary Asset ManagementDynamic Active AdvisoryConsolidation & Risk Analysis

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MORGAN VONWILLER SA

Since 2006

Global AdvisoryWealth ManagementAsset Management

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RESONOR SA

Since 2008

Investment goldServices for Wealth Managers

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Asfid Capital SA

Since 2009

Capital MarketWealth Management

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PM Consulenze SA

Since 2009

Tax and pension advisoryCorporate and business advisoryAccounting and payroll

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HUTTON SA

Since 2009

Wealth managementFinancial advisoryTax advisory

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P- Strategic Financial Allocation SA

Since 2009

Software for Investment & Wealth Management (IRIS)Support for investment decisions and portfolio managementRisk and performance analysis

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Ashenden Finance SA, Succursale de Lugano

Since 2011

ExecutionResearchAdvisory

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Safe Capital Management SA

Since 2012

Wealth ManagementPortfolio managementInvestment advisory

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Mantes Capital SA

Since 2012

Proprietary TradingTrading in asset classes

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CFS COMMODITY FINANCE SOLUTIONS SAGL

Since 2013

Welcome

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Capital Strategies Partners Swiss Sagl

Since 2013

Distribution of investment fundsOperational support for investment productsCapital raising

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HELVETIA FACTORING SA

Since 2013

FactoringCredit assessmentReminder and collections process

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Edilcentro Wullschleger SA

Since 2014

Building materials

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AMI GROUP SA

Since 2014

Fiduciary group

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Swiss Compliance Management Sagl

Since 2015

Compliance and document monitoringKYC and client profile managementDigital archiving and document digitisation

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ITACA SA

Since 2015

Wealth managementFamily office services

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GKonsult SA

Since 2016

AdvisoryGlobal InvestmentEngineering & Construction

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Swiss OAK Global Consulting Sagl

Since 2016

Financial consultingFinancial investments

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FYDUCIA SA

Since 2016

Wealth ManagementInvestment AdvicePrivate Asset Management

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Whiteport Capital SA

Since 2016

Mergers & AcquisitionsCorporate Finance

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Copernicus Wealth Management SA

Since 2016

Wealth ManagementAsset ManagementFamily Office Services

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BELLUZZO INTERNATIONAL PARTNERS Sagl

Since 2016

Tax Consulting and Tax ComplianceLegal Advisory and Legal ComplianceTrusts and Wealth Planning

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AUDERE Invest SA

Since 2017

Wealth management advisoryAdvisory for family businessesInvestment club

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GVC Consulting Sagl

Since 2017

M&A advisory and strategic consultingCorporate finance and banking advisoryEcosustainability

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Blue Circle Capital AG

Since 2018

M&A Sell-SideM&A Buy-SideGrowth capital

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RIS Rent Investment Solutions SA

Since 2018

Customized financingReal estate consultingNegotiation support

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Financial Services in Lugano

219Financial ServicesCommercial register (Zefix) · as of September 23, 2026

2015Median year of registrationCommercial register (Zefix) · as of September 23, 2026

410in the Canton of TicinoCommercial 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

Largest places

Chiasso31 Mendrisio15 Paradiso14 Stabio8 Bellinzona5 Bioggio5

Place axis

Other industries in Lugano

All companies in Lugano

Holding Companies1,162 Management Consulting701 Property Management492 Real Estate Project Development481 IT Consulting & Services390 Fiduciary Offices337 Technical Consulting & Engineering233 Advertising Agencies227 Restaurants213 Real Estate Brokerage212 Software Development208 NGOs & NPOs205 External Asset Management191 Trade Fair & Event Organizers182 Wholesale - General Specialty Trade145 General Contractors141 Cultural & Educational Organizations138 Architecture Firms132 Retail - Textiles & Clothing123 Other Service Industries109 Wholesale - Food & Luxury Items106 Licensing & Marketing of Intellectual Property103 Logistics & Transport Companies100 Wholesale - Machinery & Technical Equipment97 Research & Development85 Wholesale - Construction & Raw Materials85 Administrative Services84 Automotive & Vehicle Trade84 Market Research Institutes81 Hair Salons75 Pharmaceutical Industry74 Textile & Clothing Industry74 Continuing Education Institutes72 Wholesale - Textiles & Clothing72 Hotels72 Art & Antique Trade71 Facility Management & Cleaning70 Wellness & SPA Facilities69 Medical Technology Industry67 Construction & Project Management65 Recruitment & HR Consulting60 Beauty Salons59 Clubs, Bars & Event Venues59 Public Relations Consulting58 Wholesale - Health & Cosmetic Products58 Travel Agencies58 Coaching & Personal Development57 Sustainability Sector54

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Financial Services inLugano

50 of 219 companies

Financial Services in the region

Financial Services in other places

Other industries in Lugano

Financial Services in
Lugano