Financial Services in the
Canton of Valais

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

Companies

50 of 235 companies

QUANTUM ADVICE AG Logo

QUANTUM ADVICE AG

Since 1993

Wealth managementFinancial, tax and management advisoryFinancial guidance
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Documenta Sion Gmbh Logo

Documenta Sion Gmbh

Since 1993

Financial planning and retirementTax optimisationTax domiciliation
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SFU Finances SA Logo

SFU Finances SA

Since 1993

Financial advisoryFinancial investmentsReal estate financing
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PROBUDGET S.A. Logo

PROBUDGET S.A.

Since 2000

TaxationReal estateInsurance
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Fides Conseils Sàrl Logo

Fides Conseils Sàrl

Since 2007

Family planningMortgages and amortisationsEstate planning and matrimonial law
View profile4.7(3)
Varone Promotions S.A. Logo

Varone Promotions S.A.

Since 2009

Property valuationProperty salesProperty rental
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MB Gestion Conseil Sàrl Logo

MB Gestion Conseil Sàrl

Since 2011

360° SubscriptionInsuranceTax Return
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Steiger & Cie Verbier SA Logo

Steiger & Cie Verbier SA

Since 2011

Sale of real estatePurchase of real estateReal estate developments
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SWLP Group SA Logo

SWLP Group SA

Since 2011

Coaching and consulting for entrepreneurs and companies (RSB)Personal coaching and personal development seminars (RSV)Stock market coaching
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Capital Markets Consulting SA Logo

Capital Markets Consulting SA

Since 2013

Independent advisory for capital markets and corporate financeM&ADebt advisory and debt structuring
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Loyalty conseils en patrimoine Sàrl Logo

Loyalty conseils en patrimoine Sàrl

Since 2014

Insurance brokerageCentralised management of insurance policiesOnline claims reporting
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Oryctérope Transalpin Sàrl Logo

Oryctérope Transalpin Sàrl

Since 2014

Proprietary trading servicesTrading & Ski Camp
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Jochaco SA Logo

Jochaco SA

Since 2015

Real estate
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AWM Advisers SA Logo

AWM Advisers SA

Since 2015

Pension AdviceInvestment AdviceEarnings Advice
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SD Group AG Logo

SD Group AG

Since 2017

Crypto Mining and Hosting
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La Compagnie d'Octodure Sàrl Logo

La Compagnie d'Octodure Sàrl

Since 2017

Global Proprietary Trading
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Financial Services Ombudsman (FINSOM) Logo

Financial Services Ombudsman (FINSOM)

Since 2018

Mediation bodyCommercial Mediation/FinSAWorkplace Mediation/EmpA
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LBY Consulting Sàrl Logo

LBY Consulting Sàrl

Since 2018

Wealth advisoryProperty acquisitionInsurance solutions
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EXPERT CAUTION SA Logo

EXPERT CAUTION SA

Since 2018

Expertise in surety guaranteesSurety servicesWEB CAUTION
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Wilson Advisory Services Logo

Wilson Advisory Services

Since 2020

Private WealthCorporateInstitutional
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My Tangram Sàrl Logo

My Tangram Sàrl

Since 2020

Financial adviceRetirement planning adviceRetirement planning
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Daymer Bay Capital (Switzerland) Sàrl Logo

Daymer Bay Capital (Switzerland) Sàrl

Since 2021

Third-party fund marketingFund distributionRaising assets for separately managed accounts
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Resolve Valais SA Logo

Resolve Valais SA

Since 2021

Mortgage loanRetirement planning adviceTax optimisation
View profile5(31)
Switzerland Investment Consulting Sàrl Logo

Switzerland Investment Consulting Sàrl

Since 2022

Commercial and income propertiesWealth managementInvestment in start-ups
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Sans Tracasserie Sàrl Logo

Sans Tracasserie Sàrl

Since 2023

Administrative supportPersonal budget and payments managementTax assistance
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BonVesting SNC Logo

BonVesting SNC

Since 2024

Multi-Family OfficeCrowdfunding platformFinance training
View profile5(2)
SwissAlps Consulting Sàrl Logo

SwissAlps Consulting Sàrl

Since 2024

Insurance brokeragePension and financial planning
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BDT & MSD Partners Switzerland GmbH Logo

BDT & MSD Partners Switzerland GmbH

Since 2024

Trusted AdviceAligned CapitalInvestment Solutions
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L'Agence25 SA Logo

L'Agence25 SA

Since 2025

Insurance advisory and portfolio managementMortgage advisory and real estate financing
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HES-SO Valais-Wallis Expérience Sàrl Logo

HES-SO Valais-Wallis Expérience Sàrl

Since 2025

Bachelor in Tourism
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Swiss Life Select Schweiz AG, succursale de Sion Est Logo

Swiss Life Select Schweiz AG, succursale de Sion Est

Since 2026

Financial Advice
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Bancassurances.ch Sàrl Logo

Bancassurances.ch Sàrl

Since 2000

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Mehara Group Sàrl Logo

Mehara Group Sàrl

Since 2021

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Cabinet médical St-Jean Sàrl Logo

Cabinet médical St-Jean Sàrl

Since 2022

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SC

SANI Capital SA

Since 1971

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FV

Fonds Valaisan de Cautionnement

Since 1972

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EF

Edel Finance SA

Since 1980

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CS

Commutel SA

Since 1988

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PD

Philippe Dumoulin

Since 1995

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MS

Mercure Sàrl

Since 1996

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DG

DC Gestion SA

Since 1998

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US

UBT-Media SA

Since 1998

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BM

B.S.T. Management S.à r.l.

Since 1998

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VA

vikuna ag

Since 1998

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AS

Actis-Gestion SA

Since 1998

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KS

Kokatu SA

Since 2000

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SG

SB Gestion - Conseils Sandra Bridel

Since 2001

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GP

GVA Partners SA

Since 2002

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NC

NUCLEUS Consulting SA

Since 2002

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PA

Partners Associated SA

Since 2003

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Financial Services in the Canton of Valais

235Financial ServicesCommercial register (Zefix) · as of September 25, 2026
2018Median year of registrationCommercial register (Zefix) · as of September 25, 2026
235in the Canton of ValaisCommercial register (Zefix) · as of September 25, 2026
8,996in SwitzerlandCommercial register (Zefix) · as of September 25, 2026
Locations

Financial Services in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of September 25, 2026