--- title: "SME transfer Finance and Investment sector in Switzerland" description: "13 companies in the Finance and Investment sector for sale in Switzerland. Confidential documentation, financials and expert support for your acquisition." lang: "en" updated: "2026-10-31" alternates: fr: "https://www.leez.ch/fr/entreprises-a-vendre/finance-investissement" de: "https://www.leez.ch/de/unternehmen-zum-verkauf/finanz-investitionswesen" it: "https://www.leez.ch/it/aziende-da-vendere/finanza-investimenti" url: "https://www.leez.ch/en/companies-for-sale/finance-investment" --- # SME transfer Finance and Investment sector in Switzerland ## In brief - 13 listings · Sector : Finance and Investment - Updated on 31.10.2026 13 companies in the Finance and Investment sector for sale in Switzerland. Confidential documentation, financials and expert support for your acquisition. ## Listings - [Established insurance brokerage and wealth management company - French-speaking Switzerland](https://www.leez.ch/en/companies-for-sale/103611.md) — Wealth management firm · CHF 4,400,000 - 5,400,000 (aggregated listing) - [Wealth management and business transfer company - Canton of Ticino](https://www.leez.ch/en/companies-for-sale/103528.md) — Ticino · Wealth management firm · CHF 120,000 - 180,000 (aggregated listing) - [Specialised service company in wealth management and business succession - Canton of Ticino](https://www.leez.ch/en/companies-for-sale/103517.md) — Ticino · Wealth management firm · CHF 120,000 - 180,000 (aggregated listing) - [Mortgage and pension brokerage company - French-speaking Switzerland](https://www.leez.ch/en/companies-for-sale/103981.md) — Financial broker (aggregated listing) - [Holding company with established capital - Immediate takeover opportunity](https://www.leez.ch/en/companies-for-sale/100567.md) — Investment company · CHF 12,500 - 17,500 (aggregated listing) - [Holding company established since 2010 - Canton of Zug](https://www.leez.ch/en/companies-for-sale/100393.md) — Zug · Investment company · CHF 57,500 - 72,500 (aggregated listing) - [Financial and insurance comparison platform in Switzerland - Canton of Lucerne](https://www.leez.ch/en/companies-for-sale/100363.md) — Lucerne · Financial advisory firm · CHF 4,000 - 6,000 (aggregated listing) - [Holding company established for 17 years available immediately](https://www.leez.ch/en/companies-for-sale/100563.md) — Investment company · CHF 4,000 - 6,000 (aggregated listing) - [Public limited company established for 36 years - Canton of Basel-City](https://www.leez.ch/en/companies-for-sale/100364.md) — Basel-Stadt · Investment company (aggregated listing) - [Public limited company specialising in trading of assets](https://www.leez.ch/en/companies-for-sale/100537.md) — Investment company · CHF 12,500 - 17,500 (aggregated listing) - [Dormant limited company ready to use - Canton of Basel-City](https://www.leez.ch/en/companies-for-sale/100543.md) — Basel-Stadt · Investment company · CHF 7,500 - 12,500 (aggregated listing) - [Venture capital participation company with access to international startups - Canton of Grisons](https://www.leez.ch/en/companies-for-sale/100132.md) — Grisons · Investment company · CHF 52,500 - 67,500 (aggregated listing) - [Holding company for takeover - Canton of Zug](https://www.leez.ch/en/companies-for-sale/103096.md) — Zug · Investment company · CHF 80,000 - 120,000 (aggregated listing) - [Regulated crypto-finance company in French-speaking Switzerland](https://www.leez.ch/en/companies-for-sale/104092.md) — Financial broker · CHF 260,000 - 340,000 (sold, aggregated listing)