Simpler and better

Let us work together to help you succeed.

Just a few steps to your goal: discover how easy it is to get started on Findea.ch!

The modern alternative

How does Findea.ch differ from conventional trust companies?

Digital platform

Full online access to accounting and financial data at any time.

Transparent fixed prices

Clear costs with no hidden fees, ideal for planning certainty.

Automated processes

Efficiency through technology, fewer manual tasks for customers.

User-friendly

Simple solutions for everyone, even without specialized knowledge.

Time and cost efficiency

Faster and cheaper with digital tools and clear processes.

Attractive for SMEs

Modern services, perfect for tech-focused startups and SMEs.

Modern fiduciary services
Onboarding

Become part of our exclusive customer portfolio

1

Book initial consultation

Schedule your first meeting in just a few clicks. Choose a convenient time and start a carefree future for your finances.

Conduct a needs assessment

In our first meeting, we analyze your individual needs. Whether you need bookkeeping, tax advice or payroll services, we will work with you to find the best solution.

Receive a customized offer

Based on the needs analysis, you will receive a customized offer. No hidden costs - just clear services that suit you.

Accept the offer

After you receive your customized quote, you can review and approve it at your convenience. Once approved, we will begin the process of implementing your requirements quickly and professionally.

Sign the contract

Our relationship begins with the signing of a contract. The process is quick and easy, so we can get started for you right away.

Start of the collaboration

From now on, you will be in the best of hands: your dedicated contact person will guide you through every step and is always available to answer any questions or concerns you may have.

The following requirements must be met

Company size

Findea.ch specializes in serving small and medium-sized enterprises (SMEs) and start-ups. It is therefore advantageous if your company falls into these categories.

Willingness to digitize

Findea.ch sets a high value on paperless and digital processes. An openness to digital working methods and the willingness to use the appropriate tools is therefore important.

Swiss registered office

Your company should be located in Switzerland, because Findea.ch is represented in all language regions of Switzerland with its own locations, thus ensuring proximity to customers.

Industry affiliation

Although Findea.ch covers a wide range of industries, it can be an advantage if your company is in an industry where Findea.ch already has experience.

Trust company in switzerland

Your journey to financial clarity begins here

Let us tackle your challenges together – book your free initial consultation now!

Questions about the onboarding process? We have the answers!

Find out everything you need to know about the simple and transparent onboarding process at Findea.ch.

How do I book the initial consultation?

You can conveniently schedule an initial consultation using our online form. We will then contact you to schedule an initial consultation.

What happens during the needs assessment?

During the needs analysis, we discuss your requirements and goals. We ask specific questions to get a complete picture of your needs and find the best possible solution for you.

How long will it take for me to receive a quote from you?

After analyzing your needs, we will provide you with a transparent and customized quote within a few days, with no hidden costs.

Will I be able to sign the contract digitally?

Yes, our onboarding process is completely digital. You can sign the contract online - fast, secure and paperless.

Who is my contact person after the contract is signed?

After you sign the contract, you will be assigned a personal contact who will support you throughout our relationship, answering your questions and making sure everything runs smoothly.