Swiss Financial Services

Finance · Switzerland · 11-50 Employees

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Overview

Headquarters

Hallenstrasse 10, Zürich, Zurich, 8008, ...

Phone Number

(630) 355-2100

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About Swiss Financial Services

In 1986, Swiss Financial Services added a US presence by establishing an office in Naperville, Illinois. In the mid-1990's, Swiss Financial Services decided to concentrate on fund services and began to de-emphasize its futures brokerage business. In 1996, Swiss Financial Services opened its office in the Bahamas to expand the fund services offering. By 1999, Swiss Financial Services was a firm entirely focused on fund administration. In 2003, Swiss Financial Services further strengthened its presence in Europe by opening an office in Ireland and in 2006 expanded to Asia by opening a Singapore office. In the latter part of 2013 SFS made the difficult decision to close the Bahamas office and centralize all shareholder services work for client funds in the Ireland office. This was a very difficult decision as the team in the Bahamas office had played a key role in the success of Swiss Financial Services over the previous seventeen years. Today, Swiss Financial Services renders accounting,Read more
Swiss Financial Services's Social MediaPopular SearchesSwiss Financial ServicesSwiss Global Finance LtdSwiss FinancialSwiss Financial AGSwiss Financial HoldingSIC Code 62,628NAICS Code 52,523Show more

Swiss Financial Services Org Chart

PhoneEmail
JC
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swiss Financial Services

<$5M
11-50
Private
-
1985
JC
Joe CheungManaging Director
<$5M
11-50
Private
-
2013
<$5M
11-50
Private
-
2017
MK
Michael KriegerVice President, Operations
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
2003
CL
Charles LynamPartner, Chief Financial Officer
<$5M
11-50
Private
-
2008
VC
Vincent CiavardiniPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Swiss Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Swiss Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Swiss Financial Services.

Swiss Financial Services Tech Stack

A closer look at the technologies used by Swiss Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Swiss Financial Services

What is Swiss Financial Services's official website?
Swiss Financial Services's official website is www.swiss-financial.com
What is Swiss Financial Services's Revenue?
Swiss Financial Services's revenue is <$5 Million
What is Swiss Financial Services's SIC code?
Swiss Financial Services's SIC: 62,628
What is Swiss Financial Services's NAICS code?
Swiss Financial Services's NAICS: 52,523
How many employees does Swiss Financial Services have?
Swiss Financial Services has 11-50 employees
What industry does Swiss Financial Services belong to?
Swiss Financial Services is in the industry of: Finance, Business Services, Securities Trading
What is Swiss Financial Services competition?
Swiss Financial Services top competitors include: Granville Capital, Crederian Fund Services, Tower Fund Services, Stonegate Global Fund Services
What technology does Swiss Financial Services use?
Some of the popular technologies that Swiss Financial Services uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Swiss Financial Services?
Swiss Financial Services contact info: Phone number: (630) 355-2100 Website: www.swiss-financial.com
What does Swiss Financial Services do?

In 1986, Swiss Financial Services added a US presence by establishing an office in Naperville, Illinois. In the mid-1990's, Swiss Financial Services decided to concentrate on fund services and began to de-emphasize its futures brokerage business. In 1996, Swiss Financial Services opened its office in the Bahamas to expand the fund services offering... . By 1999, Swiss Financial Services was a firm entirely focused on fund administration. In 2003, Swiss Financial Services further strengthened its presence in Europe by opening an office in Ireland and in 2006 expanded to Asia by opening a Singapore office. In the latter part of 2013 SFS made the difficult decision to close the Bahamas office and centralize all shareholder services work for client funds in the Ireland office. This was a very difficult decision as the team in the Bahamas office had played a key role in the success of Swiss Financial Services over the previous seventeen years. Today, Swiss Financial Services renders accounting, administrative, investor and fund set-up services for diverse fund types domiciled in the Cayman Islands, Bahamas, United States, British Virgin Islands, Ireland and Singapore. Funds we administer include corporations, limited partnerships, fund of funds, single and multi-advisor funds, master/feeder funds and single/multi class funds. Swiss Financial Services also performs accounting services for managed accounts, as well as valuation and consolidation services for client specific portfolios. Our clients include investment managers, hedge fund managers, commodity trading advisors, investment advisors, as well as family wealth offices, banks, brokerage firms and other financial institutions of the alternative investment industry. About usRead More

What are Swiss Financial Services social media links?
Swiss Financial Services Linkedin page
Is Swiss Financial Services a public company?
Swiss Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Swiss Financial Services

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