JB Finanz AG
Asset Management / Wealth Management · Burgdorf, Bern
JB Finanz AG is a Swiss asset management / wealth management company based in Burgdorf, Canton of Bern, listed in the Swiss commercial register since 2021 (UID CHE-420.433.309).
Board members & signatories
- Julien von Känel — Mitglied des Verwaltungsrates
Registered purpose
Die Gesellschaft bezweckt die Vermittlung von Versicherungen, das Erbringen von Dienstleistungen im Bereich Immobilien und Werbung sowie den An- und Verkauf jeglicher Art. Die Gesellschaft kann Zweigniederlassungen und Tochtergesellschaften im In- und Ausland errichten und sich an anderen Unternehmen im In- und Ausland beteiligen sowie alle Geschäfte tätigen, die direkt oder indirekt mit ihrem Zwe…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What JB Finanz does
OFFERING
JB Finanz AG provides independent financial consulting services focusing on clarity, security, and sustainable strategies. Their offerings include personalized financial solutions for individuals, covering areas such as retirement planning, insurance, tax optimization, and wealth accumulation. For businesses, they offer comprehensive financial consulting with optimized retirement concepts, strong insurance solutions, and strategic tax and risk planning.
Unlock the full analysis →Similar companies
- FinanzFabio AG — Management Consulting · Lenzburg
- FS Beratung & Treuhand GmbH — Management Consulting · Luzern
- CJC Heilmann Private Office AG — Legal Services · Zürich
- FreeVer GmbH — Trust / Fiduciary / Treuhand · Bern
- Zambra Finanz AG — Trust / Fiduciary / Treuhand · Dielsdorf
- Haus der Finanzen GmbH — Trust / Fiduciary / Treuhand · Bern
Find every asset management / wealth management company in Switzerland
Alpintel searches all 710,000 Swiss companies with AI — filter by industry, size, revenue, region and ownership in seconds.
family-owned asset management / wealth management companies with 50+ employees…Search →Full profiles from CHF 49/month · Cancel anytime