We are at your side to help you achieve your financial goals!
ProfitBeratung, a financial advisory firm based in Switzerland, offers our private and corporate clients expert solutions in the areas of equities, stock market investments and portfolio management. Our goal is to help our clients achieve their financial goals and grow their investments with confidence.
With over 10 years of experience, we simplify the complexity of the financial world and offer our clients personalized strategies. Our team of experts closely follows market trends and works to provide the most up-to-date and effective solutions.
Our mission
To provide reliable, transparent and professional advice to enable our clients to achieve financial freedom. We develop specific solutions to meet the needs of each of our clients and help them make the most of their investments.
Our vision
To be a leading brand in the financial advisory sector, a company that our clients trust and work with over the long term. Our goal is to make a difference in the investment world with innovative solutions.
Our values
- Reliability: The trust that our customers place in us is always a priority for us.
- Transparency: We pursue an open and comprehensible approach in all our processes.
- Competence: We work with an experienced and knowledgeable team in this field.
- Individual service: We offer customized solutions for the needs of every customer.
- Continuous development: We continuously improve our services by following innovations in the financial world.
95% customer satisfaction
Most of our customers are satisfied with our services and recommend us to others.
2500 satisfied customers
We have hundreds of private and corporate clients who have successfully invested in shares and stock market investments.
Portfolio under management over € 100 million
To date, we have managed investment portfolios worth more than 100 million euros for our clients.
The path of our company
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2015
Foundation of the company
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2017
Building a solid team
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2019
Company receives award
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2020
First successes and rewards
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2021
Award for the best finance team
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2025
Steady growth and outstanding performance
Global customers
We develop strategies that are geared towards the future.
ProfitBeratung is led by a team of experienced financial advisors. Our team closely follows market trends and works to provide our clients with the most up-to-date and effective solutions. Each advisor helps our clients make the right decisions by simplifying the complexities of the financial world.
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