About Us

About Finaro

Who We Are

Finaro is a Swiss financial services provider for fiduciary services, insurance, wealth and financing. We support SMEs, the self-employed, founders and private individuals across German-speaking Switzerland, personally on-site and digitally through modern tools such as bexio.

Finaro was founded by Endrit Beadini with a simple conviction: financial matters don’t have to be complicated. Anyone who understands their numbers, taxes and insurance makes better decisions. That is exactly what we work towards: explaining clearly, delivering reliably, and thinking proactively alongside you.

One contact person for your finances

It all started with an apprenticeship at an insurance broker in Zurich. There I learned insurance and fiduciary services from the ground up and grew from apprentice to member of the management. In 2021 I became self-employed, and in 2024 this grew into Finaro.

The name says it all: finances, straight to the point. Finaro is there for everyone who wants to put their finances in good hands, from the first tax return to complex wealth planning. We explain what we do in plain language, and we stay at your side, even when things get uncomfortable.

Today more than 8'000 private individuals and around 200 companies place their trust in us. Training apprentices is part of it for me: that is how I started myself.

I look forward to talking with you.

Endrit Beadini

Founder and Managing Director

Why everything from a single source

Taxes, insurance, pensions, wealth and financing are connected. Anyone optimising their tax return thinks about Pillar 3a. Anyone buying a home needs the right mortgage, suitable building insurance and sound tax planning. Finaro does not look at these questions separately but as a whole, and supports you and your business through every stage of life, personally and from a single source.

All services

The Finaro Group

Finaro is backed by a group: Finaro Holding AG brings together Finaro Treuhand GmbH and Finaro Versicherungen GmbH. This way, each area of expertise is the responsibility of a specialised company, and you still have one brand and dedicated contacts.

More about the Finaro Group

Finaro Holding AG

FIDUCIARY SERVICES

Finaro Treuhand GmbH

INSURANCE & PENSIONS

Finaro Versicherungen GmbH

Consulting process

  1. 1
    Analysis

    We record your situation: figures, contracts, goals.

  2. 2
    Evaluation

    We check where you are paying too much, are not adequately covered or have untapped potential.

  3. 3
    Proposed solution

    You receive concrete proposals with costs, benefits and alternatives.

  4. 4
    Implementation

    We take care of applications, cancellations, new contracts and deadlines.

  5. 5
    Ongoing support

    We remain your point of contact and check every year whether everything still fits.

Our Values

What We Stand For

Trust

Memberships and Partners

Memberships

Registration

Registered in the FINMA intermediary register:
Finaro Versicherungen GmbH, registration number F01572565

Digital Partner

We work digitally with bexio.

Partner Insurers (Selection)

Get to know Finaro in person.

Contact us for a non-binding conversation about all your financial matters.