What OBT does

OBT AG is a Swiss private partnership-owned professional services firm headquartered in St.Gallen, operating across approximately 500 employees and 11 office locations in German-speaking Switzerland. The firm delivers a fully integrated service portfolio spanning fiduciary/trust services, audit, tax and legal advisory, HR services, corporate finance/M&A, and IT solutions, primarily serving Swiss small and medium-sized enterprises (KMU), public-sector entities, and energy utilities. OBT is structured as a partner-owned Aktiengesellschaft with all partners functioning as shareholders, and operates group subsidiaries including Baker Tilly OBT AG (international consulting), LEHMANN+PARTNER Informatik AG, Budliger Treuhand AG, and FIGAS.

The firm's technology platform is built around the Abacus Business Software ERP suite for SME accounting, payroll, and HR, complemented by proprietary and partner-branded solutions including innosolvcity and innosolvenergy (vertical software for municipalities and energy providers), the CMI Lösungsplattform (document/content management), OBT Swiss Cloud (ISO 27001 certified data center), OBT Datendrehscheibe (bidirectional data exchange hub), and Servicedesk-Cockpit (IT service management). The IT services portfolio is further extended through integrations with Microsoft 365 via CoffeeNet 365, bLink bank connectivity, and ISL Light remote support tools. The firm is ISO 27001 certified, EXPERTsuisse certified, and a Great Place to Work certified employer.

OBT generates revenue primarily through project-based and retainer professional services engagements with quote-based pricing, monthly billing cadence, and annual retainers common for ongoing fiduciary mandates. Revenue streams include fiduciary and consulting services, audit services (Swiss GAAP FER, IFRS, group and pension fund audits), tax and legal advisory, managed IT services, HR outsourcing, corporate finance/M&A, and sustainability/ESG advisory. International reach is delivered through the firm's independent membership in the Baker Tilly International network of 145+ member firms. The go-to-market combines a sales-led direct office model with an event-driven content marketing engine (webinars, podcasts, KMU-Studie publications, VR-Symposium, and Conecto ZHAW).

Name

OBT

Legal name

OBT AG

Website

https://obt.ch

Company type

Private

Founded year

1933

Operating status

Operating

Headcount range

101–250 employees

Short description

OBT AG is a Swiss private partnership-owned professional services firm with ~500 employees across 11 offices in German-speaking Switzerland, delivering integrated fiduciary, audit, tax, legal, HR, and IT services to SMEs, public sector entities, and energy utilities, with international reach via Baker Tilly International.

Ownership category

akta.pro rank

Headquarters

HQ city

Saint Gallen

HQ country

Switzerland

HQ region

Europe

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fiduciary and Consulting Services: Core fiduciary services including bookkeeping, financial statement preparation, payroll administration, and business consulting for SMEs
2. Audit Services: Ordinary and limited audits according to Swiss law, group audits, Swiss GAAP FER and IFRS audits, pension fund audits, and special investigations
3. Tax and Legal Advisory: Tax advisory, analysis, planning and optimization, legal advice in employment, immigration, and social security law, contract law, and inheritance matters
4. IT Services: IT consulting, project management, support, and operation of IT solutions including Abacus software, cloud services, and system solutions
5. HR Services: HR outsourcing, consulting, and HR system implementation services
6. Corporate Finance/M&A: Business succession planning, company valuations, company acquisitions and sales support, and M&A advisory
7. Sustainability/ESG Services: Sustainability strategy consulting, ESG reporting, and ESG assurance services

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

OBT AG is a Swiss professional services firm delivering fiduciary, audit, tax and legal, HR, and IT services to SMEs, large corporations, public entities, municipalities, and energy utilities across German-speaking Switzerland. Its offerings include bookkeeping and financial statement preparation, payroll administration, business consulting, statutory and group audits (Swiss GAAP FER, IFRS, pension fund audits), tax advisory and legal counsel, HR outsourcing, business succession/M&A advisory, sustainability/ESG services, and IT solutions including ERP implementation, cloud hosting, and document management.

Product overview

OBT is a Swiss fiduciary, audit, and consulting firm offering comprehensive business services across fiduciary, auditing, tax/legal, HR, and IT domains. The IT services portfolio centers on Abacus Business Software (ERP/accounting solution) with specialized modules including AbaScan for document scanning, AbaWeb for web access, and QR invoice processing. Additional software solutions include innosolvcity (municipal management) and innosolvenergy (utility management), CMI document platform, and Microsoft 365 via CoffeeNet 365. Infrastructure offerings comprise OBT Swiss Cloud (ISO 27001 certified data center), OBT Datendrehscheibe (bidirectional data exchange hub), and Servicedesk-Cockpit for IT support management. The product architecture combines core software platforms with add-on modules and cloud infrastructure services.

Differentiator

Problem solved

Functional benefit

Brands

• myOBT: Digital customer portal for secure and efficient collaboration
• OBT Swiss Cloud
• innosolvcity
• innosolvenergy
• CMI Solutions
• primedocs
• Servicedesk-Cockpit
• Abacus Business Software

Products and services

• Treuhand und Beratung (Fiduciary and Consulting)
• Wirtschaftsprüfung (Audit and Assurance)
• Steuern und Recht (Tax and Legal Advisory)
• HR-Services
• Unternehmensnachfolge von KMU (Business Succession / M&A)
• Nachhaltigkeit-Services (Sustainability/ESG)
• IT-Dienstleistungen (IT Services)
• Internationale Beratung (International Consulting via Baker Tilly OBT AG)
• Abacus Business Software
• innosolvcity
• innosolvenergy
• CMI Lösungsplattform
• primedocs
• OBT Swiss Cloud
• OBT Datendrehscheibe
• Servicedesk-Cockpit
• Systemlösungen
• Microsoft 365 | CoffeeNet 365

Quantifiable outcome

• One of the six largest fiduciary, auditing and consulting companies in Switzerland

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Baker Tilly InternationalcoreStrategic or Co-development PartnerOBT AG and Baker Tilly OBT AG are independent members of Baker Tilly International, a global network of high quality accountancy and business services firms. This membership enables OBT to serve international clients through coordinated assignments with member firms worldwide, providing local expertise in any overseas marketplace.
• Baker Tilly OBT AGcoreStrategic or Co-development PartnerFlaghship subsidiary of OBT AG focused on international business, operating as a separate legal entity but under the OBT group umbrella. Serves as the primary entity for international client engagements.
• LEHMANN+PARTNER Informatik AGcoreStrategic or Co-development PartnerPart of the OBT Group, specializing in IT/informatics services. Provides IT infrastructure and solutions from the Lucerne location.
• Budliger Treuhand AGminorStrategic or Co-development PartnerPart of the OBT Group, providing fiduciary services as part of the broader group structure.
• FIGASminorStrategic or Co-development PartnerPart of the OBT Group, contributing to the comprehensive service offering of the fiduciary network.
• Abacus Research AGcoreTechnology or IntegrationSoftware partnership for Abacus Business Software implementation, support, and customization. OBT is a certified Abacus partner providing ERP solutions to SMEs.
• EXPERTsuissecoreOthersSwiss professional association for fiduciary, tax, and auditing experts. OBT holds EXPERTsuisse certification demonstrating professional standards compliance.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• KPMG Switzerland: KPMG Switzerland is one of the Big 4 and a dominant broad incumbent in Swiss audit, tax and advisory. While OBT competes primarily with KPMG on large-cap audit and international mandates, KPMG's mid-market practice directly overlaps OBT's core KMU and corporate client base.
• Deloitte Switzerland: Deloitte Switzerland is a Big 4 firm with comprehensive audit, consulting, tax and advisory services. It is a broad incumbent competing with OBT primarily at the larger end of OBT's corporate client base and for cross-border mandates served through the Baker Tilly network.
• EY Switzerland: EY Switzerland is a Big 4 audit, tax, transaction and advisory firm. It is a broad incumbent whose mid-market and entrepreneurial offerings overlap materially with OBT's fiduciary, tax and succession services, particularly for larger KMU and family-owned businesses.
• PwC Switzerland: PwC Switzerland is a Big 4 incumbent providing the full spectrum of audit, tax, legal and advisory services. It is a broader incumbent rather than a direct peer at the SME end, but it competes with OBT for the upper end of OBT's large-corporate and public-sector client segments.

Direct peers

• BDO Switzerland: BDO Switzerland is one of the leading Swiss audit, tax, and advisory firms with a similar multi-office, SME-focused footprint. It is the closest direct peer to OBT in service mix, target market (Swiss KMU and mid-market corporates), and tier of the Swiss professional services market.
• RSM Switzerland: RSM Switzerland is the Swiss member of another major international mid-tier accounting and advisory network, providing audit, tax and consulting to SMEs and mid-market companies with a comparable service portfolio to OBT's fiduciary and advisory offering.
• Mazars Switzerland: Mazars is an internationally networked mid-tier audit and advisory firm operating in Switzerland with comparable fiduciary, audit, tax and consulting capabilities targeted at Swiss SMEs and mid-market companies, putting it head-to-head with OBT for similar mandates.
• Trewit AG: Trewit is a Swiss fiduciary, tax and consulting firm comparable to OBT in service mix and Swiss SME focus, with a similar mid-tier positioning in the German-speaking Swiss fiduciary market. (Website is a known Swiss fiduciary competitor; verify if needed.)
• Grant Thornton Switzerland: Grant Thornton Switzerland offers audit, tax and advisory services to Swiss mid-market and SME clients through a member-firm model that closely mirrors OBT's Baker Tilly International affiliation, competing for the same client profile and mandates.

Others

• Abacus Research AG: Abacus Research AG is OBT's strategic technology partner for Abacus Business Software (ERP, payroll, HR) and is closely tied to OBT's IT services revenue. It is an enabler/partner rather than a competitor, but its product strategy materially shapes OBT's IT services franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeobt.ch/de/podcasts
• Xx.com/obtag
• Facebookfacebook.com/obtag
• LinkedInlinkedin.com/company/obt-ag

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OBT