Gramoba

What Gramoba does

Gramoba AG is a privately-held Swiss professional services firm headquartered in Luzern (Lucerne), founded in 1988 and operating continuously for over 35 years in the Zentralschweiz (Central Switzerland) region. The firm delivers an integrated portfolio of four service lines: Treuhand (fiduciary services including financial accounting, payroll, transactions, succession planning, business valuation, and board mandates), Steuern & Recht (tax and legal advisory covering VAT, direct taxes, special taxes, and legal consultation for national and international matters), Wirtschaftsprüfung (auditing, including ordinary, limited, and special audits — performed under its RAB registration Reg.-Nr. 502962), and Vorsorge (retirement, pension, and advance-directive planning for private individuals).

Gramoba is a people-delivered professional services firm with no proprietary technology platform. Delivery relies on its team of named professionals — including licensed audit experts, certified fiduciary experts, and certified financial planners — supported by third-party Swiss accounting software such as Abacus and bexio. The company holds memberships in TreuhandSuisse, the Swiss Quality Peer Review (SQPR) programme, and veb.ch, which provide external quality and credentials benchmarking.

Revenue is generated through per-engagement professional services fees (custom quotes based on scope and complexity), with no public pricing tiers, no self-serve channels, and no disclosed contracts beyond multi-year fiduciary retainers. The go-to-market is purely sales-led and relationship-driven: clients initiate contact via phone (+41 41 768 90 00), email ([email protected]), or in-person office consultations. Primary customers are Swiss SMEs, startups, and entrepreneurs, with a secondary segment of private individuals; no named enterprise logos or revenue-concentration disclosures are available. The firm has no external funding, no parent company, no subsidiaries, no disclosed M&A activity, and no recent leadership changes — operating as an independent partner-led partnership under a Swiss Aktiengesellschaft (AG) corporate form.

Name

Gramoba

Legal name

Gramoba AG

Website

https://gramoba.ch

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Short description

Gramoba AG is a privately-held Swiss fiduciary, tax, audit, and pension/estate planning firm founded in 1988 and headquartered in Luzern, serving SMEs, entrepreneurs, and private individuals in Central Switzerland through partner-led professional services.

Ownership category

akta.pro rank

Headquarters

HQ city

Lucerne

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Treuhand: Fees for fiduciary and trust services including financial accounting, payroll administration, annual accounts, and reporting for business clients.
2. Tax Advisory Services: Fees for preparing tax returns, tax representation, VAT compliance, and tax strategy for individuals and legal entities.
3. Audit and Assurance Services: Fees for statutory audits (ordinary and limited), special audits, and custom audit engagements. Registered with the Swiss Federal Audit Oversight Authority (RAB, Reg.-Nr. 502962).
4. Pension and Estate Planning Services: Fees for retirement planning, pension advice, advance healthcare directives, and estate planning for private individuals.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Gramoba AG provides integrated fiduciary (Treuhand), tax and legal advisory, statutory auditing, and private pension and retirement planning services. The firm serves Swiss small and medium-sized enterprises, entrepreneurs, and private individuals in Central Switzerland, delivering engagements directly through its certified staff at the Luzern office.

Product overview

Gramoba AG is a Swiss fiduciary and financial services firm offering an integrated portfolio of professional services. The company operates four core service lines: Treuhand (fiduciary/trust services covering accounting, transactions, succession planning, and business valuation), Steuern & Recht (tax and legal advisory), Wirtschaftsprüfung (auditing services), and Vorsorge (pension and retirement planning for private clients). Services are provided to both corporate and individual clients, with expertise in national and international matters.

Differentiator

Problem solved

Functional benefit

Products and services

• Treuhand (Fiduciary Services)
• Steuern & Recht (Tax & Legal Advisory)
• Wirtschaftsprüfung (Auditing)
• Vorsorge (Pension and Retirement Planning)

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• TreuhandSuissecoreOthersGramoba is a member of TreuhandSuisse, the Swiss association of fiduciary and trust professionals. Membership signals professional standards compliance and provides access to industry updates, best practices, and a professional network of Swiss Treuhand firms.
• RAB (Revisionsaufsichtsbehörde)coreOthersThe Swiss Federal Audit Oversight Authority (RAB) regulates the audit profession in Switzerland. Gramoba is registered with RAB as an approved audit expert (Reg.-Nr. 502962), which is a regulatory prerequisite for providing statutory audit services.
• SQPR (Swiss Quality Peer Review)minorOthersSwiss Quality Peer Review is a quality assurance programme for audit firms. Gramoba participates in peer review processes to ensure and demonstrate quality standards.
• veb.chminorOthersveb.ch is the Swiss professional association for bookkeeping and finance professionals. Gramoba maintains membership, signalling professional credentials in accounting and financial services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• OBT Treuhand AG: OBT is a Swiss mid-sized fiduciary and audit firm offering Treuhand, tax advisory, and audit services to SMEs across multiple cantons. It is the closest scale and model comparable to Gramoba — both compete for Swiss SME clients with integrated fiduciary offerings.
• ATAG Private & Corporate Services AG: ATAG is a Swiss fiduciary firm offering Treuhand, tax, audit, and corporate services to SMEs and private clients in the German-speaking part of Switzerland. It is comparable to Gramoba in service mix, client profile, and mid-market Swiss fiduciary positioning.
• Treuhand-Suisse member firms (regional): TreuhandSuisse is the Swiss association of fiduciary firms; its regional member offices compete directly with Gramoba for SME Treuhand, tax, and audit work in Central Switzerland and other cantons, sharing similar size, credentialing, and service profiles.

Broad incumbents

• BDO Switzerland: BDO is a top-5 Swiss audit, tax, and advisory firm with national coverage. While much larger than Gramoba, BDO competes for the same Swiss SME fiduciary and audit mandates and serves as a credible alternative for clients needing broader or international capabilities.
• Deloitte Switzerland: Deloitte Switzerland provides audit, tax, and consulting services to Swiss enterprises and private clients. It is a competitor for higher-end SME fiduciary mandates and represents a benchmark for scale and breadth versus Gramoba's regional positioning.
• KPMG Switzerland: KPMG Switzerland is a Big Four audit, tax, and advisory firm. It overlaps with Gramoba in audit, tax compliance, and succession advisory for Swiss SMEs and private individuals, but operates at a much larger scale and broader geographic footprint.
• EY Switzerland: EY Switzerland is a Big Four audit and advisory firm serving Swiss SMEs, entrepreneurs, and private clients. It competes with Gramoba on audit and tax work, particularly for clients that scale into multinational or transaction-driven engagements.
• PricewaterhouseCoopers Switzerland: PwC Switzerland is a Big Four provider of audit, tax, and advisory services. It competes with Gramoba for larger SME and mid-market audit and tax engagements and serves as a scale benchmark for the broader Swiss fiduciary market.

Others

• Abacus Research AG: Abacus is a leading Swiss ERP, accounting, and payroll software provider and a stated technology partner of Gramoba. Like bexio, Abacus enables automation of routine accounting work that traditional fiduciary firms historically performed manually.
• bexio AG: bexio is a Swiss cloud accounting and business management platform for SMEs and an existing partner of Gramoba. While not a direct fiduciary competitor, bexio's automation of bookkeeping and VAT tasks represents an indirect competitive pressure on traditional Treuhand pricing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gramoba-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Gramoba