Advisory

Fiduciary and Auditing Servicesconsultive.ch

Consultive Treuhand AG is a Swiss fiduciary and auditing firm with approximately 30 employees across Winterthur and Gossau, providing bookkeeping, accounting, payroll, statutory auditing, tax consulting, and management advisory services to SMEs and private individuals.

Company typePrivate
Founded2008
HeadquartersWinterthur, Switzerland
Headcount11–50
GTM typeB2B
OfferingServices

What Advisory does

Consultive Treuhand und Wirtschaftsprüfung is a Swiss fiduciary and auditing firm formed in 2008 through a merger of fiduciary and auditing companies. The group operates two Swiss stock corporations (AG) — Consultive Treuhand AG (fiduciary services) and Consultive Revisions AG (auditing) — headquartered in Winterthur with a regional branch in Gossau, and employs approximately 30 qualified professionals. It delivers professional services to small and medium-sized enterprises and private individuals, including bookkeeping, accounting, payroll administration, tax returns and planning, statutory and special audits (the firm is registered as statutory auditor for over 280 companies), succession planning, company formations, and management consulting. Services are billed on retainer or per-engagement quotes, delivered through personal advisory relationships across both office locations and supported by a cloud-based client collaboration platform called WebTreuhand (built on Nextcloud) plus TeamViewer for remote desktop consultations.\n\nThe firm's go-to-market is sales-led and relationship-driven: partners such as Christian Jost (Gossau branch head), Nunzio Scioscia, Sibylle Kunz, Martin Graf, Stefan Giezendanner, and Leandra Göldi hold Swiss federal certifications (Treuhandexperte, certified audit experts, MAS FH degrees) and cultivate long-tenure mandates. Marketing is light-touch — LinkedIn, XING, MailChimp newsletter, and educational blog content on Swiss tax and corporate law topics. Revenue mechanics rely on time-based fees scoped per mandate rather than disclosed unit pricing, and the customer base spans a horizontal mix of SME industries rather than concentrated verticals. The firm holds memberships in Treuhand Suisse, EXPERTsuisse, and SRO-Treuhand Suisse, and partners with complementary professionals (legal, real estate, financial advisory) for cross-referrals.

Advisory firmographics

Firmographics

Name: Advisory
Legal name: Consultive Treuhand AG
Website: https://consultive.ch
Company type: Private
Founded year: 2008
Operating status: Operating
Headcount range: 11–50 employees
Short description: Consultive Treuhand AG is a Swiss fiduciary and auditing firm with approximately 30 employees across Winterthur and Gossau, providing bookkeeping, accounting, payroll, statutory auditing, tax consulting, and management advisory services to SMEs and private individuals.
Ownership category
akta.pro rank

Advisory industry classification

Industry

Product category: Fiduciary and Auditing Services
NAICS: Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)
SIC: Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)
akta.pro primary industry: Fee-Based Advisory (FSAEAAAM)
akta.pro secondary industries: Family Business & Succession Advisory (FSAAADAL), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

Fiduciary services
Statutory auditing
Tax consulting
Management consulting
Bookkeeping services

Where Advisory is headquartered

Location

Headquarters

HQ city: Winterthur
HQ country: Switzerland
HQ region: Europe

Offices2 records

Markets served

Advisory business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Fiduciary Services: Bookkeeping, accounting, tax returns, payroll administration, and financial advisory services for companies and private individuals. Billed on retainer or per-engagement basis.
Auditing Services: Statutory audits, ordinary and limited audits, consolidated account audits, employee benefit plan audits, foundation and association audits, and special audits. Registered as statutory auditors for over 280 companies.
Tax Consulting: Tax advisory services including tax planning, compliance, and optimization for SMEs and individuals.
Management Consulting: Management consulting services including succession planning, restructuring, and business advisory.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Professional services with personalized advisory

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Advisory product offering

Product offering

Core offering

Advisory (Consultive) is a Swiss fiduciary and auditing firm that delivers bookkeeping, accounting, payroll administration, tax advisory, statutory auditing, and management consulting services to small and medium enterprises as well as private individuals. Services are billed on retainer or per-engagement basis, and supplemented by a cloud-based WebTreuhand platform for client document exchange. The firm operates from two offices in Winterthur and Gossau with a team of approximately 30 employees.

Product overview

Consultive Treuhand und Wirtschaftsprüfung is a Swiss fiduciary and auditing firm offering a unified portfolio of professional services. The core offerings consist of Fiduciary Services (bookkeeping, accounting, payroll, tax advice, and company formations) and Auditing Services (statutory audits, consolidated account audits, and special audits), supplemented by Tax Consulting and Management Consulting modules. The company also provides an online platform called WebTreuhand for web-based fiduciary access and document management. Services are delivered through offices in Winterthur and Gossau, Switzerland.

Differentiator

Problem solved

Functional benefit

Products and services

Fiduciary Services

Companies that use Advisory

Customer profile

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

Advisory partnerships and signals

Strategic signal

Partnerships

Nine partnerships are on record, tiered core and minor.

Treuhand SuissecoreOthersIndustry association membership for fiduciary/trust professionals in Switzerland
EXPERTsuissecoreOthersSwiss expert association for auditing and fiduciary professionals
SRO-Treuhand SuissecoreOthersSelf-regulatory organization for Swiss fiduciary/trust sector
KMU Verband Winterthur und UmgebungminorOthersRegional SME association membership for Winterthur area
House of WinterthurminorOthersBusiness network organization in Winterthur
Handelskammer und Arbeitgebervereinigung WinterthurminorOthersChamber of commerce and employers association for Winterthur region
Hauswirth Immobilien GmbHminorStrategic or Co-development PartnerNetwork partner for real estate services referrals
Moreillon FinanzberatungminorStrategic or Co-development PartnerNetwork partner for financial consulting referrals
Schwarz Breitenstein Rechtsanwälte AGminorStrategic or Co-development PartnerNetwork partner for legal services referrals; collaborated on statutory revision matters

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Advisory competitors and assessment

Company assessment

Direct peers

Balmer-Etienne AG: Bern-based Swiss fiduciary and audit firm offering statutory audits, tax, and consulting for SMEs. Similar mid-sized firm with overlapping service portfolio and comparable reliance on long-term client mandates.
OBT AG: Swiss fiduciary, audit, tax, and consulting firm headquartered in Eastern Switzerland with regional offices across the country. Direct comparable on multi-office regional delivery, full-service fiduciary platform, and SME client base; geographically adjacent in eastern Switzerland.
Von Graffenried AG Treuhand: Bern-based Swiss fiduciary, audit, tax, and legal services firm with a similar full-service model for SMEs and private clients. Closely comparable in service offering, client segment, and partner-led delivery model, competing for the same Swiss-German SME market.
T+R Treuhand GmbH: Regional Swiss fiduciary and audit firm providing accounting, tax, and audit services to SMEs and private clients. Closely comparable in scale, service mix, and Swiss-German regional focus.
Mattig-Suter Treuhand AG: Swiss fiduciary, audit, and tax consulting firm with offices in German-speaking Switzerland. Comparable mid-sized regional player offering the same statutory audit and SME fiduciary services to the same client profile.

Broad incumbents

BDO Switzerland: One of the largest mid-tier audit and fiduciary networks in Switzerland, offering statutory audit, tax, and advisory services to SMEs. Directly comparable as a competitor for the same Swiss SME statutory audit market that Consultive serves, though materially larger in scale and geographic reach.
PricewaterhouseCoopers Switzerland: Big Four audit and advisory firm with a full Swiss practice covering audit, tax, deals, and consulting. Competes for larger SME statutory audit mandates and for advisory work Consultive offers, with substantially deeper resources and global reach.
Mazars Switzerland: International audit and advisory firm with a significant Swiss practice serving SMEs, mid-market, and large corporates across audit, tax, and consulting. Comparable on the audit and fiduciary side, with broader international network and greater capacity for complex engagements.

Others

EXPERTsuisse member firms (industry network): Swiss expert association for audit and fiduciary professionals of which Consultive is a member. Industry-body connection rather than direct competitor, but represents the network of credentialed peer firms through which competitive benchmarking and referrals flow.
Treuhand Suisse member firms: Swiss industry association for fiduciary professionals; Consultive is a member. Represents the broader ecosystem of Swiss Treuhand firms of similar profile and offerings, useful for peer benchmarking even though not a single competing entity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Advisory leadership team

Management profile

Number of profiles

Profiles9 records

Advisory subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Advisory M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Advisory

What does Advisory do?

Is Advisory a public or private company?

Advisory is a private company. It is classified as management employee owned and is currently operating.

When was Advisory founded?

Advisory was founded in 2008. It employs 11 to 50 people.

Where is Advisory based?

Advisory is headquartered in Winterthur, Switzerland, in the Europe region.

How does Advisory make money?

Four revenue lines are on record. Fiduciary Services are the primary driver. The others are auditing Services, tax Consulting and management Consulting.

Who are Advisory's main competitors?

Direct peers on record are Balmer-Etienne AG, OBT AG, Von Graffenried AG Treuhand, T+R Treuhand GmbH and Mattig-Suter Treuhand AG. Broad incumbents are BDO Switzerland, PricewaterhouseCoopers Switzerland and Mazars Switzerland. Others are EXPERTsuisse member firms (industry network) and Treuhand Suisse member firms.

Does Advisory have an API?

No public API is recorded for Advisory.

What industry is Advisory in?

Advisory's product category is Fiduciary and Auditing Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 541611 and its SIC code is 8700.