Bodensee Holding
Bodensee Holding AG is a Swiss finance consulting firm offering project financing, refinancing, private equity, real estate and renewable energy investments, and fiduciary services to private individuals, commercial clients, and institutional investors across the Bodensee region and internationally.
- Company typePrivate
- Founded2001
- HeadquartersZug, Switzerland
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Bodensee Holding does
Bodensee Holding AG is a privately-held Swiss finance consulting firm (Aktiengesellschaft) founded in 2001 and headquartered at Mühlegasse 18, Baar, Canton of Zug, with UID CHE-101.357.416. The firm operates a boutique advisory practice organized around three service pillars: Finance (Finanzierungs-Lösungen, Umfinanzierung, Project Finance through structured asset-backed financial products), Invest (Private Equity, hotel real estate, photovoltaic/solar park, and serviced luxury and health apartment investments), and Trust (Treuhand services covering company formation, relocation to Switzerland and Liechtenstein, insurance optimization, and tax optimization). The technology stack is modest: the firm leverages standard integrations (Google Analytics, Google Maps, Google Translate, Facebook, Twitter plugins) on its website, while proprietary components center on structured financial product engineering for asset-backed financing, turn-key photovoltaic project delivery with 24/7 SLA monitoring, and intelligent power management systems for renewable energy projects. No proprietary AI/ML capabilities, patents, or data flywheel mechanics are disclosed.
Bodensee Holding firmographics
Firmographics- Name
- Bodensee Holding
- Legal name
- Bodensee Holding AG
- Website
- https://bodensee-holding.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Bodensee Holding AG is a Swiss finance consulting firm offering project financing, refinancing, private equity, real estate and renewable energy investments, and fiduciary services to private individuals, commercial clients, and institutional investors across the Bodensee region and internationally.
- Ownership category
- akta.pro rank
Bodensee Holding industry classification
Industry- Product category
- Financial Consulting Services
- NAICS
- Finance and Insurance (52)
- SIC
- Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Treasury, Capital Structure & Liquidity Advisory (BPAHADAM), Debt Advisory & Financing Advisory (FSAEAGAD)
Keywords
Where Bodensee Holding is headquartered
LocationHeadquarters
- HQ city
- Zug
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Bodensee Holding business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Finance Consulting: Advisory services for project financing, refinancing, and investment opportunities. Individual solutions developed for each client.
- Trust Services (Treuhand): Traditional trust and fiduciary services including company formation, relocation services to Switzerland/Liechtenstein, insurance optimization, and tax optimization
- Investment Advisory: Investment consulting and advisory for private equity, real estate investments, and renewable energy projects
- Corporate Consulting: Business consulting services, strategic advisory, and family office services
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Bodensee Holding product offering
Product offeringCore offering
Bodensee Holding AG provides finance consulting services encompassing project financing, refinancing, and investment advisory, alongside trust and fiduciary services. The firm structures asset-backed financing solutions for real estate, renewable energy (photovoltaic), and large-scale commercial projects, leveraging a network of banks and financial institutions. It also offers company formation, relocation services to Switzerland and Liechtenstein, insurance and tax optimization, and family office advisory.
Product overview
Bodensee Holding AG operates as a finance consulting firm offering a comprehensive suite of services organized around three core areas: Finance (Finanzierung, Umfinanzierung, Project Finance), Invest (Private Equity, Immobilien, Investment Opportunities), and Trust (Treuhand Services). The Finance Consulting services provide project financing, investment consulting, and refinancing solutions, while the Investment offerings include Private Equity, Real Estate (Hotel-Immobilien, Renewable Energy Photovoltaik, and Luxury Serviced Apartments), and various investment opportunity advisories. The Trust division delivers traditional fiduciary services including company formation, relocation to Switzerland/Liechtenstein, business consulting, income enhancement, insurance optimization, and tax optimization. The company serves clients across the Lake Constance region and international markets, with recent partnerships with Platinum Medcare AG and Platinum Residences AG for health-focused serviced apartment investments, and Baugenossenschaft Futura Ostschweiz for sustainable construction.
Differentiator
Problem solved
Functional benefit
Products and services
- Finance Consulting
- Financing Solutions (Finanzierungs-Lösungen)
- Refinancing (Umfinanzierung)
- Project Finance
- Private Equity
- Hotel Real Estate Investment (Hotel-Immobilien)
- Renewable Energy (Photovoltaik) Investment Projects
- Serviced Luxury & Health Apartments (Dynamische Wohnformen)
- Business Consulting (Unternehmensberatung)
- Company Formation (Firmengründung)
- Relocation Services (Sitzwechsel)
- Insurance Optimization (Versicherungsoptimierung)
- Tax Optimization (Steueroptimierung)
- Trust Services (Treuhand-Dienstleistungen)
Quantifiable outcome
- Real estate investments delivering 5% to 10% stable returns
- +3 more outcomes
Companies that use Bodensee Holding
Customer profileSegments4 records
Ideal customer profiles4 records
Bodensee Holding technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
Bodensee Holding partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- PLATINUM MEDCARE AGcoreSwiss-based company specializing in consulting for serviced apartments and gerontological aspects. Focus on health in luxury and dynamic living forms. Handles marketing, sales, consulting, and started operations in Switzerland, Germany & Austria.
- PLATINUM RESIDENCES AGcoreTurkey-based company specializing in development, project development, and operation of residential facilities in the serviced apartment sector with luxury and health aspects. First major project (approx. €50 million) started 2023 in Southern Turkey coastal region.
- Baugenossenschaft Futura OstschweizminorPartnership with housing cooperative providing affordable but high-quality spaces for residential and commercial purposes. Cooperative focuses on gentle renovation and sustainable planning and materials. BHAG supports with real estate projects and property searches for members.
- National and International Banks and Financial Institutions NetworkcoreNetwork of multiple national and international banks, financial institutions, and asset managers that BHAG works with to negotiate optimal financing conditions for clients on their behalf.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Bodensee Holding competitors and assessment
Company assessmentBroad incumbents
- Julius Baer: Leading Swiss private banking group with deep expertise in wealth structuring, investment advisory, and cross-border financial planning. Overlaps with BHAG's HNW trust, relocation, and investment advisory offerings at a substantially larger scale.
- Mirabaud: Swiss private bank offering wealth management, corporate finance advisory, and asset management from Geneva and Zurich. Directly comparable to BHAG's boutique cross-border corporate finance and fiduciary advisory.
- EY-Parthenon: Strategy and transactions arm of EY with strong DACH corporate finance and transaction advisory presence. Overlaps with BHAG's M&A-style financing advisory, refinancing, and capital structure work for mid-market clients.
- Pictet Group: Geneva-headquartered Swiss private bank and asset manager with services spanning wealth management, asset management, and alternative investments. Comparable to BHAG's Swiss-based private equity, real estate, and trust-related advisory positioning.
- KPMG Switzerland: Big 4 advisory firm in Switzerland providing corporate finance, M&A, tax, and family office consulting. Comparable to BHAG's advisory, tax optimization, and company formation services, though at significantly greater scale.
Emerging players
- Andersen: International tax and legal advisory firm with growing Swiss and Liechtenstein footprint. Comparable to BHAG's tax optimization, wealth structuring, and corporate advisory services, particularly for cross-border HNW clients.
- JTC Group: Independent fiduciary and administration services group with significant Swiss and Liechtenstein operations. Comparable to BHAG's Treuhand (trust) and corporate services for international private clients.
Direct peers
- Stonehage Fleming: International family office and wealth advisory firm with offices in Switzerland, UK, and Southern Africa. Directly comparable to BHAG's multi-jurisdictional family office, investment advisory, and fiduciary services.
- Vontobel: Swiss-listed financial services group headquartered in Zurich providing wealth management, asset management, and investment banking. Comparable to BHAG as a Swiss-based provider of integrated corporate finance advisory, investment solutions, and wealth services to HNW and institutional clients.
- TMF Group: Global provider of corporate secretarial, accounting, tax, and fiduciary services with strong Switzerland and Liechtenstein presence. Comparable to BHAG's company formation, trust, and cross-border structuring offerings.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Bodensee Holding social profiles
Digital presenceBodensee Holding compliance and trust
Trust signalCompliance3 records
Bodensee Holding financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bodensee Holding leadership team
Management profileNumber of profiles
Bodensee Holding funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bodensee Holding M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bodensee Holding
What does Bodensee Holding do?
Bodensee Holding AG provides finance consulting services encompassing project financing, refinancing, and investment advisory, alongside trust and fiduciary services. The firm structures asset-backed financing solutions for real estate, renewable energy (photovoltaic), and large-scale commercial projects, leveraging a network of banks and financial institutions. It also offers company formation, relocation services to Switzerland and Liechtenstein, insurance and tax optimization, and family office advisory.
Is Bodensee Holding a public or private company?
Bodensee Holding is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bodensee Holding founded?
Bodensee Holding was founded in 2001. It employs 1 to 10 people.
Where is Bodensee Holding based?
Bodensee Holding is headquartered in Zug, Switzerland, in the Europe region.
How does Bodensee Holding make money?
Four revenue lines are on record. Finance Consulting is the primary driver. The others are trust Services (Treuhand), investment Advisory and corporate Consulting.
Who are Bodensee Holding's main competitors?
Broad incumbents on record are Julius Baer, Mirabaud, EY-Parthenon, Pictet Group and KPMG Switzerland. Emerging players are Andersen and JTC Group. Direct peers are Stonehage Fleming, Vontobel and TMF Group.
Does Bodensee Holding have an API?
No public API is recorded for Bodensee Holding.
What industry is Bodensee Holding in?
Bodensee Holding's product category is Financial Consulting Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHADAM, Treasury, Capital Structure & Liquidity Advisory. Its NAICS code is 52 and its SIC code is 6199.