Helvetic Capital Consulting

What Helvetic Capital Consulting does

Helvetic Capital Consulting AG is a Swiss trust company (Treuhandgesellschaft) founded in 2005 and headquartered in Zürich, with additional branch offices in Zug (opened January 2025) and Herisau (opened May 2023, relocated within Appenzell Ausserrhoden). The firm operates a horizontal services portfolio organized around five pillars: company succession and M&A advisory, shell company trading (AG and GmbH Mantel), domicile and virtual office services, fiduciary mandates (bookkeeping, tax consulting, legal representation, board/management mandates, Swiss representative services), and public notarization and commercial register services. Its target customers are Swiss SMEs and their owners, prospective business buyers (including MBI candidates), domestic and international startups establishing Swiss entities, holding structures, and foreign companies seeking Swiss market entry.

The firm monetizes through a mix of recurring subscriptions and transactional professional fees. Recurring revenue streams include monthly fiduciary retainers from CHF 99 for sole proprietors and CHF 199 for corporations, monthly c/o addresses from CHF 79, and tiered virtual office packages from CHF 199 to CHF 549 per month. Transactional revenue is generated through one-time notary fees (from CHF 390), GmbH shell purchases (from CHF 2,500), and succession/M&A advisory mandates combining a CHF 5,000 base retainer (credited against closing fees) with a Lehman-formula success fee (5% on the first CHF 1M of transaction value, scaling down to 1% above CHF 4M). The go-to-market is relationship-led, with all engagements originating from website forms, phone calls, or partner referrals and culminating in personal advisory meetings.

The business has approximately 10+ experts on staff (10 named professionals across the board, fiduciary, legal, and support functions), serves 500+ clients cumulatively, and operates within a partner ecosystem spanning nine Swiss and bilateral chambers (ZHK, VEB, HKSÖL, SEC, BSCC, SKMV, Handelskammer Deutschland-Schweiz, IFA Switzerland, VPAG) plus a referral network of notaries, attorneys, audit firms, wealth managers, banks, insurance brokers, and business brokers. The leadership consists of Bruno Künzle as President of the Board of Directors and Dominik Devcic as Board Member. Helvetic Capital is privately held with no disclosed institutional investors, funding rounds, or parent company.

Name

Helvetic Capital Consulting

Legal name

Helvetic Capital Consulting AG

Website

https://hcc-ag.ch

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Helvetic Capital Consulting AG is a Swiss trust company founded in 2005 offering fiduciary, tax, legal, notary, M&A succession advisory, and corporate domicile services to SMEs, entrepreneurs, startups, and international companies from offices in Zürich, Zug, and Herisau.

Ownership category

akta.pro rank

Product category

Fiduciary and Corporate Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHACAF

Financial Management & Performance Improvement Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAIAI

Professional Practice Brokerage (Medical/Dental/Legal/Accounting)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Business Brokerage (Buying/Selling Private Businesses)

Keywords

• Fiduciary services
• Succession advisory
• Shell company trading
• Virtual office services
• Notary services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Others

Revenue model

1. Succession / M&A Advisory: Succession planning and M&A advisory services for buying and selling SMEs in Switzerland. Revenue consists of a base retainer fee (starting at CHF 5,000) plus a success fee calculated as a percentage of the transaction value using the Lehman formula (5% on first million, 4% on second, 3% on third, 2% on fourth, 1% above four million).
2. Shell Company Trading (AG & GmbH Mantel): Sale and purchase of pre-formed AG and GmbH shell corporations. Pricing is quote-based, varying by company age, canton, and included services.
3. Domicile Address Services: Monthly rental of business addresses in Zurich, Zug, and Herisau. c/o address from CHF 79/month, full domicile from CHF 99/month, virtual office from CHF 199/month. Additional revenue from meeting room bookings, workspace rentals, and secretarial services.
4. Fiduciary / Treuhand Services: Full accounting, tax filing, and administrative mandates. Priced as monthly retainers starting at CHF 99 for sole proprietors and CHF 199 for corporations, including bookkeeping, VAT, annual accounts, and tax filings.
5. Notary and Legal Services: Public notarization, liquidation, statute amendments, share transfers, mergers, and demergers. Notary notarizations from CHF 390, seat relocations from CHF 490.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Helvetic Capital Consulting AG is a Swiss trust company that provides fiduciary, legal, tax, and corporate administration services to SMEs, entrepreneurs, and foreign companies. Its core offerings include succession/M&A advisory, sale and purchase of AG and GmbH shell companies, domicile addresses and virtual offices in Zürich, Zug, and Herisau, full bookkeeping and tax compliance mandates, board and management representation mandates (VR-Mandat, GF-Mandat), and notary and commercial register services such as company formation, liquidation, and statutory amendments.

Product overview

Helvetic Capital Consulting AG is a Swiss trust company (Treuhandgesellschaft) headquartered in Zurich with additional offices in Zug and Herisau. The company offers a comprehensive portfolio of fiduciary, corporate, and administrative services organized around five core pillars: (1) Succession/M&A advisory helping business owners transfer companies through family buy-outs, MBOs, MBIs, or third-party sales; (2) Shell company services for purchasing or selling pre-vetted AG and GmbH corporate shells; (3) Domicile and virtual office solutions providing prestigious business addresses in tax-favorable cantons (Zurich at ~19.7%, Zug at ~11.9%, Herisau at ~13%); (4) Full fiduciary services including bookkeeping (from CHF 99/month), tax consulting, legal advice, and management mandates (GF-Mandat, VR-Mandat); and (5) Notary and commercial register services for company formation, liquidation, statutory changes, and mergers. The offering functions as a modular, service-bundled model where clients can combine shell company purchases with domicile addresses, bookkeeping mandates, and board mandates for a comprehensive corporate services package.

Differentiator

Problem solved

Functional benefit

Products and services

• Succession / M&A Advisory (Nachfolge) Professional company succession and M&A advisory for Swiss SMEs, covering finding successors, buying and selling businesses, strategic planning, business valuation, discreet buyer/seller searches, and contract signing. Designed for SME owners planning retirement, family buy-out, management buy-out (MBO), or management buy-in (MBI) scenarios.
• AG Shell Company (AG-Mantel) Sale and purchase of pre-formed AG (stock corporation) shell companies in Switzerland. Provides pre-vetted debt-free companies with minimum capital of CHF 100,000 (CHF 50,000 paid-in), existing bank accounts, and full due diligence. Quote-based pricing.
• GmbH Shell Company (GmbH-Mantel) Sale and purchase of pre-formed GmbH (limited liability company) shell companies in Switzerland. Debt-free companies with fully paid-in capital of CHF 20,000, suitable for SMEs and startups. From CHF 2,500 including notary fees.
• Company Domicile (Firmendomizil) Premium standalone company domicile service offering prestigious business addresses in Zürich (19.7% tax rate), Zug (11.9% tax rate, Crypto Valley), and Herisau (13% tax rate) for Swiss company registration in the commercial register. Includes dedicated mailbox, company sign, and mail handling.
• Virtual Office (Virtuelles Büro) Virtual office package combining a prestigious Swiss business address with telephone answering service, secretarial support, and meeting room access. Three subscription tiers from CHF 199 (Light) to CHF 549 (Premium) per month.
• Workspace Rental (Arbeitsplatz) Flexible and fixed workspace rental in Zürich, Zug, and Herisau. Day passes from CHF 45, 10-pack bundles for CHF 350, or fixed dedicated desks from CHF 450/month, including high-speed internet, printer/scanner, and refreshments.
• Bookkeeping (Buchhaltung) Complete bookkeeping services including financial accounting, VAT/MWST returns, OR-compliant annual accounts preparation, and tax returns for sole proprietors (from CHF 99/month) and corporations (from CHF 199/month).
• Tax Consulting (Steuerberatung) Tax advisory services covering tax planning, tax returns, and tax optimization for natural and legal persons, including fiscal representation in Switzerland for foreign clients.
• Legal Advice (Rechtsberatung) Legal representation before Swiss courts, authorities, and third parties, including legal advice and additional legal services for Swiss corporate matters.
• Notary Services (Notariat) Public notarization services in Switzerland including company formation, liquidation, statutory changes, share transfers, personnel changes, conversions between GmbH and AG, and mergers and demergers. Notary services from CHF 390.
• Commercial Register Services (Handelsregister) Commercial register filing services across all Swiss cantons, including rebranding (Umfirmierung), seat relocation (Sitzverlegung), purpose changes (Zweckänderung), domicile changes (Domiziländerung), and opting-out procedures.
• Swiss Representative (CH-Vertreter) Swiss representative services for foreign companies that require a local representative before Swiss authorities, providing statutory local representation and administrative support.

Named customers12 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered core and supporting.

• Zürcher Handelskammer (ZHK)coreOthersMember since founding context. Switzerland's oldest and most traditional business association (founded 1873). Provides networking, industry intelligence, and credibility for Helvetic Capital's client base in the Zürich region.
• VEB Verband (Schweizerischer Verband der diplomierten Experten in Rechnungslegung und Controlling)coreOthersMember since founding context. Switzerland's largest accounting and controlling professional association (founded 1936). Connects the firm with the broader accounting profession.
• Handelskammer Schweiz-Österreich-Liechtenstein (HKSÖL)supportingOthersNetwork of companies and associations connecting Switzerland, Austria, and Liechtenstein (established 1921). Useful for cross-border clients.
• Vereinigung der Privaten Aktiengesellschaften (VPAG)supportingOthersRepresents approximately 1,000 private joint-stock companies with total capital of CHF 2.3 billion (founded 1952). Relevant for AG shell company and governance services.
• Handelskammer Schweiz-Mitteleuropa (SEC)supportingOthersFounded in Zürich from the merger of seven bilateral chambers, now covering 17 Central and Eastern European countries. Useful for international deal flow.
• International Fiscal Association (IFA) SwitzerlandsupportingOthersWorld-leading NGO with country groups in over 60 countries. In Switzerland represented by the Swiss Association for Tax Law (Schweizerische Vereinigung für Steuerrecht). Relevant for tax advisory services.
• British-Swiss Chamber of Commerce (BSCC)supportingOthersIndependent non-profit supporting over 500 members in Switzerland, Liechtenstein, and Great Britain. Useful for UK-Switzerland cross-border advisory clients.
• Schweizerischer KMU Verband (SKMV)supportingOthersSwiss SME association that engages in dialogue with politics, business, authorities, culture, and social partners. Relevant for the core SME client base.
• Handelskammer Deutschland-SchweizsupportingOthersMost important institution for Germany-Switzerland/Liechtenstein economic relations for over 110 years. Useful for German-speaking cross-border clients.
• Notariate (Notariate)supportingImplementation/ SI/ Consulting PartnerNetwork of notary offices used for public deed execution in company formation, share transfers, and other notarization requirements. Partners in executing legally mandated notarizations.
• Rechtsanwälte (Attorneys)supportingImplementation/ SI/ Consulting PartnerNetwork of law firms for legal advisory services beyond the firm's own legal staff. Used for complex litigation, specialized corporate law matters, and cross-border transactions.
• Revisionsstellen (Audit Firms)supportingImplementation/ SI/ Consulting PartnerNetwork of approved statutory auditors for companies requiring external audit. Collaborates on audit-dependent mandates.
• Vermögensverwalter (Wealth Managers)supportingGTM or Marketing PartnerWealth management firms that refer clients needing corporate structuring, succession planning, or domicile services. Cross-referral relationship.
• Banken (Banks)supportingGTM or Marketing PartnerBanking relationships for company account openings for shell company clients and corporate clients. Banks refer clients needing corporate administration support.
• Versicherungen (Insurance Brokers)supportingGTM or Marketing PartnerInsurance brokers who refer clients establishing Swiss companies. Cross-referral arrangement.
• Makler (Brokers)supportingGTM or Marketing PartnerBusiness and M&A brokers who refer companies in their portfolio for administrative and advisory services.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Mazars Switzerland: International accounting and advisory network with significant Swiss presence serving SMEs on accounting, tax, and transaction advisory. Comparable to Helvetic on the succession/M&A advisory line but at much larger scale.
• KPMG Switzerland: Big 4 advisory and accounting firm operating across Switzerland with a strong SME succession and family business advisory practice, directly comparable to Helvetic's Nachfolge service line.
• PricewaterhouseCoopers Switzerland: Big 4 firm with a dedicated Swiss private business and SME succession practice. Competes for the same M&A advisory mandates that are Helvetic's flagship service.
• Intertrust (TMF Group): Global provider of corporate services including domiciliation, board representation, and fiduciary mandates. Comparable on Swiss representative (CH-Vertreter), domicile, and management mandate offerings at international scale.
• BDO Switzerland: Top-5 Swiss accounting and advisory firm offering audit, tax, legal, and corporate services across all major Swiss cities. Broader scale than Helvetic but overlaps heavily on SME fiduciary and succession advisory work.

Direct peers

• Treuhand-Treurat AG: Zurich-based fiduciary firm offering bookkeeping, tax advisory, and corporate services to Swiss SMEs. Comparable in size, location, and service mix to Helvetic Capital's Treuhand pillar.
• SwissCompany AG: Provider of pre-formed Swiss shelf companies (Mantelgesellschaften) and domicile services. Directly comparable to Helvetic Capital's shell company and domicile offerings.
• StartBiz AG: Swiss online platform for company formation, shell company trading, and commercial register services. Directly competes with Helvetic Capital on AG/GmbH-Mantel sales and domicile address offerings in the same Swiss market.

Others

• Handelskammer beider Basel (notary/legal network): Bilateral chamber of commerce serving the Basel region; not a direct competitor but a partner/referral network for Swiss SME advisory, accounting, and corporate services — adjacent to Helvetic's chamber membership model.

Regional players

• Beeler Treuhand AG: Regional fiduciary firm in Eastern Switzerland (St. Gallen area) offering similar Treuhand services to local SMEs. Comparable in size to Helvetic with overlap in the Herisau/St. Gallen catchment area.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/helveticcapital
• Facebookfacebook.com/helveticcapitalconsultingag
• LinkedInlinkedin.com/company/helvetic-capital-consulting-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Helvetic Capital Consulting