Innovatis Treuhand

What Innovatis Treuhand does

Innovatis Treuhand AG is a privately held Swiss trust and consulting firm headquartered in Buchs SG, founded in 2007 as the Swiss successor entity to the 1999 Liechtenstein founding (Innovatis Consulting Est., Balzers). The firm operates as a full-service fiduciary for small and medium enterprises, private individuals, property owners, and nonprofit and public-sector organizations in Eastern Switzerland (Ostschweiz). Its service portfolio spans five core lines: KMU trust and accounting services, property (Liegenschaftsverwaltung) management, private-client tax and estate planning, nonprofit/municipality services, and data protection advisory — the last serving as designated Datenschutz-Fachstelle for over 200 municipalities in Canton St. Gallen.

The firm's technology stack is centered on a Bexio Platinum Partnership (since 2023) augmented by two proprietary or deeply integrated digital tools: bexArchiv, an in-house digital document cabinet launched in March 2025 and active at approximately 170 clients, providing legally compliant archiving of Bexio documents with web login and full-text search; and the Kontera AI integration, which automates document capture and posting-pattern learning. ELO Professional provides the underlying legally compliant archive, and payrolling.li supports Liechtenstein payroll. These tools enable a largely paperless, digital-first mandate workflow and are positioned as a differentiator versus traditional fiduciary peers.

Innovatis generates revenue through quote-based professional services billed under multi-year engagements, delivered through a direct, relationship-led go-to-market model with fixed client managers. Distribution is regional, supported by offices in Buchs SG (headquarters), St. Gallen (opening May 2026), Scherzingen TG (added via the April 2026 Imperia Treuhand GmbH acquisition), and Balzers-FL (Innovatis Consulting AG). The group also controls Innovatis Interim AG (HR, payrolling, jobs4students platform) and co-controls Montfort Audit & Advisory AG (audit JV with TEAG Advisors AG, 2020), enabling cross-sell into audit, payroll, and HR services for the same SME client base. Christian Lippuner (Geschäftsführer/Inhaber) leads the firm, which remains founder-owned with no disclosed institutional investors.

Name

Innovatis Treuhand

Legal name

Innovatis Treuhand AG

Website

https://innovatis.net

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Innovatis Treuhand AG is a privately held Swiss trust and consulting firm in Eastern Switzerland serving SMEs, private clients, property owners, and municipalities with accounting, tax, payroll, property management, and data protection services via a Bexio Platinum Partner digital stack.

Ownership category

akta.pro rank

Product category

Trust and Accounting Services

NAICS

Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ), Data, Analytics & AI Consulting (BPAHAEAF), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Accounting services
• Trust and fiduciary
• Tax consulting
• Payroll administration
• Property management

Headquarters

HQ city

Buchs

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Trust and Accounting Services: Core service providing accounting, bookkeeping, payroll administration, and financial statement preparation for SMEs. Digital-first approach using Bexio with dedicated client managers.
2. Property Management: Real estate management services including rental administration, technical maintenance, tenant contact, and transparent ancillary cost billing for residential and commercial properties.
3. Tax Advisory: Tax return preparation, tax consulting, estate/inheritance planning, and retirement planning for private individuals.
4. Nonprofit Services: Specialized trust services for nonprofits, associations, foundations, and public institutions including HRM2-compliant accounting and transparent financial reporting.
5. Data Protection Advisory: Data protection consulting and authorized data protection office for municipalities and private institutions. Serves as designated data protection authority for over 200 municipalities in Canton St. Gallen.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Innovatis Treuhand AG is a Swiss trust and fiduciary firm providing outsourced accounting, payroll administration, tax consulting, business advisory, and auditing services for small and medium enterprises, private individuals, nonprofit organizations, and property owners in Eastern Switzerland. The firm pairs traditional personal advisory with a fully digital workflow built on Bexio accounting software, its proprietary bexArchiv document archive, and Kontera AI for automated booking. Additional service lines cover property management, data protection advisory (acting as designated authority for over 200 municipalities in Canton St. Gallen), and Liechtenstein payroll via payrolling.li.

Product overview

Innovatis Treuhand AG operates as a full-service trust and consulting firm serving SMEs, private clients, property owners, and nonprofit organizations in Eastern Switzerland. Their offering combines traditional trust services (accounting, tax consulting, business advisory, payroll, and audits) with a modern digital platform built around Bexio business software. The portfolio is structured as core service lines (KMU-Services, Property Management, Private Client Services, Nonprofit Services, and Data Protection Consulting) supported by proprietary digital tools including bexArchiv for automated document archiving, Kontera for AI-powered accounting automation, and payrolling.li for Liechtenstein payroll processing. The company differentiates through their Platinum Partnership with Bexio and their fully digital, paperless operations.

Differentiator

Problem solved

Functional benefit

Brands

• bexArchiv: Digitaler Belegschrank für Bexio - revisionssichere Archivierung für digitale Belege mit Web-Login, logischer Ablage und Volltextsuche.
• jobs4students
• payrolling.li

Products and services

• KMU-Services Comprehensive accounting, payroll administration, tax consulting, annual statements, business advisory, CFO services, and audit support for small and medium enterprises, including Bexio setup and optimization by a certified Platinum Partner.
• Liegenschaftsverwaltung (Property Management) Professional property management services for residential and commercial real estate, covering rental administration, technical and administrative maintenance, tenant contact, bookkeeping, and transparent heating/utility cost settlements.
• Privatkunden (Private Client Services) Personal financial services for individuals including annual tax returns, tax consulting, inheritance and estate planning, pillar 3a retirement planning, and bookkeeping for self-employed persons.
• Nonprofit-Organisationen Services Specialized trust and data protection services for associations, foundations, and public institutions, including HRM2-compliant accounting, annual statements, tax advisory, and transparent financial reporting.
• Datenschutz-Beratung (Data Protection Advisory) Data protection consulting and external data protection office services for municipalities and private institutions under the revised Swiss Data Protection Act (revDSG), including gap analysis, processing activity registers, privacy policy development, and staff training.
• Kontera AI Accounting Automation AI-powered document recognition and automated accounting solution that reads digital booking documents, extracts relevant accounting data, learns posting patterns, and posts entries directly into Bexio. Sold to SME clients as a digital add-on.
• bexArchiv Digital Document Cabinet Proprietary digital document cabinet for Bexio providing automated, legally compliant archiving of all booking-relevant documents, with web login, logical filing, and full-text search. Activated at approximately 170 clients as of March 2025.
• Payrolling (Innovatis Interim AG) Monthly payroll processing, social security declarations, source tax administration for all Swiss cantons, Liechtenstein payroll taxes, employer certifications, and cross-border payroll expertise delivered via Innovatis Interim AG.
• Wirtschaftsprüfung (Montfort Audit & Advisory AG) Independent statutory and voluntary audit services including limited and ordinary audits, special audits for corporate events, and advisory on complex matters, delivered through Montfort Audit & Advisory AG.

Quantifiable outcome

• Digital document processing reduces manual data entry significantly
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability3 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Imperia Treuhand GmbHcoreStrategic or Co-development Partner · 1 April 2026Acquired and integrated April 1, 2026. Brings new location in Scherzingen TG and experienced team including founder Sara Di Carlo. Shared values: personal consulting, reliability, and digital affinity focused on trade businesses in Eastern Switzerland.
• BexiocoreTechnology or Integration · 1 January 2015Certified Bexio Platinum Partner since 2015. Provides complete Bexio setup, training, ongoing support, and optimization for KMU clients. Deep integration with proprietary bexArchiv solution.
• Treuhand SuisseminorOthersMember of Swiss Treuhand Association (Schweizerischer Treuhandverband). Industry association membership for trust professionals in Switzerland.
• Startfeld / Switzerland Innovation Park OstminorStrategic or Co-development PartnerInnovation park partnership in Eastern Switzerland supporting regional business development and innovation.
• Montfort Audit & Advisory AGcoreStrategic or Co-development PartnerJoint venture founded in 2020 with TEAG Advisors AG. Authorized audit expert company providing statutory audits and advisory services for complex matters. Essential partner for comprehensive audit services.
• KonteracoreTechnology or IntegrationAI-powered document capture and accounting automation solution. Partner since 2021, enables automated booking document reading and learning-based categorization integrated with Bexio.
• ELO ProfessionalcoreTechnology or IntegrationLegally compliant digital archiving solution. Used since 2013, migrated to latest version in 2024. Provides secure document storage with automated Bexio synchronization.

Scale indicators6 records

Recent moves12 records

Expansion highlights5 records

Broad incumbents

• BDO Switzerland: BDO Switzerland is one of the largest Swiss audit, tax, and advisory firms offering the full range of Treuhand services to SMEs, directly competing with Innovatis for mid-market clients across all its service lines.
• Mazars Switzerland: Mazars Switzerland provides audit, accounting, tax, and advisory services to SMEs and mid-market clients, overlapping materially with Innovatis's full-service fiduciary model.
• RSM Switzerland: RSM Switzerland is a mid-tier international audit and consulting network serving SMEs with audit, tax, and advisory services, comparable to Innovatis in target market and service breadth.
• PwC Switzerland: PwC Switzerland is a Big-4 firm providing audit, tax, and advisory services across all SME segments, competing with Innovatis for larger regional clients and employer-of-choice talent.

Others

• Abacus Research AG: Abacus Research is a major Swiss business software provider for SMEs, an alternative platform ecosystem to Bexio that competes indirectly for the Treuhand software stack Innovatis builds upon.
• Bexio AG: Bexio is the cloud accounting platform Innovatis builds on and holds Platinum Partner status with; it is an enabler/ecosystem partner rather than a direct competitor, but its roadmap directly shapes Innovatis's product capabilities.
• Treuhand Kammer / Treuhand Suisse: Treuhand Suisse is the Swiss industry association for fiduciary professionals of which Innovatis is a member; it shapes industry standards and continuing education but is not a commercial competitor.

Regional players

• TBO Treuhand: TBO Treuhand is a regional Swiss fiduciary and accounting firm focused on SMEs in German-speaking Switzerland, directly comparable to Innovatis on customer profile and service mix.

Direct peers

• Von Graffenried AG: Von Graffenried AG is a Swiss fiduciary, tax, and legal advisory firm with a regional model serving SMEs and private clients, overlapping with Innovatis on accounting, tax, and estate services.
• OBT AG: OBT AG is a Swiss fiduciary, audit, and tax consulting firm serving SMEs and private clients, closely comparable to Innovatis in service mix, target segments, and regional focus across Switzerland.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/innovatisberatung
• LinkedInlinkedin.com/company/innovatis-treuhand-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Innovatis Treuhand