Gasser Wepf & Partner

Name

Gasser Wepf & Partner

Legal name

Gasser Wepf & Partner AG

Website

https://gasserwepf.ch

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Fiduciary and Tax Advisory Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fiduciary services
• Tax advisory
• Real estate management
• Business consulting
• Audit services

Headquarters

HQ city

Meilen

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fiduciary Services (Treuhand): Accounting, firm administration, and audit services billed on a project or retainer basis
2. Tax Advisory Services: Tax consulting for individuals and companies, including compliance and planning engagements
3. Real Estate Services: Property management, sales, rentals, market valuations, development, and financing advisory services
4. Corporate Consulting: Business valuation, succession planning, company formation, restructuring, and M&A advisory

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Gasser Wepf & Partner AG is a Swiss fiduciary and consulting firm delivering integrated professional services across four pillars: Treuhand (accounting, business administration, auditing, and trust consulting), Steuern (tax advisory for private individuals and companies), Immobilien (comprehensive real estate services including sales, rentals, valuation, development, management, marketing, search, and financing), and Unternehmensberatung (business valuation, succession planning, restructuring, and M&A advisory). Services are delivered by partners and specialist staff to clients primarily in the Goldküste (Lake Zurich) region.

Product overview

Gasser Wepf & Partner AG is a Swiss fiduciary and consulting company established in 1992, offering integrated professional services through four main pillars: Treuhand (accounting, auditing, and business administration), Steuern (tax advisory for individuals and companies), Immobilien (comprehensive real estate services), and Unternehmensberatung (management consulting). The company operates as a single unified service offering rather than a platform-plus-modules architecture, with approximately 20 employees serving clients primarily in the Zurich region (Goldküste). Services are delivered through a team of partners and managers, with specialized staff in each domain. The company is a member of the Treuhand-Kammer (Swiss Fiduciary Association) and is bound by professional and quality standards.

Differentiator

Problem solved

Functional benefit

Products and services

• Fiduciary Services (Treuhand) Integrated fiduciary services covering financial accounting (Buchhaltung), personnel administration and payroll, general business administration, annual audits and audit certificates, plus trust consulting for company formation, legal form selection, shareholder agreements, business valuations, financing advice, succession planning, and transformations/mergers/liquidations. Targeted at small and medium-sized businesses requiring compliance, financial reporting, and corporate administration support.
• Personal Tax Advisory (Steuerberatung für Privatpersonen) Tax advisory for private individuals covering tax planning, estate planning and inheritance settlement, relocation tax advice, real estate taxes, expatriate taxation, social insurance law, tax compliance, and tax criminal law prevention. Targeted at individuals with complex tax situations, cross-border taxation needs, and estate or relocation planning requirements.
• Corporate Tax Advisory (Steuerberatung für Unternehmen) Tax advisory for companies including HR support for international assignments, withholding tax calculations, permit acquisitions, Swiss tax return preparation, tax ruling requests, salary calculations, policy check-ups, and employee participation plans. Targeted at businesses needing Swiss and international corporate tax compliance and planning.
• Real Estate Services (Immobilien) Comprehensive real estate services including property rental (market feasibility, tenant screening, lease negotiation), property sales (valuation, marketing, buyer viewings, notarial completion), hedonic market value assessment, real estate development (investment conception, land search, project optimization), commercial property management (contract administration, bookkeeping, maintenance, mortgage management), property marketing, off-market property search, and financing advisory (affordability calculations, bank negotiations, amortization planning). Targeted at property owners, developers, and investors in the Goldküste region.
• Management Consulting (Unternehmensberatung) Business consulting covering business valuation, corporate structuring, company formation, transformation, mergers and liquidations, financing and investment advice, succession planning, coaching, pension mandate drafting, and estate administration. Targeted at SMEs and business owners requiring strategic corporate advisory and succession support.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Treuhand-Kammer (Swiss Fiduciary Chamber)coreStrategic or Co-development PartnerProfessional association membership binding the firm to Berufs- und Standesregeln (professional and ethical standards) and highest quality requirements. Provides framework for professional standards compliance.
• Financial Institutions / BankscoreStrategic or Co-development PartnerClose working relationships with banks and financial institutions for mortgage management, financing advisory, and property valuation. The firm collaborates with banks and understands their internal valuation systems for property assessments.
• External Legal SpecialistsminorImplementation/ SI/ Consulting PartnerNetwork of competent external specialists providing legal advisory services as part of comprehensive client solutions.

Scale indicators2 records

Recent moves8 records

Expansion highlights4 records

Broad incumbents

• BDO Switzerland: Top-5 Swiss audit, tax, and advisory network. Competes with Gasser Wepf & Partner for the same fiduciary, tax compliance, and SME advisory mandates but at significantly larger scale with national coverage.
• PwC Switzerland: Big Four firm offering audit, tax, and advisory services in Switzerland. Competes for higher-end tax and succession advisory mandates in the Zurich catchment area.
• EY Switzerland: Big Four firm with significant Swiss fiduciary, tax, and transaction advisory presence. Broad incumbent competing for the same Zurich corporate and private client mandates.
• KPMG Switzerland: Big Four firm with full-service audit, tax, and advisory offerings. Overlaps with Gasser Wepf & Partner on tax advisory and corporate services but serves much larger, often multinational clients.

Direct peers

• OBT AG: Swiss mid-sized fiduciary, tax, audit and consulting firm serving SMEs and private clients across German-speaking Switzerland. Directly comparable business model, service mix, and customer segments to Gasser Wepf & Partner.
• Balmer-Etienne AG: Swiss fiduciary, tax, audit and corporate consulting firm of similar size serving private clients and SMEs. Direct competitor in the multi-line Swiss Treuhand segment.
• Treuhand Aargau AG: Regional Swiss fiduciary, tax and consulting firm of similar scale serving private clients and SMEs. Comparable one-stop-shop service portfolio and customer base to Gasser Wepf & Partner.
• a&o kreston ag: Swiss member of the Kreston international network providing audit, tax, fiduciary and consulting services to SMEs. Similar multi-service model and SME/private client focus as Gasser Wepf & Partner.
• UBT Treuhand AG: Swiss fiduciary and tax advisory firm headquartered in Eastern Switzerland offering Treuhand, tax, and management consulting. Closely comparable in scope, scale, and partner-led model.

Regional players

• Giesswein Treuhand & Revisions AG: Smaller Swiss fiduciary and audit firm based outside Zurich. Comparable in size and service scope but operates in a different regional market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/61559076735000
• LinkedInlinkedin.com/company/gasser-wepf-partner-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

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 Gasser Wepf & Partner