Fidinter Treuhand

What Fidinter Treuhand does

Fidinter is a Swiss fiduciary group founded in 1918 and headquartered in Lausanne, with a second main office in Zurich and a branch in Zug. The group operates through four wholly owned subsidiaries: Fiduciaire Fidinter SA (tax, legal and fiduciary consulting in Lausanne), Fidinter SA (statutory and voluntary audit services nationwide), Fidinter Treuhand AG (tax and fiduciary services in Zurich), and Fidugems SA (specialized accounting for medico-social establishments in the canton of Vaud). Services span audit, accounting and payroll, tax consulting, management consulting (including M&A and succession planning), company administration (directorships, registered address), and international advisory via DFK International membership covering 90+ countries.

The firm delivers these services through a partner-led model backed by certified audit and tax experts, supported by an integrated technology stack centered on the Abacus SaaS platform (AbaWeb for collaborative client accounting, AbaNinja as a mini-ERP for SMEs and startups) and Nextcloud for secure document exchange. The 56-person team includes 18 certified auditors, 24 graduate experts, and 10 with academic qualifications, and handles over 484 audit mandates. Pricing is professional-services based, with hourly rates differentiated by function level and complexity, plus fixed fees for defined engagements and monthly billing cycles.

Fidinter serves five distinct segments: SMEs (primary), large corporations requiring statutory and consolidated audits, private clients needing wealth and succession advisory, non-profits and foundations, and medico-social establishments. Distribution is direct and relationship-driven through the Lausanne and Zurich offices, with inbound via website quote requests, newsletters, and referrals, and international extension through the DFK network. The firm is privately held by its working partners, with no external funding, and is independently positioned as one of the largest audit companies in Switzerland by number of mandates.

Name

Fidinter Treuhand

Legal name

Fidinter Treuhand AG

Website

https://fidinter.ch

Company type

Private

Founded year

1918

Operating status

Operating

Headcount range

1–10 employees

Short description

Fidinter Treuhand is a privately held Swiss fiduciary group founded in 1918, operating through four subsidiaries in Lausanne, Zurich, and Zug to deliver audit, accounting, tax, consulting, and company administration services to SMEs, corporations, private clients, non-profits, and medico-social establishments.

Ownership category

akta.pro rank

Product category

Fiduciary and Audit Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Offices of Certified Public Accountants (541211), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Services-Legal Services (8111)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Fiduciary services
• Audit and assurance
• Tax consulting
• Accounting and payroll
• Management consulting

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit Services: Statutory audit services including limited and ordinary audits, auditing of financial statements, pension fund audits, and special audits. Billed on hourly rates or fixed fee arrangements.
2. Accounting and Payroll Services: Day-to-day accounting, financial statement preparation, VAT returns, payroll accounting, and human resources administration. Billed based on hourly rates according to function level and complexity.
3. Tax Consulting: Tax advisory services including ongoing tax matters, international tax allocation, tax planning, VAT consulting, and tax representation. Billed on hourly rates or project basis.
4. Management Consulting: Business consulting, company formations, business valuations, succession planning, and M&A support. Billed based on hourly rates or fixed project fees.
5. Company Administration: Administrative management for companies domiciled at Fidinter premises including directorships, company address, and ongoing administration.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fidinter Treuhand provides statutory and special audit services, day-to-day accounting and payroll administration, tax consulting, business valuations and management consulting, company domiciliation and administration, and international fiduciary support for clients expanding into or out of Switzerland. Services are delivered by licensed audit and tax experts across the group's Lausanne, Zurich, and Zug offices, supported by Abacus SaaS accounting software and Nextcloud secure file exchange.

Product overview

Fidinter is a Swiss fiduciary group offering a portfolio of professional services through its subsidiary companies. Fidinter Treuhand AG (Zurich) provides tax advisory and fiduciary services, while Fidinter AG handles audit and review mandates. The group also operates Fiduciaire Fidinter SA (Lausanne), Fidinter Fiscalité SA (tax advisory), and Fidugems SA (specialized EMS management). Services are delivered both traditionally and through digital channels via the Abacus web-accounting platform (including AbaNinja mini-ERP for smaller clients) and Nextcloud-based data exchange. The group employs 56 staff across Lausanne and Zurich offices, serving as an independent member of DFK International (95+ countries network).

Differentiator

Problem solved

Functional benefit

Brands

• Abacus by Fidinter: Digital accounting, payroll, and administration using Swiss Abacus business software as SaaS solution
• AbaNinja
• AbaWeb

Products and services

• Audit Services Audit and assurance services including limited and ordinary audits, auditing of standalone and consolidated financial statements under Swiss Code of Obligations and Swiss GAAP/FER, pension fund audits, and statutory or voluntary special audits (formation, capital increase/reduction, liquidation, merger, compliance, fraud, internal). For Swiss SMEs, large corporations, pension funds, and other entities subject to statutory audit.
• Accounting and HR Services Comprehensive accounting and human resources services including day-to-day bookkeeping, financial statement preparation, VAT returns, social insurance declarations, payroll accounting, personnel administration, and outsourcing of finance functions. For Swiss SMEs and enterprises lacking in-house accounting capacity.
• Tax Consulting Tax advisory services covering income and wealth tax, profit tax, VAT, withholding tax, stamp duty, real estate gains tax, inheritance tax, inter-cantonal and international tax allocation, tax planning, and representation before tax authorities. For Swiss companies and individuals with cross-border tax exposure.
• Management Consulting Business consulting for SMEs including company analyses, business planning, company formations, business valuations, controlling tool implementation, M&A support, succession planning, risk management, and internal control system design. For owner-managers and SMEs navigating growth, transition, or transactions.
• Company Administration Administrative management of companies domiciled at Fidinter's premises in Lausanne, Zurich, or Zug, including structure setup, directorships, registered company address services, and ongoing administration covering accounting, payments, taxation, and statutory minutes. For foreign-owned Swiss entities and SMEs requiring turnkey company administration.
• International Services International business support including Swiss company establishment, payroll administration for internationally mobile employees, work permit assistance, Swiss or foreign market entry support coordinated via the DFK International network, and international tax advisory. For Swiss companies expanding abroad and foreign companies entering the Swiss market.
• EMS Management (Fidugems SA) Specialized accounting and administrative assistance services for medico-social establishments (EMS), health facilities, and charitable institutions in the Canton of Vaud, delivered through wholly-owned subsidiary Fidugems SA. For EMS operators and charitable institutions requiring sector-specific fiduciary support.

Quantifiable outcome

• 484 audit mandates managed
• +1 more outcomes

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• DFK InternationalcoreStrategic or Co-development Partner · 1 June 2025Fidinter is an independent member of DFK International, a global network of fiduciaires active in accounting, audit, tax, and consulting. The network comprises over 430 offices in more than 90 countries. Each member firm is independently owned and managed, meeting defined excellence criteria set by DFK. This membership enables Fidinter to provide coordinated international support for clients' cross-border accounting, tax, and financial matters.
• EXPERTsuissecoreOthersSwiss professional association for auditors, accountants, and tax experts. Membership indicates adherence to highest quality standards and professional ethics rules established by the organization.
• FiduciaireSuissecoreOthersSwiss professional association for fiduciaires. Membership demonstrates commitment to quality standards and professional ethics in the Swiss fiduciary industry.
• Treuhand Suisse ZurichminorOthersRegional association of trust companies in Zurich, supporting professional standards and networking among Swiss fiduciary firms.
• Abacus Innovation PartnercoreTechnology or IntegrationFidinter is an Abacus Innovation Partner, using Abacus Swiss business software as their primary platform for client accounting, payroll, and administration services. The SaaS solution enables simultaneous work on shared databases between Fidinter and clients.

Scale indicators5 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• OBT Treuhand AG: OBT is a Swiss fiduciary firm providing audit, accounting, tax, and consulting across German-speaking Switzerland. Comparable in scale, service mix, and target SME client base.
• BDO Switzerland: BDO Schweiz is a top-5 Swiss audit, accounting, tax, and advisory firm serving SMEs and large corporations. Directly comparable to Fidinter across service lines, client segments, and DFK-style international affiliation via BDO Global.
• TBO Treuhand & Revision AG: TBO is a Zurich-based Swiss fiduciary offering audit, accounting, and tax services to SMEs. Direct competitor in the German-speaking Swiss fiduciary market where Fidinter Treuhand AG operates.
• Mazars in Switzerland: Mazars Switzerland offers audit, accounting, tax, and consulting services with a mid-tier positioning similar to Fidinter, including a focus on SMEs and cross-border clients.
• Balmer-Etienne AG: Balmer-Etienne is a long-established Swiss fiduciary and audit firm offering tax, accounting, and audit services to SMEs and HNW clients. Comparable in heritage, service breadth, and Swiss-focused positioning.

Broad incumbents

• Deloitte Switzerland: Big 4 firm in Switzerland with comprehensive audit, tax, consulting, and risk advisory offerings. Competes with Fidinter across most service lines but at significantly greater scale.
• PwC Switzerland: Big 4 firm in Switzerland with a broad audit, tax, and consulting practice. Overlaps with Fidinter's services in the mid-market but serves many more large-cap and international clients.
• EY Switzerland: Big 4 firm in Switzerland offering audit, tax, transaction, and consulting services. Overlaps with Fidinter in audit and tax, particularly for SMEs with international exposure.
• KPMG Switzerland: One of the Big 4 in Switzerland, offering audit, tax, and advisory services. Competes with Fidinter for larger corporate mandates and increasingly in the SME segment, but operates at vastly larger scale.

Others

• EXPERTsuisse: Swiss professional association for auditors, tax experts, and accountants of which Fidinter is a member. Not a competitor but a relevant industry body shaping regulatory and qualification standards Fidinter must meet.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Fidinter Treuhand