Visita Trust

What Visita Trust does

Visita Treuhand AG is a privately held Swiss fiduciary and IT services company headquartered in Lenzburg, Canton Aargau, founded in 1984 (predecessor Rohr Treuhand 1980), with a 40-year operating history and 18 staff. Its core business is delivering fiduciary and administrative services to Swiss small and medium-sized enterprises (KMU) and mid-market clients — bookkeeping, annual financial statements, tax returns and advisory, payroll, social security declarations, business and succession planning, restructuring and liquidation — combined with the distribution, implementation and support of Abacus Business Software delivered as a modular SaaS subscription (Abacus Web-Treuhand).

The technology layer centers on Abacus ERP (financial accounting, payroll, order processing, time tracking via AbaClik/AbaClock/MyAbacus, CRM, project management, production planning, archiving/scanning, and multi-bank electronic banking) plus DeepBox, an ISO 27001-certified Swiss document-sharing platform that integrates directly with Abacus for automated classification and booking. The firm holds krm GeBüV bookkeeping certification (2024) and AbaTime certification (2024) and has been an Abacus distribution partner since 1991, elevated to Treuhand Innovations Partner in 2022 and currently at 35 years of partnership.

The go-to-market is direct-sales-led, with named account managers (Mandatsbereichsleiter and Mandatsleiter) handling portfolios acquired largely through referrals and a network of specialist partners (audit, financial advisory, investments). Revenue mix combines professional fiduciary services with recurring modular SaaS subscriptions on monthly billing (pay per effective module) and a DeepBox channel presence serving approximately 150 trust companies. No external funding, subsidiaries, M&A activity or revenue disclosures are indicated in the input.

Name

Visita Trust

Legal name

Visita Treuhand AG

Website

https://visita.ch

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Visita Treuhand AG is a Swiss fiduciary firm in Lenzburg serving SMEs with bookkeeping, tax, payroll and business advisory, distributing Abacus ERP as modular SaaS and offering DeepBox secure document exchange.

Ownership category

akta.pro rank

Product category

Fiduciary & Accounting Services

NAICS

Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

Keywords

• Fiduciary services
• Accounting outsourcing
• Payroll services
• Abacus ERP software
• Tax advisory services

Headquarters

HQ city

Lenzburg

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Fiduciary Services: Core revenue from trust/fiduciary services including accounting, financial statement preparation, tax advisory and returns, payroll processing, administration, and business consulting for Swiss SMEs and individuals.
2. Abacus SaaS Subscriptions: Recurring subscription revenue from providing Abacus Business Software via SaaS model. Customers rent access on a modular basis, paying only for modules actually used. Revenue is recurring and scalable with customer count.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Visita Treuhand AG provides professional fiduciary services to Swiss SMEs including financial accounting, annual financial statements, tax returns, payroll processing, social security declarations, business consulting, succession planning, and company restructuring. As an Abacus distribution partner since 1991, the company also rents the Abacus Business Software suite on a modular SaaS subscription basis (Abacus Web-Treuhand) and resells the DeepBox secure Swiss document-sharing platform.

Product overview

Visita Treuhand AG is a fiduciary company offering the Abacus Business Software through a SaaS (Software as a Service) subscription model. The product portfolio is structured as a modular ERP platform called Abacus Web-Treuhand, which includes core modules (Financial Accounting, Payroll Accounting) and specialized add-ons (Order Processing, Time Recording, Project Management, CRM, Archiving/Scanning, Production Planning). DeepBox is a separate but integrated Swiss document-sharing platform. All modules are fully integrated, sharing a common database and enabling data to flow seamlessly between applications.

Differentiator

Problem solved

Functional benefit

Brands

• Abacus Web-Treuhand: Cloud-based Abacus business software solutions offered as SaaS (Software as a Service) subscription model for small businesses.
• DeepBox

Products and services

• Fiduciary Services (Treuhand) Professional fiduciary services covering financial accounting (FIBU), annual financial statements, tax returns, payroll processing, social security declarations, business consulting, succession planning, and company restructuring/liquidation for Swiss SMEs and individuals.
• Abacus Web-Treuhand (SaaS) Modular SaaS delivery of the Abacus Business Software suite, providing online access to financial accounting, payroll, time tracking, CRM, project management, order processing, production planning, and certified archiving on a monthly subscription basis. Customers pay only for the modules they effectively use.
• DeepBox Secure Document Sharing Swiss All-in-One cloud document sharing and collaboration platform with ISO 27001-certified infrastructure and data hosted exclusively in Swiss data centers. Integrates with Abacus ERP for automated document classification and booking; used by nearly 150 Swiss trust companies.

Quantifiable outcome

• Nearly 150 trust companies use DeepBox for secure client data exchange

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• DeepBox (by Abacus/Abacus Research AG)coreTechnology or Integration · 1 January 2022DeepBox is a secure Swiss document sharing platform developed by Abacus Research AG. Nearly 150 trust companies already use DeepBox. Visita Treuhand AG is a key channel partner promoting DeepBox to its clients, with DeepBox integrating directly into the Abacus ERP ecosystem for automated document classification and booking.
• Abacus Research AGcoreTechnology or Integration · 1 January 1991Since 1991, Visita Treuhand AG has been an Abacus distribution and implementation partner. In 2022, the partnership was elevated to Abacus Treuhand Innovations Partner status. In 2025, they celebrated 35 years as an Abacus partner. They are also an Abacus Bronze Partner and Web Partner (since 2015). Visita offers Abacus software as a SaaS subscription and provides full implementation, support and customization services.
• Plüss Finanzberatungs AGminorStrategic or Co-development PartnerNetwork partner providing financial advisory services. Listed as a Netzwerk-Partner on the Visita website alongside other specialist firms.
• RVW Revisions AGminorStrategic or Co-development PartnerNetwork partner providing audit/revision services. Listed as a Netzwerk-Partner on the Visita website alongside other specialist firms.
• Sinvest AGminorStrategic or Co-development PartnerNetwork partner providing investment services. Listed as a Netzwerk-Partner on the Visita website alongside other specialist firms.
• Treuhand SuisseminorStrategic or Co-development PartnerSwiss fiduciary/trust industry association. Visita Treuhand AG is listed as a member on the Treuhand Suisse website.
• Aargau Industrie- und Handelskammer (AIHK)minorStrategic or Co-development PartnerAargau Chamber of Industry and Commerce. Listed as a partner/member organization on the Visita website.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• OBT AG: Swiss fiduciary, audit, tax, and business consulting firm serving SMEs and mid-market clients across multiple cantons. Comparable to Visita in core fiduciary service mix and SME target market, though operating at significantly larger scale.
• Run my Accounts AG: Swiss online bookkeeping and accounting outsourcing firm for SMEs and startups. Closely comparable business model — combining cloud accounting software with outsourced financial administration — and competes directly for the same Swiss SME customer segment.
• Bexio AG: Swiss cloud accounting and ERP platform purpose-built for small businesses and SMEs. Direct competitor for the SME bookkeeping/accounting/payroll segment, though operating as a pure cloud-SaaS alternative to Visita's Abacus-on-prem-SaaS model.
• Boss Info AG: Swiss Abacus distribution and ERP implementation partner serving SMEs. Comparable to Visita as a similarly-sized Abacus reseller providing combined software distribution and consulting/implementation services to Swiss SMEs.
• a&o kreston ag: Swiss fiduciary, tax, and audit firm providing bookkeeping, tax advisory, payroll, and business consulting to SMEs. Comparable in service offering and customer segment to Visita, though operating at larger scale across multiple Swiss locations.

Others

• Abacus Research AG: The underlying ERP vendor and core technology partner of Visita (35-year partnership). Not a competitor — they sit upstream in the value chain, providing the software platform that Visita resells, implements, and supports to its clients.
• Treuhand & Beratung AG (various regional Swiss firms): Treuhand Suisse is the Swiss fiduciary industry association whose member directory lists regional fiduciary firms comparable to Visita in service offering and SME focus — representing the competitive set of similar-sized regional trust companies across Switzerland.

Broad incumbents

• BDO AG (Switzerland): Major Swiss audit, tax, and advisory firm with a fiduciary practice serving SMEs through national offices. Broad incumbent offering overlapping services (accounting, tax, payroll, advisory) but at significantly larger scale and with a wider service portfolio than Visita's specialist niche.
• Mazars AG (Switzerland): International audit, tax, and advisory firm with Swiss operations serving SMEs and mid-market companies. Overlaps with Visita in fiduciary services (accounting, tax compliance, payroll) but operates as a broad incumbent with a wider portfolio.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/visitatreuhandag

Compliance1 record

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 Visita Trust