What Expertinum does

Expertinum AG is a Zurich-based fiduciary and accounting services firm founded in 2017, operating across five office locations in the Zurich metropolitan area. The firm employs approximately 30-40 professionals and delivers accounting, tax advisory, auditing, payroll, and business consulting services primarily to small and medium-sized enterprises (KMU), startups, private individuals, and healthcare-sector clients in Switzerland.

The firm is a certified Abacus Cloud Partner and Innovationspartner, integrating the Abacus ERP ecosystem into service delivery — including partner-supplied capabilities such as DeepO text/OCR recognition, the AbaCliK mobile application, and Snap.Share tooling. Expertinum also holds a REKOLE certification that enables healthcare-sector cost-and-accounting engagements, and operates within the IPG (International Partners Group) network of approximately 2,500 professionals for cross-border reach. A new Topalino by Topal integration was added in October 2024.

The business model is engagement-based professional services billing — hourly or project-based fees for fiduciary, tax, audit, and advisory work — generating revenue across a long tail of small engagements rather than concentrated enterprise contracts. The firm is privately held and partner-owned, with no public funding rounds or external investment disclosed. Distribution is primarily regional within the Zurich canton, supplemented by international capacity through the IPG partnership.

Name

Expertinum

Legal name

Expertinum AG

Website

https://expertinum.ch

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Expertinum AG is a Zurich-based fiduciary and accounting firm serving Swiss SMEs, startups, and healthcare clients with accounting, tax, audit, payroll, and advisory services across five Zurich-area offices.

Ownership category

akta.pro rank

Product category

Fiduciary & Tax Services

NAICS

Other Scientific and Technical Consulting Services (54169)

SIC

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

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Fiduciary services
• Tax advisory
• Accounting services
• Audit services
• Payroll administration

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fiduciary and Accounting Services: Professional fiduciary services including bookkeeping, financial accounting, financial reporting, and ongoing accounting administration for businesses.
2. Tax Advisory Services: Tax advice, tax planning, tax returns, representation in tax matters, voluntary self-disclosure, and VAT-related services.
3. Auditing Services: Full and limited audits conducted through partner company SRG Schweizerische Revisionsgesellschaft AG.
4. Business Consulting: Management consulting, business valuations, due diligence, succession planning, start-up advisory, and corporate restructuring services.
5. Personnel and Payroll Administration: HR administration, payroll processing, payslips, social security advice, and labor law support.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Expertinum AG is a Swiss fiduciary and accounting services firm (Treuhandpartner) that provides professional services in financial and management accounting, tax and pension planning, personnel and payroll administration, business consulting, and auditing/due diligence. Services are delivered through five physical offices in the Zurich metropolitan area and complemented by a certified Abacus Cloud Partner digital ecosystem (AbaWeb Treuhand, AbaCliK, AbaNinja) for cloud-based accounting, expense capture, and e-services.

Product overview

Expertinum is a Swiss fiduciary and trust company (Treuhandpartner) offering professional services across accounting, tax advisory, payroll administration, business consulting, and auditing. Their digital service portfolio centers on the Abacus ecosystem (AbaWeb Treuhand, AbaCliK, AbaNinja) as a certified Abacus Cloud Partner, supplemented with Sage Start for start-ups, Snap.Share for tax document submission, and Topalino for basic online accounting. The company operates five locations in the Zurich area with approximately 30-40 experts providing both traditional fiduciary services and e-services for efficient client collaboration.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial & Management Accounting Full-service financial accounting managed on modern web-based software, including management information systems, objective financial reporting, stakeholder reporting for financiers, and optional external CFO services for SMEs and industrial clients.
• Personnel & Payroll Administration Complete personnel administration and payroll preparation including payslips, social security and labor law support, cross-border commuter handling, and short-time work compensation.
• Tax & Pension Planning Tax advice, tax returns, representation in tax matters, voluntary self-disclosure, VAT services, plus pension planning including Pillar 3a, wills, marriage settlements, and inheritance contracts.
• Business & Start-Up Consulting Business consulting from company formation through succession planning, including business plan development, company valuations, due diligence, start-up advisory, and corporate restructuring.
• Auditing & Due Diligence Structured full and limited audits, due diligence engagements, and business valuations that identify weak points and develop improvement suggestions, delivered through partner company SRG Schweizerische Revisionsgesellschaft AG.
• AbaWeb Treuhand Web-based online accounting and administration platform delivered as a certified Abacus Cloud Partner solution, with modular subscriptions for financial accounting, accounts receivable/payable, payroll, e-banking, asset accounting, CRM, billing, and AbaScan document management.
• AbaNinja Standalone business software for small businesses and start-ups for creating quotes, invoices, and business documents, including VAT-aware accounting, multilingual document dispatch, supplier invoice import with OCR, and payment slip generation.
• Sage Start Online accounting solution targeted at start-ups and small businesses, available in Ready, Service, Trade, and All-In-One packages with invoicing, orders, accounting, and payroll capabilities for up to 5 employees.
• Topalino by Topal Secure, straightforward online financial accounting base package for 1 user with optional Topal modules; data stored centrally at Expertinum with secure client access, positioned as an entry-level alternative.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability3 records

Feature9 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• SRG Schweizerische Revisionsgesellschaft AGcoreStrategic or Co-development PartnerSRG Schweizerische Revisionsgesellschaft AG is the company's dedicated auditing entity for conducting full and limited audits, due diligence, and related audit services. This is a strategic partnership for providing complete auditing services under the Expertinum brand.
• GRIVAG AGcoreStrategic or Co-development PartnerGRIVAG AG serves as the partner company for all real estate-related tasks including property management. Expertinum refers clients requiring real estate services to this partner.
• IPG – International Practice GroupcoreStrategic or Co-development PartnerIPG is a global association of independent lawyers, auditors, tax advisors and other specialists, primarily in major economic centers worldwide. With over 2,500 professionals, this network enables Expertinum to provide efficient cross-border advisory services for international client matters.
• EXPERTsuisseminorOthersEXPERTsuisse is the expert association for auditing, taxes, and fiduciary services in Switzerland. Expertinum maintains membership for professional standards and industry representation.
• TREUHAND|SUISSEminorOthersTREUHAND|SUISSE brings together accountants who work primarily for small companies and private individuals. Membership provides networking and professional development opportunities.
• preferred leaders clubminorOthersThe network of experts in the fields of taxes, accounting, financial reporting, auditing and consulting. Membership provides access to professional network and thought leadership.
• Abacus Research AGcoreTechnology or IntegrationExpertinum is a directly certified Abacus Cloud Partner and Innovationspartner, providing AbaWeb cloud accounting, AbaCliK app, and other Abacus-based solutions. This partnership enables delivery of digital accounting and e-services to clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• OBT AG: Swiss Treuhand, audit, tax, and business consulting firm headquartered in Lucerne with Zurich-area presence. Closely comparable mid-size multi-office positioning serving SMEs (KMU) with the same mix of accounting, tax, audit, and advisory services as Expertinum.
• BDO Switzerland: Top mid-tier accounting and advisory network with multiple Swiss offices offering audit, tax, accounting, and consulting to SMEs and mid-market companies. Operates in the same Swiss Treuhand space with comparable target customer profile, though at significantly greater scale.
• Grant Thornton Switzerland: Mid-tier accounting network with Swiss presence serving SMEs, owner-managed businesses, and mid-market clients with audit, tax, and advisory. Direct competitor in the same Swiss mid-market Treuhand segment as Expertinum.
• Mazars Switzerland: Mid-tier international accounting and audit firm with Swiss offices serving SMEs, mid-market, and cross-border clients. Comparable positioning to Expertinum in the SME accounting, tax, and audit market with international network reach.
• Rödl & Partner Switzerland: German-origin mid-tier professional services firm with Swiss offices serving mid-market companies with accounting, tax, audit, and legal advisory. Comparable positioning in DACH-region mid-market Treuhand services.

Broad incumbents

• KPMG Switzerland: Big-4 professional services firm with full Swiss audit, tax, and advisory practice serving large enterprises and mid-market clients. Overlaps with Expertinum across tax, audit, and accounting services but operates at much broader scale and client tier.
• Deloitte Switzerland: Big-4 firm with full Swiss audit, tax, consulting, and financial advisory practice. Overlaps with Expertinum in audit, tax, and accounting services but serves enterprise and large-mid-market clients across a broader portfolio.
• PwC Switzerland: Big-4 firm with comprehensive Swiss audit, tax, and advisory operations serving large enterprises and mid-market. Overlaps with Expertinum in core audit and tax services but addresses a much broader client portfolio and international mandate scope.
• EY Switzerland: Big-4 firm offering Swiss audit, tax, transaction, and consulting services. Competes broadly in the same Swiss audit and tax market as Expertinum but typically addresses enterprise and upper mid-market clients.

Others

• Abacus Research AG: Swiss ERP/accounting software vendor whose platform (AbaWeb, AbaCliK, AbaNinja) and in-development AI capabilities (DeepO, DeepPay) power Expertinum's digital service offering. Ecosystem enabler and technology partner rather than direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/expertinum-ag

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Expertinum