CF Compagnie fiduciaire

What CF Compagnie fiduciaire does

CF Compagnie fiduciaire (operating under the umbrella CF Groupe fiduciaire) is a privately held Swiss fiduciary and audit services group headquartered in Geneva, founded in 1991 by Christian Furrer. The group operates through four wholly-owned entities: CF Compagnie fiduciaire de gestion sa (accounting, tax, and fiduciary services), CF Compagnie fiduciaire de révision sa (external/statutory audits in Geneva), CF Audit & Compliance SA (AML/LBA and prudential audits for financial intermediaries, founded 2015, joined 2019), and CF Révision Vaud SA (external audit in the canton of Vaud, established in Lausanne in 2018). The group holds ASR (Federal Audit Oversight Authority) audit licenses, SRO accreditations (PolyReg, AOOS, SO-FIT, ARIF, OAR Fiduciaire Suisse), and FINMA supervisory organization accreditations (OSFIN, OSIF), and is a member of Expert Suisse and Fiduciaire Suisse.

The group's service portfolio spans bookkeeping and payroll, tax declarations and planning, statutory and limited audits, AML and prudential audits, company incorporation and restructuring, valuations, judicial expertise, family office, and philanthropic foundation administration. It serves a heterogeneous client base including SMEs across sectors (industry, services, restaurants, medical practices, automotive), self-employed professionals, foundations and associations, and regulated financial intermediaries (wealth managers, fiduciaires, trust companies, money transfer businesses) across French-speaking Switzerland (Romandie). Technology is limited to operational tooling — Swissdec-certified Winbiz for accounting and LSI-Pagess DX for timesheet, billing, and mandate administration — with no AI/ML capabilities disclosed.

The business model is fee-for-service professional services, quote-based on customized mandates, with revenue generated under partner supervision and dedicated account managers. Distribution is direct, sales-led, and referral-driven (existing clients, law firms, notaries, peer fiduciaires, public administrations); offices are located in Geneva (Boulevard des Philosophes 17; Rue Imbert-Galloix 2) and Lausanne. The group has approximately 10–16 employees, is founder- and partner-owned (Christian Furrer, Sarah Favre, Patrick Monney as named partners), and has no external investors, parent company, or disclosed financial performance.

Name

CF Compagnie fiduciaire

Legal name

CF Groupe fiduciaire

Website

https://cfsa.ch

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

CF Compagnie fiduciaire is a privately held Swiss fiduciary and audit services group founded in Geneva in 1991, operating four entities serving SMEs, foundations, and regulated financial intermediaries across Romandie with accounting, tax, statutory, AML, and prudential audit services.

Ownership category

akta.pro rank

Product category

Accounting & Audit Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991)

akta.pro industry

PRIMARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAAANAF

Trust Administration & Fiduciary Accounting Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAF

Family Office Trust & Fiduciary Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Fiduciary accounting services
• Statutory audit services
• Tax declaration services
• AML compliance auditing
• Business advisory services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices3 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: Bookkeeping, accounting services, payroll management, and administrative services for individuals and businesses.
2. Tax Services: Tax declarations for physical and legal persons, tax planning, wealth planning, and VAT advice.
3. Audit and Review Services: Statutory audits, limited reviews, AML audits, prudential audits, and special mandates including business valuations and judicial expertise.
4. Business Advisory: Company incorporation, business plans, financial planning, company restructuring, liquidation, real estate services, family office management, and philanthropic foundation management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

CF Compagnie fiduciaire is a Swiss fiduciary and audit group delivering bookkeeping, payroll, tax declaration and planning, statutory and limited audits, AML (LBA) and prudential audits, and business advisory services (company incorporation, restructuring, family office and foundation administration) to SMEs, financial intermediaries, foundations, and individuals in Romandie. Services are customized, quote-based mandates executed under partner supervision with dedicated account managers, supported by Swissdec-certified Winbiz accounting software and adherence to Expert Suisse and IASB standards.

Product overview

CF Compagnie fiduciaire is a Swiss fiduciary group comprising four distinct entities offering complementary professional services. CF Compagnie fiduciaire de gestion sa provides core accounting, tax, and fiduciary services. CF Compagnie fiduciaire de révision sa handles external and AML audits from Geneva. CF Audit & Compliance SA specializes in AML and prudential audits for financial intermediaries. CF Révision Vaud SA focuses on external auditing in the canton of Vaud. Together, the group serves the Romandie region with audit, accounting, tax, and advisory services under Expert Suisse membership.

Differentiator

Problem solved

Functional benefit

Products and services

• CF Compagnie fiduciaire de gestion sa — Accounting, Tax and Fiduciary Services
• CF Compagnie fiduciaire de révision sa — External Audit Services
• CF Audit & Compliance SA — AML and Prudential Audit Services
• CF Révision Vaud SA — Vaud Canton External Audit Services

Quantifiable outcome

• 30+ years of operation in Geneva since 1991
• +1 more outcomes

Named customers7 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

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Expert SuissecoreOthersProfessional membership organization for Swiss fiduciaries, auditors, and tax experts. CF Groupe fiduciaire entities are members, providing access to auditing standards, professional development, and industry recognition.
• Fiduciaire SuissecoreOthersSwiss professional body for fiduciary companies. CF Compagnie fiduciaire de révision sa and its management are registered members.
• Various law firms in SwitzerlandminorStrategic or Co-development PartnerNetworking relationship with law firms across main regions of Switzerland for referrals and collaborative client service.
• Notaries in RomandieminorStrategic or Co-development PartnerEstablished relationships with notaries throughout French-speaking Switzerland for referrals and collaborative work.
• Various fiduciaires in RomandieminorChannel Partner/ Reseller/ DistributorNetworking with other fiduciary companies across various sectors including trading, finance, SMEs, automotive, medical practices, and restaurants for referrals.
• Swiss and foreign entity administration companiesminorStrategic or Co-development PartnerCompanies specializing in entity structuring (foundations, trusts) and family office services. Collaboration for comprehensive client services.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• KPMG Switzerland: Big Four firm with major Geneva and Lausanne offices offering audit, tax, and advisory services including financial-services regulatory and AML practices. Comparable as a broad incumbent operating in the same Swiss fiduciary/audit market.
• Grant Thornton Switzerland: International mid-tier accounting network operating in Switzerland with audit, tax, and advisory services for SMEs and financial services clients. Comparable as a broader incumbent in Swiss fiduciary/audit with similar SME and regulated-client focus.
• Mazars Switzerland: International mid-tier accounting and advisory firm with a Geneva office offering audit, tax, accounting, and fiduciary services across Switzerland. Comparable as a broader incumbent in the same Swiss accounting/audit market with overlapping AML advisory and SME services.
• Deloitte Switzerland: Big Four firm with substantial Geneva office providing audit, tax, consulting, and financial-advisory services including regulatory and AML practices. Comparable as a broad incumbent in Swiss audit and compliance.
• PwC Switzerland: Big Four firm with strong presence across Switzerland including Geneva and Lausanne, offering audit, tax, and advisory with significant financial-services regulatory practice. Comparable as a broad incumbent in Swiss audit and AML advisory.
• BDO Switzerland: Top-5 Swiss audit and accounting firm with significant Geneva presence providing audit, tax, advisory, and fiduciary services. Comparable as a broader incumbent serving mid-market Swiss clients including financial intermediaries.
• EY Switzerland: Big Four firm with major Swiss presence including Geneva, providing audit, tax, and advisory with strong financial-services and AML practices. Comparable as a broad incumbent in the Swiss fiduciary and audit market.
• Baker Tilly Switzerland: Mid-tier international accounting network operating in Switzerland with audit, tax, and advisory services for SMEs and regulated entities. Comparable as a broader incumbent with overlapping client segments including financial intermediaries.
• PKF Switzerland: International accounting network with Swiss operations including Geneva, providing audit, tax, and advisory services to mid-market clients. Comparable as a broader incumbent in Swiss fiduciary and audit with SME and financial-services focus.

Direct peers

• Fiduciaire Pally & Partners: Geneva-based independent fiduciary firm offering accounting, tax, audit, and family-office services to SMEs and private clients in Romandie. Closest comparable direct peer — similar size, similar Romandie focus, similar SME and regulated-client mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cf-compagnie-fiduciaire

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 CF Compagnie fiduciaire