Dini & Associés SA

What Dini & Associés SA does

Dini & Associés SA is a privately held Swiss fiduciary and real estate management firm headquartered in Martigny, Canton of Valais. Founded in 1969 by Hervé Dini as Fiduciaire Dini, the firm transitioned to a Société Anonyme in 2009 and was rebranded to its current name in 2022. It operates two integrated service divisions: a Fiduciaire division (accounting, taxation, auditing, business consulting, and tax declaration preparation) and a Gérance immobilière division (rental property management, condominium/PPE administration, and real estate brokerage). The firm is privately held by partners including Philippe Dini and Daniel Murisier, with no external investors or parent company disclosed.

The firm serves individuals, SMEs, property owners, and condominium associations (PPE) in the Valais region, delivering services via direct client engagement, primarily face-to-face at its Martigny office by appointment. Its core technology stack is described as standard Swiss fiduciary software and methodologies with no proprietary AI or digital platform. The firm is differentiated by its regulatory credentials, including Expert-réviseur agréé accreditation from ASR (the federal audit oversight authority) and membership in EXPERTsuisse, which collectively allow it to deliver the full range of statutory audit services. Pricing is unit-based for standardized offerings (e.g., a standard tax return starts at CHF 190.00 including VAT and deadline request) and time-based for complex mandates. Of roughly 20 collaborators, 8 hold federal diplomas, federal patents, or HES bachelor's degrees, including two Expert-comptable Diplômé holders, two Experte en finance et controlling graduées, and one Gérant d'immeubles with a federal patent.

The business model is professional services fee-based, with revenue generated from recurring mandates (annual accounting, tax returns, recurring rental and PPE administration) plus transactional brokerage fees. Go-to-market is relationship-led, relying on professional network referrals, EXPERTsuisse membership-driven credibility, and a local SEO presence, with no external marketing scale beyond the Canton of Valais. The firm is currently hiring, posting a property manager role in 2026, indicating operational continuity rather than expansion.

Name

Dini & Associés SA

Legal name

Dini & Associés SA

Website

https://dini-associes.ch

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

11–50 employees

Short description

Dini & Associés SA is a privately held Swiss fiduciary and real estate management firm in Martigny, Valais, serving regional individuals, SMEs, property owners, and condominium associations with accounting, tax, auditing, and property management services.

Ownership category

akta.pro rank

Product category

Fiduciary and Property Management Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Offices of Real Estate Agents and Brokers (53121)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industry

Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)

Keywords

• Fiduciary services
• Tax declaration services
• Statutory auditing
• Property management
• Condominium administration

Headquarters

HQ city

Martigny

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, Others

Revenue model

1. Professional Services Fees: Revenue generated through professional service fees for fiduciary services (accounting, tax preparation, auditing, business advisory) and property management services (rental management, PPE administration, real estate brokerage). Services are billed based on fixed pricing for standard declarations and time-based fees for complex cases.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Dini & Associés SA is a Swiss fiduciary and real estate management firm delivering two complementary service lines: (1) Fiduciaire services — accounting, tax preparation and declarations, statutory auditing, and business consulting (legal form, company creation, restructuring, court expert mandates); and (2) Gérance immobilière — rental property management, condominium (PPE) administration, and real estate brokerage. All services are delivered on a fixed-fee or time-based professional services basis by certified specialists to individuals, SMEs, and property owners in Valais, Switzerland.

Product overview

Dini & Associés SA operates as a unified fiduciary and real estate management firm offering complementary services across two divisions. The Fiduciaire division provides traditional fiduciary services including Accounting (Comptabilité), Taxation (Fiscalité), Auditing (Révision), and Business Consulting (Conseil et Expertises), plus Tax Return Preparation (Déclarations d'impôts). The Gérance immobilière division offers Property Management (Gestion locative), Condominium Administration (Administration de PPE), and Brokerage (Courtage) services. The two divisions share the same client base, allowing the firm to provide integrated financial and property management solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Comptabilité (Accounting) Accounting services for businesses and individuals, including journal entries, financial statement preparation, VAT support, payroll management, and budget analysis. Delivered to Swiss SMEs and individual clients in Valais.
• Fiscalité (Tax services) Tax services for individuals and companies, including tax return preparation, tax planning and optimization, special tax declarations, and representation/support with tax authorities.
• Révision (Auditing) Statutory and special auditing services for the annual accounts of companies, associations, foundations, and public entities, including foundation report verifications and special reports. Delivered under the firm's Expert-réviseur agréé accreditation.
• Conseil et Expertises (Consulting and Expertise) Business advisory and expert mandates including legal form analysis, company creation support, restructuring and liquidation support, and court expert mandates for Valais-based clients.
• Déclarations d'impôts (Tax return preparation) Tax return preparation services for individuals (standard declarations starting at CHF 190.00 incl. VAT and deadline request) and complex cases billed by time spent. Targeted at Swiss individual taxpayers and complex filers.
• Administration de PPE (Condominium administration) Condominium (PPE) administration including administrative management (general assemblies, minutes), accounting (budgets, charge allocation, renovation funds), and technical management (maintenance, insurance, concierge). Delivered to condominium owners' associations.
• Gestion locative (Rental property management) Rental property management including property valuation, leasing, management of apartments, houses and villas, tenant relations, and administrative tasks. Delivered to property owners and real estate investors.
• Courtage (Real estate brokerage) Real estate brokerage services for property sales, including preparation of sales files, advertising, advice to sellers and buyers, and full sales process support. Delivered to property sellers and buyers in Valais.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• EXPERTsuissecoreOthersProfessional association membership providing credibility, standards adherence, and professional development for the firm's staff. EXPERTsuisse is the Swiss professional association for fiduciary services.
• ASR (Autorité fédérale de surveillance en matière de révision)coreOthersFederal regulatory body that issued Expert-réviseur agréé accreditation allowing the firm to provide full range of statutory audit services in Switzerland.
• Immobilier.chminorGTM or Marketing PartnerProperty listings platform partnership for marketing rental and sale properties managed by the firm. Links to property listings for residential and commercial rentals and sales.
• USPIminorGTM or Marketing PartnerSwiss real estate professionals association membership providing networking and marketing support for property management services.

Scale indicators2 records

Recent moves8 records

Expansion highlights3 records

Broad incumbents

• Mazars in Switzerland: International audit and advisory firm with a Swiss practice offering accounting, tax, and fiduciary services. Comparable service portfolio but operates at national scale with broader capabilities than Dini & Associés.
• BDO Switzerland: Major Swiss audit, accounting, and tax advisory firm with fiduciary and audit capabilities across Switzerland. Comparable as it serves Swiss SMEs and individuals with overlapping accounting, tax, and audit services, but at significantly larger scale and broader geographic footprint.

Others

• EXPERTsuisse member firms (peer group): Swiss professional association of fiduciary experts and auditors. Comparable because member firms offer the same fiduciary, audit, and tax services under the same professional standards as Dini & Associés.
• Wüest Partner AG: Swiss real estate advisory, valuation, and research firm. Comparable as an adjacent ecosystem participant in the Swiss property services value chain, though focused on advisory/valuation rather than property management.

Direct peers

• Livit AG: One of Switzerland's largest property management firms offering rental management, condominium (PPE) administration, and brokerage services nationwide. Directly comparable in the Gérance immobilière division but at substantially larger scale.
• Naef Immobilier SA: Swiss real estate brokerage and management company with operations across French-speaking Switzerland. Comparable rental management, PPE administration, and brokerage offerings to Dini & Associés.
• Wincasa AG: Large Swiss property management and real estate services company providing rental management, PPE administration, and brokerage. Directly overlaps with Dini & Associés' real estate division but operates at national scale.
• SPG Intercity: Swiss real estate brokerage and management group active across multiple cantons. Comparable in offering rental management, condominium administration, and brokerage services.
• Bernard Nicod SA: Swiss real estate brokerage and management firm with strong presence in French-speaking Switzerland. Comparable in the brokerage and rental management services offered by Dini & Associés' property division.

Regional players

• Régie du Rhône: Regional property management and brokerage firm operating in French-speaking Switzerland, including Valais canton. Directly comparable in scale and service scope to Dini & Associés' Gérance immobilière division.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/dini-associes-sa

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 Dini & Associés SA