Fibexa SA société fiduciaire

What Fibexa SA société fiduciaire does

Fibexa SA société fiduciaire is a privately held Swiss fiduciary firm (Société Anonyme) headquartered at Rue du Lion-d'Or 1 in central Lausanne, Vaud. Operating for more than 40 years, the firm is licensed as an "Entreprise de révision agréée en qualité d'expert-réviseur" by the Swiss Federal Audit Oversight Authority, a credential that authorizes it to conduct ordinary and limited statutory audits — a regulated activity in Switzerland. The firm operates from a single Lausanne office with a team of 5-6 listed professionals (headcount source notes 5, team listing shows six), led by partner Jean-Pierre Rigoli and supported by licensed auditors Laurent Rigoli and Stéfanie Neumann (both with prior Big Four tenure at KPMG and Fidinter), payroll/HR specialist Yvonne Piot, and accountants Raphaël Tedeschi and Gilles Bersier.

The firm delivers an integrated six-service platform covering the full client lifecycle: Révision (statutory and consolidated audits, Swiss GAAP FER audits, public-authority and non-profit audits), Expertise comptable (business advisory, incorporation, transformation, valuation, internal controls), Conseil fiscal (corporate and personal tax, including flat-rate and expat regimes, VAT, withholding and stamp duties), Comptabilité, salaires et gestion d'entreprise (multi-currency bookkeeping, payroll, dashboards, CFO outsourcing), Family office (payment services, wealth coordination with private banks and lawyers), and Successions (executor services, estate valuation, will drafting). Services are delivered bilingually in French and English, with multi-currency (CHF plus foreign currencies) accounting capability, and the client base spans Swiss SMEs, entrepreneurs and high-net-worth individuals, with additional mandates from public authorities, foundations and non-profit organizations.

The business model is a relationship-driven professional services model: clients engage via the firm's contact form for scheduled appointments at the Lausanne headquarters (operating Monday-Friday, 08:00-12:00 and 13:30-17:30), and pricing is quote-based on time and complexity rather than publicly listed. Customer acquisition is primarily through referral and word-of-mouth, supported by a bilingual French/English website; no digital marketing, paid acquisition, channel partnerships, marketplace presence, or self-service online offering is in evidence. The firm has no disclosed subsidiaries, no funding history, no acquisitions, and no partnerships.

Name

Fibexa SA société fiduciaire

Legal name

Fibexa SA société fiduciaire

Website

https://fibexa.ch

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Fibexa SA société fiduciaire is a privately held, licensed Swiss fiduciary firm in Lausanne, Vaud, offering integrated audit, accounting, tax, payroll, family-office and estate-planning services to Swiss SMEs, entrepreneurs, high-net-worth individuals, and public-authority and non-profit clients for over 40 years.

Ownership category

akta.pro rank

Product category

Fiduciary and Audit Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Personal Trust & Fiduciary Administration (FSAEAKAA), Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fiduciary services
• Audit services
• Tax advisory
• Accounting services
• Estate planning

Headquarters

HQ city

Lausanne

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Audit and Assurance: Statutory audits, consolidated financial statement audits, special audits for statutory annual accounts, public authorities, non-profit organizations, foundations, mergers and transformations.
2. Professional Services - Accounting and Bookkeeping: Full or partial accounting management, account closings, multi-currency accounting (CHF/foreign currencies), management accounts and dashboards, consolidation processes.
3. Professional Services - Tax Advisory: Swiss tax returns (including flat tax and expats), tax optimization, tax planning and simulation, VAT advice and audits, withholding tax and stamp duty obligations.
4. Professional Services - Family Office: Payment services, administrative tasks, payroll and staff management, wealth management, coordination with private banks and lawyers, accounting and financial reporting.
5. Professional Services - Estate Planning: Executor and liquidator services, estate valuation, succession planning, will drafting and safekeeping.
6. Professional Services - Business Advisory: Company incorporation, transformation, merger and liquidation, business valuation, internal control systems, Swiss GAAP FER application.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Fibexa SA société fiduciaire is a Swiss fiduciary firm in Lausanne delivering six integrated professional service lines from a single office: statutory and consolidated audits (as a Swiss Federal Audit Oversight Authority-licensed audit expert), business advisory (incorporation, transformation, valuation, internal control systems, Swiss GAAP FER), corporate and private tax advisory, accounting/payroll/business administration with CFO outsourcing, family office services, and inheritance/estate planning including executor services.

Product overview

Fibexa SA société fiduciaire is a Swiss fiduciary company providing integrated professional services from its Lausanne office. The company operates as a single-service firm offering six distinct but complementary service lines: Audit & Insurance (Révision), Business Advice (Expertise comptable), Corporate & Private Tax (Conseil fiscal), Accounting, Payroll & Business Administration, Family Office, and Inheritance & Estate Planning (Successions). These services are delivered by a team of six professionals and are designed to work together to serve both corporate clients (SMEs, groups, public entities, non-profits) and private individuals. The company has been operating for over 40 years as a licensed audit expert firm approved by the Swiss Federal Audit Oversight Authority.

Differentiator

Problem solved

Functional benefit

Products and services

• Révision (Audit & Insurance) Statutory and consolidated audit services including audits of annual accounts, consolidated financial statements, Swiss GAAP FER compliance, interim financial statements, public authority audits, and non-profit organization audits, delivered under Fibexa's licensed audit expert status with the Swiss Federal Audit Oversight Authority.
• Expertise comptable (Business Advisory) Strategic business advisory services for Swiss SMEs including company incorporation, transformation, merger and liquidation, business valuation, internal control system implementation, and application of Swiss GAAP FER accounting standards.
• Conseil fiscal (Corporate & Private Tax Advisory) Tax advisory for individuals and corporations covering Swiss tax return preparation, flat tax and expat tax regimes, tax optimization, tax planning and simulation, VAT advice and audits, and withholding tax and stamp duty obligations.
• Comptabilité, salaires et gestion d'entreprise (Accounting, Payroll & Business Administration) Comprehensive accounting, payroll, and business management services including account closing, bookkeeping in French/English, multi-currency accounting (CHF/foreign), payroll and social insurance management, interim accounts and dashboards, consolidation, budget and financial planning, and CFO function outsourcing.
• Family Office Personalized family office services covering payment management, administrative tasks, payroll and staff management, wealth management, coordination with private banks and lawyers, tax advice, and financial reporting for affluent individuals and families.
• Successions (Inheritance & Estate Planning) Estate planning and inheritance services including will drafting and safekeeping, asset valuation for estate division, estate planning, tax issues, and serving as executor or liquidator of estates.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• RSM Switzerland: Global mid-tier audit and advisory network in Switzerland offering audit, tax, and consulting to SMEs — comparable client base and service portfolio to Fibexa but with national scale.
• BDO Switzerland: Top-tier Swiss audit and advisory network serving SMEs, HNW, and mid-market clients across all cantons — competes with Fibexa for SME audit and tax mandates but at significantly larger scale.
• Grant Thornton Switzerland: Mid-tier international audit and advisory network with a Swiss practice serving SMEs and owner-led businesses — competing for the same fiduciary, audit, and tax mandates as Fibexa.
• Baker Tilly Switzerland: International mid-tier accounting network with a Swiss practice focused on SMEs, owner-managed businesses, and HNW clients — directly competes with Fibexa in audit and advisory services.
• Mazars Switzerland: International audit and advisory firm with a Geneva/Lausanne presence, providing accounting, tax, and fiduciary services to Swiss SMEs and private clients — overlaps Fibexa's audit and outsourced-finance offerings.
• EY Switzerland: Big Four firm operating in Switzerland with dedicated private client services, tax, and audit offerings for SMEs and high-net-worth individuals — competes for larger mandates that may otherwise flow to Fibexa.
• KPMG Switzerland: Big Four firm with deep Swiss fiduciary, audit, and tax practices serving SMEs through dedicated KPMG Switzerland SME desks — direct competition for larger Fibexa clients and a known former employer of Fibexa's partners.
• PwC Switzerland: Big Four firm with full-service Swiss fiduciary, audit, tax, and wealth-management practices — competes for SME audit and family-office mandates and offers scale-driven alternatives to Fibexa.

Direct peers

• Fiduciaire Favre: Established fiduciary practice in the Lausanne region offering audit, accounting, tax, and wealth services to SMEs and individuals — overlapping with Fibexa on service mix, geography, and target clientele.
• Fidinter: Swiss fiduciary firm headquartered in Lausanne providing audit, accounting, tax, and wealth advisory to SMEs and private clients — directly comparable to Fibexa and a former employer of Fibexa's senior auditor Stéfanie Neumann.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fibexa

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Fibexa SA société fiduciaire