Fiduciaire Actis SA

What Fiduciaire Actis SA does

Fiduciaire Actis SA is a Swiss fiduciary services firm headquartered in Sion, Valais, operating continuously since 1945/1946 (the corporate site and the Expertise/Successions page show a minor 1945 vs. 1946 discrepancy). The company delivers an integrated eight-module professional services portfolio covering accounting, taxation, statutory and municipal auditing, payroll management, business organization, consulting, company formation and administration, and expertise/successions. It serves a fragmented regional client base spanning private individuals, capital companies, SMEs (PME Valaisannes), associations, communal administrations, and hotel/hospitality businesses — with a notable specialization in the hospitality sector anchored by leadership credentials from Ecole Hôtelière de Lausanne.

The firm is structured as a Société Anonyme (private corporation) with no parent company, no subsidiaries, no disclosed funding rounds, and no M&A activity. Operations are delivered by a team of approximately 15 professionals from a single office at Place du Midi 36, Sion, using standard professional services tooling: WinBIZ as the specialist accounting/business management platform, Zoom and Microsoft Teams for client meetings, TeamViewer for remote support, and Google Analytics for web analytics. The firm holds mandated auditor status for municipal and bourgeoisial accounts under Valais communal law (since 1960), and maintains FIDUCIAIRE|SUISSE membership alongside IQNet and SQS quality certifications and GDPR compliance.

The revenue model is fee-for-service professional services across each module, with no publicly disclosed pricing and no digital or intermediated distribution channels. Go-to-market is sales-led and relationship-driven — direct engagement from the Sion office, supported by a basic corporate website, Google Maps local presence, a newsletter, and LinkedIn integration. The firm explicitly positions discretion as a lifelong obligation and emphasizes long-term client trust over volume marketing, consistent with a stable, locally-rooted fiduciary practice rather than a growth-stage firm.

Name

Fiduciaire Actis SA

Legal name

Fiduciaire Actis SA

Website

https://fidactis.ch

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

1–10 employees

Short description

Fiduciaire Actis SA is a Swiss fiduciary services firm in Sion, Valais, providing accounting, tax, audit, payroll, company formation, and consulting services to private clients, SMEs, associations, and Valais communal administrations since 1946.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Personal Trust & Fiduciary Administration (FSAEAKAA), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

Keywords

• Accounting services
• Tax consulting
• Audit services
• Payroll management
• Business advisory

Headquarters

HQ city

Sion

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 - Accounting: Comprehensive accounting services including bookkeeping, debtor/creditor accounting, VAT returns, financial statements preparation, and analytical reporting.
2. Professional Services - Tax Advisory: Tax services for individuals and corporations including tax returns, tax planning, objections and appeals, and optimization strategies.
3. Professional Services - Auditing: Statutory auditing services per Swiss Code of Obligations and municipal auditing per Valais communal law. Services include internal controls, account audits, and regulatory compliance.
4. Professional Services - Payroll Management: Complete payroll processing including salary slips, social security filings, and compliance with collective labor agreements.
5. Professional Services - Consulting: Business consulting with specialized focus on the hotel and hospitality sector, including critical analysis, organizational improvement, and strategic advice.
6. Professional Services - Company Services: Company formation, administration, and liquidation services including registration, domicile services, representation, and dissolution.
7. Professional Services - Expertise/Successions: Expert witness services (legal, fiscal, financial), business valuation, and succession planning/estate management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fiduciaire Actis SA is a Swiss fiduciary firm based in Sion, Valais, providing accounting, taxation, audit/revision, payroll management, business organization, and company-related services. The firm serves private individuals, capital companies, and state organizations, offering compliance and advisory expertise to small and mid-sized businesses and entrepreneurs in the Valais region.

Product overview

Fiduciaire Actis SA operates as a Swiss fiduciary and professional services firm offering an integrated portfolio of eight core service modules spanning accounting, taxation, audit, payroll management, business organization, consulting, company services, and expertise/successions. The firm, established in 1946 and based in Sion, Valais, positions itself as a generalist service provider for private clients, capital companies, and state organizations. Services are delivered through a team of professionals with specialized competencies including WinBIZ software expertise, and include both advisory and execution components. The company also provides municipal audit services under Valais commune law, demonstrating government sector expertise alongside commercial services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services (Comptabilité)

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

One partnership is on record.

• Fiduciaire SuissecoreOthersSwiss Fiduciary Association membership providing professional standards, industry representation, and network access for Swiss fiduciary service providers.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• OBT AG: Swiss mid-tier fiduciary, audit, and tax advisory firm with multi-disciplinary services comparable to Fiduciaire Actis. Operates across multiple Swiss cantons serving SMEs, private clients, and public-sector mandates.
• Trianon SA: Swiss fiduciary firm offering accounting, tax, audit, and corporate services to private and corporate clients. Closely comparable to Actis in service portfolio and target customer profile.

Broad incumbents

• PwC Switzerland: Big 4 firm with full Swiss coverage including audit, tax, and advisory services. Competes for larger corporate mandates in the same Swiss fiduciary market as Actis.
• BDO Switzerland: Top-tier Swiss audit, tax, and advisory firm with national coverage. Operates in the same fiduciary space as Actis but at significantly greater scale and with broader international backing.
• Mazars Switzerland: Mid-tier international audit and advisory firm with a Swiss practice covering accounting, tax, and audit services. Overlaps with Actis in SME and corporate accounting mandates.
• Deloitte Switzerland: Big 4 firm with Swiss-wide audit, tax, and consulting capabilities. Competes for fiduciary and corporate accounting engagements in the broader Swiss market.
• KPMG Switzerland: Big 4 firm operating across Switzerland with audit, tax, and advisory services. Targets many of the same mid-market corporate and HNW clients as Actis.
• EY Switzerland: Big 4 firm with a Swiss practice offering audit, tax, accounting, and advisory services. Overlaps with Actis in corporate accounting and tax compliance for SMEs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fiduciaire-actis-sa

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Fiduciaire Actis SA