What Fidav SA does

Fidav SA is a Swiss fiduciary services firm founded in 1982 and headquartered in Mendrisio, Canton Ticino, with additional offices in Lugano and Baar (Canton Zug). The firm provides a bundled portfolio of professional services to SMEs, larger enterprises, private individuals, cross-border (frontalieri) workers, and entrepreneurs establishing Swiss holding structures. Its service lines span corporate and personal tax advisory, accounting and administration, payroll and HR administration (including AVS/LPP and withholding tax), corporate advisory and company formation, domiciliation and registered office services, and Italy–Switzerland cross-border compliance.

The firm operates on a cloud-first technology stack built around Microsoft Business Central, supporting paperless document management, electronic archives, secure document exchange, and always-current cloud reporting. Operations are multi-lingual (Italian, German, French, English) and the firm states compliance with Swiss nLPD and EU GDPR. Distribution is sales-led and relationship-driven: clients are assigned dedicated interlocutors reachable by phone, email, and WhatsApp, with a 24-working-hour response commitment and free 30-minute initial consultations. Beyond Ticino, Fidav extends national coverage through a Flagship partnership with RB Swiss, anchored at the Baar office for Canton Zug and inner-Switzerland engagements, and complements this with an 11+ partner ecosystem covering banking, insurance, recruitment, and business services.

Fidav's go-to-market relies on a hybrid professional-services motion combining direct enterprise field sales (dedicated advisors, in-person meetings), event-driven demand generation through Fidav Lab (webinars, blog, economic observatory, client events), and remote inside-sales channels. Pricing is not publicly disclosed and is delivered on a quote-based, engagement-specific basis. In October 2025 the firm celebrated the first anniversary of new management under Partner & CEO Viviana Monga and Partner Laura Accarino, marking an organizational transition layered on top of 44 years of continuous operation and roughly 150+ active clients.

Name

Fidav SA

Legal name

Fidav SA

Website

https://fidav.ch

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Fidav SA is a Swiss fiduciary services firm founded in 1982, providing tax advisory, accounting, payroll, corporate advisory, company formation, and cross-border (Italy–Switzerland) compliance to SMEs, enterprises, and private individuals across Ticino and nationwide Switzerland via offices in Mendrisio, Lugano, and Baar.

Ownership category

akta.pro rank

Product category

Fiduciary and Tax Advisory Services

NAICS

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

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Trust, Fiduciary & Estate Planning Services (FSABADAG)

Keywords

• Fiduciary services
• Tax advisory
• Accounting services
• Payroll administration
• Company formation

Headquarters

HQ city

Mendrisio

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. Tax Advisory Services: Fiscal planning, cantonal rulings, international taxation, and tax compliance for businesses and individuals. Includes corporate tax advisory and personal tax advisory services.
2. Accounting and Administration: Ordinary accounting, VAT reporting, financial statements, payments and invoicing managed digitally through cloud systems.
3. Payroll and HR Administration: Payroll processing, contracts, social security contributions (AVS/LPP), withholding tax, and cross-border worker management.
4. Corporate Advisory and Company Formation: Company formation (Sagl/SA), extraordinary operations, governance, CFO advisory, and company establishment in Switzerland. Also includes holding structure consulting.
5. Domiciliation and Registered Office: Swiss presence setup, domicile registration, and registered office services for businesses establishing presence in Switzerland.
6. Cross-border Services: Services for cross-border workers (frontalieri) including withholding tax management for Italy-Switzerland commuters.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Fidav SA is a Swiss fiduciary firm that delivers tax advisory, accounting, payroll, corporate, and company administration services to businesses and individuals. It supports Swiss and cross-border (notably Italian) clients with company formation, domiciliation, and ongoing compliance/administrative obligations. The practice is built on a long-standing local presence in Ticino, with Microsoft Business Central used as the underlying accounting/ERP platform.

Product overview

Fidav SA is a Swiss fiduciary services firm offering a unified portfolio of professional services, not a software product. The core offering consists of eight integrated service lines: corporate tax advisory, personal tax advisory, accounting & administration, payroll & HR administration, corporate advisory, company formation, domiciliation services, and cross-border worker management. Services are delivered digitally through Microsoft Business Central cloud platform. Fidav Lab complements the service portfolio with educational content (webinars, blog, observatory, events). The firm operates three offices in Switzerland (Mendrisio, Lugano, Baar) with nationwide coverage through partner RB Swiss.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services Personal and corporate tax preparation, planning, and filing for Swiss and cross-border clients, including frontaliere (Italian cross-border) declarations.
• Accounting Services Bookkeeping, financial statements, and ongoing accounting for SMEs and individuals, delivered on Microsoft Business Central.
• Payroll Administration Payroll processing, payslip generation, and social-insurance/withholding compliance for Swiss employers and cross-border workers.
• Corporate Advisory and Administration Corporate secretarial, governance, and ongoing administrative support for Swiss companies, including board and shareholder support.
• Company Formation and Domiciliation Incorporation of Swiss companies (notably SAGL/SA) and provision of registered office/domiciliation services in Ticino.
• Cross-Border Worker (Frontalieri) Services Specialized tax, social-security, and administrative support for Italian cross-border workers (frontalieri) employed in Switzerland.

Quantifiable outcome

• Response to client inquiries within 24 working hours
• +1 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eleven partnerships are on record, tiered flagship, core and minor.

• RB SwissflagshipChannel Partner/ Reseller/ DistributorPrimary partner for national Swiss coverage. Provides structures in inner Switzerland starting from Canton Zug. Services include company formation, domiciliation, local fiduciary administrator, accounting support, co-working spaces, and business services. Fidav remains single client interlocutor while RB Swiss provides local presence.
• AtenekcoreTechnology or IntegrationWebsite development and automation/AI solutions partner. Built and maintains Fidav's website (fidav.ch). Specializes in automation and AI solutions.
• BancaStatominorOthersBanca dello Stato del Cantone Ticino - regional cantonal bank providing banking services to Fidav clients in Ticino.
• Zurich Insurance - Agenzia Panarelli, BellinzonaminorOthersInsurance partner providing insurance services to Fidav's client base in the Bellinzona area.
• Baloise InsuranceminorOthersInsurance partner providing insurance services to Fidav's clients.
• Pellegrini Catering OverseasminorOthersCatering and services provider for Fidav events and client occasions.
• Sidler SAcoreOthersThe Recruitment Company - provides recruitment services. Notably both a partner and long-term Fidav client, demonstrating bidirectional relationship. Sidler provides recruitment expertise while benefiting from Fidav's fiduciary services.
• Action NetworkcoreGTM or Marketing PartnerMarketing and community partner. Both a partner and long-term client of Fidav. Provides marketing and community building expertise.
• CaporasominorOthersBusiness services provider supporting Fidav's client needs.
• SPL InternationalminorStrategic or Co-development PartnerSpecializes in company establishment in Switzerland. Helps businesses with settlement and formation processes across Swiss cantons.
• Stellini GroupminorOthersMattress and furniture textiles company. Listed as partner providing services to Fidav's client ecosystem.

Scale indicators5 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• BDO Switzerland: Major Swiss accounting, tax and advisory network offering fiduciary and corporate services as part of a broader portfolio — competes with Fidav in the SME tax/accounting space but does not specialize in the Ticino cross-border niche.
• PwC Switzerland: Big 4 firm offering tax, accounting, legal and corporate services across Switzerland — overlaps with Fidav on corporate tax advisory, accounting and international tax planning for larger SME and mid-market clients.
• KPMG Switzerland: Big 4 firm with a substantial Swiss fiduciary, tax compliance and corporate services practice serving mid-market and enterprise clients — a broader incumbent overlapping with Fidav on tax compliance and corporate advisory for larger SMEs.
• Mazars Switzerland: International audit, tax and advisory firm with Swiss fiduciary services — a broader incumbent targeting Swiss SMEs and mid-market companies in tax and accounting services comparable to Fidav's offerings.
• Deloitte Switzerland: Big 4 firm providing tax, accounting, legal and corporate services in Switzerland — a broad incumbent that competes with Fidav on cross-border tax planning and corporate advisory for higher-end SMEs and mid-market clients.
• EY Switzerland: Big 4 firm with Swiss tax, accounting and transaction advisory practices — competes for mid-market tax compliance and corporate advisory work that overlaps with Fidav's service lines, though at a different scale.

Direct peers

• WTG Treuhand Gruppe: Group of Swiss fiduciary and accounting firms providing tax, accounting, payroll and corporate services to SMEs across Switzerland — directly comparable in target market, service mix and SME-centric positioning.
• OBT AG: Swiss fiduciary, tax and audit firm serving SMEs and individuals across multiple cantons, with comparable multi-service offerings in tax, accounting and corporate advisory — overlapping directly with Fidav's core service lines.
• Fidinam Group: Swiss-Italian fiduciary and corporate services group with deep cross-border expertise between Italy and Switzerland, offering tax, accounting, corporate and domiciliation services — directly comparable to Fidav's service portfolio and Italian-Swiss cross-border niche.

Regional players

• TFP Fiduciaria: Ticino-based fiduciary firm offering tax, accounting and corporate services to SMEs and individuals in southern Switzerland — directly comparable service mix and regional focus, operating primarily in the same Ticino geography as Fidav.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/fidav-sa

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

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 Fidav SA