Truvag Treuhand und Revisions AG St. Gallen

What Truvag Treuhand und Revisions AG St. Gallen does

Truvag Treuhand und Revisions AG St. Gallen is a Swiss fiduciary, audit, and business consulting firm headquartered in St. Gallen and operating continuously since 1986. The firm is organized around three service pillars: Treuhand (fiduciary services including financial accounting/bookkeeping, payroll and HR administration, tax and legal advisory, and year-end financial statement consulting); Wirtschaftsprüfung (statutory and limited audits, special examinations, pension fund and public-sector audits under Swiss GAAP FER and HRM2, and internal control system reviews); and Unternehmensberatung (business founding, restructuring and turnaround, succession planning, M&A transactions, and business valuation). Delivery is structured as a one-stop-shop for the full SME lifecycle, from incorporation through succession, anchored in named, federally qualified experts assigned per client.

The firm operates on conventional Swiss accounting, tax, and auditing methodologies; no proprietary software platform, SaaS product, or technology differentiation is described. Service delivery is relationship-driven: clients initiate engagement via a website quote-request tool, telephone, or email, and are served by a named account manager or mandatsleiter. Pricing is engagement-based and not publicly disclosed, with reference benchmarks indicating business valuations at CHF 5,000–20,000 for SMEs. Recurring revenue comes from statutory annual audits and ongoing fiduciary retainers; non-recurring revenue comes from restructuring, succession, M&A, and valuation engagements. Distribution is exclusively direct, with no reseller or channel model.

Truvag primarily serves small-to-medium enterprises (KMU) across four cantons of Eastern Switzerland (Ostschweiz) — St. Gallen, Thurgau, Appenzell, and Graubünden — alongside pension funds, municipalities, public-sector entities, entrepreneurs, and private individuals. The team comprises approximately 5–8 professionals, including founding partners and federally diplom'd Treuhandexperten, Wirtschaftsprüfer, and zugelassene Revisionsexperten. The firm holds core memberships in TREUHAND|SUISSE and EXPERTsuisse and operates as a privately held Aktiengesellschaft with no disclosed parent company, external investors, or funding events.

Name

Truvag Treuhand und Revisions AG St. Gallen

Legal name

Truvag Treuhand und Revisions AG

Website

https://truvag.swiss

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Short description

Truvag Treuhand und Revisions AG is a St. Gallen-based Swiss professional services firm delivering fiduciary, statutory audit, and business consulting to SMEs, pension funds, municipalities, and private clients across Eastern Switzerland since 1986.

Ownership category

akta.pro rank

Product category

Fiduciary and Audit Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Insurance and Employee Benefit Funds (5251), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Audit & Assurance Services (BPAHABAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Fiduciary services
• Audit services
• Business consulting
• Tax advisory
• SME accounting

Headquarters

HQ city

St. Gallen

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Treuhand (Fiduciary / Trust Services): Recurring professional services including bookkeeping (Rechnungswesen), payroll/HR administration (Personalwesen), tax and legal advisory (Steuer & Recht), and annual closing advice (Abschlussberatung). These are billed on a retainer or per-engagement basis as part of ongoing client relationships.
2. Wirtschaftsprüfung (Audit Services): Statutory audits (ordentliche and eingeschränkte Revision) and special audits (Spezialprüfungen) for KMU, public-sector entities, and pension funds. Revenue is project- or engagement-based, typically recurring annually per statutory requirement.
3. Unternehmensberatung (Management Consulting): Strategic advisory covering business founding, succession planning, restructuring, and valuation. Typically engagement-based project work, often non-recurring per client lifecycle event.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Truvag Treuhand und Revisions AG provides integrated fiduciary, audit, and business consulting services to Swiss SMEs, public-sector organizations, pension funds, and private individuals. Its Treuhand pillar covers bookkeeping, payroll/HR administration, tax and legal advisory, and year-end closing advice. Its Wirtschaftsprüfung pillar delivers statutory and limited audits, special examinations, internal control system reviews, and audits for pension funds and public-sector entities. Its Unternehmensberatung pillar covers business founding, restructuring, succession planning, M&A advisory, and business valuations.

Product overview

Truvag Treuhand und Revisions AG St. Gallen is a professional services firm offering an integrated portfolio of three core service pillars: Treuhand (trust, accounting, and tax services), Wirtschaftsprüfung (statutory and limited auditing), and Unternehmensberatung (business consulting). The firm serves SMEs and private clients across Eastern Switzerland. The Treuhand pillar encompasses Rechnungswesen (accounting), Personaladministration (HR/payroll), Steuer & Recht (tax and legal), and Abschlussberatung (financial statement advisory). The Auditing pillar includes Gesetzliche Revisionen (statutory audits), Spezialprüfungen (special examinations), Vorsorge & öffentliche Organisationen (pension fund and public sector audits), and Interne Kontrollen & Prozessprüfungen (internal control reviews). The Consulting pillar covers Gründung & Entwicklung (business founding), Umstrukturierung & Sanierung (restructuring), Nachfolge & Transaktionen (succession/M&A), and Bewertung & Planung (valuation and planning). The services are delivered through a team of qualified experts and position the firm as a comprehensive partner for entrepreneurial clients requiring integrated fiduciary, audit, and advisory support.

Differentiator

Problem solved

Functional benefit

Products and services

• Treuhand (Trust & Accounting Services) Comprehensive fiduciary and accounting services for Swiss SMEs and private clients, covering financial accounting/bookkeeping (Rechnungswesen), payroll and HR administration (Personaladministration), tax consulting and legal advisory (Steuer & Recht), and year-end financial statement advisory (Abschlussberatung). Delivered by federally qualified fiduciary specialists as recurring engagement work.
• Wirtschaftspr\u00fcfung (Auditing Services) Independent statutory (ordentliche and eingeschr\u00e4nkte Revision) and special audits, internal control system (IKS) reviews, and process audits for Swiss companies, pension funds, and public-sector organizations. Provides stakeholder assurance, regulatory compliance, and transparency under Swiss audit standards (SER) and Swiss GAAP FER.
• Unternehmensberatung (Business Consulting) Strategic advisory for Swiss SMEs across the business lifecycle, covering founding and legal-form optimization (Gr\u00fcndung & Entwicklung), restructuring and turnaround (Umstrukturierung & Sanierung), succession planning and M&A transactions (Nachfolge & Transaktionen), and business valuations and planning (Bewertung & Planung). Engagement-based project work, often tied to single high-stakes lifecycle events.

Quantifiable outcome

• No specific quantified client outcome metrics are publicly disclosed.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• TREUHAND|SUISSEcoreOthersTruvag Treuhand und Revisions AG is a member of TREUHAND|SUISSE, the leading Swiss association for fiduciary and trust service providers. Membership signals professional accreditation and adherence to industry quality standards.
• EXPERTsuissecoreOthersTruvag is a member of EXPERTsuisse, the Swiss expert association for auditing and fiduciary professionals. Membership indicates compliance with Swiss audit standards (SER) and participation in the professional standards-setting ecosystem.
• Exigo AGminorOthersThe company website (truvag.swiss) is hosted by Exigo AG (www.exigo.ch). Exigo AG provides website hosting and infrastructure services, which are mentioned in the privacy policy as part of data processing arrangements.

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Deloitte Switzerland: Deloitte Switzerland is a Big Four firm providing audit, tax and consulting services to Swiss SMEs, public-sector entities and pension funds, broadly overlapping Truvag's service portfolio at the upper end of the SME market.
• EY Switzerland: EY Switzerland is a Big Four firm offering assurance, tax and advisory services to Swiss SMEs, mid-market companies and public-sector organizations — overlapping Truvag in audit and fiduciary work but at much greater scale.
• BDO Switzerland: BDO Switzerland is one of the leading mid-tier audit, tax and advisory firms in the country, serving Swiss SMEs, public-sector entities and pension funds — competing for the same mandates as Truvag but at a much larger national scale.
• KPMG Switzerland: KPMG Switzerland is a Big Four audit, tax and advisory firm active across the country, providing statutory audit, tax compliance and consulting services that compete with Truvag's three-pillar model for larger SME and pension-fund mandates.
• Mazars Switzerland: Mazars Switzerland is an established international audit, tax and advisory firm active across Swiss cantons, providing comparable fiduciary, audit and consulting services to SMEs and public-sector clients that overlap with Truvag's portfolio.
• PwC Switzerland: PwC Switzerland is a Big Four audit, tax and advisory practice providing Treuhand, audit and consulting services across Switzerland, including SME, pension fund and public-sector engagements that directly overlap with Truvag's niche.

Direct peers

• RSM Switzerland: RSM Switzerland is a mid-tier audit, tax and consulting network operating nationally, serving Swiss SMEs and mid-market companies with the same fiduciary and audit service lines that Truvag provides regionally.
• TBO Treuhand AG: TBO Treuhand AG is a Swiss regional fiduciary and audit firm offering bookkeeping, tax, payroll, and audit services to SMEs in the Eastern Switzerland market, directly overlapping Truvag's core Treuhand and Wirtschaftsprüfung offerings.
• Adler & Stange Treuhand AG: Adler & Stange Treuhand AG is a regional Swiss Treuhand and audit firm offering fiduciary, accounting, tax and audit services to SMEs — directly comparable to Truvag's regional, relationship-driven service model in the Ostschweiz market.
• OBT AG: OBT AG is a mid-sized Swiss Treuhand, Wirtschaftsprüfung and Beratung firm headquartered in St. Gallen/Ostschweiz, serving SMEs, public-sector and pension fund clients across Eastern Switzerland with a service mix almost identical to Truvag's three-pillar model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/truvag-treuhand-und-revisions-ag-st-gallen

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 Truvag Treuhand und Revisions AG St. Gallen