Unita Finanz & Treuhand AG

What Unita Finanz & Treuhand AG does

Unita Finanz & Treuhand AG is a privately held Swiss fiduciary services firm (Aktiengesellschaft) founded in 2013 by Cédric Schmid and his father, headquartered in Zug, Switzerland. The firm operates as a multi-line fiduciary practice offering trust administration, tax compliance, auditing (via subsidiary Unita Audit GmbH), business consulting, family office, domiciliation, and blockchain/crypto-native fiduciary services to SMEs, high-net-worth families, and crypto-asset companies operating primarily out of the Crypto Valley corridor.

The company's core products combine traditional Swiss fiduciary work with specialized blockchain-related services such as token-issuer domiciliation, crypto treasury administration, and related compliance support. Recent strategic activity includes the launch of a Digitaler Treuhänder / Digital Trustee digital service offering (2024), the spin-out of an audit subsidiary, the co-founding of the Blockchain Entrepreneurs Club Zug (2022), and the creation of Business Park Industrie AG as a sister-company vehicle. Underlying technology appears to be standard professional-services tooling augmented by a digital fiduciary product layer rather than a proprietary technology stack.

The business model is fee-for-service professional services, priced per engagement on a custom basis rather than via standardized SaaS or volume pricing. The firm is privately held, family-founded, and organically financed with no disclosed external funding rounds; revenue is generated entirely from billable client engagements across its diversified service lines. The group employs approximately 9 staff (with stated broader team size of 15–20 across affiliated entities), giving it a boutique profile suited to mid-sized mandates rather than large-enterprise accounting work.

Name

Unita Finanz & Treuhand AG

Legal name

Unita Finanz & Treuhand AG

Website

https://unitafinance.ch

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Unita Finanz & Treuhand AG is a Zug-based Swiss fiduciary firm founded in 2013, providing trust, tax, audit, family office, and blockchain-native fiduciary services to SMEs, HNW families, and crypto-asset companies in the Crypto Valley.

Ownership category

akta.pro rank

Product category

Fiduciary and Tax Advisory Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Fiduciary services
• Tax consulting
• Business consulting
• Family office services
• Blockchain advisory

Headquarters

HQ city

Zug

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

Revenue model

1. Trust and Fiduciary Services: Core revenue stream from comprehensive fiduciary services including accounting, bookkeeping, payroll administration, and financial statement preparation. Services are tailored to individual client needs and billed on a professional services basis.
2. Tax Consulting and Planning: Tax advisory services for legal entities and individuals, including tax return preparation, tax planning strategies, negotiations with tax authorities, VAT compliance, and obtaining tax rulings.
3. Auditing and Financial Review: Audit services provided through subsidiary Unita Audit GmbH, including standard/limited audits, special audits, and due diligence for SMEs.
4. Business and Management Consulting: Strategic consulting including business planning, company formations, transformations, succession planning, M&A support, CFO mandates, and financing advice.
5. Family Office Services: Comprehensive wealth management and planning services for high-net-worth families and entrepreneurs, including asset management, risk management, real estate management, and philanthropy advisory.
6. Blockchain and Crypto Services: Specialized cryptocurrency and blockchain consulting services including ICO support, cryptocurrency accounting, and tax advice for blockchain investors.
7. Domiciliation and Secretarial Services: Company domiciliation services with or without workspace, conference room rental, telephone services, mail handling, and secretarial support.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Unita Finanz & Treuhand AG delivers comprehensive fiduciary and financial services to Swiss SMEs, entrepreneurs, and high-net-worth families. Its core offering encompasses trust services (accounting, bookkeeping, payroll, financial statements), tax consulting and planning, auditing through subsidiary Unita Audit GmbH, business and management consulting, family office wealth management, and specialized blockchain/crypto advisory including ICO support. Services are delivered as a one-stop-shop with both traditional in-person engagement and digital cloud-based accounting options.

Product overview

Unita Finanz & Treuhand AG offers a comprehensive suite of fiduciary and financial services as a unified portfolio. The core offering centers on traditional Trust Services (Treuhand) complemented by a Digital Trustee module that delivers cloud-based online accounting and automated bookkeeping. The company serves SMEs, entrepreneurs, and wealthy families through interconnected service lines: Family Offices for wealth management, Tax Consulting and Planning for tax optimization, Auditing through subsidiary Unita Audit GmbH, Business and Management Consulting covering M&A and CFO mandates, Blockchain/Crypto Trust for cryptocurrency advisory, and Domiciliation/Secretarial Services for company setup needs. The portfolio is delivered as an integrated one-stop-shop with dual-mandate capabilities, where accounting and auditing services can be provided by the same team from a single provider.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust Services (Treuhand)

Quantifiable outcome

• Up to 50% time savings in accounts payable processing through automation
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eleven partnerships are on record, tiered minor and core.

• DoreanminorOthersListed as a proud partner on Unita's website. Dorean appears to be a business services partner.
• UTG SwisscoreStrategic or Co-development PartnerUTG (a company of the Unita Group) provides auditing and financial review services. UTG is an affiliated entity offering services specifically to SMEs, positioned as a key operational partner.
• 67's Blockchain Entrepreneurs Club ZugcoreStrategic or Co-development PartnerThe '67's Blockchain Entrepreneurs Club Zug' is a blockchain industry networking platform. Co-founded by Unita CEO Cédric Schmid, it supports the EVZ (Zug Cantonal Bank) and blockchain industry development. Unita is deeply involved in blockchain ecosystem.
• Crypto Valley AssociationcoreStrategic or Co-development PartnerCrypto Valley Association Switzerland is the leading blockchain and cryptocurrency industry association. Unita is a member and active participant in the Crypto Valley ecosystem in Zug.
• Bitcoin Association SwitzerlandcoreStrategic or Co-development PartnerThe Bitcoin Association Switzerland promotes Bitcoin and blockchain technology. Unita's CEO Jürgen Kob is a member, supporting the cryptocurrency ecosystem.
• Treuhand SuissecoreOthersTreuhand Suisse is the Swiss fiduciary association. Unita is a member, gaining credibility, professional standards, and access to industry resources and best practices.
• Swiss OlympicminorOthersSwiss Olympic Partner Label holder. Unita supports elite athletes through flexible apprenticeship arrangements (recognized as sports-friendly employer).
• Swiss AccountingminorOthersSwiss Accounting is the Swiss professional accounting association. Unita holds membership, demonstrating professional standards in accounting services.
• Ampersand LabsminorImplementation/ SI/ Consulting PartnerWebsite development and design partner based in Zurich. Ampersand Labs designed and developed Unita's professional website.
• Business Park Industrie AGcoreStrategic or Co-development PartnerA sister company of Unita, Business Park Industrie AG offers domiciliation and secretarial services. This internal partnership enables comprehensive company formation and administrative services.
• Unita Audit GmbHcoreStrategic or Co-development PartnerAn independent auditing subsidiary of Unita, registered with the Audit Oversight Authority (RAB). Provides standard and limited audits, special audits, and due diligence services. Enables dual-mandate service delivery.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• KPMG Switzerland: KPMG Switzerland provides audit, tax and advisory services including family office and wealth management offerings for Swiss and international clients. Competes with Unita for HNW family mandates and SME audit work, but at substantially larger scale.
• BDO Switzerland: BDO Switzerland is one of the largest auditing and fiduciary services firms in Switzerland, offering accounting, tax, audit, and consulting to SMEs, HNW families and corporates. It is the closest broad incumbent to Unita's full-service fiduciary offering, but operates at significantly greater scale and geographic reach.
• PwC Switzerland: PwC Switzerland delivers tax, legal, audit and family office advisory to Swiss SMEs and multinational corporates. Comparable to Unita in trust, tax and audit service lines, but competing at the upper end of the market with global resources.
• Walder Wyss Tax & Family Office: Walder Wyss is a leading Swiss law firm with a tax, trusts and family office practice serving HNW families, entrepreneurs and international clients. Competes with Unita for higher-end family office and succession mandates.

Direct peers

• Abacus Treuhand AG: Abacus Treuhand is a Swiss fiduciary firm providing core accounting, tax compliance and payroll administration to SMEs. Directly comparable to Unita's traditional trust services backbone.
• Comitas AG: Comitas is a Swiss fiduciary and trust services firm offering accounting, tax, audit, and corporate services to SMEs and international clients in the Zug region. Directly comparable to Unita in size, service mix and Crypto Valley proximity.

Emerging players

• TaxFrog (Swiss Crypto Tax): TaxFrog is a Switzerland-based specialist firm focused on crypto and digital-asset taxation, ICO/IPO advisory and blockchain accounting. It is the most direct emerging competitor to Unita's Blockchain/Kryptotreuhand offering.
• Bitcoin Suisse (crypto-native services): Bitcoin Suisse, headquartered in Zug, offers crypto trading, custody and adjacent advisory to institutional and HNW crypto clients. Adjacent rather than head-to-head, but overlaps with Unita's crypto trust mandates in the same Crypto Valley ecosystem.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/unita-finanz-&-treuhand-ag

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

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 Unita Finanz & Treuhand AG