What Wespi & Partner AG does

Wespi & Partner AG is a Swiss fiduciary and advisory firm (Treuhandunternehmen) headquartered in the Glatt Tower in Wallisellen, Zurich, founded in 2013 by Philipp Wespi and operating as an Aktiengesellschaft since 2015. The firm delivers interdisciplinary professional services across five practice areas: trust services (Treuhand), payroll administration (Lohnbuchhaltung), tax advisory (Steuern), statutory audit (Revision via wholly owned subsidiary W&P Revisions AG), and business consulting (Beratung). Services are organized around a four-stage business lifecycle framework — startup, growth, established SME, and succession — enabling the firm to retain clients as they evolve from incorporation through ownership transition. It is recognized by EXPERTsuisse and authorized by the Swiss Federal Audit Oversight Authority (RAB) since 2019.

The firm operates a digital-first delivery model built primarily on the ABACUS software ecosystem (AbaWeb, AbaNinja) since 2020, supplemented by partnerships with bexio, Exxas, kontera (for automated invoice processing), revio, and Hostpoint. A secure client portal (AbaWeb) gives clients and their employees self-service access to payroll and accounting records. The technology stack is a third-party SaaS portfolio layered with proprietary process expertise rather than internally developed software; the firm's differentiation is in implementation, advisory interpretation, and cross-service bundling rather than underlying platform ownership.

Wespi & Partner AG is partner-owned and -led, with four equity partners holding Verwaltungsrat seats as of 2026 (Philipp Wespi, Seraina Klossner, Patrick Imwinkelried, Matthias Vollenweider), plus advisory partner Kurt Tenger who joined in March 2026 via the CompTax Treuhand acquisition. The team has expanded from 3 employees at founding to 14 in 2026, with a second Zurich-area fiduciary (CompTax Treuhand) acquired effective March 1, 2026. Revenue derives from custom engagement-based fees across trust, payroll, tax, audit, and consulting mandates, with multi-year client relationships typical for the Swiss SME fiduciary market. The firm has disclosed no external institutional investors and operates as a self-financed partnership.

Name

Wespi & Partner AG

Legal name

Wespi & Partner AG

Website

https://wespipartner.ch

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Wespi & Partner AG is a Swiss partner-led fiduciary and advisory firm in Wallisellen offering trust, payroll, tax, audit, and consulting services to SMEs across the business lifecycle via a digital ABACUS-based delivery model.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

akta.pro secondary industries

Risk, Compliance & Internal Controls Consulting (BPAHACAJ), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Trust services
• Payroll administration
• Tax advisory
• Business auditing
• Accounting services

Headquarters

HQ city

Wallisellen

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, Infrastructure

Revenue model

1. Trust Services (Treuhand): Core trust and fiduciary services including bookkeeping, financial reporting, and financial management consulting for businesses.
2. Payroll Services: Digital payroll administration, payroll processing for national and international employees, social security declarations, and expense management.
3. Tax Advisory: Tax declaration and planning services for legal entities, partnerships, and individuals. Includes VAT services, withholding taxes, and capital gains reserve declarations.
4. Audit and Economic Review: Limited and ordinary audits for startups, growing SMEs, and larger companies. Includes statutory examinations and voluntary reviews.
5. Business Consulting: Strategic advisory including SWOT analysis, business plans, M&A transaction support, employee participation plans, and succession planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Wespi & Partner AG is a partner-led Swiss fiduciary firm providing integrated trust, payroll, tax, audit, and business consulting services to SMEs, startups, foundations, and succession-planning owners. Services are delivered digitally on the ABACUS software ecosystem (AbaWeb, AbaNinja), with kontera for automated invoice processing and Exxas/bexio for smaller-business clients, and the wholly owned subsidiary W&P Revisions AG handles statutory audits under the RAB authorization.

Product overview

Wespi & Partner AG is a digital, partner-led fiduciary and advisory firm offering integrated services across Treuhand (trust/accounting), Payroll, Tax, Revision (audit), and Business Consulting. The company follows a business lifecycle framework, guiding clients from startup through growth, established business phases, to succession planning. Services are delivered through proprietary expertise and integrated software solutions including Abacus (ERP/Payroll), bexio (small business accounting), Exxas (CRM/ERP), and kontera (automated document processing). The subsidiary W&P Revisions AG provides dedicated audit services.

Differentiator

Problem solved

Functional benefit

Products and services

• Treuhand (Trust Services) Digital bookkeeping, professional financial reports, transparent analyses, and targeted consulting. Includes financial management and accounting-process optimization for Swiss SMEs, startups, foundations, and succession clients.
• Payroll (Lohnbuchhaltung) Digital payroll processing, employee participation plans, social security declarations, and expense management. Includes payroll for national and international employees, expat payroll, and cross-border workers. Delivered via Abacus software with integrated employee self-service portal.
• Tax Services (Steuern) Direct and indirect taxes, VAT, withholding taxes, and other levies. Services include tax declarations for legal entities, partnerships and individuals, tax planning, audit support, tax ruling applications, and capital gains reserve declarations.
• Audit Services (Revision / Wirtschaftsprüfung) External auditing including limited statutory audits for SMEs, ordinary audits, voluntary reviews, and special transaction audits. Services are delivered through the wholly owned subsidiary W&P Revisions AG under the firm's RAB authorization.
• Business Consulting (Beratung) Strategic advisory including business plan development, SWOT analyses, M&A transaction support, due diligence examinations, employee participation plans, company valuations, and succession planning for Swiss SMEs and owner-led businesses.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• EXPERTsuissecoreOthers · 1 January 2013Professional association membership providing credibility and professional standards recognition. The firm is recognized by EXPERTsuisse as an approved trust company.
• ABACUS Research AGcoreTechnology or IntegrationPrimary software partner providing the ABACUS financial and payroll software ecosystem including AbaWeb and AbaNinja. The firm leverages ABACUS for client bookkeeping, payroll, and integrated employee self-service portals.
• reviominorOthersListed as a partner in the ecosystem footer, though specific partnership details not detailed on reviewed pages.
• W&P Revisions AGcoreStrategic or Co-development Partner100% owned subsidiary company acquired in 2022 to strengthen and expand the audit and revision services. Provides statutory audit services under the parent company's umbrella.

Scale indicators4 records

Recent moves10 records

Expansion highlights6 records

Broad incumbents

• KPMG AG (Switzerland): Big4 accounting and advisory firm in Switzerland providing audit, tax, and consulting services across all major industries. Broad incumbent offering overlapping capabilities but at significantly larger scale and enterprise focus.
• Deloitte AG (Switzerland): Big4 firm in Switzerland providing audit, consulting, financial advisory, and tax services. Broad incumbent with substantial overlap on Wespi & Partner's audit, tax, and transaction advisory offerings.
• Ernst & Young (EY Switzerland): Big4 firm offering assurance, tax, transaction, and advisory services in Switzerland. Provides overlapping capabilities in audit, tax, and M&A but operates at much larger scale and across broader industries.
• PricewaterhouseCoopers (PwC Switzerland): Big4 firm in Switzerland delivering audit, tax, legal, and consulting services. Overlaps with Wespi & Partner on audit, tax, and M&A advisory but serves larger enterprise clients as part of a global portfolio.

Direct peers

• OBT AG: Swiss Treuhand, audit, and consulting firm offering integrated services to SMEs and mid-market companies. Highly comparable Swiss mid-sized Treuhand peer with similar lifecycle-based service approach.
• Mazars AG (Switzerland): International audit, tax, and advisory firm with a significant Swiss presence serving mid-market companies. Comparable scope of audit, tax, and business advisory services for SME clients in the Swiss market.
• BDO AG (Switzerland): Swiss member of the BDO international network providing audit, tax, and advisory services to SMEs across Switzerland, with a similar full-service mid-market positioning. Directly comparable service mix (audit, tax, advisory) and similar SME target segments.
• RBA Treuhand AG: Swiss Treuhand and audit firm with comparable mid-sized structure serving SMEs. Directly comparable on core trust, audit, and tax services in the Swiss market.

Others

• ABACUS Research AG: Primary software partner providing the ABACUS ERP, payroll, and accounting platform that Wespi & Partner deploys for clients. An enabling ecosystem participant rather than direct competitor; the firm's value proposition depends on this partnership.

Emerging players

• bexio AG: Digital-native Swiss accounting software platform enabling SMEs and self-employed professionals to handle their own bookkeeping. Operates adjacent to Wespi & Partner's small-business client base and is even recommended by the firm for clients who self-serve, representing a partial substitute rather than full competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wespipartner

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Wespi & Partner AG