Name

Provero Treuhand Ag

Legal name

Provero Treuhand AG

Website

https://provero.ch

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Fiduciary and Tax Advisory Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Fiduciary services
• Tax consulting
• Pension planning
• Business advisory
• Accounting services

Headquarters

HQ city

Sursee

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Fiduciary Services: Provero generates revenue through professional services fees for fiduciary, tax consulting, pension planning, accounting, and business advisory services. Services are delivered on a project and retainer basis, with ongoing client relationships for continuous consulting and support.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels1 record

Core offering

Provero Treuhand AG is a small Swiss fiduciary and tax advisory firm based in Sursee that delivers professional services to both businesses and private individuals. Its core offerings cover five interconnected service pillars: tax consulting and planning, pension and retirement planning (2nd and 3rd pillar), accounting and HR administration, estate and inheritance services, and business consulting/corporate law (formation, restructuring, mergers, liquidations). Services are delivered through direct personal engagement on a quote-based, retainer/project basis.

Product overview

Provero Treuhand AG is a Swiss fiduciary and tax advisory firm offering a unified portfolio of professional services centered around trust, tax, and corporate advisory. The core offering comprises five interconnected service pillars: Tax Consulting & Planning (Steuerberatung & -planung), Pension & Retirement Planning (Vorsorge), Accounting & HR Administration (Buchführung & Personaladministration), Estate & Inheritance Services (Erbschaften), and Business Consulting & Corporate Law (Unternehmensberatung & Gesellschaftsrecht). These services are complemented by the proprietary Provero Steuer-Cockpit (a tax cockpit with payment control feature) and downloadable business forms/templates. The firm positions itself as a personal, holistic alternative to large fiduciary offices, emphasizing continuous advisory relationships and customized solutions for both businesses and private individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuerberatung & -planung (Tax Consulting & Planning)
• Vorsorge (Pension & Retirement Planning) Long-term retirement planning services covering 2nd and 3rd pillar optimization, post-retirement budget preparation, and analysis of pension vs. capital withdrawal options. For businesses and private individuals.
• Buchführung & Personaladministration (Accounting & HR Administration) Comprehensive bookkeeping and payroll services including annual financial statements, VAT reporting, payroll processing, social security declarations, and AHV audit support. Primarily for Swiss businesses.
• Erbschaften (Estate & Inheritance Services) Estate and inheritance advisory services including wills, inheritance contracts, estate and gift taxes, coordination with heirs and authorities, estate administration, and executorship. Primarily for private individuals and business owners.
• Unternehmensberatung & Gesellschaftsrecht (Business Consulting & Corporate Law) Corporate advisory covering legal form selection, company formation, succession planning, purchase/sale contracts, shareholder agreements, restructuring, conversions, mergers, and liquidations. For Swiss businesses across all lifecycle stages.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• instride AGminorOthersinstride AG is credited for design and code of the website. Located in Sursee, Switzerland, they are the web design and development agency partner for Provero's digital presence.

Scale indicators1 record

Recent moves4 records

Direct peers

• OBT AG: Swiss Treuhand and fiduciary firm offering tax, accounting, audit, and business consulting to SMEs and individuals across multiple cantons. Directly comparable in service portfolio and target client segments to Provero, though operating at larger regional scale.
• Confides AG: Swiss fiduciary and accounting firm providing tax, bookkeeping, payroll, and business consulting to SMEs and individuals. Direct competitor in the boutique Treuhand segment with overlapping service offerings.
• Balmer-Etienne AG: Swiss Treuhand firm headquartered in Lucerne providing fiduciary, tax, audit, and consulting services to SMEs and private clients. Closely comparable to Provero in scope, regional Central Switzerland footprint, and SME/individual client focus.
• Lufida AG Treuhandgesellschaft: Swiss fiduciary and tax advisory firm offering Treuhand, accounting, payroll, and consulting services to SMEs and private individuals. Comparable in boutique positioning, multi-pillar service mix, and personal advisory model.
• Allvisa AG: Swiss Treuhand firm offering tax consulting, accounting, payroll, and business advisory to SMEs and private clients. Comparable boutique fiduciary model with similar service portfolio to Provero.

Broad incumbents

• Deloitte Switzerland: Big Four firm providing tax consulting, accounting, legal, and corporate advisory across Switzerland. Competes with Provero in tax planning, estate, and business consulting for SMEs and HNW individuals.
• KPMG Switzerland: Big Four advisory firm with a full Swiss fiduciary, tax, and corporate services practice. Competitor in tax planning, pension advisory, and corporate restructuring but at significantly larger scale.
• PricewaterhouseCoopers Switzerland: Big Four firm offering tax, legal, audit, and advisory services in Switzerland including Treuhand, succession planning, and corporate consulting. Represents the 'large anonymous fiduciary' alternative Provero explicitly positions against.
• EY Switzerland: Big Four firm with Swiss tax, transaction, and advisory practices covering fiduciary-adjacent services for SMEs, HNW clients, and corporates. Represents a competing full-service alternative in the broader market.
• BDO Switzerland: National Swiss audit, tax, and advisory firm providing fiduciary, accounting, and consulting services across all major practice areas. Overlaps with Provero in tax, accounting, and SME advisory, but operates at much larger scale with broader geographic reach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/provero-treuhand-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Provero Treuhand Ag