Huwiler Services Ag

What Huwiler Services Ag does

Huwiler Services AG is a Swiss fiduciary, accounting, and audit services firm based in Ostermundigen near Bern, operating as part of the privately held Huwiler Gruppe, a five-entity group whose origins trace to a sole proprietorship founded by Anton Huwiler in May 1971. The company was formed in January 2002 via spin-off of the group's real estate accounting division and focuses on three service pillars: Treuhand (fiduciary services covering financial accounting, payroll administration, tax consulting, and corporate consulting for SMEs), Immobilien (centralized property accounting and fund accounting for real estate investors, property owners, and asset managers using GARAIO REM and pebeFINANCE software), and Revision (licensed audit services delivered through the affiliated Huwiler Revisionen AG under RAB registration #500159).

Service delivery combines direct, in-person consulting at the Bernstrasse 102 office with a SaaS-based online portal enabling clients to access real-time accounting data, monitor budgets, and manage documentation. The technology stack is built on standard third-party professional services platforms (GARAIO REM, pebeFINANCE, ABACUS, bexio, rimoR4) hosted in ISO 27001-certified Swiss data centers, with no proprietary software products disclosed. The firm deliberately excludes property management from its offering to maintain specialization in property and fund accounting.

The business model is professional services with quote-based, retainer or hourly billing. Go-to-market is sales-led and relationship-driven, targeting Swiss SMEs and real estate investors through partner networks, referrals, EXPERTsuisse and SVIT industry association memberships, and a multilingual (German and French) website. Customer segments span Swiss SMEs, real estate investors and property owners, Swiss real estate investment foundations, and audit-only clients. All group shareholders are active in management, and the firm has pursued leadership renewal through a co-CEO structure (2020), partner elevations (2021), and successive Deputy CEO appointments (2023, 2025). No external private equity or venture capital backing is indicated, and the company is not listed on any exchange.

Name

Huwiler Services Ag

Legal name

Huwiler Services AG

Website

https://huwiler.ch

Company type

Private

Founded year

1971

Operating status

Operating

Short description

Huwiler Services AG is a Swiss fiduciary and audit firm specializing in real estate property accounting, fund accounting, and SME fiduciary services, serving property investors, investment foundations, and SMEs across Switzerland from its Bern-area office.

Ownership category

akta.pro rank

Product category

Fiduciary and Accounting Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920), Other Activities Related to Real Estate (531390)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Fiduciary services
• Financial accounting
• Real estate accounting
• Tax consulting
• Audit services

Headquarters

HQ city

Ostermundigen

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. Fiduciary and Accounting Services: Ongoing bookkeeping, financial accounting, and payroll administration services for SMEs. Services typically billed on retainer or hourly basis as professional services.
2. Real Estate Accounting Services: Property accounting and fund accounting services for real estate investors, property owners, and investment foundations. Includes heating and operating cost reconciliations.
3. Tax Consulting Services: Tax return preparation, VAT reporting, tax planning, and tax advice for businesses and individuals.
4. Audit Services: Limited and ordinary audits, special audits, and internal control system implementation for SMEs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Huwiler Services AG provides specialized fiduciary, financial accounting, payroll administration, tax consulting, corporate consulting, property accounting, fund accounting, and licensed audit services to Swiss SMEs, real estate investors, property owners, and investment foundations. Services are delivered through a Bern-area office combined with a secure SaaS-based online client portal, using industry-standard platforms such as GARAIO REM and pebeFINANCE. The firm deliberately avoids offering property management in order to maintain the highest specialization in real estate accounting.

Product overview

Huwiler Services AG operates as part of the Huwiler Group, a Swiss fiduciary and real estate services company. The offering consists of integrated professional services organized around three main pillars: (1) Treuhand/Fiduciary Services covering financial accounting, payroll accounting, tax consulting, and corporate consulting for SMEs; (2) Immobilien/Real Estate Services encompassing property accounting (Liegenschaftsbuchhaltung via GARAIO REM software) and fund accounting (Fondsbuchhaltung via pebeFINANCE) for property owners and asset managers; and (3) Revision/Auditing providing licensed audit services. The company does not offer property management, focusing instead on high specialization in accounting and auditing. Services are delivered through modern SaaS applications with online access, supported by Swiss-based ISO-certified data centers.

Differentiator

Problem solved

Functional benefit

Products and services

• Treuhand (Fiduciary Services) Comprehensive fiduciary services providing needs-based solutions and consulting for Swiss SMEs, encompassing financial accounting, payroll accounting, tax consulting, and corporate consulting.
• Financial Accounting (Finanzbuchhaltung) Outsourced financial accounting for SMEs of all sizes, offering complete or partial bookkeeping with maximum reliability and fast turnaround times.
• Payroll Accounting (Lohnbuchhaltung) Payroll and social security administration services ensuring correct and timely salary payments and insurance settlements for Swiss employers.
• Tax Consulting (Steuerberatung) Tax advisory services including tax return preparation, VAT settlements, tax calculations, and tax planning for businesses and individuals in Switzerland.
• Corporate Consulting (Unternehmensberatung) Strategic business consulting for SMEs including company formation, restructuring, succession planning, cost accounting concepts, investment calculations, and cash management.
• Real Estate Services (Immobilien) Specialized real estate services encompassing property accounting and fund accounting for property owners, real estate investors, asset managers, and investment foundations in Switzerland.
• Property Accounting (Liegenschaftsbuchhaltung) Centralized property accounting service delivered using GARAIO REM software, including tenant invoicing, creditor processing, annual accounts, and heating and operating cost settlements for property owners.
• Fund Accounting (Fondsbuchhaltung) Specialized fund accounting for Swiss real estate portfolios, providing financial accounting, net asset value calculations, reporting, tax services, and regulatory compliance for investment foundations and funds.
• Auditing (Revision) Licensed audit services including limited audits, ordinary audits, special audits, and internal control systems, conducted by RAB-approved audit experts (Huwiler Revisionen AG).

Quantifiable outcome

• Real Estate Award Switzerland 2012 - recognition for quality real estate services

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• EXPERTsuissecoreOthersSwiss expert association for auditing, tax, and fiduciary services. Huwiler Group has been a member since May 1995. The association provides professional standards, training, and industry representation for members.
• SVITcoreOthersSwiss Association of Real Estate Industry. Membership indicates specialization and compliance with industry standards in real estate services.

Scale indicators2 records

Recent moves9 records

Expansion highlights5 records

Others

• Abacus Research AG: Abacus is a leading Swiss ERP/accounting software vendor whose platform Huwiler itself uses. Comparable as a Swiss business-software ecosystem participant serving similar SME and real estate accounting workflows.

Broad incumbents

• BDO Switzerland: BDO Switzerland is a top-tier audit, tax, and advisory network with full fiduciary capabilities for SMEs and real estate clients. Overlaps with Huwiler on every service line but operates at national scale across all Swiss cantons.
• RSM Switzerland: RSM Switzerland provides audit, tax, and consulting to mid-market Swiss companies including real estate and SME segments. Directly comparable on fiduciary and audit services, larger scale and broader geographic footprint.
• KPMG Switzerland: KPMG Switzerland is a Big Four audit and advisory firm serving large Swiss corporates, financial institutions, and real estate funds. Overlaps with Huwiler's audit and real estate fund accounting practices at the institutional end of the market.

Direct peers

• Trianon AG: Trianon AG is a mid-sized Swiss fiduciary and tax consulting firm serving SMEs and private clients across Switzerland. Highly comparable to Huwiler in service mix (Treuhand, tax, accounting, audit-adjacent advisory) and target market (Swiss SMEs and HNW families).
• OBT AG: OBT AG is a Swiss full-service fiduciary, tax, audit, and business consulting firm with comparable SME focus and similar service pillars (Treuhand, Steuerberatung, Wirtschaftsprüfung, Unternehmensberatung). Comparable in scale and multi-entity structure to the Huwiler Group.
• Avenir Group (Treuhand): Avenir Group is a Bern-based fiduciary and consulting group with comparable service pillars (Treuhand, Steuerberatung, Revision, Immobilien-Treuhand). Closest geographic and service-line competitor to Huwiler in the Bern market.
• GF Group (formerly Grüner Fischer): GF Group is a Bern-region fiduciary and tax consulting firm offering Treuhand, tax, and audit services to Swiss SMEs. Closest geographic and service-line competitor to Huwiler in the Bern market.
• Allvisa AG: Allvisa AG is a Swiss fiduciary and audit firm specializing in tax, accounting, and audit for SMEs and private clients in German-speaking Switzerland. Directly comparable service offering and customer base to Huwiler.

Emerging players

• bexio AG: bexio is a Swiss cloud accounting SaaS platform for SMEs and small fiduciary firms. Competes indirectly with Huwiler by enabling SMEs to handle bookkeeping in-house rather than outsource it; also a software partner Huwiler uses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/huwiler

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Huwiler Services Ag