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Vision
At Tellancia, we are redefining the financial advisory experience in Switzerland.
Our vision: to offer a demanding clientele tailor-made support, combining excellence, discretion and performance.
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About
Tellancia is a financial consulting and insurance brokerage firm based in Switzerland. Our mission: to assist individuals and businesses in optimizing their income, taxes, assets, and administrative procedures. As a fully independent intermediary, we offer objective and tailored solutions.
+97%
of our customers recommend us to their friends and family.
+5,000
active customers in 2024 and a growth of 620% over the previous year.
+40
A team of more than 60 FINMA-certified and AFA-qualified advisors.
3
Three agencies located across Switzerland for local support.
Our tailor-made solutions for every stage of your life
Testimonials
I contacted Tellancia for a simple tax question, and I ended up rethinking my entire wealth management strategy. Their approach is human, rigorous, and proactive. Thanks to them, I now save several thousand francs a year in taxes.
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Julien R.
senior executive in Lausanne
As a self-employed person, I always put off the question of retirement. Tellancia's advisors were able to clearly explain the issues to me, without jargon, and put together a solution adapted to my lifestyle and budget. It's a real relief.
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Sophie M.
entrepreneur in Geneva
We were looking for insurance to protect our family in case of an unforeseen event. Tellancia took the time to understand our situation and offered us truly relevant coverage, without forcing us to do anything. Today, we feel truly secure.
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Marc and Lina D.
young parents in Neuchâtel
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