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About Financial Keepers — Geneva Fiduciary Firm

Financial Keepers Group is a Geneva-based fiduciary network founded in 2023 by experts with complementary backgrounds. The firm provides accounting, tax, payroll, HR, and strategic advisory services to SMEs, international companies, NGOs, and family offices operating in Switzerland and internationally. We combine the rigor and expertise of Big4 advisory standards with a human, personalized approach, leveraging the latest cloud-based technologies to streamline accounting processes and provide real-time financial visibility for our clients.

Our co-founders

Financial Keepers is led by experienced executives with backgrounds in corporate finance, strategic advisory, and digital transformation in Switzerland. Our founders combine executive leadership, financial expertise, and technology-driven innovation to support companies and investors in financial structuring, performance optimization, and scalable growth strategies.
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Cédric Sevaz — Cofounder

Expertise

  • Corporate Finance & Financial Advisory – Over 20 years of experience advising multinational corporations, private equity funds, and high-growth companies on complex financial strategies.

  • Transaction Advisory & Investment Structuring – Expertise in deal structuring, financial engineering, and strategic transactions.

  • Financial Reporting & Regulatory Expertise – Advanced knowledge of IFRS and Swiss GAAP FER reporting frameworks.

  • Private Equity & Strategic Investments – Advisory for investors and companies on capital structuring and growth financing strategies.

  • Big4 Advisory Leadership – Former Senior Manager at Deloitte and Executive Director at Ernst & Young, leading high-value advisory engagements for international clients.

  • Financial Governance & Performance Optimization – Support for organizations seeking strong financial leadership, governance frameworks, and operational finance transformation.

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Alexis Atero — Cofounder

Expertise

  • Executive Leadership & Growth Strategy – Former CEO with more than 10 years of executive management experience, driving organic and external growth strategies across business services sectors.

  • Digital Transformation & AI Integration – Specialist in organizational digitalization, AI-driven automation, and operational transformation, enabling scalable and data-driven business models.

  • Financial Performance & Operational Excellence – Expertise in management control, financial performance optimization, and cost-efficiency strategies.

  • Corporate Structuring & Fiduciary Expertise – Extensive experience in company incorporation, governance, and fiduciary services, particularly within the Swiss regulatory environment.

  • Platform Strategy & Innovation – As Head of Digital Transformation Services at Financial Keepers, Alexis leads the development and strategic scaling of the Financial Keepers platform, integrating AI technologies and digital infrastructures to modernize financial services.

Cédric Sevaz — Cofounder

Education & Certifications

  • Master’s Degree in Business Economics – University of Geneva

  • Master’s Degree in Business Economics – Université Pierre Mendès France Grenoble

  • AFA Certified – Bern

Alexis Atero — Cofounder

Education & Certifications

  • Master’s Degree in Finance – KEDGE Business School

  • Master’s Degree in Project Management – Solvay Business School

  • LSFin Certified – Swiss Financial Services Act

  • LBA Certified – Swiss Anti-Money Laundering Act

Our mission

Our mission is to reinvent the fiduciary profession in Switzerland by combining human expertise with modern technology-driven tools. We are committed to providing each client with precise, proactive, and personalized daily support — far beyond the minimum legal requirements.
  • Responsiveness — Responses within 24 hours, with proactive updates at every key stage.
  • Transparency — Fixed-fee packages with no hidden costs and clear monthly reporting.
  • Expertise — Every mandate is handled by specialists with deep knowledge of the Swiss market.
  • Innovation — Cloud-based accounting (Bexio, Wyzio, Abacus), automated payroll, and real-time financial dashboards.

Our approach

Our approach is built on three core pillars: Cost Efficiency, Performance, and Quality, all centered around the real needs of our clients. We work in close partnership, taking the time to understand your industry, your specific challenges, and your growth objectives.

We are members of Swiss professional networks and continuously monitor developments in Swiss corporate law (CO/OR), tax law (LIFD, LHID, VAT), employment law (CBA, LET), and accounting standards (Swiss GAAP FER, IFRS) to ensure our clients benefit from the most up-to-date expertise and regulatory insight.

Our clients & location

We support clients across Switzerland, including:

  • Swiss SMEs (SA/AG and Sàrl/GmbH) ranging from startups to companies generating more than CHF 20M in annual revenue

  • Foreign companies establishing operations in Switzerland (subsidiaries, branches, or representative offices)

  • Swiss NGOs, associations, and foundations

  • Commodity trading companies and structured financial vehicles based in Geneva

  • Private clients, including expatriates, self-employed professionals, and high-net-worth individuals

  • Franchise networks requiring standardized multi-entity accounting and financial management

 

Our Headquarter


Boulevard Georges-Favon 26-28, 1204 Geneva, Switzerland
Tél: +41 22 737 49 90 | Email: info@financialkeepers.ch