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Modernising the Swiss fiduciary industry

Through technology, partnership and succession
Partner with Sequence

Thousands of Swiss fiduciary firms are

  • Founder-led

  • Approaching retirement

  • Operating manually

  • Facing margin pressure.

The industry must evolve.

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Succession

  • We acquire 100% of your firm.
  • Structured earn-out.
  • Smooth transition
  • Technology integration.
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Partnership

  • We acquire a majority stake.
  • You stay.
  • We scale together.
  • Margins improve through AI.
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We don’t attack fiduciaries. We modernise them.

We don’t attack fiduciaries. We modernise them.

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  • AI replaces manual workload.

  • Margins expand from ~10% to 30–40%.

  • Client base integrates into Sequence OS.

  • Staff transitions to using Sequence OS.

AI replaces manual workload.

Margins expand from ~10% to 30–40%.

Client base integrates into Sequence OS.

Staff transitions to using Sequence OS.

Sequence it works

- Proven automation stack
- Structured 180-day integration playbook
- Performance-aligned earn-outs.

Sequence it works

Proven automation stack
Structured 180-day integration playbook
Performance-aligned earn-outs.

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