Balfina is a wealth manager based in Basel, Switzerland. Verified contact details, AUM data, and investment preferences on FindLPs.
Balfina AG is an independent and cooperatively organized financial services company based in Basel, which was founded in 2011. With our interdisciplinary consulting approach, we offer our clients comprehensive business and tax consulting as well as asset management, fiduciary and family office services from a single source.
Investment types: Venture Capital - Early Stage, Private Equity, Venture Capital, Investment Funds
Sectors & themes: Options Trading, Equity/Mutual Funds, Conservative Allocation, Equity Securities, Startups & Management, Finance, Traditional Investments (Liquid Assets), Alternative Investments
Preferred geographies: Europe
Location: Lange Gasse 90\nBasel\nCH4002\nSwitzerland
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.